Stock Taper

SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
MetLife, Inc.MET16$1.35K
Illumina, Inc.ILMN15$2.64K
Tootsie Roll Industries, Inc.TR14$553
Entergy CorporationETR14$1.61K
Johnson Controls International plcJCI13$1.9K
DXC Technology CompanyDXC13$115
Sandisk CorporationSNDK13$29.56K
NuScale Power CorporationSMR12$120
Ross Stores, Inc.ROST12$2.55K
BlackBerry LimitedBB11$139
NCR Voyix CorporationVYX11$89
Roku, Inc.ROKU11$1.52K
The J. M. Smucker CompanySJM10$1.13K
PayPal Holdings, Inc.PYPL10$431
Teladoc Health, Inc.TDOC10$84
Paychex, Inc.PAYX10$983
Cass Information Systems, Inc.CASS10$513
Sony Group CorporationSONY10$200
Curbline Properties Corp.CURB8$243
The AES CorporationAES7$102