Broadway Wealth Solutions, Inc. Reduced Holdings in Q3 2025

Broadway Wealth Solutions, Inc.

  • $178 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MRK
Merck & Co., Inc.

Healthcare
-3.92K
- 61.79%
$77.6 - $87.37 $304K - $342K
2.42K $203M
MCHP
Microchip Technology Inc

Technology
-631
- 8.54%
$60.95 - $75.26 $38.5K - $47.5K
6.76K $434M
TXN
Texas Instruments Inc

Technology
-137
- 9.86%
N/A
1.25K $230M
EMR
Emerson Electric CO

Industrials
-343
- 17.8%
$128.6 - $149.63 $44.1K - $51.3K
1.58K $208M
HON
Honeywell International Inc

Industrials
-57
- 4.01%
$207.7 - $240.4 $11.8K - $13.7K
1.36K $287M
CSCO
Cisco Systems, Inc.

Technology
-411
- 5.8%
$66.2 - $71.79 $27.2K - $29.5K
6.68K $457M
KO
Coca Cola CO

Consumer Defensive
-255
- 7.28%
$65.67 - $71.67 $16.7K - $18.3K
3.25K $215M
DE
Deere & CO

Industrials
-1
- 0.16%
$457.26 - $524.37 $457 - $524
612 $280M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-465
- 8.74%
$42.75 - $43.37 $19.9K - $20.2K
4.86K $210M
VZ
Verizon Communications Inc

Communication Services
-430
- 7.19%
$40.84 - $45.06 $17.6K - $19.4K
5.55K $244M
LMT
Lockheed Martin Corp

Industrials
-44
- 8.61%
$410.74 - $499.21 $18.1K - $22K
467 $233M
PEP
Pepsico Inc

Consumer Defensive
-165
- 6.51%
$133.81 - $152.16 $22.1K - $25.1K
2.37K $333M
AXP
American Express CO

Financial Services
-3
- 0.35%
$294.27 - $342.31 $883 - $1.03K
847 $281M
JPM
Jpmorgan Chase & CO

Financial Services
-130
- 5.62%
$282.78 - $316.06 $36.8K - $41.1K
2.18K $689M
CVX
Chevron Corp

Energy
-83
- 3.23%
$145.57 - $161.83 $12.1K - $13.4K
2.49K $386M
XOM
Exxon Mobil Corp

Energy
-125
- 1.55%
$105.83 - $117.22 $13.2K - $14.7K
7.96K $897M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-51
- 6.98%
$473.44 - $553.71 $24.1K - $28.2K
680 $372M
IQV
Iqvia Holdings Inc.

Healthcare
-134
- 6.89%
$157.68 - $200.82 $21.1K - $26.9K
1.81K $344M
AVGO
Broadcom Inc.

Technology
-375
- 12.59%
$264.74 - $369.57 $99.3K - $139K
2.6K $859M
GS
Goldman Sachs Group Inc

Financial Services
-6
- 1.21%
$696.56 - $806.32 $4.18K - $4.84K
489 $390M
APH
Amphenol Corp

Technology
-382
- 10.1%
$97.39 - $125.4 $37.2K - $47.9K
3.4K $421M
VLO
Valero Energy Corp

Energy
-106
- 5.69%
$131.77 - $175.63 $14K - $18.6K
1.76K $299M
GLD
Spdr Gold Trust

ETFs
-3
- 0.25%
$300.96 - $355.47 $903 - $1.07K
1.18K $418M
SLV
I Shares Silver Trust

ETFs
-49
- 0.7%
$32.73 - $42.5 $1.6K - $2.08K
6.92K $293M
MSFT
Microsoft Corp

Technology
-78
- 1.5%
$491.09 - $535.64 $38.3K - $41.8K
5.12K $2.65B
JNJ
Johnson & Johnson

Healthcare
-103
- 3.53%
$155.17 - $185.42 $16K - $19.1K
2.81K $522M
RTX
Raytheon Technologies Corp

Industrials
-7
- 0.07%
$144.19 - $167.33 $1.01K - $1.17K
10.4K $1.75B
NVDA
Nvidia Corp

Technology
-658
- 4.5%
$153.3 - $186.58 $101K - $123K
14K $2.61B
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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