Broadway Wealth Solutions, Inc. Purchases in Q4 2025

Broadway Wealth Solutions, Inc.

  • $187 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
USTB
Victory Portfolios Ii Victorys

ETFs
42.4K
+ 8.88%
$50.79 - $51.05 $2.15M - $2.17M
520K $26.4B
Federated Hermes ETF Trust
59.7K
+ 6.11%
N/A
1.04M $26.3B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
7.33K
+ 1.57%
$76.84 - $80.86 $563K - $593K
473K $38B
AVUV
American Centy ETF Tr Avantis

ETFs
9.58K
+ 46.68%
$95.19 - $100.66 $911K - $964K
30.1K $3.07B
Neuberger Berman ETF Trust
39.2K
+ 52.26%
N/A
114K $2.88B
AVDE
American Centy ETF Tr Avantis

ETFs
3.28K
+ 1.74%
$77.65 - $81.2 $255K - $266K
191K $15.7B
SPY
Spdr S&P 500 ETF Trust

ETFs
826
New
$653.02 - $687.39 $539K - $568K
826 $563M
JPIB
Jpmorgan International Bond Op

ETFs
7.86K
+ 5.89%
$48.68 - $49.38 $383K - $388K
141K $6.88B
Fidelity Covington Trust
7.34K
+ 4.53%
N/A
169K $6.15B
DFIS
Dimensional ETF Tr Dimensional

ETFs
3.05K
+ 2.27%
$30.89 - $32.15 $94.1K - $98K
137K $4.53B
SPTL
Spdr Portfolio Long Term Treas

ETFs
12.7K
+ 9.06%
$26.76 - $27.67 $340K - $351K
153K $4.04B
SIVR
Abrdn Silver ETF Trust

ETFs
3.29K
New
$44.53 - $51.56 $147K - $170K
3.29K $223M
QCOM
Qualcomm Inc

Technology
1.19K
New
$153.59 - $187.68 $183K - $224K
1.19K $204M
AVEM
American Centy ETF Tr Avantis

ETFs
34
+ 0.04%
$73.09 - $78.36 $2.49K - $2.66K
86.7K $6.67B
AVGO
Broadcom Inc.

Technology
198
+ 7.6%
$324.63 - $385.98 $64.3K - $76.4K
2.8K $970M
CSCO
Cisco Systems, Inc.

Technology
589
+ 8.82%
$67.46 - $78.0 $39.7K - $45.9K
7.27K $560M
NVDA
Nvidia Corp

Technology
462
+ 3.31%
$179.83 - $207.04 $83.1K - $95.7K
14.4K $2.69B
MCHP
Microchip Technology Inc

Technology
1.05K
+ 15.6%
$53.48 - $67.52 $56.4K - $71.2K
7.81K $498M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
469
+ 14.57%
$111.17 - $117.03 $52.1K - $54.9K
3.69K $422M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
12
+ 1.76%
$506.07 - $566.91 $6.07K - $6.8K
692 $419M
ACN
Accenture PLC

Technology
79
+ 6.79%
$234.02 - $253.35 $18.5K - $20K
1.24K $333M
CRM
Salesforce, Inc.

Technology
22
+ 1.55%
$235.69 - $263.41 $5.19K - $5.8K
1.44K $382M
APO
Apollo Global Management, Inc.

Financial Services
87
+ 3.78%
$118.22 - $133.75 $10.3K - $11.6K
2.39K $346M
ROP
Roper Technologies Inc

Industrials
157
+ 26.84%
$443.27 - $520.0 $69.6K - $81.6K
742 $330M
SCHW
Schwab Charles Corp

Financial Services
163
+ 4.45%
$91.91 - $97.71 $15K - $15.9K
3.83K $382M
KO
Coca Cola CO

Consumer Defensive
185
+ 5.7%
$66.1 - $71.61 $12.2K - $13.2K
3.43K $240M
TSLA
Tesla, Inc.

Consumer Cyclical
9
+ 0.35%
$401.99 - $468.37 $3.62K - $4.22K
2.56K $1.15B
EMR
Emerson Electric CO

Industrials
97
+ 6.12%
$126.01 - $140.03 $12.2K - $13.6K
1.68K $223M
ADBE
Adobe Inc.

Technology
47
+ 5.42%
$325.07 - $359.91 $15.3K - $16.9K
914 $320M
PEP
Pepsico Inc

Consumer Defensive
47
+ 1.98%
$138.84 - $153.71 $6.53K - $7.22K
2.42K $347M
TXN
Texas Instruments Inc

Technology
148
+ 11.82%
N/A
1.4K $243M
LOW
Lowes Companies Inc

Consumer Cyclical
94
+ 6.77%
$225.0 - $247.99 $21.2K - $23.3K
1.48K $358M
WM
Waste Management Inc

Industrials
44
+ 2.85%
$196.77 - $219.98 $8.66K - $9.68K
1.59K $349M
AON
Aon PLC

Financial Services
28
+ 3.32%
$326.07 - $366.93 $9.13K - $10.3K
872 $308M
ICE
Intercontinental Exchange, Inc.

Financial Services
85
+ 4.58%
$145.59 - $162.64 $12.4K - $13.8K
1.94K $314M
LMT
Lockheed Martin Corp

Industrials
17
+ 3.64%
$452.1 - $514.24 $7.69K - $8.74K
484 $234M
VZ
Verizon Communications Inc

Communication Services
370
+ 6.67%
$38.4 - $43.83 $14.2K - $16.2K
5.92K $241M
INTU
Intuit Inc

Technology
6
+ 1.34%
$641.79 - $683.39 $3.85K - $4.1K
453 $300M
NXPI
Nxp Semiconductors N.V.

Technology
12
+ 1.08%
$197.1 - $231.42 $2.37K - $2.78K
1.12K $244M
SYK
Stryker Corp

Healthcare
7
+ 0.94%
$353.81 - $388.35 $2.48K - $2.72K
748 $263M
Linde PLC
31
+ 6.18%
N/A
533 $227M
MSI
Motorola Solutions, Inc.

Technology
91
+ 13.06%
$379.98 - $462.26 $34.6K - $42.1K
788 $302M
MDLZ
Mondelez International, Inc.

Consumer Defensive
428
+ 8.85%
$55.57 - $63.17 $23.8K - $27K
5.26K $283M
TMUS
T Mobile Us, Inc.

Communication Services
104
+ 8.09%
$201.01 - $233.26 $20.9K - $24.3K
1.39K $282M
META
Meta Platforms, Inc.

Communication Services
46
+ 5.51%
$609.01 - $751.67 $28K - $34.6K
881 $582M
HD
Home Depot, Inc.

Consumer Cyclical
24
+ 3.17%
$358.03 - $397.02 $8.59K - $9.53K
780 $268M
PANW
Palo Alto Networks Inc

Technology
91
+ 3.13%
$204.77 - $221.38 $18.6K - $20.1K
3K $552M
ETN
Eaton Corp PLC

Industrials
8
+ 0.94%
$352.39 - $387.75 $2.82K - $3.1K
856 $273M
UBER
Uber Technologies, Inc

Technology
303
+ 6.93%
$91.62 - $100.1 $27.8K - $30.3K
4.68K $382M
Activity Summary
Buys All Purchases 50 New Holdings 4 Increased Positions 46 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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