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

Currently, Broadway Wealth Solutions, Inc. holds 97 types of securities in its portfolio with a total value $178.3M. In the most recent quarter, they have increased their positions in FTRB (+80.5K shares, valued at $2.0M), SPYM (+22.7K shares, valued at $1.8M), USTB (+33.5K shares, valued at $1.7M); decreased their positions in MRK (-3.9K shares, valued at $328.8K), AVGO (-375 shares, valued at $123.7K), NVDA (-658 shares, valued at $122.8K); initiated new positions in QGRO (+3.2K shares, valued at $368.1K), MCK (+458 shares, valued at $353.8K), INTC (+9.0K shares, valued at $300.6K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPYM SPDR SERIES TRUST466.1K shares5.12%2025-09-302025-11-10

FTRB FEDERATED HERMES ETF TRUST976.8K shares8.98%2025-09-302025-11-10

USTB VICTORY PORTFOLIOS II477.6K shares7.55%2025-09-302025-11-10

AVDE AMERICAN CENTY ETF TR188.0K shares6.74%2025-09-302025-11-10

JPIB J P MORGAN EXCHANGE TRADED F133.5K shares10.14%2025-09-302025-11-10

AVEM AMERICAN CENTY ETF TR86.6K shares8.45%2025-09-302025-11-10

FMDE FIDELITY COVINGTON TRUST161.8K shares8.62%2025-09-302025-11-10

DFIS DIMENSIONAL ETF TRUST134.4K shares5.64%2025-09-302025-11-10

Sponsored

JGRO J P MORGAN EXCHANGE TRADED F43.9K shares5.96%2025-09-302025-11-10

SPTL SPDR SERIES TRUST140.1K shares11.93%2025-09-302025-11-10

MSFT MICROSOFT CORP5.1K shares-1.50%2025-09-302025-11-10

NVDA NVIDIA CORPORATION14.0K shares-4.50%2025-09-302025-11-10

AAPL APPLE INC9.4K shares0.12%2025-09-302025-11-10

AVUV AMERICAN CENTY ETF TR20.5K shares7.32%2025-09-302025-11-10

AMZN AMAZON COM INC9.0K shares0.03%2025-09-302025-11-10

NBSM NEUBERGER BERMAN ETF TRUST75.1K shares9.78%2025-09-302025-11-10

Sponsored

COST COSTCO WHSL CORP NEW2.0K shares1.78%2025-09-302025-11-10

RTX RTX CORPORATION10.4K shares-0.07%2025-09-302025-11-10

TSLA TESLA INC2.5K shares10.06%2025-09-302025-11-10

MMC MARSH & MCLENNAN COS INC5.1K shares0.00%2025-09-302025-11-10

GOOGL ALPHABET INC3.8K shares10.86%2025-09-302025-11-10

XOM EXXON MOBIL CORP8.0K shares-1.55%2025-09-302025-11-10

AVGO BROADCOM INC2.6K shares-12.59%2025-09-302025-11-10

IBM INTERNATIONAL BUSINESS MACHS2.9K shares20.07%2025-09-302025-11-10

Sponsored

JPM JPMORGAN CHASE & CO.2.2K shares-5.62%2025-09-302025-11-10

META META PLATFORMS INC835 shares2.33%2025-09-302025-11-10

PANW PALO ALTO NETWORKS INC2.9K shares4.88%2025-09-302025-11-10

MRVL MARVELL TECHNOLOGY INC6.2K shares0.00%2025-09-302025-11-10

JNJ JOHNSON & JOHNSON2.8K shares-3.53%2025-09-302025-11-10

WMT WALMART INC5.0K shares8.14%2025-09-302025-11-10

IAU ISHARES GOLD TR6.6K shares0.00%2025-09-302025-11-10

CSCO CISCO SYS INC6.7K shares-5.80%2025-09-302025-11-10

Sponsored

ORCL ORACLE CORP1.6K shares0.00%2025-09-302025-11-10

MCHP MICROCHIP TECHNOLOGY INC.6.8K shares-8.54%2025-09-302025-11-10

UBER UBER TECHNOLOGIES INC4.4K shares2.75%2025-09-302025-11-10

APH AMPHENOL CORP NEW3.4K shares-10.10%2025-09-302025-11-10

GLD SPDR GOLD TR1.2K shares-0.25%2025-09-302025-11-10

V VISA INC1.2K shares3.12%2025-09-302025-11-10

BKNG BOOKING HOLDINGS INC72 shares2.86%2025-09-302025-11-10

GS GOLDMAN SACHS GROUP INC489 shares-1.21%2025-09-302025-11-10

Sponsored

CVX CHEVRON CORP NEW2.5K shares-3.23%2025-09-302025-11-10

TJX TJX COS INC NEW2.6K shares4.39%2025-09-302025-11-10

ULTA ULTA BEAUTY INC680 shares-6.98%2025-09-302025-11-10

