Smallwood Wealth Investment Management, LLC Top Holdings and 13F Report (2025) About Smallwood Wealth Investment Management, LLCInvestment ActivitySmallwood Wealth Investment Management, LLC has $158.81 million in total holdings as of March 31, 2025.Smallwood Wealth Investment Management, LLC owns shares of 505 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 10.94% of the portfolio was purchased this quarter.About 1.95% of the portfolio was sold this quarter.This quarter, Smallwood Wealth Investment Management, LLC has purchased 78 new stocks and bought additional shares in 30 stocks.Smallwood Wealth Investment Management, LLC sold shares of 24 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares Core S&P Total U.S. Stock Market ETF $44,357,780Apple $10,051,714Vanguard Mid-Cap Value ETF $7,053,045Vanguard Total Stock Market ETF $7,046,484Intercontinental Exchange $5,975,227 Largest New Holdings this Quarter 46641Q852 - JPMorgan International Bond Opportunities ETF $226,328 Holding92826C839 - Visa $217,349 Holding962879102 - Wheaton Precious Metals $209,601 Holding69608A108 - PALANTIR TECHNOLOGIES INC $204,670 Holding171340102 - Church & Dwight $196,835 Holding Largest Purchases this Quarter iShares Core S&P Total U.S. Stock Market ETF 10,575 shares (about $1.29M)J P MORGAN EXCHANGE TRADED F 13,862 shares (about $827.28K)PGIM Ultra Short Bond ETF 7,332 shares (about $364.62K)NYLI MacKay Shields Municipal Intermediate ETF 12,262 shares (about $293.92K)JPMorgan Nasdaq Equity Premium Income ETF 4,558 shares (about $236.02K) Largest Sales this Quarter SPDR S&P 500 ETF Trust 1,552 shares (about $868.17K)Broadridge Financial Solutions 2,790 shares (about $676.60K)Intercontinental Exchange 3,865 shares (about $666.71K)AT&T 8,009 shares (about $226.50K)Vanguard Total Stock Market ETF 696 shares (about $191.29K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSmallwood Wealth Investment Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorITOTiShares Core S&P Total U.S. Stock Market ETF$44,357,780$1,290,258 ▲3.0%363,55827.9%ETFAAPLApple$10,051,714$135,723 ▲1.4%45,2516.3%Computer and TechnologyVOEVanguard Mid-Cap Value ETF$7,053,045$202,924 ▲3.0%43,9334.4%ETFVTIVanguard Total Stock Market ETF$7,046,484$191,292 ▼-2.6%25,6384.4%ETFICEIntercontinental Exchange$5,975,227$666,712 ▼-10.0%34,6393.8%FinancePULSPGIM Ultra Short Bond ETF$4,898,255$364,620 ▲8.0%98,4973.1%ETFFRDMAlpha Architect Freedom 100 Emerging Market ETF$3,991,917$140,490 ▲3.6%113,8842.5%ETFCGDVCapital Group Dividend Value ETF$3,978,880$122,816 ▲3.2%111,6402.5%ETFDWMWisdomTree International Equity Fund$3,264,654$144,399 ▲4.6%56,1372.1%FinanceCGGOCapital Group Global Growth Equity ETF$3,171,305$125,219 ▲4.1%111,9412.0%ETFJPMORGAN CHASE FINL CO LLC$2,847,326$61,550 ▲2.2%87,6641.8%CAL LKD 44MUBiShares National Muni Bond ETF$2,808,808$105 ▲0.0%26,6381.8%ETFVDEVanguard Energy ETF$2,728,449$138,919 ▲5.4%21,0351.7%ETFPMPhilip Morris International$2,534,483$1,270 ▲0.1%15,9671.6%Consumer StaplesMMITNYLI MacKay Shields Municipal Intermediate ETF$2,356,562$293,920 ▲14.2%98,3131.5%ETFJ P MORGAN EXCHANGE TRADED F$2,133,619$827,284 ▲63.3%35,7511.3%HEDGED EQUITY LAGUNRFlexShares Global Upstream Natural Resources Index Fund$2,114,448$55,848 ▲2.7%54,4821.3%ETFMSFTMicrosoft$1,848,858$39,417 ▼-2.1%4,9251.2%Computer and TechnologyRWRSPDR Dow Jones REIT ETF$1,774,830$40,740 ▲2.3%17,9051.1%ETFXOMExxon Mobil$1,507,588$68,148 ▼-4.3%12,6760.9%EnergyNVDANVIDIA$1,473,118$21,676 ▼-1.5%13,5920.9%Computer and TechnologyPGProcter & Gamble$1,466,9410.0%8,6070.9%Consumer StaplesIBMInternational Business Machines$1,449,9970.0%5,8310.9%Computer and TechnologyGOOGAlphabet$1,175,939$31,250 ▲2.7%7,5260.7%Computer and TechnologySCHFSchwab International Equity ETF$1,172,578$30,066 ▼-2.5%59,2810.7%ETFVOOVanguard S&P 500 ETF$1,135,4210.0%2,2090.7%ETFRZVInvesco S&P SmallCap 600 Pure Value ETF$1,116,807$200,369 ▲21.9%11,2980.7%ETFBRBroadridge Financial Solutions$866,721$676,595 ▼-43.8%3,5740.5%Business ServicesPEGPublic Service Enterprise Group$760,2900.0%9,2380.5%UtilitiesJEPIJPMorgan Equity Premium Income ETF$751,276$79,710 ▲11.9%13,1480.5%ETFMDLZMondelez International$725,1930.0%10,6880.5%Consumer StaplesNFLXNetflix$718,048$4,663 ▼-0.6%7700.5%Consumer DiscretionaryAMZNAmazon.com$714,426$38,052 ▲5.6%3,7550.4%Retail/WholesaleCVXChevron$712,074$116,448 ▼-14.1%4,2560.4%EnergyJEPQJPMorgan Nasdaq Equity Premium Income ETF$699,762$236,016 ▲50.9%13,5140.4%ETFJCPBJPMorgan Core Plus Bond ETF$651,645$216,572 ▲49.8%13,8530.4%ETFHDHome Depot$650,6720.0%1,7750.4%Retail/WholesaleTAT&T$575,382$226,505 ▼-28.2%20,3450.4%Computer and TechnologyDISWalt Disney$519,629$2,369 ▼-0.5%5,2640.3%Consumer DiscretionaryNJRNew Jersey Resources$518,483$69,766 ▲15.5%10,5680.3%UtilitiesLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$516,6030.0%4,7530.3%FinanceVEUVanguard FTSE All-World ex-US ETF$516,095$8,614 ▼-1.6%8,5080.3%ETFABBVAbbVie$512,2760.0%2,4450.3%MedicalJPMJPMorgan Chase & Co.$482,5050.0%1,9670.3%FinanceFSCOFS Credit Opportunities$463,3260.0%65,7200.3%Financial ServicesJNJJohnson & Johnson$437,979$12,443 ▼-2.8%2,6400.3%MedicalCLColgate-Palmolive$435,6110.0%4,6490.3%Consumer StaplesBIVVanguard Intermediate-Term Bond ETF$423,357$38,745 ▼-8.4%5,5290.3%ETFBMYBristol-Myers Squibb$407,580$122 ▲0.0%6,6820.3%MedicalFIDELITY WISE ORIGIN BITCOIN$370,3570.0%5,1460.2%SHSORCLOracle$362,649$140 ▲0.0%2,5930.2%Computer and TechnologyPEPPepsiCo$359,222$150 ▼0.0%2,3950.2%Consumer StaplesFSKFS KKR Capital$352,9020.0%16,8450.2%FinanceIVTInvenTrust Properties$344,238$71,814 ▲26.4%11,7200.2%FinanceCATCaterpillar$339,1640.0%1,0280.2%IndustrialsIWMiShares Russell 2000 ETF$337,981$998 ▲0.3%1,6940.2%FinanceMRKMerck & Co., Inc.