Broadway Wealth Solutions

Broadway Wealth Solutions as of Sept. 30, 2025

Portfolio Holdings for Broadway Wealth Solutions

Broadway Wealth Solutions holds 97 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust Portfolio S&p500 (SPYM) 20.5 $37M 466k 78.34
Federated Hermes Etf Trust Hermes Total Ret (FTRB) 13.9 $25M 977k 25.39
Victory Portfolios Ii Short Trm Bd Etf (USTB) 13.7 $24M 478k 50.99
American Centy Etf Tr Intl Eqt Etf (AVDE) 8.3 $15M 188k 78.90
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 3.7 $6.5M 134k 49.03
American Centy Etf Tr Avantis Emgmkt (AVEM) 3.6 $6.5M 87k 75.11
Fidelity Covington Trust Enhanced Mid (FMDE) 3.3 $5.8M 162k 36.15
Dimensional Etf Trust Intl Small Cap E (DFIS) 2.4 $4.3M 134k 31.63
J P Morgan Exchange Traded F Active Growth (JGRO) 2.3 $4.1M 44k 93.75
Spdr Series Trust Portfolio Ln Tsr (SPTL) 2.1 $3.8M 140k 26.95
Microsoft Corporation (MSFT) 1.5 $2.7M 5.1k 517.92
NVIDIA Corporation (NVDA) 1.5 $2.6M 14k 186.58
Apple (AAPL) 1.3 $2.4M 9.4k 254.63
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.1 $2.0M 21k 99.53
Amazon (AMZN) 1.1 $2.0M 9.0k 219.57
Neuberger Berman Etf Trust Small Mid Cap Et (NBSM) 1.1 $1.9M 75k 25.33
Costco Wholesale Corporation (COST) 1.0 $1.9M 2.0k 925.71
Raytheon Technologies Corp (RTX) 1.0 $1.7M 10k 167.33
Tesla Motors (TSLA) 0.6 $1.1M 2.5k 444.72
Marsh & McLennan Companies 0.6 $1.0M 5.1k 201.53
Alphabet Cap Stk Cl A (GOOGL) 0.5 $926k 3.8k 243.08
Exxon Mobil Corporation (XOM) 0.5 $897k 8.0k 112.75
Broadcom (AVGO) 0.5 $859k 2.6k 329.95
International Business Machines (IBM) 0.5 $812k 2.9k 282.16
JPMorgan Chase & Co. (JPM) 0.4 $689k 2.2k 315.43
Meta Platforms Cl A (META) 0.3 $613k 835.00 734.51
Palo Alto Networks (PANW) 0.3 $591k 2.9k 203.62
Marvell Technology (MRVL) 0.3 $525k 6.2k 84.07
Johnson & Johnson (JNJ) 0.3 $522k 2.8k 185.42
Wal-Mart Stores (WMT) 0.3 $511k 5.0k 103.06
Ishares Gold Tr Ishares New (IAU) 0.3 $481k 6.6k 72.77
Cisco Systems (CSCO) 0.3 $457k 6.7k 68.42
Oracle Corporation (ORCL) 0.3 $446k 1.6k 281.24
Microchip Technology (MCHP) 0.2 $434k 6.8k 64.22
Uber Technologies (UBER) 0.2 $429k 4.4k 97.97
Amphenol Corp Cl A (APH) 0.2 $421k 3.4k 123.75
Spdr Gold Tr Gold Shs (GLD) 0.2 $418k 1.2k 355.47
Visa Com Cl A (V) 0.2 $417k 1.2k 341.29
Booking Holdings (BKNG) 0.2 $390k 72.00 5412.10
Goldman Sachs (GS) 0.2 $390k 489.00 796.56
Chevron Corporation (CVX) 0.2 $386k 2.5k 155.28
TJX Companies (TJX) 0.2 $375k 2.6k 144.55
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.2 $372k 680.00 546.75
Spdr Series Trust Portfoli S&p1500 (SPTM) 0.2 $372k 4.6k 80.66
American Centy Etf Tr Us Quality Grow (QGRO) 0.2 $368k 3.2k 114.40
