Broadway Wealth Solutions, Inc.
- SEC CIK
- 0002021265
- Latest filing
- Jul 13, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 12, 2025. Long positions only.
- Positions
- 92
- No filing for Q3 2024
- Portfolio value
- $131.8M
- No filing for Q3 2024
Broadway Wealth Solutions, Inc. did not file a 13F for Q3 2024, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 370,357 | $25.5M | 19.4% | – | – | – |
| Victory Portfolios II92647N535 | SHORT TRM BD ETF | 384,580 | $19.3M | 14.6% | – | – | – |
| Federated Hermes ETF Trust31423L404 | TOTA RETU BD ETF | 754,343 | $18.6M | 14.1% | – | – | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 159,081 | $9.76M | 7.4% | – | – | – |
| J P Morgan Exchange Traded F46641Q852 | INTL BD OPP ETF | 100,716 | $4.76M | 3.6% | – | – | – |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 80,142 | $4.38M | 3.3% | – | – | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 68,967 | $4.05M | 3.1% | – | – | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 63,122 | $2.84M | 2.2% | – | – | – |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 100,225 | $2.62M | 2.0% | – | – | – |
| Dimensional ETF Trust25434V773 | INTL SMALL CAP E | 105,150 | $2.58M | 2.0% | – | – | – |
| MSFTMicrosoft Corp | Stock | 5,485 | $2.31M | 1.8% | – | – | History |
| AMZNAmazon Com Inc | Stock | 8,962 | $1.97M | 1.5% | – | – | History |
| NVDANVIDIA Corp | Stock | 12,998 | $1.75M | 1.3% | – | – | History |
| AAPLApple Inc. | Stock | 6,502 | $1.63M | 1.2% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 1,629 | $1.49M | 1.1% | – | – | History |
| RTXRTX Corp | Stock | 10,439 | $1.21M | 0.9% | – | – | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 5,107 | $1.08M | 0.8% | – | – | History |
| TSLATesla, Inc. | Stock | 2,300 | $928.8K | 0.7% | – | – | History |
| AVGOBroadcom Inc. | Stock | 3,507 | $812.9K | 0.6% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 7,109 | $764.7K | 0.6% | – | – | History |
| HONHoneywell International Inc | COM | 2,815 | $636.0K | 0.5% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 2,496 | $598.4K | 0.5% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 1,127 | $570.1K | 0.4% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 5,646 | $561.6K | 0.4% | – | – | History |
| PANWPalo Alto Networks Inc | Stock | 2,855 | $519.5K | 0.4% | – | – | History |
| CSCOCisco Systems, Inc. | Stock | 7,927 | $469.3K | 0.4% | – | – | History |
| CMCSAComcast Corp | Stock | 12,453 | $467.3K | 0.4% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 758 | $443.9K | 0.3% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 2,341 | $443.2K | 0.3% | – | – | History |
| IBMInternational Business Machines Corp | Stock | 1,942 | $426.9K | 0.3% | – | – | History |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 5,618 | $419.8K | 0.3% | – | – | – |
| JNJJohnson & Johnson | Stock | 2,897 | $419.0K | 0.3% | – | – | History |
| VVisa Inc. | Stock | 1,325 | $418.8K | 0.3% | – | – | History |
| CRMSalesforce, Inc. | Stock | 1,217 | $407.0K | 0.3% | – | – | History |
| CVXChevron Corp | Stock | 2,735 | $396.2K | 0.3% | – | – | History |
| WMTWalmart Inc. | Stock | 4,334 | $391.6K | 0.3% | – | – | History |
| HDHome Depot, Inc. | Stock | 1,000 | $389.2K | 0.3% | – | – | History |
| PEPPepsiCo Inc | Stock | 2,478 | $376.8K | 0.3% | – | – | History |
| MCHPMicrochip Technology Inc | Stock | 6,347 | $364.0K | 0.3% | – | – | History |
| LLYEli Lilly & Co | Stock | 471 | $363.5K | 0.3% | – | – | History |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 4,879 | $348.5K | 0.3% | – | – | – |
| APOApollo Global Management, Inc. | COM | 2,081 | $343.7K | 0.3% | – | – | History |
| BKNGBooking Holdings Inc. | Stock | 69 | $343.3K | 0.3% | – | – | History |
