Broadway Wealth Solutions, Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
BW Broadway Wealth Solutions, Inc. | Institutional Filer | ▲ 3.28% | $193.4M | 95 |
Current Portfolio Holdings
Showing all 95 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | — | 495K | $37.9M | 19.58% |
| 2 | USTB | VICTORY PORTFOLIOS II | — | 560K | $28.3M | 14.65% |
| 3 | FTRB | FEDERATED HERMES ETF TRUST | — | 1.1M | $28.0M | 14.50% |
| 4 | AVDE | AMERICAN CENTY ETF TR | — | 192K | $16.3M | 8.44% |
| 5 | JPIB | J P MORGAN EXCHANGE TRADED F | — | 153K | $7.3M | 3.78% |
| 6 | AVEM | AMERICAN CENTY ETF TR | — | 86K | $6.9M | 3.59% |
| 7 | FMDE | FIDELITY COVINGTON TRUST | — | 180K | $6.5M | 3.35% |
| 8 | DFIS | DIMENSIONAL ETF TRUST | — | 136K | $4.6M | 2.36% |
| 9 | SPTL | SPDR SERIES TRUST | — | 165K | $4.3M | 2.24% |
| 10 | JGRO | J P MORGAN EXCHANGE TRADED F | — | 45K | $3.8M | 1.97% |
| 11 | AVUV | AMERICAN CENTY ETF TR | — | 31K | $3.4M | 1.77% |
| 12 | NBSM | NEUBERGER BERMAN ETF TRUST | — | 121K | $3.1M | 1.58% |
| 13 | NVDA | NVIDIA Corporation | Technology | 15K | $2.7M | 1.39% |
| 14 | MSFT | Microsoft Corporation | Technology | 6K | $2.1M | 1.09% |
| 15 | AAPL | Apple Inc. | Technology | 8K | $2.1M | 1.09% |
Showing 1 to 15 of 95 holdings