SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | FSCO | 66K | $335.17K |
 | AAPL | 46K | $11.66M |
 | ICE | 34K | $5.36M |
 | VLY | 28K | $342.80K |
 | PGNY | 23K | $395.24K |
 | T | 17K | $496.85K |
 | PM | 16K | $2.63M |
 | NVDA | 14K | $2.37M |
 | FSK | 13K | $132.78K |
 | XOM | 12K | $2.12M |
 | MDLZ | 11K | $613.36K |
 | NJR | 11K | $583.93K |
 | PG | 8K | $1.22M |
 | CPRX | 8K | $198.08K |
 | NFLX | 8K | $722.09K |
 | GOOG | 7K | $2.07M |
 | CMCSA | 7K | $198.55K |
 | BMY | 7K | $398.77K |
 | IVT | 6K | $184.71K |
 | IBM | 6K | $1.41M |
FS Credit Opportunities Corp.
FSCO
Shares Held
66K
Value
$335.17K
Apple Inc.
AAPL
Shares Held
46K
Value
$11.66M
Intercontinental Exchange, Inc.
ICE
Shares Held
34K
Value
$5.36M
Valley National Bancorp
VLY
Shares Held
28K
Value
$342.80K
Progyny, Inc.
PGNY
Shares Held
23K
Value
$395.24K
AT&T Inc.
T
Shares Held
17K
Value
$496.85K
Philip Morris International Inc.
PM
Shares Held
16K
Value
$2.63M
NVIDIA Corporation
NVDA
Shares Held
14K
Value
$2.37M
FS KKR Capital Corp.
FSK
Shares Held
13K
Value
$132.78K
Exxon Mobil Corporation
XOM
Shares Held
12K
Value
$2.12M
Mondelez International, Inc.
MDLZ
Shares Held
11K
Value
$613.36K
New Jersey Resources Corporation
NJR
Shares Held
11K
Value
$583.93K
The Procter & Gamble Company
PG
Shares Held
8K
Value
$1.22M
Catalyst Pharmaceuticals, Inc.
CPRX
Shares Held
8K
Value
$198.08K
Netflix, Inc.
NFLX
Shares Held
8K
Value
$722.09K
Alphabet Inc.
GOOG
Shares Held
7K
Value
$2.07M
Comcast Corporation
CMCSA
Shares Held
7K
Value
$198.55K
Bristol-Myers Squibb Company
BMY
Shares Held
7K
Value
$398.77K
InvenTrust Properties Corp.
IVT
Shares Held
6K
Value
$184.71K
International Business Machines Corporation
IBM
Shares Held
6K
Value
$1.41M