Broadway Wealth Solutions, Inc. New Holdings in Q4 2024

Broadway Wealth Solutions, Inc.

  • $132 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
370K
New
$66.77 - $71.52 $24.7M - $26.5M
370K $25.5B
USTB
Victory Portfolios Ii Victorys

ETFs
385K
New
$50.06 - $50.85 $19.3M - $19.6M
385K $19.3B
Federated Hermes ETF Trust
754K
New
N/A
754K $18.6B
AVDE
American Centy ETF Tr Avantis

ETFs
159K
New
$60.9 - $66.69 $9.69M - $10.6M
159K $9.76B
JPIB
Jpmorgan International Bond Op

ETFs
101K
New
$47.26 - $48.47 $4.76M - $4.88M
101K $4.76B
SPMD
Spdr Portfolio

ETFs
80.1K
New
$54.13 - $59.56 $4.34M - $4.77M
80.1K $4.38B
AVEM
American Centy ETF Tr Avantis

ETFs
69K
New
$58.59 - $66.14 $4.04M - $4.56M
69K $4.05B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
63.1K
New
$44.33 - $49.55 $2.8M - $3.13M
63.1K $2.84B
SPTL
Spdr Portfolio Long Term Treas

ETFs
100K
New
$26.05 - $29.17 $2.61M - $2.92M
100K $2.62B
DFIS
Dimensional ETF Tr Dimensional

ETFs
105K
New
$24.25 - $26.7 $2.55M - $2.81M
105K $2.58B
AMZN
Amazon Com Inc

Consumer Cyclical
8.96K
New
$180.88 - $232.93 $1.62M - $2.09M
8.96K $1.97B
NVDA
Nvidia Corp

Technology
13K
New
$117.0 - $148.88 $1.52M - $1.94M
13K $1.75B
AAPL
Apple Inc.

Technology
6.5K
New
$221.69 - $259.02 $1.44M - $1.68M
6.5K $1.63B
COST
Costco Wholesale Corp

Consumer Defensive
1.63K
New
$873.59 - $994.69 $1.42M - $1.62M
1.63K $1.49B
RTX
Raytheon Technologies Corp

Industrials
10.4K
New
$114.45 - $127.21 $1.19M - $1.33M
10.4K $1.21B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
5.11K
New
$209.89 - $233.24 $1.07M - $1.19M
5.11K $1.08B
TSLA
Tesla, Inc.

Consumer Cyclical
2.3K
New
$213.65 - $479.86 $491K - $1.1M
2.3K $929M
AVGO
Broadcom Inc.

Technology
3.51K
New
$159.67 - $250.0 $560K - $877K
3.51K $813M
XOM
Exxon Mobil Corp

Energy
7.11K
New
$105.51 - $125.37 $750K - $891K
7.11K $765M
HON
Honeywell International Inc

Industrials
2.82K
New
$202.84 - $236.0 $571K - $664K
2.82K $636M
JPM
Jpmorgan Chase & CO

Financial Services
2.5K
New
$205.18 - $250.29 $512K - $625K
2.5K $598M
UNH
Unitedhealth Group Inc

Healthcare
1.13K
New
$485.52 - $625.25 $547K - $705K
1.13K $570M
MRK
Merck & Co., Inc.

Healthcare
5.65K
New
$96.31 - $114.76 $544K - $648K
5.65K $562M
PANW
Palo Alto Networks Inc

Technology
2.86K
New
$181.96 - $405.9 $519K - $1.16M
2.86K $519M
CSCO
Cisco Systems, Inc.

Technology
7.93K
New
$52.45 - $60.02 $416K - $476K
7.93K $469M
CMCSA
Comcast Corp

Communication Services
12.5K
New
$37.39 - $45.14 $466K - $562K
12.5K $467M
META
Meta Platforms, Inc.

Communication Services
758
New
$554.08 - $632.68 $420K - $480K
758 $444M
GOOGL
Alphabet Inc.

Communication Services
2.34K
New
$161.86 - $196.66 $379K - $460K
2.34K $443M
IBM
International Business Machines Corp

Technology
1.94K
New
$204.9 - $238.04 $398K - $462K
1.94K $427M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
5.62K
New
$74.5 - $78.37 $419K - $440K
5.62K $420M
JNJ
Johnson & Johnson

Healthcare
2.9K
New
$143.34 - $165.86 $415K - $480K
2.9K $419M
V
Visa Inc.

Financial Services
1.33K
New
$273.87 - $320.91 $363K - $425K
1.33K $419M
CRM
Salesforce, Inc.

Technology
1.22K
New
$270.87 - $367.87 $330K - $448K
1.22K $407M
CVX
Chevron Corp

Energy
2.74K
New
$141.15 - $162.53 $386K - $445K
2.74K $396M
WMT
Walmart Inc.

Consumer Defensive
4.33K
New
$79.1 - $95.7 $343K - $415K
4.33K $392M
HD
Home Depot, Inc.

Consumer Cyclical
1K
New
$385.02 - $431.37 $385K - $431K
1K $389M
PEP
Pepsico Inc

Consumer Defensive
2.48K
New
$151.29 - $176.1 $375K - $436K
2.48K $377M
MCHP
Microchip Technology Inc

Technology
6.35K
New
$55.51 - $79.05 $352K - $502K
6.35K $364M
LLY
Eli Lilly & CO

Healthcare
471
New
$727.2 - $932.06 $343K - $439K
471 $363M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
4.88K
New
$69.3 - $74.3 $338K - $363K
4.88K $348M
APO
Apollo Global Management, Inc.

Financial Services
2.08K
New
$131.36 - $178.61 $273K - $372K
2.08K $344M
BKNG
Booking Holdings Inc.

Consumer Cyclical
69
New
$4100.99 - $5300.34 $283K - $366K
69 $343M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
4.4K
New
$77.02 - $78.58 $339K - $346K
4.4K $340M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
767
New
$338.38 - $446.21 $260K - $342K
767 $334M
DIS
Walt Disney CO

Communication Services
2.99K
New
$92.39 - $117.6 $276K - $352K
2.99K $333M
IAU
Ishares Gold Trust

ETFs
6.61K
New
$48.37 - $52.65 $320K - $348K
6.61K $327M
HSY
Hershey CO

Consumer Defensive
1.89K
New
$168.67 - $193.65 $318K - $365K
1.89K $320M
WM
Waste Management Inc

Industrials
1.56K
New
$201.79 - $228.46 $315K - $357K
1.56K $315M
ACN
Accenture PLC

Technology
895
New
$343.9 - $376.86 $308K - $337K
895 $315M
Activity Summary
Buys All Purchases 92 New Holdings 92 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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