Broadway Wealth Solutions, Inc. Top Holdings and 13F Report (2025) About Broadway Wealth Solutions, Inc.Investment ActivityBroadway Wealth Solutions, Inc. has $137.03 million in total holdings as of March 31, 2025.Broadway Wealth Solutions, Inc. owns shares of 88 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 7.21% of the portfolio was purchased this quarter.About 2.46% of the portfolio was sold this quarter.This quarter, Broadway Wealth Solutions, Inc. has purchased 92 new stocks and bought additional shares in 30 stocks.Broadway Wealth Solutions, Inc. sold shares of 43 stocks and completely divested from 8 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $26,107,461VictoryShares Short-Term Bond ETF $21,238,605FEDERATED HERMES ETF TRUST $20,930,027Avantis International Equity ETF $11,083,201JPMorgan International Bond Opportunities ETF $5,279,693 Largest New Holdings this Quarter 90353T100 - Uber Technologies $331,804 Holding46428Q109 - iShares Silver Trust $212,343 Holding458140100 - Intel $201,211 Holding65342K105 - NextDecade $79,356 Holding Largest Purchases this Quarter FEDERATED HERMES ETF TRUST 81,187 shares (about $2.03M)VictoryShares Short-Term Bond ETF 34,741 shares (about $1.76M)SPDR Portfolio S&P 500 ETF 26,654 shares (about $1.75M)Avantis International Equity ETF 8,162 shares (about $540.90K)JPMorgan International Bond Opportunities ETF 9,530 shares (about $456.39K) Largest Sales this Quarter Microsoft 296 shares (about $111.11K)Broadcom 629 shares (about $105.31K)JPMorgan Chase & Co. 412 shares (about $101.08K)T-Mobile US 215 shares (about $57.35K)Home Depot 134 shares (about $49.11K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBroadway Wealth Solutions, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPLGSPDR Portfolio S&P 500 ETF$26,107,461$1,752,768 ▲7.2%397,01119.1%ETFUSTBVictoryShares Short-Term Bond ETF$21,238,605$1,759,631 ▲9.0%419,32115.5%ETFFEDERATED HERMES ETF TRUST$20,930,027$2,033,734 ▲10.8%835,53015.3%HERMES TOTAL RETAVDEAvantis International Equity ETF$11,083,201$540,896 ▲5.1%167,2438.1%ETFJPIBJPMorgan International Bond Opportunities ETF$5,279,693$456,393 ▲9.5%110,2463.9%ETFAVEMAvantis Emerging Markets Equity ETF$4,536,511$386,772 ▲9.3%75,3953.3%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$4,376,529$274,838 ▲6.7%85,5123.2%ETFDFISDimensional International Small Cap ETF$3,147,648$430,572 ▲15.8%121,8132.3%ETFSPTLSPDR Portfolio Long Term Treasury ETF$3,146,840$414,706 ▲15.2%115,4382.3%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$2,862,605$289,762 ▲11.3%70,2312.1%ETFMSFTMicrosoft$1,947,724$111,105 ▼-5.4%5,1891.4%Computer and TechnologyAAPLApple$1,846,283$402,042 ▲27.8%8,3121.3%Computer and TechnologyAMZNAmazon.com$1,711,769$6,659 ▲0.4%8,9971.2%Retail/WholesaleCOSTCostco Wholesale$1,517,143$23,646 ▼-1.5%1,6041.1%Retail/WholesaleNVDANVIDIA$1,443,739$35,007 ▲2.5%13,3211.1%Computer and TechnologyRTXRTX$1,382,7500.0%10,4391.0%AerospaceMMCMarsh & McLennan Companies$1,252,606$6,345 ▲0.5%5,1330.9%FinanceXOMExxon Mobil$853,356$7,850 ▲0.9%7,1750.6%EnergyTSLATesla$610,063$13,995 ▲2.3%2,3540.4%Auto/Tires/TrucksUNHUnitedHealth Group$603,087$12,575 ▲2.1%1,1510.4%MedicalHONHoneywell International$580,362$15,668 ▼-2.6%2,7410.4%Multi-Sector ConglomeratesIBMInternational Business Machines$535,862$52,965 ▲11.0%2,1550.4%Computer and TechnologyJPMJPMorgan Chase & Co.$511,272$101,077 ▼-16.5%2,0840.4%FinanceMRKMerck & Co., Inc.