Stock Taper 
SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Versant Media Group, Inc. Class A | VSNT | 301 | $10.84K |
 Neurocrine Biosciences, Inc. | NBIX | 305 | $51.4K |
 LPL Financial Holdings Inc. | LPLA | 312 | $87.88K |
 Apple Hospitality REIT, Inc. | APLE | 312 | $5.24K |
 NextEra Energy, Inc. | NEE | 316 | $27.73K |
 Capital One Financial Corporation | COF | 322 | $64.6K |
 Salesforce, Inc. | CRM | 329 | $51.58K |
 Chimera Investment Corporation | CIM | 333 | $4.44K |
 Essential Utilities, Inc. | WTRG | 334 | $12.79K |
 Lam Research Corporation | LRCX | 360 | $156K |
 ServiceNow, Inc. | NOW | 360 | $35.74K |
 Space Exploration Technologies Corp. | SPCX | 361 | $61.68K |
 Lockheed Martin Corporation | LMT | 363 | $185.24K |
 Citizens Financial Group, Inc. | CFG | 378 | $26.49K |
 Yum! Brands, Inc. | YUM | 382 | $61.1K |
 ConocoPhillips | COP | 389 | $40.49K |
 Abbott Laboratories | ABT | 398 | $36.2K |
 Dell Technologies Inc. | DELL | 400 | $172.58K |
 T. Rowe Price Group, Inc. | TROW | 426 | $48.43K |
 KKR & Co. Inc. | KKR | 430 | $39.54K |