Eli Lilly & Co. (LLY) 0.2 $362k 475.00 763.00
McKesson Corporation (MCK) 0.2 $354k 458.00 772.54
Charles Schwab Corporation (SCHW) 0.2 $350k 3.7k 95.47
Lowe's Companies (LOW) 0.2 $349k 1.4k 251.31
Ishares Tr Core S&p500 Etf (IVV) 0.2 $347k 518.00 669.30
Iqvia Holdings (IQV) 0.2 $344k 1.8k 189.94
Waste Management (WM) 0.2 $341k 1.5k 220.82
salesforce (CRM) 0.2 $337k 1.4k 237.08
Thermo Fisher Scientific (TMO) 0.2 $336k 693.00 485.12
Pepsi (PEP) 0.2 $333k 2.4k 140.43
Motorola Solutions Com New (MSI) 0.2 $319k 697.00 457.29
Eaton Corp SHS (ETN) 0.2 $317k 848.00 374.25
Intercontinental Exchange (ICE) 0.2 $313k 1.9k 168.52
Metropcs Communications (TMUS) 0.2 $308k 1.3k 239.35
Apollo Global Mgmt (APO) 0.2 $307k 2.3k 133.27
Home Depot (HD) 0.2 $306k 756.00 405.19
Adobe Systems Incorporated (ADBE) 0.2 $306k 867.00 352.75
Intuit (INTU) 0.2 $305k 447.00 683.27
Union Pacific Corporation (UNP) 0.2 $303k 1.3k 236.43
Mondelez Intl Cl A (MDLZ) 0.2 $302k 4.8k 62.47
Aon Shs Cl A (AON) 0.2 $301k 844.00 356.58
Intel Corporation (INTC) 0.2 $301k 9.0k 33.55
Valero Energy Corporation (VLO) 0.2 $299k 1.8k 170.30
S&p Global (SPGI) 0.2 $299k 613.00 487.11
Zoetis Cl A (ZTS) 0.2 $296k 2.0k 146.30
Ishares Silver Tr Ishares (SLV) 0.2 $293k 6.9k 42.37
Roper Industries (ROP) 0.2 $292k 585.00 498.91
Nextera Energy (NEE) 0.2 $290k 3.8k 75.50
Honeywell International (HON) 0.2 $287k 1.4k 210.57
Accenture Plc Ireland Shs Class A (ACN) 0.2 $287k 1.2k 246.62
American Express Company (AXP) 0.2 $281k 847.00 332.16
Deere & Company (DE) 0.2 $280k 612.00 457.26
Victory Portfolios Ii Victoryshares We (MODL) 0.2 $275k 6.0k 46.22
Stryker Corporation (SYK) 0.2 $274k 741.00 369.67
Chipotle Mexican Grill (CMG) 0.1 $266k 6.8k 39.19
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $255k 427.00 596.03
Nxp Semiconductors N V (NXPI) 0.1 $253k 1.1k 227.73
Verizon Communications (VZ) 0.1 $244k 5.5k 43.95
Linde SHS (LIN) 0.1 $239k 502.00 475.00
Lockheed Martin Corporation (LMT) 0.1 $233k 467.00 499.49
Northrop Grumman Corporation (NOC) 0.1 $230k 378.00 609.32
Texas Instruments Incorporated (TXN) 0.1 $230k 1.3k 183.73
Coca-Cola Company (KO) 0.1 $215k 3.2k 66.32
Boeing Company (BA) 0.1 $212k 981.00 215.83
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.1 $210k 4.9k 43.30
Alphabet Cap Stk Cl C (GOOG) 0.1 $209k 856.00 243.55
Emerson Electric (EMR) 0.1 $208k 1.6k 131.18
Graniteshares Gold Tr Shs Ben Int (BAR) 0.1 $203k 5.3k 38.06
Merck & Co (MRK) 0.1 $203k 2.4k 83.93
Fortune Brands (FBIN) 0.1 $203k 3.8k 53.39
Mfs Multimarket Income Tr Sh Ben Int (MMT) 0.0 $71k 15k 4.78
Sintx Technologies Com New (SINT) 0.0 $61k 15k 4.09