Stock Taper 
SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Public Service Enterprise Group Incorporated | PEG | 5.46K | $442.81K |
 InvenTrust Properties Corp. | IVT | 5.51K | $194.95K |
 International Business Machines Corporation | IBM | 5.83K | $1.64M |
 BNY Mellon Strategic Municipal Bond Fund, Inc. | DSM | 6.46K | $39.73K |
 Bristol-Myers Squibb Company | BMY | 6.57K | $378.85K |
 Comcast Corporation | CMCSA | 6.92K | $169.78K |
 Alphabet Inc. | GOOG | 7.24K | $2.56M |
 Netflix, Inc. | NFLX | 7.44K | $531.22K |
| CP CATALYST PHARMACEUTICALS INC | CPRX | 8K | $251.44K |
 The Procter & Gamble Company | PG | 8.35K | $1.22M |
 Mondelez International, Inc. | MDLZ | 10.64K | $615.49K |
 New Jersey Resources Corporation | NJR | 10.65K | $596.64K |
 Exxon Mobil Corporation | XOM | 12.58K | $1.72M |
 FS KKR Capital Corp. | FSK | 13.04K | $136.95K |
 NVIDIA Corporation | NVDA | 13.74K | $2.75M |
 Philip Morris International Inc. | PM | 15.81K | $2.86M |
 AT&T Inc. | T | 17.14K | $354.77K |
 Progyny, Inc. | PGNY | 18.5K | $533.36K |
 Valley National Bancorp | VLY | 27.91K | $408.95K |
 Intercontinental Exchange, Inc. | ICE | 33.76K | $4.16M |