Stock Taper 
SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Micron Technology, Inc. | MU | 432 | $499.54K |
 Aurinia Pharmaceuticals Inc. | AUPH | 440 | $7.47K |
 Uber Technologies, Inc. | UBER | 465 | $33.55K |
 BCE Inc. | BCE | 471 | $10.13K |
 TC Energy Corporation | TRP | 485 | $32.17K |
 Vodafone Group Public Limited Company | VOD | 487 | $6.44K |
 Motorola Solutions, Inc. | MSI | 491 | $204.19K |
 The Travelers Companies, Inc. | TRV | 499 | $164.94K |
 NiSource Inc | NI | 500 | $23.77K |
 Consolidated Edison, Inc. | ED | 532 | $58.87K |
 PPG Industries, Inc. | PPG | 535 | $64.95K |
 Take-Two Interactive Software, Inc. | TTWO | 550 | $137.49K |
 American Electric Power Company, Inc. | AEP | 550 | $75.25K |
 Manulife Financial Corporation | MFC | 555 | $22.48K |
 Lowe's Companies, Inc. | LOW | 560 | $123.47K |
 General Mills, Inc. | GIS | 565 | $19.66K |
 Meta Platforms, Inc. | META | 576 | $324.51K |
 Freeport-McMoRan Inc. | FCX | 576 | $36.22K |
 American Express Company | AXP | 585 | $197.88K |
 The PNC Financial Services Group, Inc. | PNC | 591 | $145.52K |