Broadway Wealth Solutions, Inc. Incresed Positions 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
GOOGL
Alphabet Inc.

Communication Services
373
+ 10.86%
$174.36 - $254.72 $65K - $95K
3.81K $926M
AVUV
American Centy ETF Tr Avantis

ETFs
1.4K
+ 7.32%
$90.37 - $102.12 $126K - $143K
20.5K $2.04B
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
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
SYK
Stryker Corp

Healthcare
36
+ 5.11%
$368.57 - $403.53 $13.3K - $14.5K
741 $274M
ACN
Accenture PLC

Technology
177
+ 17.95%
$232.56 - $304.78 $41.2K - $53.9K
1.16K $287M
CRM
Salesforce, Inc.

Technology
153
+ 12.07%
$231.66 - $273.65 $35.4K - $41.9K
1.42K $337M
SPGI
S&P Global Inc.

Financial Services
30
+ 5.15%
$484.94 - $564.15 $14.5K - $16.9K
613 $299M
ICE
Intercontinental Exchange, Inc.

Financial Services
64
+ 3.57%
$167.28 - $188.45 $10.7K - $12.1K
1.86K $313M
BKNG
Booking Holdings Inc.

Consumer Cyclical
2
+ 2.86%
$5364.25 - $5815.92 $10.7K - $11.6K
72 $390M
ROP
Roper Technologies Inc

Industrials
33
+ 5.98%
$495.03 - $573.0 $16.3K - $18.9K
585 $292M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.54K
+ 29.4%
$38.58 - $58.24 $59.5K - $89.9K
6.79K $266M
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
Track This Portfolio

Track Broadway Wealth Solutions, Inc. Portfolio

Follow Broadway Wealth Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Broadway Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Broadway Wealth Solutions, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email