Broadway Wealth Solutions, Inc. Top Holdings and 13F Report (2025) About Broadway Wealth Solutions, Inc.Investment ActivityBroadway Wealth Solutions, Inc. has $131.85 million in total holdings as of December 31, 2024.Broadway Wealth Solutions, Inc. owns shares of 92 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Largest Holdings SPDR Portfolio S&P 500 ETF $25,532,405VictoryShares Short-Term Bond ETF $19,305,934FEDERATED HERMES ETF TRUST $18,617,185Avantis International Equity ETF $9,762,808JPMorgan International Bond Opportunities ETF $4,759,861 Sector AllocationMap of 500 Largest Holdings ofBroadway Wealth Solutions, Inc. Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorSPLGSPDR Portfolio S&P 500 ETF$25,532,405370,35719.4%ETFUSTBVictoryShares Short-Term Bond ETF$19,305,934384,58014.6%ETFFEDERATED HERMES ETF TRUST$18,617,185754,34314.1%HERMES TOTAL RETAVDEAvantis International Equity ETF$9,762,808159,0817.4%ETFJPIBJPMorgan International Bond Opportunities ETF$4,759,861100,7163.6%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$4,382,97180,1423.3%ETFAVEMAvantis Emerging Markets Equity ETF$4,054,59068,9673.1%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$2,835,42863,1222.2%ETFSPTLSPDR Portfolio Long Term Treasury ETF$2,624,893100,2252.0%ETFDFISDimensional International Small Cap ETF$2,581,960105,1502.0%ETFMSFTMicrosoft$2,311,8025,4851.8%Computer and TechnologyAMZNAmazon.com$1,966,1738,9621.5%Retail/WholesaleNVDANVIDIA$1,745,53912,9981.3%Computer and TechnologyAAPLApple$1,628,1286,5021.2%Computer and TechnologyCOSTCostco Wholesale$1,492,9071,6291.1%Retail/WholesaleRTXRTX$1,208,00110,4390.9%AerospaceMMCMarsh & McLennan Companies$1,084,7785,1070.8%FinanceTSLATesla$928,8322,3000.7%Auto/Tires/TrucksAVGOBroadcom$812,9473,5070.6%Computer and TechnologyXOMExxon Mobil$764,6897,1090.6%Oils/EnergyHONHoneywell International$635,9642,8150.5%Multi-Sector ConglomeratesJPMJPMorgan Chase & Co.$598,3982,4960.5%FinanceUNHUnitedHealth Group$570,1381,1270.4%MedicalMRKMerck & Co., Inc.$561,6455,6460.4%MedicalPANWPalo Alto Networks$519,4962,8550.4%Computer and TechnologyCSCOCisco Systems$469,2847,9270.4%Computer and TechnologyCMCSAComcast$467,34412,4530.4%Consumer DiscretionaryMETAMeta Platforms$443,9067580.3%Computer and TechnologyGOOGLAlphabet$443,2452,3410.3%Computer and TechnologyIBMInternational Business Machines$426,9101,9420.3%Computer and TechnologyBIVVanguard Intermediate-Term Bond ETF$419,8495,6180.3%ETFJNJJohnson & Johnson$418,9742,8970.3%MedicalVVisa$418,8371,3250.3%Business ServicesCRMSalesforce$407,0451,2170.3%Computer and TechnologyCVXChevron$396,1522,7350.3%Oils/EnergyWMTWalmart$391,5634,3340.3%Retail/WholesaleHDHome Depot$389,1811,0000.3%Retail/WholesalePEPPepsiCo$376,7792,4780.3%Consumer StaplesMCHPMicrochip Technology$363,9816,3470.3%Computer and TechnologyLLYEli Lilly and Company$363,4934710.3%MedicalSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$348,4964,8790.3%ETFAPOApollo Global Management$343,7382,0810.3%FinanceBKNGBooking$343,340690.3%Retail/WholesaleBSVVanguard Short-Term Bond ETF$339,7564,3970.3%ETFULTAUlta Beauty$333,5917670.3%Retail/WholesaleDISWalt Disney$332,7972,9890.3%Consumer DiscretionaryIAUiShares Gold Trust$327,3606,6120.2%FinanceHSYHershey$319,5631,8870.2%Consumer StaplesWMWaste Management$315,3871,5630.2%Business ServicesACNAccenture$314,6888950.2%Computer and TechnologyLOWLowe's Companies$312,2021,2650.2%Retail/WholesaleTJXTJX Companies$311,5072,5780.2%Retail/WholesaleTMUST-Mobile US$310,4571,4060.2%Computer and TechnologyAPHAmphenol$310,0174,4640.2%Computer and TechnologyGSThe Goldman Sachs Group$308,6785390.2%FinanceSPGIS&P Global$305,1206130.2%Business ServicesROPRoper Technologies$302,2175810.2%Computer and TechnologySCHWCharles Schwab$301,7544,0770.2%FinanceICEIntercontinental Exchange$300,5902,0170.2%FinanceAONAON$299,8998350.2%FinanceMUSIAmerican Century Multisector Income ETF$294,6796,8230.2%ETFIVViShares Core S&P 500 ETF$294,3405000.2%ETFMDLZMondelez International$292,4314,8960.2%Consumer StaplesINTUIntuit$289,3614600.2%Computer and TechnologyTMOThermo Fisher Scientific$287,2425520.2%MedicalORCLOracle$283,8841,7040.2%Computer and TechnologyCMGChipotle Mexican Grill$282,2044,6800.2%Retail/WholesaleVZVerizon Communications$279,6516,9930.2%Computer and TechnologyAXPAmerican Express$275,7189290.2%FinanceIQVIQVIA$274,3281,3960.2%MedicalZTSZoetis$272,5671,6730.2%MedicalUNPUnion Pacific$270,1781,1850.2%TransportationEMREmerson Electric$262,8562,1210.2%Industrial ProductsNEENextEra Energy$262,3453,6590.2%UtilitiesGLDSPDR Gold Shares$262,2271,0830.2%FinanceFBINFortune Brands Innovations$260,0643,8060.2%Retail/WholesaleMODLVictoryShares WestEnd US Sector ETF$259,6446,4540.2%ETFADBEAdobe$256,1365760.2%Computer and TechnologyDEDeere & Company$254,2206000.2%Industrial ProductsLMTLockheed Martin$252,8155200.2%AerospaceMDYSPDR S&P MidCap 400 ETF Trust$243,2114270.2%ETFTXNTexas Instruments$242,2631,2920.2%Computer and TechnologyKOCoca-Cola$241,0563,8720.2%Consumer StaplesSHYGiShares 0-5 Year High Yield Corporate Bond ETF$226,7285,3210.2%ETFVGSHVanguard Short-Term Treasury Index ETF$225,0373,8680.2%ETFSCHCSchwab International Small-Cap Equity ETF$221,4026,4490.2%ETFVLOValero Energy$219,5361,7910.2%Oils/EnergyQCOMQUALCOMM$213,3781,3890.2%Computer and TechnologyLINDE PLC$209,7545010.2%SHSUSACUSA Compression Partners$201,3448,5460.2%Oils/EnergyFIDELITY WISE ORIGIN BITCOIN$200,5242,4580.2%SHSMMTMFS Multimarket Income Trust$69,88114,9000.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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