Broadway Wealth Solutions, Inc. Portfolio Holdings

Broadway Wealth Solutions, Inc.

  • $132 Billion
  • Q4 2024

Broadway Wealth Solutions, Inc. has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $132 Billion distributed in 92 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 $25.5B, Victory Portfolios Ii Victorys with a value of $19.3B, Federated Hermes ETF Trust with a value of $18.6B, American Centy ETF Tr Avantis with a value of $9.76B, and Jpmorgan International Bond Op with a value of $4.76B.

Examining the 13F form we can see an increase of $132B in the current position value.

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 $132 Billion
ETFs: $79 Billion
Technology: $10.6 Billion
Consumer Cyclical: $4.87 Billion
Financial Services: $4.31 Billion
Industrials: $3.76 Billion
Consumer Defensive: $3.11 Billion
Healthcare: $2.75 Billion
Communication Services: $2.28 Billion
Other: $1.84 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$25.5 Billion 19.37% of portfolio
370,357
Q4 2024 New
$0
$19.3 Billion 14.64% of portfolio
384,580
Q4 2024 New
Federated Hermes ETF Trust
-
$18.6 Billion 14.12% of portfolio
-
Q4 2024 New
$0
$9.76 Billion 7.4% of portfolio
159,081
Q4 2024 New
$0
$4.76 Billion 3.61% of portfolio
100,716
Q4 2024 New
$0
$4.38 Billion 3.32% of portfolio
80,142
Q4 2024 New
$0
$4.05 Billion 3.08% of portfolio
68,967
Q4 2024 New
$0
$2.84 Billion 2.15% of portfolio
63,122
Q4 2024 New
$0
$2.62 Billion 1.99% of portfolio
100,225
Q4 2024 New
$0
$2.58 Billion 1.96% of portfolio
105,150
Q4 2024 New
$3.07T
$2.31 Billion 1.75% of portfolio
5,485
Q4 2024 New
$2.37T
$1.97 Billion 1.49% of portfolio
8,962
Q4 2024 New
$331B
$1.75 Billion 1.32% of portfolio
12,998
Q4 2024 New
$3.74T
$1.63 Billion 1.23% of portfolio
6,502
Q4 2024 New
$468B
$1.49 Billion 1.13% of portfolio
1,629
Q4 2024 New
$190B
$1.21 Billion 0.92% of portfolio
10,439
Q4 2024 New
$1.04T
$929 Million 0.7% of portfolio
2,300
Q4 2024 New
$95.2B
$813 Million 0.62% of portfolio
3,507
Q4 2024 New
$465B
$765 Million 0.58% of portfolio
7,109
Q4 2024 New
$139B
$636 Million 0.48% of portfolio
2,815
Q4 2024 New
$807B
$598 Million 0.45% of portfolio
2,496
Q4 2024 New
$499B
$570 Million 0.43% of portfolio
1,127
Q4 2024 New
$219B
$562 Million 0.43% of portfolio
5,646
Q4 2024 New
$58.5B
$519 Million 0.39% of portfolio
2,855
Q4 2024 New
$256B
$469 Million 0.36% of portfolio
7,927
Q4 2024 New
$155B
$467 Million 0.35% of portfolio
12,453
Q4 2024 New
$1.11T
$443 Million 0.34% of portfolio
2,341
Q4 2024 New
$1.62T
$444 Million 0.34% of portfolio
758
Q4 2024 New
$228B
$427 Million 0.32% of portfolio
1,942
Q4 2024 New
$573B
$419 Million 0.32% of portfolio
1,325
Q4 2024 New
$408B
$419 Million 0.32% of portfolio
2,897
Q4 2024 New
$0
$420 Million 0.32% of portfolio
5,618
Q4 2024 New
$324B
$407 Million 0.31% of portfolio
1,217
Q4 2024 New
$426B
$389 Million 0.3% of portfolio
1,000
Q4 2024 New
$308B
$396 Million 0.3% of portfolio
2,735
Q4 2024 New
$278B
$392 Million 0.3% of portfolio
4,334
Q4 2024 New
$201B
$377 Million 0.29% of portfolio
2,478
Q4 2024 New
$822B
$363 Million 0.28% of portfolio
471
Q4 2024 New
$29B
$364 Million 0.28% of portfolio
6,347
Q4 2024 New
$0
$340 Million 0.26% of portfolio
4,397
Q4 2024 New
$94.8B
$344 Million 0.26% of portfolio
2,081
Q4 2024 New
$194B
$343 Million 0.26% of portfolio
69
Q4 2024 New
$0
$348 Million 0.26% of portfolio
4,879
Q4 2024 New
$19.2B
$334 Million 0.25% of portfolio
767
Q4 2024 New
$199B
$333 Million 0.25% of portfolio
2,989
Q4 2024 New
$46.4B
$327 Million 0.25% of portfolio
6,612
Q4 2024 New
$160B
$312 Million 0.24% of portfolio
1,265
Q4 2024 New
$145B
$312 Million 0.24% of portfolio
2,578
Q4 2024 New
$322B
$310 Million 0.24% of portfolio
1,406
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 92
  • Current Value $132 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 12, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 92 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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