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:
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
+16.48%
+8.96%
78,151.1
 
USTB
VICTORY PTF II
444,070
22,567.6
+5.90%
14.050
+0.78%
1.720
+1.37%
+3.33%
1,311.1
 
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
+1.41%
+3.41%
327.6
 
AVDE
Avantis International Equity ETF
176,150
13,036.9
+5.33%
8.120
+0.41%
0.170
+12.83%
+25.24%
7,630.6
 
JPIB
JPMorgan International Bond Opportunities ETF
JPMorgan International Bond Opportunities ETF
121,196
5,892.5
+9.93%
3.670
+0.33%
0.630
+2.21%
+5.24%
986.0
 
AVEM
Avantis Emerging Markets Equity ETF
79,869
5,474.2
+5.93%
3.410
+0.19%
0.050
+18.22%
+21.50%
11,093.6
 
FMDE
Fidelity Enhanced Mid Cap ETF
148,955
5,126.2
New Holding
3.190
+3.19%
0.180
+13.27%
+7.51%
2,860.5
 
DFIS
Dimensional International Small Cap ETF
Dimensional International Small Cap ETF
127,224
3,796.4
+4.44%
2.360
+0.10%
0.120
+15.93%
+26.62%
3,325.1
 
JGRO
JPMorgan Active Growth ETF
41,413
3,564.4
New Holding
2.220
+2.22%
0.060
+18.92%
+7.98%
6,632.5
 
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
-1.21%
+1.07%
11,151.6
 

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
$35.08
9.05%
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
$55.92
8.58%
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
$87.50
12.64%
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
$74.65
11.05%
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
$43.76
8.50%
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
$94.83
10.01%
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
$25.73
7.43%
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
$25.00
0.38%
Add 7.28%
896,317
60,787
USTB
VICTORY PTF II
2025-06-30
Add
Add
+0.78%
50.21 ($50.53) 50.82
$50.62
0.18%
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
$278.58
-27.54%
Sold Out
0
-1,151

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

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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

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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

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Broadway Wealth Solutions, Inc.'s Holdings Bubble Chart

Broadway Wealth Solutions, Inc. News

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