Broadway Wealth Solutions, Inc.
- SEC CIK
- 0002021265
- 最新申報
- 2026/7/13
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/12 申報。只含多頭部位。
- 持股檔數
- 92
- 2024 年第 3 季沒有申報
- 總值
- $1.32 億
- 2024 年第 3 季沒有申報
Broadway Wealth Solutions, Inc. 沒有申報 2024 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 370,357 | $2,553 萬 | 19.4% | – | – | – |
| Victory Portfolios II92647N535 | SHORT TRM BD ETF | 384,580 | $1,931 萬 | 14.6% | – | – | – |
| Federated Hermes ETF Trust31423L404 | TOTA RETU BD ETF | 754,343 | $1,862 萬 | 14.1% | – | – | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 159,081 | $976.3 萬 | 7.4% | – | – | – |
| J P Morgan Exchange Traded F46641Q852 | INTL BD OPP ETF | 100,716 | $476.0 萬 | 3.6% | – | – | – |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 80,142 | $438.3 萬 | 3.3% | – | – | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 68,967 | $405.5 萬 | 3.1% | – | – | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 63,122 | $283.5 萬 | 2.2% | – | – | – |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 100,225 | $262.5 萬 | 2.0% | – | – | – |
| Dimensional ETF Trust25434V773 | INTL SMALL CAP E | 105,150 | $258.2 萬 | 2.0% | – | – | – |
| MSFTMicrosoft Corp | Stock | 5,485 | $231.2 萬 | 1.8% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 8,962 | $196.6 萬 | 1.5% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 12,998 | $174.6 萬 | 1.3% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 6,502 | $162.8 萬 | 1.2% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,629 | $149.3 萬 | 1.1% | – | – | 歷史 |
| RTXRTX Corp | Stock | 10,439 | $120.8 萬 | 0.9% | – | – | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 5,107 | $108.5 萬 | 0.8% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 2,300 | $92.9 萬 | 0.7% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 3,507 | $81.3 萬 | 0.6% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 7,109 | $76.5 萬 | 0.6% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 2,815 | $63.6 萬 | 0.5% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,496 | $59.8 萬 | 0.5% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,127 | $57.0 萬 | 0.4% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 5,646 | $56.2 萬 | 0.4% | – | – | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 2,855 | $51.9 萬 | 0.4% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 7,927 | $46.9 萬 | 0.4% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 12,453 | $46.7 萬 | 0.4% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 758 | $44.4 萬 | 0.3% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 2,341 | $44.3 萬 | 0.3% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,942 | $42.7 萬 | 0.3% | – | – | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 5,618 | $42.0 萬 | 0.3% | – | – | – |
| JNJJohnson & Johnson | Stock | 2,897 | $41.9 萬 | 0.3% | – | – | 歷史 |
| VVisa Inc. | Stock | 1,325 | $41.9 萬 | 0.3% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,217 | $40.7 萬 | 0.3% | – | – | 歷史 |
| CVXChevron Corp | Stock | 2,735 | $39.6 萬 | 0.3% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 4,334 | $39.2 萬 | 0.3% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 1,000 | $38.9 萬 | 0.3% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 2,478 | $37.7 萬 | 0.3% | – | – | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 6,347 | $36.4 萬 | 0.3% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 471 | $36.3 萬 | 0.3% | – | – | 歷史 |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 4,879 | $34.8 萬 | 0.3% | – | – | – |
| APOApollo Global Management, Inc. | COM | 2,081 | $34.4 萬 | 0.3% | – | – | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 69 | $34.3 萬 | 0.3% | – | – | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 4,397 | $34.0 萬 | 0.3% | – | – | – |
