Stock Taper

SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Royal Gold, Inc.RGLD140$27.98K
United Parcel Service, Inc.UPS139$14.94K
Alibaba Group Holding LimitedBABA138$13.24K
Digital Realty Trust, Inc.DLR134$24.06K
Thermo Fisher Scientific Inc.TMO129$64.67K
Astera Labs, Inc. Common StockALAB125$60.38K
Vertex Pharmaceuticals IncorporatedVRTX121$60.1K
Endeavour Silver Corp.EXK120$993
Yum China Holdings, Inc.YUMC118$4.83K
Carnival Corporation & plcCCL117$3.34K
Costco Wholesale CorporationCOST113$105.71K
BlackRock, Inc.BLK111$106.73K
The TJX Companies, Inc.TJX110$16.66K
Royal Caribbean Cruises Ltd.RCL109$34.61K
Emerson Electric Co.EMR108$15.46K
Stryker CorporationSYK106$33.62K
MongoDB, Inc.MDB100$33.59K
Fifth Third BancorpFITB100$5.64K
FedEx CorporationFDX100$31.31K
Deere & CompanyDE100$63.43K