Sponsored

The Analysis of Broadway Wealth Solutions, Inc.'s Holdings & P&L

Currently, Broadway Wealth Solutions, Inc. holds 95 types of securities in its portfolio with a total value $193.4M. In the most recent quarter, they have increased their positions in USTB (+39.9K shares, valued at $2.0M), FTRB (+78.9K shares, valued at $2.0M), SPYM (+21.3K shares, valued at $1.6M); decreased their positions in SLV (-2.1K shares, valued at $140.0K), N/A (-1.1K shares, valued at $99.8K), GLD (-230 shares, valued at $99.0K); initiated new positions in NOW (+3.2K shares, valued at $335.1K), VLO (+1.2K shares, valued at $292.5K), SCHB (+10.6K shares, valued at $266.9K).

1M P&L

+4.8M+2.47%

3M P&L

+5.1M+2.61%

HY P&L

+12.7M+6.79%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A153.5M

81.4%

2Semiconductors4.0M

2.1%

3Software - Infrastructure2.9M

1.5%

Top Industries by Stock Count

1N/A22 stocks

26.2%

2Semiconductors5 stocks

6.0%

3Software - Application4 stocks

4.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPYM SPDR SERIES TRUST494.7K shares4.50%2026-03-312026-04-22

USTB VICTORY PORTFOLIOS II560.0K shares7.68%2026-03-312026-04-22

FTRB FEDERATED HERMES ETF TRUST1.1M shares7.62%2026-03-312026-04-22

AVDE AMERICAN CENTY ETF TR192.4K shares0.59%2026-03-312026-04-22

JPIB J P MORGAN EXCHANGE TRADED F152.7K shares8.06%2026-03-312026-04-22

AVEM AMERICAN CENTY ETF TR86.1K shares-0.64%2026-03-312026-04-22

FMDE FIDELITY COVINGTON TRUST180.4K shares6.68%2026-03-312026-04-22

DFIS DIMENSIONAL ETF TRUST135.6K shares-1.32%2026-03-312026-04-22

Sponsored

SPTL SPDR SERIES TRUST164.8K shares7.86%2026-03-312026-04-22

JGRO J P MORGAN EXCHANGE TRADED F45.0K shares4.25%2026-03-312026-04-22

AVUV AMERICAN CENTY ETF TR31.0K shares2.93%2026-03-312026-04-22

NBSM NEUBERGER BERMAN ETF TRUST121.5K shares6.27%2026-03-312026-04-22

NVDA NVIDIA CORPORATION15.4K shares6.52%2026-03-312026-04-22

MSFT MICROSOFT CORP5.7K shares16.75%2026-03-312026-04-22

AAPL APPLE INC8.3K shares-2.55%2026-03-312026-04-22

RTX RTX CORPORATION10.4K shares0.00%2026-03-312026-04-22

Sponsored

COST COSTCO WHOLESALE CORPORATION2.0K shares0.60%2026-03-312026-04-22

AMZN AMAZON COM INC8.9K shares1.56%2026-03-312026-04-22

XOM EXXON MOBIL CORP7.9K shares3.47%2026-03-312026-04-22

BROADCOM INC BROADCOM INC3.4K shares21.70%2026-03-312026-04-22

TSLA TESLA INC2.6K shares0.00%2026-03-312026-04-22

MMC MARSH & MCLENNAN COS INC5.1K shares-0.18%2026-03-312026-04-22

ALPHABET INC ALPHABET INC2.8K shares-5.98%2026-03-312026-04-22

IBM INTERNATIONAL BUSINESS MACHS3.0K shares7.12%2026-03-312026-04-22

Sponsored

JPM JPMORGAN CHASE & CO2.3K shares5.26%2026-03-312026-04-22

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC6.2K shares0.00%2026-03-312026-04-22

JNJ JOHNSON & JOHNSON2.4K shares-10.19%2026-03-312026-04-22

CSCO CISCO SYS INC7.5K shares3.67%2026-03-312026-04-22

PANW PALO ALTO NETWORKS INC3.6K shares18.83%2026-03-312026-04-22

WMT WALMART INC4.3K shares-7.48%2026-03-312026-04-22

META META PLATFORMS INC930 shares5.56%2026-03-312026-04-22

SPY STATE STR SPDR S&P 500 ETF T806 shares-2.42%2026-03-312026-04-22

Sponsored

GS GOLDMAN SACHS GROUP INC611 shares35.78%2026-03-312026-04-22

CVX CHEVRON CORPORATION2.4K shares3.12%2026-03-312026-04-22

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.5K shares98.39%2026-03-312026-04-22

