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 Market Cap. of $10 Billions to $200 Billions
