The Analysis of Broadway Wealth Solutions, Inc.'s Holdings
Currently, Broadway Wealth Solutions, Inc. holds 93 types of securities in its portfolio with a total value $187.2M. In the most recent quarter, they have increased their positions in USTB (+42.4K shares, valued at $2.2M), FTRB (+59.7K shares, valued at $1.5M), NBSM (+39.2K shares, valued at $990.2K); decreased their positions in N/A (-816 shares, valued at $255.4K), AAPL (-908 shares, valued at $246.8K), MSFT (-243 shares, valued at $117.5K); initiated new positions in SPY (+826 shares, valued at $563.3K), NFLX (+2.9K shares, valued at $276.0K), SIVR (+3.3K shares, valued at $222.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPYM SPDR SERIES TRUST473.5K shares1.57%2025-12-312026-01-29
USTB VICTORY PORTFOLIOS II520.0K shares8.88%2025-12-312026-01-29 FTRB FEDERATED HERMES ETF TRUST1.0M shares6.11%2025-12-312026-01-29 AVDE AMERICAN CENTY ETF TR191.3K shares1.74%2025-12-312026-01-29 JPIB J P MORGAN EXCHANGE TRADED F141.3K shares5.89%2025-12-312026-01-29 AVEM AMERICAN CENTY ETF TR86.7K shares0.04%2025-12-312026-01-29 FMDE FIDELITY COVINGTON TRUST169.1K shares4.53%2025-12-312026-01-29 DFIS DIMENSIONAL ETF TRUST137.4K shares2.27%2025-12-312026-01-29 SPTL SPDR SERIES TRUST152.7K shares9.06%2025-12-312026-01-29 JGRO J P MORGAN EXCHANGE TRADED F43.2K shares-1.66%2025-12-312026-01-29 AVUV AMERICAN CENTY ETF TR30.1K shares46.68%2025-12-312026-01-29 NBSM NEUBERGER BERMAN ETF TRUST114.3K shares52.26%2025-12-312026-01-29 NVDA NVIDIA CORPORATION14.4K shares3.31%2025-12-312026-01-29 MSFT MICROSOFT CORP4.9K shares-4.74%2025-12-312026-01-29 AAPL APPLE INC8.5K shares-9.66%2025-12-312026-01-29 AMZN AMAZON COM INC8.7K shares-2.85%2025-12-312026-01-29 RTX RTX CORPORATION10.4K shares-0.05%2025-12-312026-01-29 COST COSTCO WHSL CORP NEW2.0K shares-0.15%2025-12-312026-01-29 TSLA TESLA INC2.6K shares0.35%2025-12-312026-01-29 BROADCOM INC BROADCOM INC2.8K shares7.60%2025-12-312026-01-29 MMC MARSH & MCLENNAN COS INC5.1K shares-0.33%2025-12-312026-01-29 ALPHABET INC ALPHABET INC3.0K shares-21.43%2025-12-312026-01-29 XOM EXXON MOBIL CORP7.6K shares-4.31%2025-12-312026-01-29 IBM INTERNATIONAL BUSINESS MACHS2.8K shares-1.91%2025-12-312026-01-29 JPM JPMORGAN CHASE & CO.2.2K shares-0.82%2025-12-312026-01-29 META META PLATFORMS INC881 shares5.51%2025-12-312026-01-29 SPY SPDR S&P 500 ETF TR826 sharesnew addition2025-12-312026-01-29 CSCO CISCO SYS INC7.3K shares8.82%2025-12-312026-01-29 JNJ JOHNSON & JOHNSON2.7K shares-4.48%2025-12-312026-01-29 PANW PALO ALTO NETWORKS INC3.0K shares3.13%2025-12-312026-01-29 WMT WALMART INC4.7K shares-5.89%2025-12-312026-01-29 MCHP MICROCHIP TECHNOLOGY INC.7.8K shares15.60%2025-12-312026-01-29 GLD SPDR GOLD TR1.1K shares-2.38%2025-12-312026-01-29 SLV ISHARES SILVER TR6.9K shares-0.95%2025-12-312026-01-29 LLY ELI LILLY & CO408 shares-14.11%2025-12-312026-01-29 QGRO AMERICAN CENTY ETF TR3.7K shares14.57%2025-12-312026-01-29 ULTA ULTA BEAUTY INC692 shares1.76%2025-12-312026-01-29 