Smallwood Wealth Investment Management, LLC | 13F Holdings | BadatCrypto

Smallwood Wealth Investment Management, LLC

CIK: 0001921304

1048

Signals (30d)

1048

Buys (30d)

0

Sells (30d)

521

Current Positions

⏱ Historical Data Pending

Recent Signals

Historical data not yet available for this fund

Signals will appear when we have Q3 2025 comparison data

Current Positions

Showing 50 of 521 positions

iShares Core S&P Total U.S. Stock Market ETF

345,754 shares

$51.4M

26.91%

Apple Inc.

46,405 shares

$12.6M

6.60%

Vanguard Total Stock Market ETF

30,100 shares

$10.1M

5.28%

Vanguard Mid-Cap Value ETF

44,600 shares

$7.9M

4.14%

116,545 shares

$6.0M

3.13%

Intercontinental Exchange, Inc.

34,479 shares

$5.6M

2.92%

First Trust Senior Loan ETF

82,784 shares

$5.5M

2.88%

Capital Group Dividend Value ETF

124,054 shares

$5.4M

2.83%

93,354 shares

$4.6M

2.42%

115,921 shares

$4.0M

2.10%

162,444 shares

$4.0M

2.07%

57,383 shares

$3.9M

2.07%

Vanguard Energy ETF

22,762 shares

$2.9M

1.50%

JPMORGAN CHASE & CO

92,080 shares

$2.8M

1.44%

Philip Morris International Inc.

15,906 shares

$2.6M

1.34%

NVIDIA CORP

13,561 shares

$2.5M

1.32%

54,332 shares

$2.5M

1.30%

MICROSOFT CORP

5,038 shares

$2.4M

1.28%

Alphabet Inc.

7,217 shares

$2.3M

1.19%

JPMorgan Nasdaq Equity Premium Income ETF

35,238 shares

$2.0M

1.07%

VanEck Municipal Bond ETF

17,920 shares

$1.9M

1.00%

JPMorgan Core Plus Bond ETF

38,882 shares

$1.8M

0.96%

15,439 shares

$1.8M

0.96%

18,213 shares

$1.8M

0.94%

INTERNATIONAL BUSINESS MACHINES CORP

5,831 shares

$1.7M

0.90%

EXXON MOBIL CORP

12,557 shares

$1.5M

0.79%

Schwab International Equity ETF

55,238 shares

$1.3M

0.70%

JPMorgan Equity Premium Income ETF

22,302 shares

$1.3M

0.67%

PROCTER & GAMBLE Co

8,546 shares

$1.2M

0.64%

Vanguard S&P 500 ETF

1,649 shares

$1.0M

0.54%

AMAZON COM INC

4,049 shares

$0.9M

0.49%

BROADRIDGE FINANCIAL SOLUTIONS, INC.

3,765 shares

$0.8M

0.44%

NETFLIX INC

7,610 shares

$0.7M

0.37%

Broadcom Inc.

1,936 shares

$0.7M

0.35%

CHEVRON CORP

4,257 shares

$0.6M

0.34%

JPMORGAN CHASE & CO

2,008 shares

$0.6M

0.34%

Walt Disney Co

5,509 shares

$0.6M

0.33%

HOME DEPOT, INC.

1,767 shares

$0.6M

0.32%

Progyny, Inc.

23,477 shares

$0.6M

0.32%

Vanguard FTSE All-World ex-US ETF

8,140 shares

$0.6M

0.31%

CATERPILLAR INC

1,028 shares

$0.6M

0.31%

Mondelez International, Inc.

10,641 shares

$0.6M

0.30%

AbbVie Inc.

2,462 shares

$0.6M

0.29%

ORACLE CORP

2,610 shares

$0.5M

0.27%

JOHNSON & JOHNSON

2,403 shares

$0.5M

0.26%

iShares iBoxx $ Investment Grade Corporate Bond ETF

4,453 shares

$0.5M

0.26%

NEW JERSEY RESOURCES CORP

10,615 shares

$0.5M

0.26%

PUBLIC SERVICE ENTERPRISE GROUP INC

5,526 shares

$0.4M

0.23%

Palantir Technologies Inc.

2,471 shares

$0.4M

0.23%

AT&T INC.

17,138 shares

$0.4M

0.22%

Most Active Tickers

iShares Core S&P Total U.S. Stock Market ETF

2 signals

Apple Inc.

2 signals

Vanguard Total Stock Market ETF

2 signals

Vanguard Mid-Cap Value ETF

2 signals

2 signals

First Trust Senior Loan ETF

2 signals

Intercontinental Exchange, Inc.

2 signals

Capital Group Dividend Value ETF

2 signals

2 signals

Activity (Last 7 Days)

Apr 22, 2026

+527-0

Jan 23, 2026

+521-0

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