Stock Taper 
SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 United Parcel Service, Inc. | UPS | 139 | $14.94K |
 Royal Gold, Inc. | RGLD | 140 | $27.98K |
 DTE Energy Company | DTE | 142 | $21.64K |
 Adobe Inc. | ADBE | 142 | $29.11K |
 PROCEPT BioRobotics Corporation | PRCT | 150 | $3.39K |
 Cummins Inc. | CMI | 150 | $106.98K |
 Chubb Limited | CB | 150 | $51.11K |
 Kimberly-Clark Corporation | KMB | 150 | $16.46K |
 HP Inc. | HPQ | 160 | $3.51K |
 Hewlett Packard Enterprise Company | HPE | 160 | $7.22K |
 B&G Foods, Inc. | BGS | 160 | $638 |
 Willis Towers Watson Public Limited Company | WTW | 177 | $46.26K |
 GE Vernova Inc. | GEV | 179 | $210.3K |
 Mastercard Incorporated | MA | 184 | $94.88K |
 Welltower Inc. | WELL | 195 | $44.26K |
 Otter Tail Corporation | OTTR | 198 | $17.86K |
 Novartis AG | NVS | 200 | $31.34K |
 Agree Realty Corporation | ADC | 200 | $15.15K |
 Applied Materials, Inc. | AMAT | 203 | $146.77K |
 Advanced Micro Devices, Inc. | AMD | 213 | $123.73K |