Broadway Wealth Solutions, Inc. Portfolio Holdings by Sector
Broadway Wealth Solutions, Inc.
- $161 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SPLG USTB AVDE JPIB AVEM DFIS SPTL AVUV 16 stocks |
$90.4 Million
71.09% of portfolio
|
11
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO MCHP MRVL TXN NXPI QCOM 7 stocks |
$4.87 Million
3.83% of portfolio
|
7
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PANW ORCL ADBE 4 stocks |
$3.79 Million
2.98% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$2.4 Million
1.89% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1.97 Million
1.55% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX LMT BA 3 stocks |
$1.97 Million
1.55% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.93 Million
1.51% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
MMC AON 2 stocks |
$1.4 Million
1.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
MRK JNJ LLY 3 stocks |
$1.29 Million
1.02% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$1.24 Million
0.97% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META 2 stocks |
$1.21 Million
0.95% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
UBER CRM INTU 3 stocks |
$1.09 Million
0.86% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM ACN 2 stocks |
$1 Million
0.79% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ROP ETN EMR 3 stocks |
$856,243
0.67% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
TMUS VZ CMCSA 3 stocks |
$782,009
0.61% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO MSI 2 stocks |
$773,083
0.61% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$735,383
0.58% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V AXP 2 stocks |
$692,069
0.54% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS SCHW 2 stocks |
$673,764
0.53% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$670,759
0.53% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
ICE SPGI 2 stocks |
$636,190
0.5% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$602,959
0.47% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$582,331
0.46% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
IQV TMO 2 stocks |
$582,106
0.46% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG 1 stocks |
$406,102
0.32% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
APO MMT 2 stocks |
$377,746
0.3% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
APH 1 stocks |
$373,625
0.29% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
ULTA 1 stocks |
$341,976
0.27% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$331,701
0.26% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON 1 stocks |
$330,976
0.26% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$311,704
0.25% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$306,712
0.24% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$306,614
0.24% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
CMG 1 stocks |
$294,731
0.23% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS 1 stocks |
$282,625
0.22% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
SYK 1 stocks |
$278,919
0.22% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP 1 stocks |
$278,126
0.22% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE 1 stocks |
$259,230
0.2% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
VLO 1 stocks |
$250,553
0.2% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
USAC 1 stocks |
$210,184
0.17% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
NEXT 1 stocks |
$90,882
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|