Broadway Wealth Solutions, Inc. Portfolio Holdings
Q3 2025•96 long positions•$178.3M portfolio value
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Holding101 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $36.5M 20.48% | +$1.8M Bought | — 466.1K shares | 443.4K → 466.1K +$1.8M | +5.12% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $24.8M 13.91% | +$2.0M Bought | — 976.8K shares | 896.3K → 976.8K +$2.0M | +8.98% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $24.4M 13.66% | +$1.7M Bought | — 477.6K shares | 444.1K → 477.6K +$1.7M | +7.55% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $14.8M 8.32% | +$936.7K Bought | — 188.0K shares | 176.2K → 188.0K +$936.7K | +6.74% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $6.5M 3.67% | +$602.6K Bought | — 133.5K shares | 121.2K → 133.5K +$602.6K | +10.14% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $6.5M 3.65% | +$506.9K Bought | — 86.6K shares | 79.9K → 86.6K +$506.9K | +8.45% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $5.8M 3.28% | +$464.1K Bought | — 161.8K shares | 149.0K → 161.8K +$464.1K | +8.62% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $4.3M 2.38% | +$226.9K Bought | — 134.4K shares | 127.2K → 134.4K +$226.9K | +5.64% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.1M 2.31% | +$231.4K Bought | — 43.9K shares | 41.4K → 43.9K +$231.4K | +5.96% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $3.8M 2.12% | +$402.4K Bought | — 140.1K shares | 125.1K → 140.1K +$402.4K | +11.93% | — — | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $2.7M 1.49% | -$40.4K Sold | 0.0% 5.1K shares | 5.2K → 5.1K −$40.4K | -1.5% | $3.85T Mega Cap | Q4 2024 Held for 11 months | |
Semiconductors Technology | $2.6M 1.46% | -$122.8K Sold | 0.0% 14.0K shares | 14.6K → 14.0K −$122.8K | -4.5% | $4.54T Mega Cap | Q4 2024 Held for 11 months | |
Consumer Electronics Technology | $2.4M 1.34% | +$2.8K Bought | 0.0% 9.4K shares | 9.4K → 9.4K +$2.8K | +0.12% | $3.78T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $2.0M 1.15% | +$139.2K Bought | — 20.5K shares | 19.1K → 20.5K +$139.2K | +7.32% | — — | Q2 2025 Held for 5 months | |
Specialty Retail Consumer Cyclical | $2.0M 1.11% | +$658.7 Bought | 0.0% 9.0K shares | 9.0K → 9.0K +$658.7 | +0.03% | $2.34T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.9M 1.07% | +$169.3K Bought | — 75.1K shares | 68.4K → 75.1K +$169.3K | +9.78% | — — | Q2 2025 Held for 5 months | |
Discount Stores Consumer Defensive | $1.9M 1.04% | +$32.4K Bought | 0.0% 2.0K shares | 2.0K → 2.0K +$32.4K | +1.78% | $410.27B Mega Cap | Q4 2024 Held for 11 months | |
Aerospace & Defense Industrials | $1.7M 0.98% | -$1.2K Sold | 0.001% 10.4K shares | 10.5K → 10.4K −$1.2K | -0.07% | $223.98B Mega Cap | Q4 2024 Held for 11 months | |
Auto - Manufacturers Consumer Cyclical | $1.1M 0.636% | +$103.6K Bought | 0.0% 2.5K shares | 2.3K → 2.5K +$103.6K | +10.06% | $1.48T Mega Cap | Q4 2024 Held for 11 months | |
Insurance - Brokers Financial Services | $1.0M 0.58% | — | 0.001% 5.1K shares | — | — | $99.1B Large Cap | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $925.7K 0.519% | +$90.7K Bought | 0.0% 3.8K shares | 3.4K → 3.8K +$90.7K | +10.86% | $2.95T Mega Cap | Q4 2024 Held for 11 months | |
Oil & Gas Integrated Energy | $897.2K 0.503% | -$14.1K Sold | 0.0% 8.0K shares | 8.1K → 8.0K −$14.1K | -1.55% | $480.68B Mega Cap | Q4 2024 Held for 11 months | |
Semiconductors Technology | $859.2K 0.482% | -$123.7K Sold | 0.0% 2.6K shares | 3.0K → 2.6K −$123.7K | -12.59% | $1.56T Mega Cap | Q4 2024 Held for 11 months | |
Information Technology Services Technology | $812.1K 0.456% | +$135.7K Bought | 0.0% 2.9K shares | 2.4K → 2.9K +$135.7K | +20.07% | $262.84B Mega Cap | Q4 2024 Held for 11 months | |