APH AMPHENOL CORP NEW3.0K shares-10.70%2025-12-312026-01-29 GS GOLDMAN SACHS GROUP INC450 shares-7.98%2025-12-312026-01-29 SCHW SCHWAB CHARLES CORP3.8K shares4.45%2025-12-312026-01-29 IQV IQVIA HLDGS INC1.7K shares-6.30%2025-12-312026-01-29 UBER UBER TECHNOLOGIES INC4.7K shares6.93%2025-12-312026-01-29 CRM SALESFORCE INC1.4K shares1.55%2025-12-312026-01-29 BKNG BOOKING HOLDINGS INC71 shares-1.39%2025-12-312026-01-29 SPTM SPDR SERIES TRUST4.5K shares-2.11%2025-12-312026-01-29 TJX TJX COS INC NEW2.4K shares-6.79%2025-12-312026-01-29 CVX CHEVRON CORP NEW2.4K shares-4.70%2025-12-312026-01-29 V VISA INC1.0K shares-15.78%2025-12-312026-01-29 LOW LOWES COS INC1.5K shares6.77%2025-12-312026-01-29 TMO THERMO FISHER SCIENTIFIC INC613 shares-11.54%2025-12-312026-01-29 IVV ISHARES TR518 shares0.00%2025-12-312026-01-29 WM WASTE MGMT INC DEL1.6K shares2.85%2025-12-312026-01-29 MCK MCKESSON CORP424 shares-7.42%2025-12-312026-01-29 PEP PEPSICO INC2.4K shares1.98%2025-12-312026-01-29 ROP ROPER TECHNOLOGIES INC742 shares26.84%2025-12-312026-01-29 INTC INTEL CORP8.8K shares-2.18%2025-12-312026-01-29 ADBE ADOBE INC914 shares5.42%2025-12-312026-01-29 SPGI S&P GLOBAL INC606 shares-1.14%2025-12-312026-01-29 ICE INTERCONTINENTAL EXCHANGE IN1.9K shares4.58%2025-12-312026-01-29 AXP AMERICAN EXPRESS CO845 shares-0.24%2025-12-312026-01-29 ORCL ORACLE CORP1.6K shares0.00%2025-12-312026-01-29 AON PLC AON PLC872 shares3.32%2025-12-312026-01-29 MSI MOTOROLA SOLUTIONS INC788 shares13.06%2025-12-312026-01-29 NEE NEXTERA ENERGY INC3.8K shares-2.42%2025-12-312026-01-29 INTU INTUIT453 shares1.34%2025-12-312026-01-29 UNP UNION PAC CORP1.3K shares-0.23%2025-12-312026-01-29 MDLZ MONDELEZ INTL INC5.3K shares8.85%2025-12-312026-01-29 DE DEERE & CO606 shares-0.98%2025-12-312026-01-29 TMUS T-MOBILE US INC1.4K shares8.09%2025-12-312026-01-29 NFLX NETFLIX INC2.9K sharesnew addition2025-12-312026-01-29 HD HOME DEPOT INC780 shares3.17%2025-12-312026-01-29 SYK STRYKER CORPORATION748 shares0.94%2025-12-312026-01-29 MDY SPDR S&P MIDCAP 400 ETF TR427 shares0.00%2025-12-312026-01-29 MODL VICTORY PORTFOLIOS II5.3K shares-10.92%2025-12-312026-01-29 HON HONEYWELL INTL INC1.3K shares-5.43%2025-12-312026-01-29 NXPI NXP SEMICONDUCTORS N V1.1K shares1.08%2025-12-312026-01-29 TXN TEXAS INSTRS INC1.4K shares11.82%2025-12-312026-01-29 VZ VERIZON COMMUNICATIONS INC5.9K shares6.67%2025-12-312026-01-29 KO COCA COLA CO3.4K shares5.70%2025-12-312026-01-29 LMT LOCKHEED MARTIN CORP484 shares3.64%2025-12-312026-01-29 LINDE PLC LINDE PLC533 shares6.18%2025-12-312026-01-29 EMR EMERSON ELEC CO1.7K shares6.12%2025-12-312026-01-29 SIVR ABRDN SILVER ETF TRUST3.3K sharesnew addition2025-12-312026-01-29 NOC NORTHROP GRUMMAN CORP377 shares-0.26%2025-12-312026-01-29 BA BOEING CO969 shares-1.22%2025-12-312026-01-29 QCOM QUALCOMM INC1.2K sharesnew addition2025-12-312026-01-29 MMT MFS MULTIMARKET INCOME TR14.9K shares0.00%2025-12-312026-01-29 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available