SPTM SPDR SERIES TRUST4.6K shares2.33%2025-09-302025-11-10

QGRO AMERICAN CENTY ETF TR3.2K sharesnew addition2025-09-302025-11-10

LLY ELI LILLY & CO475 shares6.50%2025-09-302025-11-10

MCK MCKESSON CORP458 sharesnew addition2025-09-302025-11-10

SCHW SCHWAB CHARLES CORP3.7K shares3.39%2025-09-302025-11-10

Sponsored

LOW LOWES COS INC1.4K shares5.79%2025-09-302025-11-10

IVV ISHARES TR518 shares0.00%2025-09-302025-11-10

IQV IQVIA HLDGS INC1.8K shares-6.89%2025-09-302025-11-10

WM WASTE MGMT INC DEL1.5K shares6.48%2025-09-302025-11-10

CRM SALESFORCE INC1.4K shares12.07%2025-09-302025-11-10

TMO THERMO FISHER SCIENTIFIC INC693 shares1.91%2025-09-302025-11-10

PEP PEPSICO INC2.4K shares-6.51%2025-09-302025-11-10

MSI MOTOROLA SOLUTIONS INC697 shares4.19%2025-09-302025-11-10

Sponsored

ETN EATON CORP PLC848 shares5.74%2025-09-302025-11-10

ICE INTERCONTINENTAL EXCHANGE IN1.9K shares3.57%2025-09-302025-11-10

TMUS T-MOBILE US INC1.3K shares5.59%2025-09-302025-11-10

APO APOLLO GLOBAL MGMT INC2.3K shares6.09%2025-09-302025-11-10

HD HOME DEPOT INC756 shares-11.06%2025-09-302025-11-10

ADBE ADOBE INC867 shares15.14%2025-09-302025-11-10

INTU INTUIT447 shares2.05%2025-09-302025-11-10

UNP UNION PAC CORP1.3K shares6.12%2025-09-302025-11-10

Sponsored

MDLZ MONDELEZ INTL INC4.8K shares6.38%2025-09-302025-11-10

AON AON PLC844 shares7.24%2025-09-302025-11-10

INTC INTEL CORP9.0K sharesnew addition2025-09-302025-11-10

VLO VALERO ENERGY CORP1.8K shares-5.69%2025-09-302025-11-10

SPGI S&P GLOBAL INC613 shares5.15%2025-09-302025-11-10

ZTS ZOETIS INC2.0K shares11.81%2025-09-302025-11-10

SLV ISHARES SILVER TR6.9K shares-0.70%2025-09-302025-11-10

ROP ROPER TECHNOLOGIES INC585 shares5.98%2025-09-302025-11-10

Sponsored

NEE NEXTERA ENERGY INC3.8K shares2.95%2025-09-302025-11-10

HON HONEYWELL INTL INC1.4K shares-4.01%2025-09-302025-11-10

ACN ACCENTURE PLC IRELAND1.2K shares17.95%2025-09-302025-11-10

AXP AMERICAN EXPRESS CO847 shares-0.35%2025-09-302025-11-10

DE DEERE & CO612 shares-0.16%2025-09-302025-11-10

MODL VICTORY PORTFOLIOS II6.0K shares0.00%2025-09-302025-11-10

SYK STRYKER CORPORATION741 shares5.11%2025-09-302025-11-10

CMG CHIPOTLE MEXICAN GRILL INC6.8K shares29.40%2025-09-302025-11-10

Sponsored

MDY SPDR S&P MIDCAP 400 ETF TR427 shares0.00%2025-09-302025-11-10

NXPI NXP SEMICONDUCTORS N V1.1K shares1.93%2025-09-302025-11-10

VZ VERIZON COMMUNICATIONS INC5.5K shares-7.19%2025-09-302025-11-10

LIN LINDE PLC502 shares4.15%2025-09-302025-11-10

LMT LOCKHEED MARTIN CORP467 shares-8.61%2025-09-302025-11-10

NOC NORTHROP GRUMMAN CORP378 sharesnew addition2025-09-302025-11-10

TXN TEXAS INSTRS INC1.3K shares-9.86%2025-09-302025-11-10

KO COCA COLA CO3.2K shares-7.28%2025-09-302025-11-10

Sponsored

BA BOEING CO981 shares1.24%2025-09-302025-11-10

SHYG ISHARES TR4.9K shares-8.74%2025-09-302025-11-10

GOOG ALPHABET INC856 sharesnew addition2025-09-302025-11-10

EMR EMERSON ELEC CO1.6K shares-17.80%2025-09-302025-11-10

BAR GRANITESHARES GOLD TR5.3K sharesnew addition2025-09-302025-11-10

MRK MERCK & CO INC2.4K shares-61.79%2025-09-302025-11-10

FBIN FORTUNE BRANDS INNOVATIONS I3.8K sharesnew addition2025-09-302025-11-10

MMT MFS MULTIMARKET INCOME TR14.9K shares0.00%2025-09-302025-11-10

Sponsored

SINT SINTX TECHNOLOGIES INC15.0K sharesnew addition2025-09-302025-11-10

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available