10,000+ stock pitches from top investors available on joinyellowbrick.com
Smallwood Wealth Investment Management, LLC 13F Holdings
Holdings from the most recent 13F from Smallwood Wealth Investment Management, LLC
Filed: 2025-10-17 (Q3 2025) | Holdings: 530 | Value: $196.3M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| ITOT - ISHARES TR | Add 4% ($1.9M) | 27.73% | $54.5M | +2.13% | |||
| AAPL - APPLE INC | 6.09% | $12.0M | +8.86% | ||||
| VTI - VANGUARD INDEX FDS | 5.51% | $10.8M | +2.14% | ||||
| VOE - VANGUARD INDEX FDS | Add 4% ($287.4K) | 4.18% | $8.2M | +4.15% | |||
| ICE - INTERCONTINENTAL EXCHANGE IN | 2.96% | $5.8M | |||||
| FRDM - EA SERIES TRUST | Add 4% ($198.8K) | 2.78% | $5.5M | ||||
| PULS - PGIM ETF TR | Add 10% ($471.0K) | 2.62% | $5.1M | ||||
| CGDV - CAPITAL GROUP DIVIDEND VALUE | Add 3% ($152.8K) | 2.55% | $5.0M | +3.39% | |||
| HELO - J P MORGAN EXCHANGE TRADED F | Add 40% ($1.4M) | 2.46% | $4.8M | ||||
| CGGO - CAPITAL GROUP GBL GROWTH EQT | Add 4% ($166.3K) | 2.12% | $4.2M | +1.47% | |||
| DWM - WISDOMTREE TR | Add 4% ($157.1K) | 2.05% | $4.0M | +2.02% | |||
| MMIT - NEW YORK LIFE INVTS ACTIVE E | Add 21% ($559.4K) | 1.64% | $3.2M | ||||
| VDE - VANGUARD WORLD FD | Add 6% ($165.0K) | 1.46% | $2.9M | +5.12% | |||
| AMJB - JPMORGAN CHASE FINL CO LLC | Add 5% ($141.2K) | 1.43% | $2.8M | ||||
| MSFT - MICROSOFT CORP | Reduce 1% $(20.7K) | 1.34% | $2.6M | -6.84% | |||
| PM - PHILIP MORRIS INTL INC | 1.32% | $2.6M | -2.85% | ||||
| NVDA - NVIDIA CORPORATION | Add 1% ($28.4K) | 1.30% | $2.5M | -4.42% | |||
| GUNR - FLEXSHARES TR | Add 4% ($92.6K) | 1.29% | $2.5M | +4.41% | |||
| MUB - ISHARES TR | Reduce 11% $(314.3K) | 1.24% | $2.4M | -0.10% | |||
| RWR - SPDR SERIES TRUST | Add 4% ($69.2K) | 0.97% | $1.9M | -1.71% | |||
| RZV - INVESCO EXCHANGE TRADED FD T | Add 13% ($212.5K) | 0.93% | $1.8M | +5.07% | |||
| GOOG - ALPHABET INC | 0.90% | $1.8M | |||||
| JCPB - J P MORGAN EXCHANGE TRADED F | Add 72% ($697.2K) | 0.85% | $1.7M | -0.37% | |||
| IBM - INTERNATIONAL BUSINESS MACHS | 0.84% | $1.6M | +10.56% | ||||
| JEPQ - J P MORGAN EXCHANGE TRADED F | Add 46% ($503.0K) | 0.81% | $1.6M | +2.64% | |||
| XOM - EXXON MOBIL CORP | 0.73% | $1.4M | +7.02% | ||||
| VOO - VANGUARD INDEX FDS | 0.69% | $1.4M | +2.18% | ||||
| SCHF - SCHWAB STRATEGIC TR | 0.69% | $1.3M | +2.52% | ||||
| PG - PROCTER AND GAMBLE CO | 0.67% | $1.3M | -5.11% | ||||
| JEPI - J P MORGAN EXCHANGE TRADED F | Add 23% ($209.2K) | 0.58% | $1.1M | +2.60% | |||
| N/A - SPDR S&P 500 ETF TR | CALL | New Purchase | 0.54% | $1.1M | |||
| NFLX - NETFLIX INC | Add 5% ($43.2K) | 0.50% | $981.9K | -21.19% | |||
| BR - BROADRIDGE FINL SOLUTIONS IN | 0.46% | $894.1K | |||||
| AMZN - AMAZON COM INC | Add 1% ($13.0K) | 0.45% | $885.1K | +5.76% | |||
| PEG - PUBLIC SVC ENTERPRISE GRP IN | 0.40% | $776.8K | |||||
| ORCL - ORACLE CORP | 0.37% | $732.8K | -34.26% | ||||
| HD - HOME DEPOT INC | Reduce 1% $(4.9K) | 0.36% | $714.3K | -7.52% | |||
| MDLZ - MONDELEZ INTL INC | 0.34% | $665.1K | -13.98% | ||||
| CVX - CHEVRON CORP NEW | 0.34% | $661.1K | |||||
| N/A - BROADRIDGE FINL SOLUTIONS IN | PUT | New Purchase | 0.33% | $643.1K | |||
| DIS - DISNEY WALT CO | Add 1% ($3.4K) | 0.33% | $639.0K | +0.51% | |||
| AVGO - BROADCOM INC | Add 1% ($3.3K) | 0.32% | $635.1K | ||||
| JPM - JPMORGAN CHASE & CO. | 0.32% | $629.0K | |||||
| VEU - VANGUARD INTL EQUITY INDEX F | 0.31% | $607.2K | +1.40% | ||||
| PGNY - PROGYNY INC | New Purchase | 0.30% | $582.7K | +38.04% | |||
| ABBV - ABBVIE INC | 0.29% | $568.0K | -3.32% | ||||
| LQD - ISHARES TR | 0.27% | $528.5K | -1.32% | ||||
| FBTC - FIDELITY WISE ORIGIN BITCOIN | 0.26% | $513.6K | |||||
| NJR - NEW JERSEY RES CORP | 0.26% | $510.4K | -1.20% | ||||
| CAT - CATERPILLAR INC | New Purchase | 0.25% | $490.7K | +12.90% | |||
| T - AT&T INC | Reduce 100% | 0.00% | $0.00 | ||||
| FSCO - FS CREDIT OPPORTUNITIES CORP | Reduce 100% | 0.00% | $0.00 | ||||
| META - META PLATFORMS INC | Reduce 100% | 0.00% | $0.00 | ||||
| BIV - VANGUARD BD INDEX FDS | Reduce 100% | 0.00% | $0.00 | ||||