Stock Taper 
SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Etsy, Inc. | ETSY | 6 | $451 |
 Live Nation Entertainment, Inc. | LYV | 6 | $1.1K |
 The AES Corporation | AES | 7 | $102 |
 Curbline Properties Corp. | CURB | 8 | $243 |
 Cass Information Systems, Inc. | CASS | 10 | $513 |
 Sony Group Corporation | SONY | 10 | $200 |
 The J. M. Smucker Company | SJM | 10 | $1.13K |
 Teladoc Health, Inc. | TDOC | 10 | $84 |
 Paychex, Inc. | PAYX | 10 | $983 |
 PayPal Holdings, Inc. | PYPL | 10 | $431 |
 Roku, Inc. | ROKU | 11 | $1.52K |
 NCR Voyix Corporation | VYX | 11 | $89 |
 BlackBerry Limited | BB | 11 | $139 |
 NuScale Power Corporation | SMR | 12 | $120 |
 Ross Stores, Inc. | ROST | 12 | $2.55K |
 Johnson Controls International plc | JCI | 13 | $1.9K |
 Sandisk Corporation | SNDK | 13 | $29.56K |
 DXC Technology Company | DXC | 13 | $115 |
 Entergy Corporation | ETR | 14 | $1.61K |
 Tootsie Roll Industries, Inc. | TR | 14 | $553 |