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CIK: 0002021265
Total reported value
$214.1M
$214.1M
88 檔
39.5%
At the close of Q1 2025, Broadway Wealth Solutions, Inc. disclosed equity holdings valued at approximately $214.1M, spread across 88 reported holdings.
During Q1 2025, Broadway Wealth Solutions, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 19.05% | +1.59% | +7.20% | |
| 2 | USTB | Victoryshares Short-term Bon | ETF-Other | 15.50% | -0.95% | +9.03% | |
| 3 | FTRB | Fed Hermes Ttl Rtrn Bnd | ETF-Other | 15.27% | -0.86% | +10.76% | |
| 4 | AVDE | Avantis International Equity | ETF-Other | 8.09% | -0.14% | +5.13% | |
| 5 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 3.85% | -0.04% | +9.46% | |
| 6 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 3.31% | +0.32% | +9.32% | |
| 7 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 3.19% | — | +6.70% | |
| 8 | DFIS | Dimensional International Sm | ETF-Other | 2.30% | -0.04% | +15.85% | |
| 9 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 2.30% | -0.12% | +15.18% | |
| 10 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 2.09% | +0.09% | NEW | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.42% | -0.01% | -5.40% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.35% | +0.23% | +27.84% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.25% | +0.05% | +0.39% | |
| 14 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.11% | -0.16% | -1.53% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.05% | +0.46% | +2.48% | |
| 16 | RTX | Rtx CORP | Stock-Industrials | 1.01% | -0.11% | — | |
| 17 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.91% | — | +0.51% | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 0.62% | -0.69% | EXIT | |
| 19 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.45% | +0.13% | +2.35% | |
| 20 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.44% | +0.10% | NEW | |
| 21 | HON | Honeywell International Inc | Stock-Industrials | 0.42% | -0.13% | EXIT | |
| 22 | IBM | Intl Business Machines CORP | Stock-Tech | 0.39% | +0.02% | +10.97% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.37% | — | -16.51% | |
| 24 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.36% | -0.01% | -3.24% | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 0.35% | +0.02% | -17.94% | |
| 26 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.34% | +0.17% | -3.26% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.34% | -0.01% | -2.87% | |
| 28 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.34% | -0.11% | EXIT | |
| 29 | CSCO | Cisco Systems Inc | Stock-Tech | 0.32% | +0.07% | -9.44% | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 0.31% | +0.01% | -7.32% | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 0.31% | -0.05% | +9.92% | |
| 32 | CVX | Chevron CORP | Stock-Energy | 0.30% | -0.08% | -10.64% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.29% | -0.02% | -8.44% | |
| 34 | IAU | Ishares Gold Trust | ETF-Commodities | 0.28% | -0.05% | — | |
| 35 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.27% | -0.03% | -1.41% | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.25% | +0.13% | -4.06% | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.25% | +0.04% | -11.46% | |
| 38 | WM | Waste Management Inc | Stock-Industrials | 0.25% | -0.01% | -5.57% | |
| 39 | MCHP | Microchip Technology Inc | Stock-Tech | 0.25% | +0.02% | +11.15% | |
| 40 | UBER | Uber Technologies Inc | Stock-Industrials | 0.24% | -0.02% | — | |
| 41 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.24% | -0.01% | -1.12% | |
| 42 | ROP | Roper Technologies Inc | Stock-Tech | 0.24% | — | -4.30% | |
| 43 | CRM | Salesforce Inc | Stock-Tech | 0.23% | -0.06% | -1.81% | |
| 44 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.23% | -0.04% | -15.29% | |
| 45 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.23% | — | -4.32% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.23% | +0.01% | -13.40% | |
| 47 | ICE | Intercontinental Exchange In | Stock-Financials | 0.23% | -0.17% | EXIT | |
| 48 | GLD | Spdr Gold Shares | ETF-Commodities | 0.23% | -0.03% | — | |
| 49 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.23% | +0.02% | -2.90% | |
| 50 | AON | Aon plc | Stock-Financials | 0.22% | -0.01% | -7.78% |
According to official SEC Form 13F filings, Broadway Wealth Solutions, Inc. reported a total U.S. public equity portfolio value of $214.1M across 88 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPYM, USTB, FTRB) accounted for 39.5% of total reported equity market value during Q1 2025.
During Q1 2025, Broadway Wealth Solutions, Inc.'s top holdings by market value included SPYM (19.1%)、USTB (15.5%)、FTRB (15.3%). The largest single position, SPYM, represented 19.1% of total portfolio value.
In Q1 2025, Broadway Wealth Solutions, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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