Holdings
Smallwood Wealth Investment Management, LLC
As of Jun 30, 2026, Smallwood Wealth Investment Management, LLC reported 328 positions worth US$61.3M. Largest: Apple Inc, Intercontinental Exchange Inc. and Philip Morris International Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 45,493 | US$13.2M | −453 | Jun 30, 2026 |
| Intercontinental Exchange Inc. | 33,758 | US$4.16M | −335 | Jun 30, 2026 |
| Philip Morris International Inc | 15,815 | US$2.86M | −89 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 7,906 | US$2.83M | −39 | Jun 30, 2026 |
| Nvidia Corporation | 13,744 | US$2.75M | +183 | Jun 30, 2026 |
| Microsoft Corp. | 4,913 | US$1.83M | −36 | Jun 30, 2026 |
| Exxon Mobil Corporation | 12,577 | US$1.72M | +79 | Jun 30, 2026 |
| International Business Machines Corporation | 5,831 | US$1.64M | no change | Jun 30, 2026 |
| Procter & Gamble Company (the) | 8,346 | US$1.22M | −95 | Jun 30, 2026 |
| Caterpillar, Inc. | 1,028 | US$1.1M | no change | Jun 30, 2026 |