Broadway Wealth Solutions

Broadway Wealth Solutions as of June 30, 2025

Portfolio Holdings for Broadway Wealth Solutions

Broadway Wealth Solutions holds 94 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust Portfolio S&p500 (SPYM) 20.1 $32M 443k 72.69
Victory Portfolios Ii Short Trm Bd Etf (USTB) 14.1 $23M 444k 50.82
Federated Hermes Etf Trust Hermes Total Ret (FTRB) 14.0 $23M 896k 25.10
American Centy Etf Tr Intl Eqt Etf (AVDE) 8.1 $13M 176k 74.01
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 3.7 $5.9M 121k 48.62
American Centy Etf Tr Avantis Emgmkt (AVEM) 3.4 $5.5M 80k 68.54
Fidelity Covington Trust Enhanced Mid (FMDE) 3.2 $5.1M 149k 34.41
Dimensional Etf Trust Intl Small Cap E (DFIS) 2.4 $3.8M 127k 29.84
J P Morgan Exchange Traded F Active Growth (JGRO) 2.2 $3.6M 41k 86.07
Spdr Series Trust Portfolio Ln Tsr (SPTL) 2.1 $3.3M 125k 26.58
Microsoft Corporation (MSFT) 1.6 $2.6M 5.2k 497.38
NVIDIA Corporation (NVDA) 1.4 $2.3M 15k 157.99
Amazon (AMZN) 1.2 $2.0M 9.0k 219.39
Costco Wholesale Corporation (COST) 1.2 $2.0M 2.0k 990.01
Apple (AAPL) 1.2 $1.9M 9.4k 205.17
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.1 $1.7M 19k 91.10
Neuberger Berman Etf Trust Small Mid Cap Et (NBSM) 1.1 $1.7M 68k 25.04
Raytheon Technologies Corp (RTX) 1.0 $1.5M 11k 146.02
Marsh & McLennan Companies 0.7 $1.1M 5.1k 218.64
Exxon Mobil Corporation (XOM) 0.5 $871k 8.1k 107.80
Broadcom (AVGO) 0.5 $821k 3.0k 275.66
Tesla Motors (TSLA) 0.5 $735k 2.3k 317.66
International Business Machines (IBM) 0.4 $707k 2.4k 294.78
JPMorgan Chase & Co. (JPM) 0.4 $671k 2.3k 289.87
Alphabet Cap Stk Cl A (GOOGL) 0.4 $605k 3.4k 176.21
Meta Platforms Cl A (META) 0.4 $602k 816.00 738.20
Palo Alto Networks (PANW) 0.4 $567k 2.8k 204.64
Microchip Technology (MCHP) 0.3 $520k 7.4k 70.37
Merck & Co (MRK) 0.3 $502k 6.3k 79.16
Cisco Systems (CSCO) 0.3 $492k 7.1k 69.38
Marvell Technology (MRVL) 0.3 $483k 6.2k 77.40
Wal-Mart Stores (WMT) 0.3 $448k 4.6k 97.77
Johnson & Johnson (JNJ) 0.3 $446k 2.9k 152.73
Visa Com Cl A (V) 0.3 $421k 1.2k 354.92
Ishares Gold Tr Ishares New (IAU) 0.3 $412k 6.6k 62.36
Booking Holdings (BKNG) 0.3 $406k 70.00 5801.46
Uber Technologies (UBER) 0.2 $397k 4.3k 93.30
Amphenol Corp Cl A (APH) 0.2 $374k 3.8k 98.74
Chevron Corporation (CVX) 0.2 $368k 2.6k 143.20
Spdr Gold Tr Gold Shs (GLD) 0.2 $359k 1.2k 304.83
Goldman Sachs (GS) 0.2 $350k 495.00 707.71
Eli Lilly & Co. (LLY) 0.2 $348k 446.00 779.53
Oracle Corporation (ORCL) 0.2 $347k 1.6k 218.63
salesforce (CRM) 0.2 $346k 1.3k 272.76
Intuit (INTU) 0.2 $345k 438.00 787.99
