SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | FSCO | 66K | $454.13K |
 | AAPL | 47K | $11.97M |
 | ICE | 34K | $5.81M |
 | VLY | 28K | $295.90K |
 | PGNY | 27K | $582.70K |
 | T | 17K | $486.80K |
 | FSK | 17K | $251.50K |
 | PM | 16K | $2.59M |
 | NVDA | 14K | $2.55M |
 | XOM | 13K | $1.43M |
 | IVT | 11K | $305.40K |
 | MDLZ | 11K | $665.13K |
 | NJR | 11K | $510.36K |
 | PEG | 9K | $776.85K |
 | PG | 9K | $1.32M |
 | CMCSA | 8K | $262.22K |
 | CPRX | 8K | $157.60K |
 | GOOG | 7K | $1.76M |
 | BMY | 7K | $296.52K |
 | IBM | 6K | $1.65M |
FS Credit Opportunities Corp.
FSCO
Shares Held
66K
Value
$454.13K
Apple Inc.
AAPL
Shares Held
47K
Value
$11.97M
Intercontinental Exchange, Inc.
ICE
Shares Held
34K
Value
$5.81M
Valley National Bancorp
VLY
Shares Held
28K
Value
$295.90K
Progyny, Inc.
PGNY
Shares Held
27K
Value
$582.70K
AT&T Inc.
T
Shares Held
17K
Value
$486.80K
FS KKR Capital Corp.
FSK
Shares Held
17K
Value
$251.50K
Philip Morris International Inc.
PM
Shares Held
16K
Value
$2.59M
NVIDIA Corporation
NVDA
Shares Held
14K
Value
$2.55M
Exxon Mobil Corporation
XOM
Shares Held
13K
Value
$1.43M
InvenTrust Properties Corp.
IVT
Shares Held
11K
Value
$305.40K
Mondelez International, Inc.
MDLZ
Shares Held
11K
Value
$665.13K
New Jersey Resources Corporation
NJR
Shares Held
11K
Value
$510.36K
Public Service Enterprise Group Incorporated
PEG
Shares Held
9K
Value
$776.85K
The Procter & Gamble Company
PG
Shares Held
9K
Value
$1.32M
Comcast Corporation
CMCSA
Shares Held
8K
Value
$262.22K
Catalyst Pharmaceuticals, Inc.
CPRX
Shares Held
8K
Value
$157.60K
Alphabet Inc.
GOOG
Shares Held
7K
Value
$1.76M
Bristol-Myers Squibb Company
BMY
Shares Held
7K
Value
$296.52K
International Business Machines Corporation
IBM
Shares Held
6K
Value
$1.65M