Broadway Wealth Solutions, Inc. Top Holdings and 13F Report (2025) About Broadway Wealth Solutions, Inc.Investment ActivityBroadway Wealth Solutions, Inc. has $160.59 million in total holdings as of June 30, 2025.Broadway Wealth Solutions, Inc. owns shares of 94 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 15.06% of the portfolio was purchased this quarter.About 5.90% of the portfolio was sold this quarter.This quarter, Broadway Wealth Solutions, Inc. has purchased 88 new stocks and bought additional shares in 54 stocks.Broadway Wealth Solutions, Inc. sold shares of 23 stocks and completely divested from 5 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $32,231,874VictoryShares Short-Term Bond ETF $22,567,634FEDERATED HERMES ETF TRUST $22,497,557Avantis International Equity ETF $13,036,868JPMorgan International Bond Opportunities ETF $5,892,540 Largest New Holdings this Quarter 31609A503 - FIDELITY COVINGTON TRUST $5,126,242 Holding46654Q609 - JPMorgan Active Growth ETF $3,564,417 Holding025072877 - Avantis U.S. Small Cap Value ETF $1,741,052 Holding64135A804 - NEUBERGER BERMAN ETF TRUST $1,712,335 Holding573874104 - Marvell Technology $483,208 Holding Largest Purchases this Quarter FIDELITY COVINGTON TRUST 148,955 shares (about $5.13M)JPMorgan Active Growth ETF 41,413 shares (about $3.56M)SPDR Portfolio S&P 500 ETF 46,405 shares (about $3.37M)Avantis U.S. Small Cap Value ETF 19,111 shares (about $1.74M)NEUBERGER BERMAN ETF TRUST 68,384 shares (about $1.71M) Largest Sales this Quarter SPDR Portfolio S&P 400 Mid Cap ETF 81,168 shares (about $4.41M)Honeywell International 1,320 shares (about $307.45K)Comcast 6,074 shares (about $216.78K)Amphenol 669 shares (about $66.06K)Intuit 43 shares (about $33.88K) 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$32,231,874$3,373,176 ▲11.7%443,41620.1%ETFUSTBVictoryShares Short-Term Bond ETF$22,567,634$1,257,744 ▲5.9%444,07014.1%ETFFEDERATED HERMES ETF TRUST$22,497,557$1,525,754 ▲7.3%896,31714.0%HERMES TOTAL RETAVDEAvantis International Equity ETF$13,036,868$659,207 ▲5.3%176,1508.1%ETFJPIBJPMorgan International Bond Opportunities ETF$5,892,540$532,388 ▲9.9%121,1963.7%ETFAVEMAvantis Emerging Markets Equity ETF$5,474,244$306,649 ▲5.9%79,8693.4%ETFFIDELITY COVINGTON TRUST$5,126,242$5,126,242 ▲New Holding148,9553.2%ENHANCED MIDDFISDimensional International Small Cap ETF$3,796,364$161,464 ▲4.4%127,2242.4%ETFJGROJPMorgan Active Growth ETF$3,564,417$3,564,417 ▲New Holding41,4132.2%ETFSPTLSPDR Portfolio Long Term Treasury ETF$3,325,902$257,560 ▲8.4%125,1282.1%ETFMSFTMicrosoft$2,586,360$5,471 ▲0.2%5,2001.6%Computer and TechnologyNVDANVIDIA$2,311,567$206,968 ▲9.8%14,6311.4%Computer and TechnologyAMZNAmazon.com$1,973,413$439 ▼0.0%8,9951.2%Retail/WholesaleCOSTCostco