MCHP MICROCHIP TECHNOLOGY INC.7.2K shares-7.59%2026-03-312026-04-22

ISHARES GOLD TR ISHARES GOLD TR5.1K shares-18.30%2026-03-312026-04-22

GLD SPDR GOLD TR918 shares-20.03%2026-03-312026-04-22

UBER UBER TECHNOLOGIES INC5.5K shares16.59%2026-03-312026-04-22

QGRO AMERICAN CENTY ETF TR3.7K shares1.11%2026-03-312026-04-22

Sponsored

PEP PEPSICO INC2.5K shares3.89%2026-03-312026-04-22

TJX TJX COS INC NEW2.4K shares0.33%2026-03-312026-04-22

INTC INTEL CORP8.8K shares0.00%2026-03-312026-04-22

LLY ELI LILLY & CO412 shares0.98%2026-03-312026-04-22

CRM SALESFORCE INC2.0K shares40.47%2026-03-312026-04-22

NFLX NETFLIX INC.3.9K shares33.08%2026-03-312026-04-22

WM WASTE MGMT INC DEL1.6K shares3.15%2026-03-312026-04-22

INTU INTUIT853 shares88.30%2026-03-312026-04-22

Sponsored

SCHW SCHWAB CHARLES CORP3.9K shares0.84%2026-03-312026-04-22

LOW LOWES COS INC1.5K shares3.44%2026-03-312026-04-22

APH AMPHENOL CORP2.8K shares-7.77%2026-03-312026-04-22

MDLZ MONDELEZ INTL INC6.1K shares16.24%2026-03-312026-04-22

BKNG BOOKING HOLDINGS INC82 shares15.49%2026-03-312026-04-22

TMUS T-MOBILE US INC1.6K shares18.21%2026-03-312026-04-22

MCK MCKESSON CORP397 shares-6.37%2026-03-312026-04-22

V VISA INC1.1K shares9.71%2026-03-312026-04-22

Sponsored

DE DEERE & CO606 shares0.00%2026-03-312026-04-22

TMO THERMO FISHER SCIENTIFIC INC692 shares12.89%2026-03-312026-04-22

IVV ISHARES TR518 shares0.00%2026-03-312026-04-22

NOW SERVICENOW INC3.2K sharesnew addition2026-03-312026-04-22

IQV IQVIA HLDGS INC2.0K shares15.74%2026-03-312026-04-22

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC3.0K shares24.79%2026-03-312026-04-22

