Broadway Wealth Solutions, Inc. Portfolio Holdings by Sector
Broadway Wealth Solutions, Inc.
- $178 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SPLG USTB AVDE JPIB AVEM DFIS SPTL AVUV 17 stocks |
$102 Million
72.13% of portfolio
|
11
|
3
|
2
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO MRVL MCHP INTC NXPI TXN 7 stocks |
$5.21 Million
3.69% of portfolio
|
2
|
4
|
1
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PANW ORCL ADBE 4 stocks |
$4 Million
2.83% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX LMT NOC BA 4 stocks |
$2.42 Million
1.72% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2.39 Million
1.7% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$2.37 Million
1.68% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1.98 Million
1.4% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META GOOG 3 stocks |
$1.75 Million
1.24% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
MMC AON 2 stocks |
$1.34 Million
0.95% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$1.28 Million
0.91% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$1.13 Million
0.8% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM ACN 2 stocks |
$1.1 Million
0.78% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ LLY MRK 3 stocks |
$1.09 Million
0.77% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
UBER CRM INTU 3 stocks |
$1.07 Million
0.76% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ETN ROP EMR 3 stocks |
$817,014
0.58% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO MSI 2 stocks |
$775,571
0.55% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS SCHW 2 stocks |
$739,415
0.52% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V AXP 2 stocks |
$698,735
0.5% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$688,902
0.49% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
IQV TMO 2 stocks |
$679,977
0.48% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
LOW HD 2 stocks |
$655,394
0.46% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
ICE SPGI 2 stocks |
$611,196
0.43% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
TMUS VZ 2 stocks |
$551,399
0.39% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$548,032
0.39% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
APH 1 stocks |
$420,997
0.3% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG 1 stocks |
$389,671
0.28% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
APO MMT 2 stocks |
$377,876
0.27% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$374,810
0.27% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
ULTA 1 stocks |
$371,790
0.26% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK 1 stocks |
$353,823
0.25% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$340,950
0.24% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP 1 stocks |
$303,342
0.22% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$302,126
0.21% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
VLO 1 stocks |
$299,388
0.21% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS 1 stocks |
$296,401
0.21% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE 1 stocks |
$290,203
0.21% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON 1 stocks |
$287,223
0.2% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$279,843
0.2% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Medical Devices | Healthcare
SYK 1 stocks |
$273,925
0.19% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
CMG 1 stocks |
$266,178
0.19% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
FBHS 1 stocks |
$203,202
0.14% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|