$490,398$16,427 ▼-3.2%5,4630.4%MedicalAVGOBroadcom$481,846$105,310 ▼-17.9%2,8780.4%Computer and TechnologyPANWPalo Alto Networks$471,308$15,870 ▼-3.3%2,7620.3%Computer and TechnologyJNJJohnson & Johnson$466,681$13,765 ▼-2.9%2,8140.3%MedicalCMCSAComcast$465,518$6,015 ▲1.3%12,6160.3%Consumer DiscretionaryCSCOCisco Systems$442,999$46,157 ▼-9.4%7,1790.3%Computer and TechnologyVVisa$430,529$34,008 ▼-7.3%1,2280.3%Business ServicesWMTWalmart$418,198$37,747 ▲9.9%4,7640.3%Retail/WholesaleCVXChevron$408,774$48,672 ▼-10.6%2,4440.3%EnergyMETAMeta Platforms$400,045$36,892 ▼-8.4%6940.3%Computer and TechnologyIAUiShares Gold Trust$389,8440.0%6,6120.3%FinancePEPPepsiCo$366,278$5,248 ▼-1.4%2,4430.3%Consumer StaplesGOOGLAlphabet$347,371$14,693 ▼-4.1%2,2460.3%Computer and TechnologyLLYEli Lilly and Company$344,404$44,599 ▼-11.5%4170.3%MedicalWMWaste Management$341,779$20,146 ▼-5.6%1,4760.2%Business ServicesMCHPMicrochip Technology$341,522$34,273 ▲11.2%7,0550.2%Computer and TechnologyUBERUber Technologies$331,804$331,804 ▲New Holding4,5540.2%Computer and TechnologyMDLZMondelez International$328,436$3,731 ▼-1.1%4,8410.2%Consumer StaplesROPRoper Technologies$327,901$14,744 ▼-4.3%5560.2%Computer and TechnologyCRMSalesforce$320,746$5,905 ▼-1.8%1,1950.2%Computer and TechnologyTMUST-Mobile US$317,720$57,355 ▼-15.3%1,1910.2%Computer and TechnologySPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$317,472$14,350 ▼-4.3%4,6680.2%ETFHDHome Depot$317,380$49,110 ▼-13.4%8660.2%Retail/WholesaleICEIntercontinental Exchange$316,145$31,735 ▼-9.1%1,8330.2%FinanceGLDSPDR Gold Shares$312,0560.0%1,0830.2%FinanceBKNGBooking$309,242$9,231 ▼-2.9%670.2%Retail/WholesaleAONAON$307,299$25,941 ▼-7.8%7700.2%FinanceSCHWCharles Schwab$302,083$17,065 ▼-5.3%3,8590.2%FinanceSPGIS&P Global$298,902$12,708 ▼-4.1%5880.2%Business ServicesINTUIntuit$295,424$12,898 ▲4.6%4810.2%Computer and TechnologyTJXTJX Companies$294,663$19,368 ▼-6.2%2,4190.2%Retail/WholesaleLOWLowe's Companies$294,336$700 ▼-0.2%1,2620.2%Retail/WholesaleVZVerizon Communications$292,981$24,222 ▼-7.6%6,4590.2%Computer and TechnologyAPHAmphenol$292,061$721 ▼-0.2%4,4530.2%Computer and TechnologyDISWalt Disney$288,332$6,712 ▼-2.3%2,9210.2%Consumer DiscretionaryZTSZoetis$287,463$12,019 ▲4.4%1,7460.2%MedicalDEDeere & Company$287,242$5,632 ▲2.0%6120.2%IndustrialsULTAUlta Beauty$285,901$4,765 ▲1.7%7800.2%Retail/WholesaleIVViShares Core S&P 500 ETF$280,9500.0%5000.2%ETFTMOThermo Fisher Scientific$274,7080.0%5520.2%MedicalACNAccenture$271,508$7,802 ▼-2.8%8700.2%Computer and TechnologyUNPUnion Pacific$270,333$9,689 ▼-3.5%1,1440.2%TransportationGSThe Goldman Sachs Group$269,233$25,121 ▼-8.5%4930.2%FinanceAPOApollo Global Management$267,444$17,528 ▼-6.2%1,9530.2%FinanceNEENextEra Energy$260,826$1,418 ▲0.5%3,6790.2%UtilitiesIQVIQVIA$257,398$11,283 ▲4.6%1,4600.2%MedicalADBEAdobe$253,897$32,984 ▲14.9%6620.2%Computer and TechnologyAXPAmerican Express$249,9470.0%9290.2%FinanceCMGChipotle Mexican Grill$249,544$14,561 ▲6.2%4,9700.2%Retail/WholesaleKOCoca-Cola$242,202$35,091 ▼-12.7%3,3820.2%Consumer StaplesVLOValero Energy$237,036$528 ▲0.2%1,7950.2%EnergyORCLOracle$234,741$3,495 ▼-1.5%1,6790.2%Computer and TechnologyFBINFortune Brands Innovations$231,7090.0%3,8060.2%Retail/WholesaleUSACUSA Compression Partners$230,5710.0%8,5460.2%EnergyMDYSPDR S&P MidCap 400 ETF Trust$227,7960.0%4270.2%ETFSHYGiShares 0-5 Year High Yield Corporate Bond ETF$226,2490.0%5,3210.2%ETFTXNTexas Instruments$224,984$7,188 ▼-3.1%1,2520.2%Computer and TechnologyLINDE PLC$222,576$10,710 ▼-4.6%4780.2%SHSMODLVictoryShares WestEnd US Sector ETF$222,089$28,455 ▼-11.4%5,7210.2%ETFLMTLockheed Martin$218,557$13,855 ▼-6.0%4890.2%AerospaceSLViShares Silver Trust$212,343$212,343 ▲New Holding6,8520.2%ETFEMREmerson Electric$208,316$24,230 ▼-10.4%1,9000.2%IndustrialsINTCIntel$201,211$201,211 ▲New Holding8,8600.1%Computer and TechnologyNEXTNextDecade$79,356$79,356 ▲New Holding10,2000.1%EnergyMMTMFS Multimarket Income Trust$69,2850.0%14,9000.1%FinanceBIVVanguard Intermediate-Term Bond ETF$0$419,849 ▼-100.0%00.0%ETFBSVVanguard Short-Term Bond ETF$0$339,756 ▼-100.0%00.0%ETFHSYHershey$0$319,563 ▼-100.0%00.0%Consumer StaplesMUSIAmerican Century Multisector Income ETF$0$294,679 ▼-100.0%00.0%ETFVGSHVanguard Short-Term Treasury Index ETF$0$225,037 ▼-100.0%00.0%ETFSCHCSchwab International Small-Cap Equity ETF$0$221,402 ▼-100.0%00.0%ETFQCOMQUALCOMM$0$213,378 ▼-100.0%00.0%Computer and TechnologyFIDELITY WISE ORIGIN BITCOIN$0$200,524 ▼-100.0%00.0%SHSShowing 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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