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.2 $342k 731.00 467.82
Spdr Series Trust Portfoli S&p1500 (SPTM) 0.2 $337k 4.5k 74.89
Pepsi (PEP) 0.2 $335k 2.5k 132.03
Waste Management (WM) 0.2 $332k 1.5k 228.76
Honeywell International (HON) 0.2 $331k 1.4k 232.92
Intercontinental Exchange (ICE) 0.2 $329k 1.8k 183.47
Charles Schwab Corporation (SCHW) 0.2 $323k 3.5k 91.24
Ishares Tr Core S&p500 Etf (IVV) 0.2 $322k 518.00 620.90
Roper Industries (ROP) 0.2 $313k 552.00 567.05
Deere & Company (DE) 0.2 $312k 613.00 508.49
Home Depot (HD) 0.2 $312k 850.00 366.64
Apollo Global Mgmt (APO) 0.2 $308k 2.2k 141.87
S&p Global (SPGI) 0.2 $308k 583.00 527.59
TJX Companies (TJX) 0.2 $307k 2.5k 123.47
Mondelez Intl Cl A (MDLZ) 0.2 $307k 4.5k 67.45
Iqvia Holdings (IQV) 0.2 $306k 1.9k 157.59
Accenture Plc Ireland Shs Class A (ACN) 0.2 $295k 986.00 298.92
Chipotle Mexican Grill (CMG) 0.2 $295k 5.2k 56.15
Adobe Systems Incorporated (ADBE) 0.2 $291k 753.00 386.88
Lowe's Companies (LOW) 0.2 $291k 1.3k 221.87
Metropcs Communications (TMUS) 0.2 $290k 1.2k 238.17
Texas Instruments Incorporated (TXN) 0.2 $288k 1.4k 207.62
Eaton Corp SHS (ETN) 0.2 $286k 802.00 356.99
Zoetis Cl A (ZTS) 0.2 $283k 1.8k 155.97
Motorola Solutions Com New (MSI) 0.2 $281k 669.00 420.46
Aon Shs Cl A (AON) 0.2 $281k 787.00 356.76
Stryker Corporation (SYK) 0.2 $279k 705.00 395.63
Union Pacific Corporation (UNP) 0.2 $278k 1.2k 230.05
Thermo Fisher Scientific (TMO) 0.2 $276k 680.00 405.52
American Express Company (AXP) 0.2 $271k 850.00 318.98
Nextera Energy (NEE) 0.2 $259k 3.7k 69.42
Verizon Communications (VZ) 0.2 $259k 6.0k 43.27
Emerson Electric (EMR) 0.2 $257k 1.9k 133.33
Victory Portfolios Ii Victoryshares We (MODL) 0.2 $257k 6.0k 43.10
Valero Energy Corporation (VLO) 0.2 $251k 1.9k 134.42
Coca-Cola Company (KO) 0.2 $248k 3.5k 70.75
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $242k 427.00 566.48
Nxp Semiconductors N V (NXPI) 0.1 $238k 1.1k 218.49
Lockheed Martin Corporation (LMT) 0.1 $237k 511.00 463.37
Spdr Series Trust Portfolio S&p400 (SPMD) 0.1 $236k 4.3k 54.38
Comcast Corp Cl A (CMCSA) 0.1 $234k 6.5k 35.69
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.1 $230k 5.3k 43.14
Ishares Silver Tr Ishares (SLV) 0.1 $229k 7.0k 32.81
Linde SHS (LIN) 0.1 $226k 482.00 469.18
Usa Compression Partners Comunit Ltdpar (USAC) 0.1 $210k 8.6k 24.31
Qualcomm (QCOM) 0.1 $205k 1.3k 159.26
Boeing Company (BA) 0.1 $203k 969.00 209.53
Nextdecade Corp (NEXT) 0.1 $91k 10k 8.91
Mfs Multimarket Income Tr Sh Ben Int (MMT) 0.0 $70k 15k 4.70