BW

Broadway Wealth Solutions, Inc.

13F
Broadway Wealth Solutions, Inc.
Last update 2025-07-18 94 Stocks (11 new)
Value $161.00 Mil Turnover 15 %
Countries:
Top Holdings: SPLG(20.07%)USTB(14.05%)FTRB(14.01%)AVDE(8.12%)JPIB(3.67%)
Summary Stock Picks Current Portfolio
Broadway Wealth Solutions, Inc... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPLG
SPDR Portfolio S&P 500 ETF
443,416
32,231.9
+11.69%
20.070
+2.10%
0.040
+19.73%
+7.98%
77,449.7
 
USTB
VICTORY PTF II
444,070
22,567.6
+5.90%
14.050
+0.78%
1.720
+1.77%
+3.45%
1,312.7
 
FTRB
Federated Hermes Total Return Bond ETF
Federated Hermes Total Return Bond ETF
896,317
22,497.6
+7.28%
14.010
+0.95%
7.010
+2.45%
+3.59%
328.2
 
AVDE
Avantis International Equity ETF
176,150
13,036.9
+5.33%
8.120
+0.41%
0.170
+13.02%
+23.75%
7,539.6
 
JPIB
JPMorgan International Bond Opportunities ETF
JPMorgan International Bond Opportunities ETF
121,196
5,892.5
+9.93%
3.670
+0.33%
0.630
+2.51%
+5.21%
985.8
 
AVEM
Avantis Emerging Markets Equity ETF
79,869
5,474.2
+5.93%
3.410
+0.19%
0.050
+20.53%
+21.00%
11,048.1
 
FMDE
Fidelity Enhanced Mid Cap ETF
148,955
5,126.2
New Holding
3.190
+3.19%
0.180
+17.52%
+7.26%
2,854.0
 
DFIS
Dimensional International Small Cap ETF
Dimensional International Small Cap ETF
127,224
3,796.4
+4.44%
2.360
+0.10%
0.120
+16.47%
+25.55%
3,296.9
 
JGRO
JPMorgan Active Growth ETF
41,413
3,564.4
New Holding
2.220
+2.22%
0.060
+23.35%
+6.97%
6,570.3
 
SPTL
SPDR Portfolio Long Term Treasury ETF
SPDR Portfolio Long Term Treasury ETF
125,128
3,325.9
+8.39%
2.070
+0.16%
0.030
+1.27%
+1.73%
11,224.7
 

Broadway Wealth Solutions, Inc.'s Historical Top Holdings Breakdowns

Broadway Wealth Solutions, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
FMDE
Fidelity Enhanced Mid Cap ETF
2025-06-30
New Buy
New Buy
+3.19%
●
27.66 ($32.17) 34.42
$35.00
8.80%
New holding
148,955
148,955
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
2025-06-30
Reduce
Reduce
-3.03%
●
44.89 ($51.5) 54.38
$55.98
8.70%
Reduce -94.92%
4,344
-81,168
JGRO
JPMorgan Active Growth ETF
2025-06-30
New Buy
New Buy
+2.22%
●
65.93 ($77.68) 86.07
$86.68
11.59%
New holding
41,413
41,413
SPLG
SPDR Portfolio S&P 500 ETF
2025-06-30
Add
Add
+2.10%
●
58.41 ($67.22) 72.69
$73.98
10.06%
Add 11.69%
443,416
46,405
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
SPDR Portfolio S&P 600 Small Cap ETF
2025-06-30
Sold Out
Sold Out
-2.09%
●
35.35 ($40.33) 42.68
$43.99
9.08%
Sold Out
0
-70,231
AVUV
Avantis U.S. Small Cap Value ETF
2025-06-30
New Buy
New Buy
+1.08%
●
75.17 ($86.2) 91.21
$95.06
10.28%
New holding
19,111
19,111
NBSM
Neuberger Berman Small-Mid Cap ETF
2025-06-30
New Buy
New Buy
+1.07%
●
21.1 ($23.95) 25.19
$25.59
6.85%
New holding
68,384
68,384
FTRB
Federated Hermes Total Return Bond ETF
Federated Hermes Total Return Bond ETF
2025-06-30
Add
Add
+0.95%
●
24.55 ($24.9) 25.25
$25.04
0.56%
Add 7.28%
896,317
60,787
USTB
VICTORY PTF II
2025-06-30
Add
Add
+0.78%
●
50.21 ($50.53) 50.82
$50.68
0.30%
Add 5.9%
444,070
24,749
UNH
UnitedHealth Group Inc
2025-06-30
Sold Out
Sold Out
-0.44%
●
274.35 ($384.44) 599.47
$285.13
-25.83%
Sold Out
0
-1,151

Broadway Wealth Solutions, Inc. Total Holding History ($B)

To

Broadway Wealth Solutions, Inc.'s Asset Allocation

To

Broadway Wealth Solutions, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Broadway Wealth Solutions, Inc.'s Hypothetical Growth since 2025-06-30

Broadway Wealth Solutions, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Broadway Wealth Solutions, Inc.'s Holdings Heat Map

Size field:

Broadway Wealth Solutions, Inc.'s Holdings Bubble Chart

Broadway Wealth Solutions, Inc. News

  • 1

Discussions on Broadway Wealth Solutions, Inc.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.