Broadway Wealth Solutions, Inc. Incresed Positions in Q2 2025

Broadway Wealth Solutions, Inc.

  • $161 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
46.4K
+ 11.69%
$58.41 - $72.69 $2.71M - $3.37M
443K $32.2B
AVDE
American Centy ETF Tr Avantis

ETFs
8.91K
+ 5.33%
$59.32 - $74.36 $528K - $662K
176K $13B
Federated Hermes ETF Trust
60.8K
+ 7.28%
N/A
896K $22.5B
USTB
Victory Portfolios Ii Victorys

ETFs
24.7K
+ 5.9%
$50.21 - $50.82 $1.24M - $1.26M
444K $22.6B
AVEM
American Centy ETF Tr Avantis

ETFs
4.47K
+ 5.93%
$53.08 - $68.54 $237K - $307K
79.9K $5.47B
NVDA
Nvidia Corp

Technology
1.31K
+ 9.83%
$94.31 - $157.99 $124K - $207K
14.6K $2.31B
DFIS
Dimensional ETF Tr Dimensional

ETFs
5.41K
+ 4.44%
$23.2 - $29.84 $126K - $161K
127K $3.8B
MSFT
Microsoft Corp

Technology
11
+ 0.21%
$354.56 - $497.45 $3.9K - $5.47K
5.2K $2.59B
JPIB
Jpmorgan International Bond Op

ETFs
11K
+ 9.93%
$47.18 - $48.62 $517K - $532K
121K $5.89B
COST
Costco Wholesale Corp

Consumer Defensive
366
+ 22.82%
$908.13 - $1056.85 $332K - $387K
1.97K $1.95B
GOOGL
Alphabet Inc.

Communication Services
1.19K
+ 52.94%
$144.7 - $178.6 $172K - $212K
3.44K $605M
META
Meta Platforms, Inc.

Communication Services
122
+ 17.58%
$484.66 - $738.09 $59.1K - $90K
816 $602M
SPTL
Spdr Portfolio Long Term Treas

ETFs
9.69K
+ 8.39%
$25.48 - $27.78 $247K - $269K
125K $3.33B
MCHP
Microchip Technology Inc

Technology
333
+ 4.72%
$35.34 - $71.6 $11.8K - $23.8K
7.39K $520M
IBM
International Business Machines Corp

Technology
242
+ 11.23%
$221.03 - $294.78 $53.5K - $71.3K
2.4K $707M
JPM
Jpmorgan Chase & CO

Financial Services
230
+ 11.04%
$210.28 - $289.91 $48.4K - $66.7K
2.31K $671M
RTX
Raytheon Technologies Corp

Industrials
12
+ 0.11%
$113.75 - $148.48 $1.37K - $1.78K
10.5K $1.53B
BKNG
Booking Holdings Inc.

Consumer Cyclical
3
+ 4.48%
$4164.15 - $5789.24 $12.5K - $17.4K
70 $406M
PANW
Palo Alto Networks Inc

Technology
7
+ 0.25%
$152.44 - $204.64 $1.07K - $1.43K
2.77K $567M
GS
Goldman Sachs Group Inc

Financial Services
2
+ 0.41%
$462.22 - $707.75 $924 - $1.42K
495 $350M
AAPL
Apple Inc.

Technology
1.08K
+ 13.01%
$172.42 - $223.89 $186K - $242K
9.39K $1.93B
TXN
Texas Instruments Inc

Technology
137
+ 10.94%
N/A
1.39K $288M
IQV
Iqvia Holdings Inc.

Healthcare
484
+ 33.15%
$137.0 - $174.37 $66.3K - $84.4K
1.94K $306M
EMR
Emerson Electric CO

Industrials
27
+ 1.42%
$94.15 - $133.33 $2.54K - $3.6K
1.93K $257M
GLD
Spdr Gold Trust

ETFs
96
+ 8.86%
$273.71 - $316.29 $26.3K - $30.4K
1.18K $359M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
279
+ 5.61%
$45.98 - $56.15 $12.8K - $15.7K
5.25K $295M
IVV
Ishares Core S&P 500 ETF

ETFs
18
+ 3.6%
$498.8 - $620.9 $8.98K - $11.2K
518 $322M
APO
Apollo Global Management, Inc.

Financial Services
216
+ 11.06%
$108.68 - $145.07 $23.5K - $31.3K
2.17K $308M
ADBE
Adobe Inc.

Technology
91
+ 13.75%
$340.0 - $420.68 $30.9K - $38.3K
753 $291M
MODL
Victory Portfolios Ii Victorys
231
+ 4.04%
N/A
5.95K $257M
CRM
Salesforce, Inc.

Technology
73
+ 6.11%
$236.26 - $291.15 $17.2K - $21.3K
1.27K $346M
DE
Deere & CO

Industrials
1
+ 0.16%
$412.99 - $531.48 $413 - $531
613 $312M
ACN
Accenture PLC

Technology
116
+ 13.33%
$279.23 - $323.21 $32.4K - $37.5K
986 $295M
LMT
Lockheed Martin Corp

Industrials
22
+ 4.5%
$430.82 - $486.45 $9.48K - $10.7K
511 $237M
XOM
Exxon Mobil Corp

Energy
908
+ 12.66%
$99.93 - $119.04 $90.7K - $108K
8.08K $871M
SLV
I Shares Silver Trust

ETFs
115
+ 1.68%
$27.08 - $33.74 $3.11K - $3.88K
6.97K $229M
VLO
Valero Energy Corp

Energy
69
+ 3.84%
$104.69 - $141.77 $7.22K - $9.78K
1.86K $251M
TJX
Tjx Companies Inc

Consumer Cyclical
65
+ 2.69%
$119.13 - $135.03 $7.74K - $8.78K
2.48K $307M
MRK
Merck & Co., Inc.

Healthcare
876
+ 16.04%
$73.47 - $87.12 $64.4K - $76.3K
6.34K $502M
UNP
Union Pacific Corp

Industrials
65
+ 5.68%
$208.27 - $238.46 $13.5K - $15.5K
1.21K $278M
KO
Coca Cola CO

Consumer Defensive
120
+ 3.55%
$68.37 - $73.9 $8.2K - $8.87K
3.5K $248M
Linde PLC
4
+ 0.84%
N/A
482 $226M
LLY
Eli Lilly & CO

Healthcare
29
+ 6.95%
$713.71 - $898.95 $20.7K - $26.1K
446 $348M
TMO
Thermo Fisher Scientific Inc.

Healthcare
128
+ 23.19%
$390.26 - $489.06 $50K - $62.6K
680 $276M
NEE
Nextera Energy Inc

Utilities
55
+ 1.49%
$64.11 - $75.0 $3.53K - $4.13K
3.73K $259M
LOW
Lowes Companies Inc

Consumer Cyclical
51
+ 4.04%
$210.83 - $235.28 $10.8K - $12K
1.31K $291M
ZTS
Zoetis Inc.

Healthcare
66
+ 3.78%
$144.41 - $170.3 $9.53K - $11.2K
1.81K $283M
USAC
Usa Compression Partners, LP

Energy
100
+ 1.17%
$22.12 - $27.69 $2.21K - $2.77K
8.65K $210M
JNJ
Johnson & Johnson

Healthcare
103
+ 3.66%
$146.36 - $159.82 $15.1K - $16.5K
2.92K $446M
Activity Summary
Buys All Purchases 65 New Holdings 11 Increased Positions 54 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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