Broadway Wealth Solutions, Inc. Reduced Holdings in Q2 2025

Broadway Wealth Solutions, Inc.

  • $161 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPMD
Spdr Portfolio

ETFs
-81.2K
- 94.92%
$44.89 - $54.38 $3.64M - $4.41M
4.34K $236M
HON
Honeywell International Inc

Industrials
-1.32K
- 48.16%
$182.86 - $232.88 $241K - $307K
1.42K $331M
CMCSA
Comcast Corp

Communication Services
-6.07K
- 48.15%
$32.84 - $36.72 $199K - $223K
6.54K $233M
VZ
Verizon Communications Inc

Communication Services
-481
- 7.45%
$41.67 - $45.62 $20K - $21.9K
5.98K $259M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-295
- 6.09%
$63.54 - $68.5 $18.7K - $20.2K
4.55K $307M
ROP
Roper Technologies Inc

Industrials
-4
- 0.72%
$519.19 - $590.78 $2.08K - $2.36K
552 $313M
WM
Waste Management Inc

Industrials
-26
- 1.76%
$216.47 - $242.1 $5.63K - $6.29K
1.45K $332M
V
Visa Inc.

Financial Services
-42
- 3.42%
$308.27 - $373.31 $12.9K - $15.7K
1.19K $421M
HD
Home Depot, Inc.

Consumer Cyclical
-16
- 1.85%
$335.24 - $380.78 $5.36K - $6.09K
850 $312M
SPGI
S&P Global Inc.

Financial Services
-5
- 0.85%
$438.31 - $527.29 $2.19K - $2.64K
583 $308M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-167
- 3.58%
$60.34 - $74.89 $10.1K - $12.5K
4.5K $337M
AXP
American Express CO

Financial Services
-79
- 8.5%
$231.39 - $318.98 $18.3K - $25.2K
850 $271M
SCHW
Schwab Charles Corp

Financial Services
-314
- 8.14%
$69.06 - $91.24 $21.7K - $28.6K
3.55K $323M
WMT
Walmart Inc.

Consumer Defensive
-181
- 3.8%
$81.79 - $99.98 $14.8K - $18.1K
4.58K $448M
CSCO
Cisco Systems, Inc.

Technology
-91
- 1.27%
$53.19 - $69.38 $4.84K - $6.31K
7.09K $492M
INTU
Intuit Inc

Technology
-43
- 8.94%
$544.07 - $787.63 $23.4K - $33.9K
438 $345M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-49
- 6.28%
$328.01 - $475.68 $16.1K - $23.3K
731 $342M
UBER
Uber Technologies, Inc

Technology
-296
- 6.5%
$64.62 - $93.3 $19.1K - $27.6K
4.26K $397M
APH
Amphenol Corp

Technology
-669
- 15.02%
$59.09 - $98.75 $39.5K - $66.1K
3.78K $374M
ORCL
Oracle Corp

Technology
-93
- 5.54%
$122.82 - $218.63 $11.4K - $20.3K
1.59K $347M
TSLA
Tesla, Inc.

Consumer Cyclical
-39
- 1.66%
$221.86 - $362.89 $8.65K - $14.2K
2.32K $735M
AMZN
Amazon Com Inc

Consumer Cyclical
-2
- 0.02%
$167.32 - $223.3 $335 - $447
9K $1.97B
Activity Summary
Buys All Purchases 65 New Holdings 11 Increased Positions 54 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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