Stock Taper 
SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Palo Alto Networks, Inc. | PANW | 26 | $8.87K |
 Charter Communications, Inc. | CHTR | 27 | $3.84K |
 Annaly Capital Management, Inc. | NLY | 28 | $626 |
 Iamgold Corporation | IAG | 29 | $459 |
 Zoom Communications, Inc. | ZM | 29 | $2.5K |
 IREN Limited | IREN | 30 | $1.37K |
 BP p.l.c. | BP | 32 | $1.19K |
 Kyndryl Holdings, Inc. | KD | 33 | $373 |
 Intuitive Surgical, Inc. | ISRG | 36 | $14.32K |
 OceanFirst Financial Corp. | OCFC | 37 | $722 |
 Marriott International, Inc. | MAR | 40 | $14.82K |
 Analog Devices, Inc. | ADI | 41 | $16.31K |
 Ingevity Corporation | NGVT | 41 | $3.06K |
 Moderna, Inc. | MRNA | 41 | $2.87K |
 DuPont de Nemours, Inc. | DD | 44 | $5.97K |
 Tempus AI, Inc. | TEM | 45 | $2.61K |
 UMH Properties, Inc. | UMH | 47 | $711 |
 Loews Corporation | L | 47 | $5.42K |
 CAVA Group, Inc. | CAVA | 48 | $3.77K |
 Tapestry, Inc. | TPR | 49 | $7.17K |