Filer Name: BROADWAY WEALTH SOLUTIONS, INC.
CIK: 2021265
Period: 2024-12-31
Filed At: 2025-02-12
Number of Holdings: 92
Portfolio Value: $0.13B

Broadway Wealth Solutions, Inc. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
SPLG US SPDR PORTFOLIO S&P 500 ETF 370,357 $26M 19.37% - -
USTB US VICTORYSHARES SHORT-TERM BON 384,580 $19M 14.64% - -
FTRB US FEDERATED HERM TTL RTRN BND 754,343 $19M 14.12% - -
AVDE US AVANTIS INTERNATIONAL EQUITY 159,081 $10M 7.40% - -
JPIB US JPMORGAN INTL BND ETF 100,716 $5M 3.61% - -
SPMD US SPDR PORTFOLIO S&P 400 MID C 80,142 $4M 3.32% - -
AVEM US AVANTIS EMERGING MARKETS EQ 68,967 $4M 3.08% - -
SPSM US SPDR PORTFOLIO S&P 600 SMALL 63,122 $3M 2.15% - -
SPTL US SPDR PORT LNG TRM TRSRY 100,225 $3M 1.99% - -
DFIS US DIMENSIONAL INTERNATIONAL SM 105,150 $3M 1.96% - -
MSFT US MICROSOFT CORP 5,485 $2M 1.75% - -
AMZN US AMAZON.COM INC 8,962 $2M 1.49% - -
NVDA US NVIDIA CORP 12,998 $2M 1.32% - -
AAPL US APPLE INC 6,502 $2M 1.23% - -
COST US COSTCO WHOLESALE CORP 1,629 $1M 1.13% - -
RTX US RTX CORP 10,439 $1M 0.92% - -
MMC US MARSH & MCLENNAN COS 5,107 $1M 0.82% - -
TSLA US TESLA INC 2,300 $1M 0.70% - -
AVGO US BROADCOM INC 3,507 $1M 0.62% - -
XOM US EXXON MOBIL CORP 7,109 $1M 0.58% - -
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