Stock Taper 
SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 InvenTrust Properties Corp. | IVT | 5.51K | $194.95K |
 Public Service Enterprise Group Incorporated | PEG | 5.46K | $442.81K |
 Altria Group, Inc. | MO | 5.41K | $389.29K |
 The Walt Disney Company | DIS | 5.31K | $511.06K |
 Verizon Communications Inc. | VZ | 4.97K | $210.51K |
 Microsoft Corporation | MSFT | 4.91K | $1.83M |
 Truist Financial Corporation | TFC | 4.65K | $231.46K |
 Pfizer Inc. | PFE | 4.5K | $108.37K |
 Chevron Corporation | CVX | 4.25K | $705.47K |
 Amazon.com, Inc. | AMZN | 4.19K | $998.17K |
 Lithium Americas Corp. | LAC | 4.12K | $15.87K |
 SentinelOne, Inc. | S | 4K | $67.88K |
 Merck & Co., Inc. | MRK | 3.43K | $441.1K |
 Broadridge Financial Solutions, Inc. | BR | 3.25K | $445.74K |
 F.N.B. Corporation | FNB | 3.13K | $59.81K |
 Colgate-Palmolive Company | CL | 3.08K | $282.47K |
 KLA Corporation | KLAC | 3K | $905.13K |
 Kinder Morgan, Inc. | KMI | 2.87K | $91.69K |
 Wheaton Precious Metals Corp. | WPM | 2.7K | $303.26K |
 AbbVie Inc. | ABBV | 2.49K | $627.34K |