Broadway Wealth Solutions, Inc. Sells in Q1 2025

Broadway Wealth Solutions, Inc.

  • $137 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-296
- 5.4%
$375.39 - $447.2 $111K - $132K
5.19K $1.95B
AVGO
Broadcom Inc.

Technology
-629
- 17.94%
$167.43 - $244.7 $105K - $154K
2.88K $482M
GOOGL
Alphabet Inc.

Communication Services
-95
- 4.06%
$154.33 - $206.19 $14.7K - $19.6K
2.25K $347M
JPM
Jpmorgan Chase & CO

Financial Services
-412
- 16.51%
$225.19 - $279.95 $92.8K - $115K
2.08K $511M
CRM
Salesforce, Inc.

Technology
-22
- 1.81%
$268.36 - $359.95 $5.9K - $7.92K
1.2K $321M
APO
Apollo Global Management, Inc.

Financial Services
-128
- 6.15%
$126.01 - $172.06 $16.1K - $22K
1.95K $267M
HD
Home Depot, Inc.

Consumer Cyclical
-134
- 13.4%
$347.25 - $424.87 $46.5K - $56.9K
866 $317M
MRK
Merck & Co., Inc.

Healthcare
-183
- 3.24%
$83.01 - $101.02 $15.2K - $18.5K
5.46K $490M
HON
Honeywell International Inc

Industrials
-74
- 2.63%
$202.75 - $226.52 $15K - $16.8K
2.74K $580M
EMR
Emerson Electric CO

Industrials
-221
- 10.42%
$108.64 - $131.17 $24K - $29K
1.9K $208M
PANW
Palo Alto Networks Inc

Technology
-93
- 3.26%
$167.82 - $208.28 $15.6K - $19.4K
2.76K $471M
DIS
Walt Disney CO

Communication Services
-68
- 2.28%
$96.87 - $114.0 $6.59K - $7.75K
2.92K $288M
META
Meta Platforms, Inc.

Communication Services
-64
- 8.44%
$576.36 - $736.67 $36.9K - $47.1K
694 $400M
ACN
Accenture PLC

Technology
-25
- 2.79%
$300.91 - $398.25 $7.52K - $9.96K
870 $272M
GS
Goldman Sachs Group Inc

Financial Services
-46
- 8.53%
$524.81 - $672.19 $24.1K - $30.9K
493 $269M
MODL
Victory Portfolios Ii Victorys
-733
- 11.36%
N/A
5.72K $222M
LMT
Lockheed Martin Corp

Industrials
-31
- 5.96%
$423.19 - $506.29 $13.1K - $15.7K
489 $219M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-2
- 2.9%
$4295.4 - $5141.88 $8.59K - $10.3K
67 $309M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-211
- 4.32%
$67.03 - $74.61 $14.1K - $15.7K
4.67K $317M
CSCO
Cisco Systems, Inc.

Technology
-748
- 9.44%
$58.74 - $64.87 $43.9K - $48.5K
7.18K $443M
LLY
Eli Lilly & CO

Healthcare
-54
- 11.46%
$725.72 - $929.72 $39.2K - $50.2K
417 $344M
APH
Amphenol Corp

Technology
-11
- 0.25%
$61.62 - $78.55 $678 - $864
4.45K $292M
LOW
Lowes Companies Inc

Consumer Cyclical
-3
- 0.24%
$222.66 - $268.42 $668 - $805
1.26K $294M
TXN
Texas Instruments Inc

Technology
-40
- 3.1%
N/A
1.25K $225M
TJX
Tjx Companies Inc

Consumer Cyclical
-159
- 6.17%
$112.81 - $126.16 $17.9K - $20.1K
2.42K $295M
PEP
Pepsico Inc

Consumer Defensive
-35
- 1.41%
$142.64 - $156.42 $4.99K - $5.47K
2.44K $366M
SPGI
S&P Global Inc.

Financial Services
-25
- 4.08%
$478.26 - $543.77 $12K - $13.6K
588 $299M
UNP
Union Pacific Corp

Industrials
-41
- 3.46%
$225.21 - $254.42 $9.23K - $10.4K
1.14K $270M
SCHW
Schwab Charles Corp

Financial Services
-218
- 5.35%
$71.24 - $83.64 $15.5K - $18.2K
3.86K $302M
KO
Coca Cola CO

Consumer Defensive
-490
- 12.65%
$60.81 - $72.32 $29.8K - $35.4K
3.38K $242M
TMUS
T Mobile Us, Inc.

Communication Services
-215
- 15.29%
$211.3 - $272.83 $45.4K - $58.7K
1.19K $318M
AON
Aon PLC

Financial Services
-65
- 7.78%
$348.44 - $409.32 $22.6K - $26.6K
770 $307M
V
Visa Inc.

Financial Services
-97
- 7.32%
$306.92 - $362.71 $29.8K - $35.2K
1.23K $431M
CVX
Chevron Corp

Energy
-291
- 10.64%
$146.71 - $167.97 $42.7K - $48.9K
2.44K $409M
Linde PLC
-23
- 4.59%
N/A
478 $223M
VZ
Verizon Communications Inc

Communication Services
-534
- 7.64%
$37.81 - $46.49 $20.2K - $24.8K
6.46K $293M
ICE
Intercontinental Exchange, Inc.

Financial Services
-184
- 9.12%
$142.8 - $176.36 $26.3K - $32.5K
1.83K $316M
COST
Costco Wholesale Corp

Consumer Defensive
-25
- 1.53%
$890.62 - $1076.86 $22.3K - $26.9K
1.6K $1.52B
ROP
Roper Technologies Inc

Industrials
-25
- 4.3%
$502.71 - $593.81 $12.6K - $14.8K
556 $328M
WM
Waste Management Inc

Industrials
-87
- 5.57%
$200.54 - $233.78 $17.4K - $20.3K
1.48K $342M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-55
- 1.12%
$56.12 - $68.15 $3.09K - $3.75K
4.84K $328M
JNJ
Johnson & Johnson

Healthcare
-83
- 2.87%
$142.06 - $167.7 $11.8K - $13.9K
2.81K $467M
Activity Summary
Buys All Purchases 34 New Holdings 4 Increased Positions 30 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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