$337,1950.0%3,7560.2%MedicalMOAltria Group$327,746$1,321 ▲0.4%5,4600.2%Consumer StaplesAVGOBroadcom$318,9540.0%1,9050.2%Computer and TechnologyCMCSAComcast$314,746$13,617 ▼-4.1%8,5290.2%Consumer DiscretionarySPYVSPDR Portfolio S&P 500 Value ETF$301,0570.0%5,8950.2%ETFAMGNAmgen$284,039$935 ▲0.3%9110.2%MedicalLINDE PLC$282,046$10,256 ▼-3.5%6050.2%SHSMTBM&T Bank$272,2360.0%1,5230.2%FinanceMETAMeta Platforms$272,041$23,054 ▼-7.8%4720.2%Computer and TechnologyBABoeing$256,195$24,903 ▼-8.9%1,5020.2%AerospaceVLYValley National Bancorp$248,1640.0%27,9150.2%FinanceMSMorgan Stanley$240,220$117 ▼0.0%2,0580.2%FinanceJPIBJPMorgan International Bond Opportunities ETF$226,328$226,328 ▲New Holding4,7260.1%ETFMCDMcDonald's$225,7420.0%7220.1%Retail/WholesaleVVisa$217,349$217,349 ▲New Holding6200.1%Business ServicesMSIMotorola Solutions$215,265$438 ▼-0.2%4910.1%Computer and TechnologyWMTWalmart$209,614$17,826 ▼-7.8%2,3870.1%Retail/WholesaleWPMWheaton Precious Metals$209,601$209,601 ▲New Holding2,7000.1%Basic MaterialsPALANTIR TECHNOLOGIES INC$204,670$204,670 ▲New Holding2,4250.1%CL AVZVerizon Communications$204,180$35,656 ▼-14.9%4,5010.1%Computer and TechnologyJLLJones Lang LaSalle$202,2940.0%8160.1%FinanceCHDChurch & Dwight$196,835$196,835 ▲New Holding1,7870.1%Consumer StaplesADPAutomatic Data Processing$192,483$192,483 ▲New Holding6300.1%Business ServicesAXPAmerican Express$192,3700.0%7150.1%FinanceNXJNuveen New Jersey Quality Municipal Income Fund$182,0580.0%15,4680.1%Financial ServicesCPRXCatalyst Pharmaceuticals$181,875$181,875 ▲New Holding7,5000.1%MedicalBXBlackstone$179,970$839 ▲0.5%1,2870.1%FinanceGOOGLAlphabet$179,3820.0%1,1600.1%Computer and TechnologyLOWLowe's Companies$170,491$170,491 ▲New Holding7310.1%Retail/WholesaleDUKDuke Energy$146,921$146,921 ▲New Holding1,2040.1%UtilitiesGLDSPDR Gold Shares$143,781$143,781 ▲New Holding4990.1%FinancePFEPfizer$142,011$142,011 ▲New Holding5,6040.1%MedicalTRVTravelers Companies$138,482$138,482 ▲New Holding5230.1%FinanceSCHHSchwab U.S. REIT ETF$138,416$138,416 ▲New Holding6,4350.1%ETFCSCOCisco Systems$136,544$136,544 ▲New Holding2,2120.1%Computer and TechnologyLLYEli Lilly and Company$136,275$136,275 ▲New Holding1650.1%MedicalIEFAiShares Core MSCI EAFE ETF$134,581$134,581 ▲New Holding1,7790.1%ETFIVViShares Core S&P 500 ETF$133,716$133,716 ▲New Holding2370.1%ETFRTXRTX$131,267$131,267 ▲New Holding9910.1%AerospaceLMTLockheed Martin$128,886$128,886 ▲New Holding2880.1%AerospaceABTAbbott Laboratories$126,298$126,298 ▲New Holding9520.1%MedicalSPYSPDR S&P 500 ETF Trust$122,506$868,170 ▼-87.6%2190.1%FinanceAVUVAvantis U.S. Small Cap Value ETF$121,166$121,166 ▲New Holding1,3900.1%ETFRSGRepublic Services$121,080$121,080 ▲New Holding5000.1%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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