ICE INTERCONTINENTAL EXCHANGE IN2.1K shares7.32%2026-03-312026-04-22

AON PLC AON PLC1.0K shares16.28%2026-03-312026-04-22

Sponsored

SLV ISHARES SILVER TR4.8K shares-29.98%2026-03-312026-04-22

SPGI S&P GLOBAL INC765 shares26.24%2026-03-312026-04-22

NEE NEXTERA ENERGY INC3.5K shares-7.17%2026-03-312026-04-22

EATON CORP PLC EATON CORP PLC898 shares4.91%2026-03-312026-04-22

MSI MOTOROLA SOLUTIONS INC737 shares-6.47%2026-03-312026-04-22

VZ VERIZON COMMUNICATIONS INC6.1K shares3.18%2026-03-312026-04-22

UNP UNION PAC CORP1.3K shares-1.80%2026-03-312026-04-22

ULTA ULTA BEAUTY INC569 shares-17.77%2026-03-312026-04-22

Sponsored

VLO VALERO ENERGY CORP1.2K sharesnew addition2026-03-312026-04-22

KO COCA COLA CO3.6K shares5.59%2026-03-312026-04-22

HD HOME DEPOT INC836 shares7.18%2026-03-312026-04-22

LMT LOCKHEED MARTIN CORP454 shares-6.20%2026-03-312026-04-22

SYK STRYKER CORPORATION822 shares9.89%2026-03-312026-04-22

SCHB SCHWAB STRATEGIC TR10.6K sharesnew addition2026-03-312026-04-22

LINDE PLC LINDE PLC533 shares0.00%2026-03-312026-04-22

MDY STATE STR SPDR S&P MIDCAP 40427 shares0.00%2026-03-312026-04-22

Sponsored

HON HONEYWELL INTL INC1.2K shares-10.62%2026-03-312026-04-22

AXP AMERICAN EXPRESS CO845 shares0.00%2026-03-312026-04-22

SIVR ABRDN SILVER ETF TRUST3.3K shares0.00%2026-03-312026-04-22

EMR EMERSON ELEC CO1.8K shares6.25%2026-03-312026-04-22

ORCL ORACLE CORP1.6K shares0.00%2026-03-312026-04-22

TXN TEXAS INSTRS INC1.2K shares-14.79%2026-03-312026-04-22

MODL VICTORY PORTFOLIOS II5.1K shares-3.98%2026-03-312026-04-22

NXPI NXP SEMICONDUCTORS N V1.1K shares0.18%2026-03-312026-04-22

Sponsored

NOC NORTHROP GRUMMAN CORP311 shares-17.51%2026-03-312026-04-22

FANG DIAMONDBACK ENERGY INC1.1K sharesnew addition2026-03-312026-04-22

CMCSA COMCAST CORP NEW7.2K sharesnew addition2026-03-312026-04-22

MERCK & CO INC MERCK & CO INC1.7K sharesnew addition2026-03-312026-04-22

CLSK CLEANSPARK INC11.0K sharesnew addition2026-03-312026-04-22

MMT MFS MULTIMARKET INCOME TR14.9K shares0.00%2026-03-312026-04-22

SINTX TECHNOLOGIES INC SINTX TECHNOLOGIES INC10.0K shares0.00%2026-03-312026-04-22

SPYM

SPDR SERIES TRUST

4.50%

Shares494.7K

Event2026-03-31

Filed2026-04-22

USTB

VICTORY PORTFOLIOS II

7.68%

Shares560.0K

Event2026-03-31

Filed2026-04-22

FTRB

FEDERATED HERMES ETF TRUST

7.62%

Shares1.1M

Event2026-03-31

Filed2026-04-22

AVDE

AMERICAN CENTY ETF TR

0.59%

Shares192.4K

Event2026-03-31

Filed2026-04-22

JPIB

J P MORGAN EXCHANGE TRADED F

8.06%

Shares152.7K

Event2026-03-31

Filed2026-04-22

AVEM

AMERICAN CENTY ETF TR

-0.64%

Shares86.1K

Event2026-03-31

Filed2026-04-22

FMDE

FIDELITY COVINGTON TRUST

6.68%

Shares180.4K

Event2026-03-31

Filed2026-04-22

DFIS

DIMENSIONAL ETF TRUST

-1.32%

Shares135.6K

Event2026-03-31

Filed2026-04-22

SPTL

SPDR SERIES TRUST

7.86%

Shares164.8K

Event2026-03-31

Filed2026-04-22

JGRO

J P MORGAN EXCHANGE TRADED F

4.25%

Shares45.0K

Event2026-03-31

Filed2026-04-22

AVUV

AMERICAN CENTY ETF TR

2.93%

Shares31.0K

Event2026-03-31

Filed2026-04-22

NBSM

NEUBERGER BERMAN ETF TRUST

6.27%

Shares121.5K

Event2026-03-31

Filed2026-04-22

NVDA

NVIDIA CORPORATION

6.52%

Shares15.4K

Event2026-03-31

Filed2026-04-22

MSFT

MICROSOFT CORP

16.75%

Shares5.7K

Event2026-03-31

Filed2026-04-22

AAPL

APPLE INC

-2.55%

Shares8.3K

Event2026-03-31

Filed2026-04-22

RTX

RTX CORPORATION

0.00%

Shares10.4K

Event2026-03-31

Filed2026-04-22

COST

COSTCO WHOLESALE CORPORATION

0.60%

Shares2.0K

Event2026-03-31

Filed2026-04-22

AMZN

AMAZON COM INC

1.56%

Shares8.9K

Event2026-03-31

Filed2026-04-22

XOM

EXXON MOBIL CORP

3.47%

Shares7.9K

Event2026-03-31

Filed2026-04-22

BROADCOM INC

21.70%

Shares3.4K

Event2026-03-31

Filed2026-04-22

TSLA

TESLA INC

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-22

MMC

MARSH & MCLENNAN COS INC

-0.18%

Shares5.1K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

-5.98%

Shares2.8K

Event2026-03-31

Filed2026-04-22

IBM

INTERNATIONAL BUSINESS MACHS

7.12%

Shares3.0K

Event2026-03-31

Filed2026-04-22

JPM

JPMORGAN CHASE & CO

5.26%

Shares2.3K

Event2026-03-31

Filed2026-04-22

MARVELL TECHNOLOGY INC

0.00%

Shares6.2K

Event2026-03-31

Filed2026-04-22

JNJ

JOHNSON & JOHNSON

-10.19%

Shares2.4K

Event2026-03-31

Filed2026-04-22

CSCO

CISCO SYS INC

3.67%

Shares7.5K

Event2026-03-31

Filed2026-04-22

PANW

PALO ALTO NETWORKS INC

18.83%

Shares3.6K

Event2026-03-31

Filed2026-04-22

WMT

WALMART INC

-7.48%

Shares4.3K

Event2026-03-31

Filed2026-04-22