Wholesale$1,950,320$362,344 ▲22.8%1,9701.2%Retail/WholesaleAAPLApple$1,927,141$221,786 ▲13.0%9,3931.2%Computer and TechnologyAVUVAvantis U.S. Small Cap Value ETF$1,741,052$1,741,052 ▲New Holding19,1111.1%ETFNEUBERGER BERMAN ETF TRUST$1,712,335$1,712,335 ▲New Holding68,3841.1%SMALL MID CAP ETRTXRTX$1,526,055$1,752 ▲0.1%10,4511.0%AerospaceMMCMarsh & McLennan Companies$1,122,2790.0%5,1330.7%FinanceXOMExxon Mobil$871,341$97,882 ▲12.7%8,0830.5%EnergyAVGOBroadcom$821,193$27,842 ▲3.5%2,9790.5%Computer and TechnologyTSLATesla$735,383$12,389 ▼-1.7%2,3150.5%Auto/Tires/TrucksIBMInternational Business Machines$706,588$71,337 ▲11.2%2,3970.4%Computer and TechnologyJPMJPMorgan Chase & Co.$670,759$66,670 ▲11.0%2,3140.4%FinanceGOOGLAlphabet$605,269$209,509 ▲52.9%3,4350.4%Computer and TechnologyMETAMeta Platforms$602,368$90,060 ▲17.6%8160.4%Computer and TechnologyPANWPalo Alto Networks$566,648$1,432 ▲0.3%2,7690.4%Computer and TechnologyMCHPMicrochip Technology$519,926$23,435 ▲4.7%7,3880.3%Computer and TechnologyMRKMerck & Co., Inc.$501,812$69,346 ▲16.0%6,3390.3%MedicalCSCOCisco Systems$491,795$6,314 ▼-1.3%7,0880.3%Computer and TechnologyMRVLMarvell Technology$483,208$483,208 ▲New Holding6,2430.3%Computer and TechnologyWMTWalmart$448,085$17,697 ▼-3.8%4,5830.3%Retail/WholesaleJNJJohnson & Johnson$445,506$15,731 ▲3.7%2,9170.3%MedicalVVisa$420,936$14,907 ▼-3.4%1,1860.3%Business ServicesIAUiShares Gold Trust$412,3240.0%6,6120.3%FinanceBKNGBooking$406,102$17,404 ▲4.5%700.3%Retail/WholesaleUBERUber Technologies$397,271$27,617 ▼-6.5%4,2580.2%Computer and TechnologyAPHAmphenol$373,625$66,056 ▼-15.0%3,7840.2%Computer and TechnologyCVXChevron$368,013$18,043 ▲5.2%2,5700.2%EnergyGLDSPDR Gold Shares$359,395$29,264 ▲8.9%1,1790.2%FinanceGSThe Goldman Sachs Group$350,318$1,415 ▲0.4%4950.2%FinanceLLYEli Lilly and Company$347,670$22,606 ▲7.0%4460.2%MedicalORCLOracle$346,747$20,333 ▼-5.5%1,5860.2%Computer and TechnologyCRMSalesforce$345,862$19,912 ▲6.1%1,2680.2%Computer and TechnologyINTUIntuit$345,140$33,884 ▼-8.9%4380.2%Computer and TechnologyULTAUlta Beauty$341,976$22,923 ▼-6.3%7310.2%Retail/WholesaleSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$337,095$12,507 ▼-3.6%4,5010.2%ETFPEPPepsiCo$334,567$12,015 ▲3.7%2,5340.2%Consumer StaplesWMWaste Management$331,701$5,948 ▼-1.8%1,4500.2%Business ServicesHONHoneywell International$330,976$307,451 ▼-48.2%1,4210.2%Multi-Sector ConglomeratesICEIntercontinental Exchange$328,603$7,706 ▼-2.3%1,7910.2%FinanceSCHWCharles Schwab$323,446$28,649 ▼-8.1%3,5450.2%FinanceIVViShares Core S&P 500 ETF$321,626$11,176 ▲3.6%5180.2%ETFROPRoper Technologies$313,010$2,268 ▼-0.7%5520.2%Computer and TechnologyDEDeere & Company$311,704$508 ▲0.2%6130.2%IndustrialsHDHome Depot$311,644$5,866 ▼-1.8%8500.2%Retail/WholesaleAPOApollo Global Management$307,716$30,644 ▲11.1%2,1690.2%FinanceSPGIS&P Global$307,587$2,638 ▼-0.9%5830.2%FinanceTJXTJX Companies$306,712$8,026 ▲2.7%2,4840.2%Retail/WholesaleMDLZMondelez International$306,614$19,897 ▼-6.1%4,5460.2%Consumer StaplesIQVIQVIA$306,355$76,274 ▲33.2%1,9440.2%MedicalACNAccenture$294,737$34,675 ▲13.3%9860.2%Computer and TechnologyCMGChipotle Mexican Grill$294,731$15,666 ▲5.6%5,2490.2%Retail/WholesaleADBEAdobe$291,321$35,206 ▲13.7%7530.2%Computer and TechnologyLOWLowe's Companies$291,315$11,315 ▲4.0%1,3130.2%Retail/WholesaleTMUST-Mobile US$289,856$6,192 ▲2.2%1,2170.2%Computer and TechnologyTXNTexas Instruments$288,384$28,444 ▲10.9%1,3890.2%Computer and TechnologyETNEaton$286,306$286,306 ▲New Holding8020.2%IndustrialsZTSZoetis$282,625$10,294 ▲3.8%1,8120.2%MedicalMSIMotorola Solutions$281,288$281,288 ▲New Holding6690.2%Computer and TechnologyAONAON$280,770$6,065 ▲2.2%7870.2%FinanceSYKStryker$278,919$278,919 ▲New Holding7050.2%MedicalUNPUnion Pacific$278,126$14,953 ▲5.7%1,2090.2%TransportationTMOThermo Fisher Scientific$275,751$51,906 ▲23.2%6800.2%MedicalAXPAmerican Express$271,133$25,199 ▼-8.5%8500.2%FinanceNEENextEra Energy$259,230$3,818 ▲1.5%3,7340.2%UtilitiesVZVerizon Communications$258,669$20,813 ▼-7.4%5,9780.2%Computer and TechnologyEMREmerson Electric$256,927$3,600 ▲1.4%1,9270.2%IndustrialsMODLVictoryShares WestEnd US Sector ETF$256,531$9,956 ▲4.0%5,9520.2%ETFVLOValero Energy$250,553$9,275 ▲3.8%1,8640.2%EnergyKOCocaCola$247,764$8,490 ▲3.5%3,5020.2%Consumer StaplesMDYSPDR S&P MidCap 400 ETF Trust$241,8870.0%4270.2%ETFNXPINXP Semiconductors$238,154$238,154 ▲New Holding1,0900.1%Computer and TechnologyLMTLockheed Martin$236,784$10,194 ▲4.5%5110.1%AerospaceSPMDSPDR Portfolio S&P 400 Mid Cap ETF$236,219$4,413,772 ▼-94.9%4,3440.1%ETFCMCSAComcast$233,484$216,781 ▼-48.1%6,5420.1%Consumer DiscretionarySHYGiShares 0-5 Year High Yield Corporate Bond ETF$229,5480.0%5,3210.1%ETFSLViShares Silver Trust$228,587$3,773 ▲1.7%6,9670.1%ETFLINDE PLC$226,145$1,877 ▲0.8%4820.1%SHSUSACUSA Compression Partners$210,184$2,431 ▲1.2%8,6460.1%EnergyQCOMQUALCOMM$205,445$205,445 ▲New Holding1,2900.1%Computer and TechnologyBABoeing$203,035$203,035 ▲New Holding9690.1%AerospaceNEXTNextDecade$90,8820.0%10,2000.1%EnergyMMTMFS Multimarket Income Trust$70,0300.0%14,9000.0%FinanceSPSMSPDR Portfolio S&P 600 Small Cap ETF$0$2,862,605 ▼-100.0%00.0%ETFUNHUnitedHealth Group$0$603,087 ▼-100.0%00.0%MedicalDISWalt Disney$0$288,332 ▼-100.0%00.0%Consumer DiscretionaryFBINFortune Brands Innovations$0$231,709 ▼-100.0%00.0%Retail/WholesaleINTCIntel$0$201,211 ▼-100.0%00.0%Computer and TechnologyShowing 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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