Stock Taper 
SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Arbor Realty Trust | ABR | 1.6K | $8.67K |
 Bank of America Corporation | BAC | 1.59K | $90.71K |
 M&T Bank Corporation | MTB | 1.52K | $362.49K |
 The Coca-Cola Company | KO | 1.5K | $122.31K |
 The Boeing Company | BA | 1.45K | $313.05K |
 First Commonwealth Financial Corporation | FCF | 1.44K | $29.34K |
 The Southern Company | SO | 1.31K | $125.38K |
 Eastman Chemical Company | EMN | 1.28K | $85.73K |
 Wells Fargo & Company | WFC | 1.23K | $102K |
 Cherry Hill Mortgage Investment Corporation | CHMI | 1.2K | $2.78K |
 Amgen Inc. | AMGN | 1.18K | $428.87K |
 Duke Energy Corporation | DUK | 1.17K | $148.41K |
 Corning Inc | GLW | 1.16K | $297.06K |
 Enterprise Products Partners L.P. | EPD | 1.15K | $42.35K |
 CVS Health Corp. | CVS | 1.12K | $115.55K |
 Blackstone Inc. | BX | 1.11K | $130.2K |
 Xenia Hotels & Resorts, Inc. | XHR | 1.09K | $22.29K |
 Riot Platforms, Inc. | RIOT | 1.05K | $28.89K |
 Caterpillar Inc. | CAT | 1.03K | $1.1M |
 Kratos Defense & Security Solutions, Inc. | KTOS | 1K | $49.86K |