Stock Taper 
SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Oracle Corporation | ORCL | 2.41K | $352.77K |
 Johnson & Johnson | JNJ | 2.4K | $610.54K |
 PepsiCo, Inc. | PEP | 2.4K | $324.39K |
 PIMCO Strategic Income Fund | RCS | 2.38K | $12.95K |
 Walmart Inc. | WMT | 2.27K | $256.69K |
 Ford Motor Company | F | 2.19K | $30.47K |
 Palantir Technologies Inc. | PLTR | 2.17K | $253.29K |
 Morgan Stanley | MS | 2.15K | $449.43K |
 JPMorgan Chase & Co. | JPM | 2.03K | $664.15K |
 Starwood Property Trust, Inc. | STWD | 2K | $32.76K |
 Cisco Systems, Inc. | CSCO | 2K | $234.88K |
 Warner Bros. Discovery, Inc. | WBD | 1.97K | $52.44K |
 Huntington Bancshares Incorporated | HBAN | 1.9K | $33.69K |
 Shopify Inc. | SHOP | 1.89K | $215.23K |
 Church & Dwight Co., Inc. | CHD | 1.79K | $173.22K |
 The Home Depot, Inc. | HD | 1.76K | $621.77K |
 Kite Realty Group Trust | KRG | 1.75K | $49.61K |
 Marvell Technology, Inc. | MRVL | 1.69K | $503.43K |
 PTC Therapeutics, Inc. | PTCT | 1.68K | $137.28K |
 Broadcom Inc. | AVGO | 1.66K | $625.27K |