Stock Taper

SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Neurocrine Biosciences, Inc.NBIX305$51.4K
Versant Media Group, Inc. Class AVSNT301$10.84K
Shell plcSHEL300$23.26K
MasTec, Inc.MTZ300$124.82K
Viatris Inc.VTRS297$4.72K
Global Net Lease, Inc.GNL285$2.55K
GE AerospaceGE281$105.02K
Nokia OyjNOK277$3.68K
Norfolk Southern CorporationNSC275$86.51K
Unilever PLCUL266$15.99K
Dominion Energy, Inc.D258$17.62K
UnitedHealth Group IncorporatedUNH254$105.57K
Eaton Corporation plcETN250$106.53K
Smurfit Westrock plcSW248$11.47K
Phillips 66PSX248$41.94K
Starbucks CorporationSBUX246$25.16K
Teradata CorporationTDC242$8.38K
Tesla, Inc.TSLA235$98.84K
3M CompanyMMM231$37.4K
Gilead Sciences, Inc.GILD225$28.43K