Stock Taper

SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
DT Midstream, Inc.DTM71$10.42K
AstraZeneca PLCAZN71$13.46K
Union Pacific CorporationUNP72$19.58K
Canopy Growth CorporationCGC73$69
The Kraft Heinz CompanyKHC73$1.72K
Danaher CorporationDHR74$14.1K
American Airlines Group Inc.AAL77$1.39K
Keysight Technologies, Inc.KEYS81$28.36K
NRG Energy, Inc.NRG82$11.98K
Marathon Petroleum CorporationMPC83$21.22K
Halliburton CompanyHAL85$2.91K
GE HealthCare Technologies Inc.GEHC85$5.44K
American Water Works Company, Inc.AWK89$11.71K
Illinois Tool Works Inc.ITW90$24.34K
South Bow CorporationSOBO97$3.42K
Organon & Co.OGN98$1.34K
Deere & CompanyDE100$63.43K
Southwest Airlines Co.LUV100$5.14K
FedEx CorporationFDX100$31.31K
MongoDB, Inc.MDB100$33.59K