| Vanguard Short-Term Bond ETF921937827 | ETF | 4,397 | $339.8K | 0.3% | – | – | – |
| ULTAUlta Beauty, Inc. | Stock | 767 | $333.6K | 0.3% | – | – | History |
| DISWalt Disney Co | Stock | 2,989 | $332.8K | 0.3% | – | – | History |
| IAUiShares Gold Trust | ETF | 6,612 | $327.4K | 0.2% | – | – | History |
| HSYHershey Co | COM | 1,887 | $319.6K | 0.2% | – | – | History |
| WMWaste Management Inc | Stock | 1,563 | $315.4K | 0.2% | – | – | History |
| ACNAccenture plc | Stock | 895 | $314.7K | 0.2% | – | – | History |
| LOWLowes Companies Inc | Stock | 1,265 | $312.2K | 0.2% | – | – | History |
| TJXTJX Companies Inc | Stock | 2,578 | $311.5K | 0.2% | – | – | History |
| TMUST-Mobile US, Inc. | Stock | 1,406 | $310.5K | 0.2% | – | – | History |
| APHAmphenol Corp | CL A | 4,464 | $310.0K | 0.2% | – | – | History |
| GSGoldman Sachs Group Inc | Stock | 539 | $308.7K | 0.2% | – | – | History |
| SPGIS&P Global Inc. | Stock | 613 | $305.1K | 0.2% | – | – | History |
| ROPRoper Technologies Inc | Stock | 581 | $302.2K | 0.2% | – | – | History |
| SCHWSchwab Charles Corp | Stock | 4,077 | $301.8K | 0.2% | – | – | History |
| ICEIntercontinental Exchange, Inc. | Stock | 2,017 | $300.6K | 0.2% | – | – | History |
| AONAon plc | CL A | 835 | $299.9K | 0.2% | – | – | History |
| American Centy ETF Tr025072398 | MULTISECTOR | 6,823 | $294.7K | 0.2% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 500 | $294.3K | 0.2% | – | – | – |
| MDLZMondelez International, Inc. | Stock | 4,896 | $292.4K | 0.2% | – | – | History |
| INTUIntuit Inc. | Stock | 460 | $289.4K | 0.2% | – | – | History |
| TMOThermo Fisher Scientific Inc. | Stock | 552 | $287.2K | 0.2% | – | – | History |
| ORCLOracle Corp | Stock | 1,704 | $283.9K | 0.2% | – | – | History |
| CMGChipotle Mexican Grill Inc | COM | 4,680 | $282.2K | 0.2% | – | – | History |
| VZVerizon Communications Inc | Stock | 6,993 | $279.7K | 0.2% | – | – | History |
| AXPAmerican Express Co | Stock | 929 | $275.7K | 0.2% | – | – | History |
| IQVIQVIA Holdings Inc. | Stock | 1,396 | $274.3K | 0.2% | – | – | History |
| ZTSZoetis Inc. | Stock | 1,673 | $272.6K | 0.2% | – | – | History |
| UNPUnion Pacific Corp | Stock | 1,185 | $270.2K | 0.2% | – | – | History |
| EMREmerson Electric Co | Stock | 2,121 | $262.9K | 0.2% | – | – | History |
| NEENextera Energy Inc | Stock | 3,659 | $262.3K | 0.2% | – | – | History |
| GLDSPDR Gold Trust | ETF | 1,083 | $262.2K | 0.2% | – | – | History |
| FBINFortune Brands Innovations, Inc. | COM | 3,806 | $260.1K | 0.2% | – | – | History |
| Victory Portfolios II92647P126 | VICT WES U S ETF | 6,454 | $259.6K | 0.2% | – | – | – |
| ADBEAdobe Inc. | Stock | 576 | $256.1K | 0.2% | – | – | History |
| DEDeere & Co | Stock | 600 | $254.2K | 0.2% | – | – | History |
| LMTLockheed Martin Corp | Stock | 520 | $252.8K | 0.2% | – | – | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 427 | $243.2K | 0.2% | – | – | History |
| TXNTexas Instruments Inc | Stock | 1,292 | $242.3K | 0.2% | – | – | History |
| KOCoca Cola Co | Stock | 3,872 | $241.1K | 0.2% | – | – | History |
| iShares Tr46434V407 | 0-5YR HI YL CP | 5,321 | $226.7K | 0.2% | – | – | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 3,868 | $225.0K | 0.2% | – | – | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 6,449 | $221.4K | 0.2% | – | – | – |
| VLOValero Energy Corp | Stock | 1,791 | $219.5K | 0.2% | – | – | History |
| QCOMQualcomm Inc | Stock | 1,389 | $213.4K | 0.2% | – | – | History |
| LINLinde PLC | Stock | 501 | $209.8K | 0.2% | – | – | History |
| USACUSA Compression Partners, LP | COMUNIT LTDPAR | 8,546 | $201.3K | 0.2% | – | – | History |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 2,458 | $200.5K | 0.2% | – | – | History |
| MMTAberdeen Multi-Market Income Fund | SH BEN INT | 14,900 | $69.9K | 0.1% | – | – | History |