Broadway Wealth Solutions, Inc. has filed its 13F form on July 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $161 Billion distributed in 94 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $32.2B, Victory Portfolios Ii Victorys with a value of $22.6B, Federated Hermes ETF Trust with a value of $22.5B, American Centy ETF Tr Avantis with a value of $13B, and Jpmorgan International Bond Op with a value of $5.89B.
Examining the 13F form we can see an increase of $23.6B in the current position value, from $137B to 161B.
Broadway Wealth Solutions, Inc. is based out at San Antonio, TX
Below you can find more details about Broadway Wealth Solutions, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$161 Billion
ETFs: $90.4 Billion
Technology: $13.8 Billion
Consumer Cyclical: $4.66 Billion
Financial Services: $4.45 Billion
Industrials: $4.07 Billion
Consumer Defensive: $3.29 Billion
Healthcare: $2.44 Billion
Communication Services: $1.99 Billion
Other: $2.05 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