Banks - Diversified Financial Services | $688.9K 0.386% | -$41.0K Sold | 0.0% 2.2K shares | 2.3K → 2.2K −$41.0K | -5.62% | $867.35B Mega Cap | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $613.3K 0.344% | +$14.0K Bought | 0.0% 835.0 shares | 816.0 → 835.0 +$14.0K | +2.33% | $1.84T Mega Cap | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $591.3K 0.332% | +$27.5K Bought | 0.0% 2.9K shares | 2.8K → 2.9K +$27.5K | +4.88% | $137.82B Large Cap | Q4 2024 Held for 11 months | |
Semiconductors Technology | $524.8K 0.294% | — | 0.001% 6.2K shares | — | — | $72.5B Large Cap | Q2 2025 Held for 5 months | |
Drug Manufacturers - General Healthcare | $521.8K 0.293% | -$19.1K Sold | 0.0% 2.8K shares | 2.9K → 2.8K −$19.1K | -3.53% | $446.55B Mega Cap | Q4 2024 Held for 11 months | |
Discount Stores Consumer Defensive | $510.8K 0.287% | +$38.4K Bought | 0.0% 5.0K shares | 4.6K → 5.0K +$38.4K | +8.14% | $821.68B Mega Cap | Q4 2024 Held for 11 months | |
Unknown Unknown | $481.2K 0.27% | — | — 6.6K shares | — | — | — — | Q4 2024 Held for 11 months | |
Communication Equipment Technology | $456.8K 0.256% | -$28.1K Sold | 0.0% 6.7K shares | 7.1K → 6.7K −$28.1K | -5.8% | $270.48B Mega Cap | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $446.0K 0.25% | — | 0.0% 1.6K shares | — | — | $801.76B Mega Cap | Q4 2024 Held for 11 months | |
Semiconductors Technology | $433.9K 0.243% | -$40.5K Sold | 0.001% 6.8K shares | 7.4K → 6.8K −$40.5K | -8.54% | $34.7B Large Cap | Q4 2024 Held for 11 months | |
Software - Application Technology | $428.6K 0.24% | +$11.5K Bought | 0.0% 4.4K shares | 4.3K → 4.4K +$11.5K | +2.75% | $204.31B Mega Cap | Q1 2025 Held for 8 months | |
Hardware, Equipment & Parts Technology | $421.0K 0.236% | -$47.3K Sold | 0.0% 3.4K shares | 3.8K → 3.4K −$47.3K | -10.1% | $151.09B Large Cap | Q4 2024 Held for 11 months | |
Unknown Unknown | $418.0K 0.234% | -$1.1K Sold | — 1.2K shares | 1.2K → 1.2K −$1.1K | -0.25% | — — | Q4 2024 Held for 11 months | |
Financial - Credit Services Financial Services | $417.4K 0.234% | +$12.6K Bought | 0.0% 1.2K shares | 1.2K → 1.2K +$12.6K | +3.12% | $662.60B Mega Cap | Q4 2024 Held for 11 months | |
Travel Services Consumer Cyclical | $389.7K 0.219% | +$10.8K Bought | 0.0% 72.0 shares | 70.0 → 72.0 +$10.8K | +2.86% | $174.99B Large Cap | Q4 2024 Held for 11 months | |
Financial - Capital Markets Financial Services | $389.5K 0.219% | -$4.8K Sold | 0.0% 489.0 shares | 495.0 → 489.0 −$4.8K | -1.21% | $241.07B Mega Cap | Q4 2024 Held for 11 months | |
Oil & Gas Integrated Energy | $386.2K 0.217% | -$12.9K Sold | 0.0% 2.5K shares | 2.6K → 2.5K −$12.9K | -3.23% | $312.88B Mega Cap | Q4 2024 Held for 11 months | |
Apparel - Retail Consumer Cyclical | $374.8K 0.21% | +$15.8K Bought | 0.0% 2.6K shares | 2.5K → 2.6K +$15.8K | +4.39% | $160.86B Large Cap | Q4 2024 Held for 11 months | |
Specialty Retail Consumer Cyclical | $371.8K 0.209% | -$27.9K Sold | 0.002% 680.0 shares | 731.0 → 680.0 −$27.9K | -6.98% | $24.5B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $371.5K 0.208% | +$8.5K Bought | — 4.6K shares | 4.5K → 4.6K +$8.5K | +2.33% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $368.1K 0.207% | +$368.1K New | — 3.2K shares | 0 → 3.2K +$368.1K | New | — — | Q3 2025 Held for 2 months | |
Drug Manufacturers - General Healthcare | $362.4K 0.203% | +$22.1K Bought | 0.0% 475.0 shares | 446.0 → 475.0 +$22.1K | +6.5% | $684.00B Mega Cap | Q4 2024 Held for 11 months | |
Medical - Distribution Healthcare | $353.8K 0.198% | +$353.8K New | 0.0% 458.0 shares | 0 → 458.0 +$353.8K | New | $96.1B Large Cap | Q3 2025 Held for 2 months | |
Financial - Capital Markets Financial Services | $349.9K 0.196% | +$11.5K Bought | 0.0% 3.7K shares | 3.5K → 3.7K +$11.5K | +3.39% | $173.30B Large Cap | Q4 2024 Held for 11 months | |
Home Improvement Consumer Cyclical | $349.1K 0.196% | +$19.1K Bought | 0.0% 1.4K shares | 1.3K → 1.4K +$19.1K | +5.79% | $140.94B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $346.7K 0.194% | — | — 518.0 shares | — | — | — — | Q4 2024 Held for 11 months |
