CIK 2021265
Broadway Wealth Solutions, Inc.
Institutional 13F holdings & portfolio
Holdings
93
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 51–93 of 93
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| LOW | LOWES COS INC | 1K | $100K–$500K | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 613 | $100K–$500K | SH |
| IVV | ISHARES TR | 518 | $100K–$500K | SH |
| WM | WASTE MGMT INC DEL | 2K | $100K–$500K | SH |
| MCK | MCKESSON CORP | 424 | $100K–$500K | SH |
| PEP | PEPSICO INC | 2K | $100K–$500K | SH |
| APO | APOLLO GLOBAL MGMT INC | 2K | $100K–$500K | SH |
| ACN | ACCENTURE PLC IRELAND | 1K | $100K–$500K | SH |
| ROP | ROPER TECHNOLOGIES INC | 742 | $100K–$500K | SH |
| INTC | INTEL CORP | 9K | $100K–$500K | SH |
| ADBE | ADOBE INC | 914 | $100K–$500K | SH |
| SPGI | S&P GLOBAL INC | 606 | $100K–$500K | SH |
| ICE | INTERCONTINENTAL EXCHANGE IN | 2K | $100K–$500K | SH |
| AXP | AMERICAN EXPRESS CO | 845 | $100K–$500K | SH |
| ORCL | ORACLE CORP | 2K | $100K–$500K | SH |
| AON | AON PLC | 872 | $100K–$500K | SH |
| MSI | MOTOROLA SOLUTIONS INC | 788 | $100K–$500K | SH |
| NEE | NEXTERA ENERGY INC | 4K | $100K–$500K | SH |
| INTU | INTUIT | 453 | $100K–$500K | SH |
| UNP | UNION PAC CORP | 1K | $100K–$500K | SH |
| MDLZ | MONDELEZ INTL INC | 5K | $100K–$500K | SH |
| DE | DEERE & CO | 606 | $100K–$500K | SH |
| TMUS | T-MOBILE US INC | 1K | $100K–$500K | SH |
| NFLX | NETFLIX INC | 3K | $100K–$500K | SH |
| ETN | EATON CORP PLC | 856 | $100K–$500K | SH |
| HD | HOME DEPOT INC | 780 | $100K–$500K | SH |
| SYK | STRYKER CORPORATION | 748 | $100K–$500K | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 427 | $100K–$500K | SH |
| MODL | VICTORY PORTFOLIOS II | 5K | $100K–$500K | SH |
| HON | HONEYWELL INTL INC | 1K | $100K–$500K | SH |
| NXPI | NXP SEMICONDUCTORS N V | 1K | $100K–$500K | SH |
| TXN | TEXAS INSTRS INC | 1K | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 6K | $100K–$500K | SH |
| KO | COCA COLA CO | 3K | $100K–$500K | SH |
| LMT | LOCKHEED MARTIN CORP | 484 | $100K–$500K | SH |
| LIN | LINDE PLC | 533 | $100K–$500K | SH |
| EMR | EMERSON ELEC CO | 2K | $100K–$500K | SH |
| SIVR | ABRDN SILVER ETF TRUST | 3K | $100K–$500K | SH |
| NOC | NORTHROP GRUMMAN CORP | 377 | $100K–$500K | SH |
| BA | BOEING CO | 969 | $100K–$500K | SH |
| QCOM | QUALCOMM INC | 1K | $100K–$500K | SH |
| MMT | MFS MULTIMARKET INCOME TR | 15K | $50K–$100K | SH |
| SINT | SINTX TECHNOLOGIES INC | 10K | $15K–$50K | SH |