| ULTAUlta Beauty, Inc. | Stock | 767 | $33.4 萬 | 0.3% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 2,989 | $33.3 萬 | 0.3% | – | – | 歷史 |
| IAUiShares Gold Trust | ETF | 6,612 | $32.7 萬 | 0.2% | – | – | 歷史 |
| HSYHershey Co | COM | 1,887 | $32.0 萬 | 0.2% | – | – | 歷史 |
| WMWaste Management Inc | Stock | 1,563 | $31.5 萬 | 0.2% | – | – | 歷史 |
| ACNAccenture plc | Stock | 895 | $31.5 萬 | 0.2% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 1,265 | $31.2 萬 | 0.2% | – | – | 歷史 |
| TJXTJX Companies Inc | Stock | 2,578 | $31.2 萬 | 0.2% | – | – | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 1,406 | $31.0 萬 | 0.2% | – | – | 歷史 |
| APHAmphenol Corp | CL A | 4,464 | $31.0 萬 | 0.2% | – | – | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 539 | $30.9 萬 | 0.2% | – | – | 歷史 |
| SPGIS&P Global Inc. | Stock | 613 | $30.5 萬 | 0.2% | – | – | 歷史 |
| ROPRoper Technologies Inc | Stock | 581 | $30.2 萬 | 0.2% | – | – | 歷史 |
| SCHWSchwab Charles Corp | Stock | 4,077 | $30.2 萬 | 0.2% | – | – | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 2,017 | $30.1 萬 | 0.2% | – | – | 歷史 |
| AONAon plc | CL A | 835 | $30.0 萬 | 0.2% | – | – | 歷史 |
| American Centy ETF Tr025072398 | MULTISECTOR | 6,823 | $29.5 萬 | 0.2% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 500 | $29.4 萬 | 0.2% | – | – | – |
| MDLZMondelez International, Inc. | Stock | 4,896 | $29.2 萬 | 0.2% | – | – | 歷史 |
| INTUIntuit Inc. | Stock | 460 | $28.9 萬 | 0.2% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 552 | $28.7 萬 | 0.2% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 1,704 | $28.4 萬 | 0.2% | – | – | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 4,680 | $28.2 萬 | 0.2% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 6,993 | $28.0 萬 | 0.2% | – | – | 歷史 |
| AXPAmerican Express Co | Stock | 929 | $27.6 萬 | 0.2% | – | – | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 1,396 | $27.4 萬 | 0.2% | – | – | 歷史 |
| ZTSZoetis Inc. | Stock | 1,673 | $27.3 萬 | 0.2% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,185 | $27.0 萬 | 0.2% | – | – | 歷史 |
| EMREmerson Electric Co | Stock | 2,121 | $26.3 萬 | 0.2% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 3,659 | $26.2 萬 | 0.2% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,083 | $26.2 萬 | 0.2% | – | – | 歷史 |
| FBINFortune Brands Innovations, Inc. | COM | 3,806 | $26.0 萬 | 0.2% | – | – | 歷史 |
| Victory Portfolios II92647P126 | VICT WES U S ETF | 6,454 | $26.0 萬 | 0.2% | – | – | – |
| ADBEAdobe Inc. | Stock | 576 | $25.6 萬 | 0.2% | – | – | 歷史 |
| DEDeere & Co | Stock | 600 | $25.4 萬 | 0.2% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 520 | $25.3 萬 | 0.2% | – | – | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 427 | $24.3 萬 | 0.2% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,292 | $24.2 萬 | 0.2% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 3,872 | $24.1 萬 | 0.2% | – | – | 歷史 |
| iShares Tr46434V407 | 0-5YR HI YL CP | 5,321 | $22.7 萬 | 0.2% | – | – | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 3,868 | $22.5 萬 | 0.2% | – | – | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 6,449 | $22.1 萬 | 0.2% | – | – | – |
| VLOValero Energy Corp | Stock | 1,791 | $22.0 萬 | 0.2% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 1,389 | $21.3 萬 | 0.2% | – | – | 歷史 |
| LINLinde PLC | Stock | 501 | $21.0 萬 | 0.2% | – | – | 歷史 |
| USACUSA Compression Partners, LP | COMUNIT LTDPAR | 8,546 | $20.1 萬 | 0.2% | – | – | 歷史 |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 2,458 | $20.1 萬 | 0.2% | – | – | 歷史 |
| MMTAberdeen Multi-Market Income Fund | SH BEN INT | 14,900 | $6.99 萬 | 0.1% | – | – | 歷史 |