Broadway Wealth Solutions, Inc. Portfolio Holdings by Sector
Broadway Wealth Solutions, Inc.
- $137 Billion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SPLG USTB AVDE JPIB AVEM SPMD DFIS SPTL 16 stocks |
$83.7 Million
72.41% of portfolio
|
10
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PANW ADBE ORCL 4 stocks |
$2.91 Million
2.51% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO MCHP TXN INTC 5 stocks |
$2.69 Million
2.33% of portfolio
|
3
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$1.94 Million
1.67% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.85 Million
1.6% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1.71 Million
1.48% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX LMT 2 stocks |
$1.6 Million
1.38% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
MMC AON 2 stocks |
$1.56 Million
1.35% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
MRK JNJ LLY 3 stocks |
$1.3 Million
1.13% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$1.26 Million
1.09% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
CMCSA TMUS VZ 3 stocks |
$1.08 Million
0.93% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
UBER CRM INTU 3 stocks |
$947,974
0.82% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM ACN 2 stocks |
$807,370
0.7% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL 2 stocks |
$747,416
0.65% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V AXP 2 stocks |
$680,476
0.59% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
ICE SPGI 2 stocks |
$615,047
0.53% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$611,716
0.53% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$610,063
0.53% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$608,480
0.53% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$603,087
0.52% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON 1 stocks |
$580,362
0.5% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
SCHW GS 2 stocks |
$571,316
0.49% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ROP EMR 2 stocks |
$536,217
0.46% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO IQV 2 stocks |
$532,106
0.46% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$511,272
0.44% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$442,999
0.38% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$341,779
0.3% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
APO MMT 2 stocks |
$336,729
0.29% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$328,436
0.28% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG 1 stocks |
$309,242
0.27% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$294,663
0.25% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
APH 1 stocks |
$292,061
0.25% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS 1 stocks |
$288,332
0.25% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS 1 stocks |
$287,463
0.25% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$287,242
0.25% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Specialty Retail | Consumer Cyclical
ULTA 1 stocks |
$285,901
0.25% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP 1 stocks |
$270,333
0.23% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE 1 stocks |
$260,826
0.23% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
CMG 1 stocks |
$249,544
0.22% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
VLO 1 stocks |
$237,036
0.2% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
FBHS 1 stocks |
$231,709
0.2% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
USAC 1 stocks |
$230,571
0.2% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
NEXT 1 stocks |
$79,356
0.07% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|