Broadway Wealth Solutions, Inc. Portfolio Holdings

Broadway Wealth Solutions, Inc.

  • $137 Billion
  • Q1 2025

Broadway Wealth Solutions, Inc. has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $137 Billion distributed in 88 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 $26.1B, Victory Portfolios Ii Victorys with a value of $21.2B, Federated Hermes ETF Trust with a value of $20.9B, American Centy ETF Tr Avantis with a value of $11.1B, and Jpmorgan International Bond Op with a value of $5.28B.

Examining the 13F form we can see an increase of $5.19B in the current position value, from $132B to 137B.

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 $137 Billion
ETFs: $83.7 Billion
Technology: $9.94 Billion
Financial Services: $4.27 Billion
Consumer Cyclical: $4.07 Billion
Industrials: $3.85 Billion
Consumer Defensive: $2.87 Billion
Healthcare: $2.72 Billion
Communication Services: $2.11 Billion
Other: $2.07 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$26.1 Billion 19.05% of portfolio
397,011
Q1 2025 Added 7.2%
$0
$21.2 Billion 15.5% of portfolio
419,321
Q1 2025 Added 9.03%
Federated Hermes ETF Trust
-
$20.9 Billion 15.27% of portfolio
-
Q1 2025 Added 10.76%
$0
$11.1 Billion 8.09% of portfolio
167,243
Q1 2025 Added 5.13%
$0
$5.28 Billion 3.85% of portfolio
110,246
Q1 2025 Added 9.46%
$0
$4.54 Billion 3.31% of portfolio
75,395
Q1 2025 Added 9.32%
$0
$4.38 Billion 3.19% of portfolio
85,512
Q1 2025 Added 6.7%
$0
$3.15 Billion 2.3% of portfolio
115,438
Q1 2025 Added 15.18%
$0
$3.15 Billion 2.3% of portfolio
121,813
Q1 2025 Added 15.85%
$0
$2.86 Billion 2.09% of portfolio
70,231
Q1 2025 Added 11.26%
$3.25T
$1.95 Billion 1.42% of portfolio
5,189
Q1 2025 Reduced 5.4%
$3.2T
$1.85 Billion 1.35% of portfolio
8,312
Q1 2025 Added 27.84%
$1.88T
$1.71 Billion 1.25% of portfolio
8,997
Q1 2025 Added 0.39%
$449B
$1.52 Billion 1.11% of portfolio
1,604
Q1 2025 Reduced 1.53%
$284B
$1.44 Billion 1.05% of portfolio
13,321
Q1 2025 Added 2.48%
$189B
$1.38 Billion 1.01% of portfolio
10,439
Q4 2024 New
$430B
$853 Million 0.62% of portfolio
7,175
Q1 2025 Added 0.93%
$885B
$610 Million 0.45% of portfolio
2,354
Q1 2025 Added 2.35%
$379B
$603 Million 0.44% of portfolio
1,151
Q1 2025 Added 2.13%
$144B
$580 Million 0.42% of portfolio
2,741
Q1 2025 Reduced 2.63%
$223B
$536 Million 0.39% of portfolio
2,155
Q1 2025 Added 10.97%
$741B
$511 Million 0.37% of portfolio
2,084
Q1 2025 Reduced 16.51%
$210B
$490 Million 0.36% of portfolio
5,463
Q1 2025 Reduced 3.24%
$81.3B
$482 Million 0.35% of portfolio
2,878
Q1 2025 Reduced 17.94%
$405B
$467 Million 0.34% of portfolio
2,814
Q1 2025 Reduced 2.87%
$152B
$466 Million 0.34% of portfolio
12,616
Q1 2025 Added 1.31%
$55.9B
$471 Million 0.34% of portfolio
2,762
Q1 2025 Reduced 3.26%
$244B
$443 Million 0.32% of portfolio
7,179
Q1 2025 Reduced 9.44%
$570B
$431 Million 0.31% of portfolio
1,228
Q1 2025 Reduced 7.32%
$270B
$418 Million 0.31% of portfolio
4,764
Q1 2025 Added 9.92%
$265B
$409 Million 0.3% of portfolio
2,444
Q1 2025 Reduced 10.64%
$1.25T
$400 Million 0.29% of portfolio
694
Q1 2025 Reduced 8.44%
$52.7B
$390 Million 0.28% of portfolio
6,612
Q4 2024 New
$182B
$366 Million 0.27% of portfolio
2,443
Q1 2025 Reduced 1.41%
$781B
$344 Million 0.25% of portfolio
417
Q1 2025 Reduced 11.46%
$957B
$347 Million 0.25% of portfolio
2,246
Q1 2025 Reduced 4.06%
$95.8B
$342 Million 0.25% of portfolio
1,476
Q1 2025 Reduced 5.57%
$25.5B
$342 Million 0.25% of portfolio
7,055
Q1 2025 Added 11.15%
$160B
$332 Million 0.24% of portfolio
4,554
Q1 2025 New
$93.4B
$328 Million 0.24% of portfolio
4,841
Q1 2025 Reduced 1.12%
$59.4B
$328 Million 0.24% of portfolio
556
Q1 2025 Reduced 4.3%
$370B
$317 Million 0.23% of portfolio
866
Q1 2025 Reduced 13.4%
$202B
$309 Million 0.23% of portfolio
67
Q1 2025 Reduced 2.9%
$105B
$312 Million 0.23% of portfolio
1,083
Q4 2024 New
$309B
$318 Million 0.23% of portfolio
1,191
Q1 2025 Reduced 15.29%
$273B
$321 Million 0.23% of portfolio
1,195
Q1 2025 Reduced 1.81%
$0
$317 Million 0.23% of portfolio
4,668
Q1 2025 Reduced 4.32%
$93.8B
$316 Million 0.23% of portfolio
1,833
Q1 2025 Reduced 9.12%
$73.4B
$307 Million 0.22% of portfolio
770
Q1 2025 Reduced 7.78%

Summary

  • Portfolio
  • No. of Stocks 88
  • Current Value $137 Billion
  • Prior Value $132 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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