Broadway Wealth Solutions, Inc. Purchases in Q3 2025

Broadway Wealth Solutions, Inc.

  • $178 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
22.7K
+ 5.12%
$72.65 - $78.68 $1.65M - $1.79M
466K $36.5B
Federated Hermes ETF Trust
80.5K
+ 8.98%
N/A
977K $24.8B
AVDE
American Centy ETF Tr Avantis

ETFs
11.9K
+ 6.74%
$73.24 - $79.04 $870K - $938K
188K $14.8B
USTB
Victory Portfolios Ii Victorys

ETFs
33.5K
+ 7.55%
$50.54 - $51.1 $1.69M - $1.71M
478K $24.4B
AVEM
American Centy ETF Tr Avantis

ETFs
6.75K
+ 8.45%
$68.33 - $75.41 $461K - $509K
86.6K $6.51B
Fidelity Covington Trust
12.8K
+ 8.62%
N/A
162K $5.85B
JPIB
Jpmorgan International Bond Op

ETFs
12.3K
+ 10.14%
$48.32 - $49.13 $594K - $604K
133K $6.54B
JGRO
J P Morgan Exchange Traded Fd
2.47K
+ 5.96%
N/A
43.9K $4.11B
AAPL
Apple Inc.

Technology
11
+ 0.12%
$202.38 - $256.87 $2.23K - $2.83K
9.4K $2.39B
DFIS
Dimensional ETF Tr Dimensional

ETFs
7.17K
+ 5.64%
$29.65 - $31.77 $213K - $228K
134K $4.25B
TSLA
Tesla, Inc.

Consumer Cyclical
233
+ 10.06%
$293.94 - $444.72 $68.5K - $104K
2.55K $1.13B
QGRO
American Centy ETF Tr Stoxx Us

ETFs
3.22K
New
$107.5 - $115.86 $346K - $373K
3.22K $368M
MCK
Mckesson Corp

Healthcare
458
New
$659.01 - $772.54 $302K - $354K
458 $354M
GOOGL
Alphabet Inc.

Communication Services
373
+ 10.86%
$174.36 - $254.72 $65K - $95K
3.81K $926M
INTC
Intel Corp

Technology
8.96K
New
$19.31 - $35.5 $173K - $318K
8.96K $301M
AVUV
American Centy ETF Tr Avantis

ETFs
1.4K
+ 7.32%
$90.37 - $102.12 $126K - $143K
20.5K $2.04B
NOC
Northrop Grumman Corp

Industrials
378
New
$498.9 - $609.32 $189K - $230K
378 $230M
GOOG
Alphabet Inc.

Communication Services
856
New
$175.16 - $255.24 $150K - $218K
856 $208M
BAR
Granite Shares Gold Trust

ETFs
5.34K
New
$32.23 - $38.06 $172K - $203K
5.34K $203M
FBHS
Fortune Brands Home & Security, Inc.

Industrials
3.81K
New
N/A
3.81K $203M
Neuberger Berman ETF Trust
6.69K
+ 9.78%
N/A
75.1K $1.9B
IBM
International Business Machines Corp

Technology
481
+ 20.07%
$234.77 - $292.47 $113K - $141K
2.88K $812M
TJX
Tjx Companies Inc

Consumer Cyclical
109
+ 4.39%
$121.35 - $144.54 $13.2K - $15.8K
2.59K $375M
WMT
Walmart Inc.

Consumer Defensive
373
+ 8.14%
$94.4 - $104.27 $35.2K - $38.9K
4.96K $511M
Sintx Technologies Inc
15K
New
N/A
15K $61.4M
TMO
Thermo Fisher Scientific Inc.

Healthcare
13
+ 1.91%
$404.94 - $499.99 $5.26K - $6.5K
693 $336M
LOW
Lowes Companies Inc

Consumer Cyclical
76
+ 5.79%
$215.01 - $273.02 $16.3K - $20.7K
1.39K $349M
MSI
Motorola Solutions, Inc.

Technology
28
+ 4.19%
$408.73 - $490.3 $11.4K - $13.7K
697 $319M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
105
+ 2.33%
$74.93 - $80.73 $7.87K - $8.48K
4.61K $372M
UBER
Uber Technologies, Inc

Technology
117
+ 2.75%
$86.91 - $99.57 $10.2K - $11.6K
4.38K $429M
ETN
Eaton Corp PLC

Industrials
46
+ 5.74%
$342.99 - $392.76 $15.8K - $18.1K
848 $317M
NEE
Nextera Energy Inc

Utilities
110
+ 2.95%
$69.77 - $77.54 $7.67K - $8.53K
3.84K $290M
SCHW
Schwab Charles Corp

Financial Services
120
+ 3.39%
$91.03 - $98.69 $10.9K - $11.8K
3.67K $350M
UNP
Union Pacific Corp

Industrials
74
+ 6.12%
$214.91 - $237.16 $15.9K - $17.5K
1.28K $303M
PANW
Palo Alto Networks Inc

Technology
135
+ 4.88%
$167.06 - $208.19 $22.6K - $28.1K
2.9K $591M
AON
Aon PLC

Financial Services
57
+ 7.24%
$350.91 - $375.27 $20K - $21.4K
844 $301M
TMUS
T Mobile Us, Inc.

Communication Services
68
+ 5.59%
$226.02 - $259.01 $15.4K - $17.6K
1.29K $308M
NXPI
Nxp Semiconductors N.V.

Technology
21
+ 1.93%
$205.16 - $239.07 $4.31K - $5.02K
1.11K $253M
LLY
Eli Lilly & CO

Healthcare
29
+ 6.5%
$625.65 - $812.69 $18.1K - $23.6K
475 $362M
ADBE
Adobe Inc.

Technology
114
+ 15.14%
$333.65 - $392.1 $38K - $44.7K
867 $306M
ZTS
Zoetis Inc.

Healthcare
214
+ 11.81%
$141.13 - $159.19 $30.2K - $34.1K
2.03K $296M
Linde PLC
20
+ 4.15%
N/A
502 $238M
META
Meta Platforms, Inc.

Communication Services
19
+ 2.33%
$695.21 - $791.73 $13.2K - $15K
835 $613M
WM
Waste Management Inc

Industrials
94
+ 6.48%
$213.88 - $237.1 $20.1K - $22.3K
1.54K $341M
BA
Boeing CO

Industrials
12
+ 1.24%
$209.79 - $237.38 $2.52K - $2.85K
981 $212M
AMZN
Amazon Com Inc

Consumer Cyclical
3
+ 0.03%
$211.65 - $238.24 $635 - $715
9K $1.98B
APO
Apollo Global Management, Inc.

Financial Services
132
+ 6.09%
$131.55 - $156.05 $17.4K - $20.6K
2.3K $307M
V
Visa Inc.

Financial Services
37
+ 3.12%
$332.09 - $358.86 $12.3K - $13.3K
1.22K $417M
MDLZ
Mondelez International, Inc.

Consumer Defensive
290
+ 6.38%
$60.9 - $70.75 $17.7K - $20.5K
4.84K $302M
Activity Summary
Buys All Purchases 60 New Holdings 8 Increased Positions 52 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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