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Portfolio (Quarterly) Guide ↗

Smallwood Wealth Investment Management, LLC

· CIK 0001921304
13F Portfolio $196M AUM Filed Oct 17, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 530 New
Page 22 of 27  ·  530 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 PAYX PAYCHEX INC Industrials 10.0 $1K 0.00% NEW $126.70 -25.5%
422 MLM MARTIN MARIETTA MATLS INC Basic Materials 2.0 $1K 0.00% NEW $630.00 -8.8%
423 PGR PROGRESSIVE CORP Financial Services 5.0 $1K 0.00% NEW $246.80 -20.2%
424 BLOCK INC 17.0 $1K 0.00% NEW $72.24
425 BSV VANGUARD BD INDEX FDS 15.0 $1K 0.00% NEW $78.87 -1.1%
426 IYW ISHARES TR 6.0 $1K 0.00% NEW $195.83 +25.8%
427 EMXC ISHARES INC 17.0 $1K 0.00% NEW $67.47 +48.8%
428 SNOW SNOWFLAKE INC Technology 5.0 $1K 0.00% NEW $225.40 -22.2%
429 ROKU ROKU INC Communication Services 11.0 $1K 0.00% NEW $100.09 +31.8%
430 SJM SMUCKER J M CO Consumer Defensive 10.0 $1K 0.00% NEW $108.60 -5.2%
431 PJT PJT PARTNERS INC Financial Services 6.0 $1K 0.00% NEW $177.67 -13.1%
432 BP BP PLC Energy 30.0 $1K 0.00% NEW $35.47 +17.4%
433 MRNA MODERNA INC Healthcare 41.0 $1K 0.00% NEW $25.83 +84.3%
434 OGN ORGANON & CO Healthcare 98.0 $1K 0.00% NEW $10.78 +24.2%
435 WAB WABTEC Industrials 5.0 $1K 0.00% NEW $202.00 +29.1%
436 LYV LIVE NATION ENTERTAINMENT IN Communication Services 6.0 $980.0 NEW $163.33 +2.0%
437 RACE FERRARI N V Consumer Cyclical 2.0 $970.0 NEW $485.00 -31.3%
438 IVW ISHARES TR 8.0 $965.0 NEW $120.62 +14.7%
439 EXK ENDEAVOUR SILVER CORP Basic Materials 120.0 $940.0 NEW $7.83 +19.0%
440 BME BLACKROCK HEALTH SCIENCES TR Financial Services 25.0 $930.0 NEW $37.20 +6.6%
Page 22 of 27  ·  530 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.8%
Financial Services 23.2%
Consumer Defensive 9.8%
Communication Services 8.0%
Healthcare 5.8%
Consumer Cyclical 4.0%
Energy 4.0%
Industrials 3.7%
Utilities 3.1%
Basic Materials 1.3%