Stock Taper

SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
RTX CorporationRTX991$188.02K
Slb N.V.SLB990$46.02K
International Flavors & Fragrances Inc.IFF987$78.19K
Intel Corp.INTC953$133.14K
SoFi Technologies, Inc.SOFI900$16.14K
Energy Transfer LPET863$16.5K
Chipotle Mexican Grill, Inc.CMG850$28.9K
DraftKings Inc.DKNG802$20.26K
United Airlines Holdings, Inc.UAL790$107.43K
CenterPoint Energy, Inc.CNP750$33.03K
Tractor Supply CompanyTSCO750$23.71K
Alphabet Inc.GOOGL746$266.6K
Visa Inc.V730$250.58K
McDonald's CorporationMCD722$195.35K
Permian Resources CorporationPR720$13.26K
Eli Lilly and CompanyLLY697$836K
Citigroup Inc.C691$96.72K
Brown & Brown, Inc.BRO668$42.85K
Jones Lang LaSalle IncorporatedJLL637$197.44K
Medtronic plcMDT611$47.8K