• 13F History

Broadway Wealth Solutions, Inc.

13F Filings History

Latest 13F report
Q1 2025 - Apr 14, 2025
Value $
$137M
Signature - Title
Carlos G. Castorena - Operations and Productivity Manager
Location
San Antonio, TX
Summary
This page shows a list of all the recent 13F filings made by Broadway Wealth Solutions, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Broadway Wealth Solutions, Inc. reported 88 stock holdings with total value $137M as of Q1 2025. Top holdings included SPLG, USTB, FTRB, AVDE, and JPIB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 88 $137M +$9.88M -$3.36M +$6.51M SPLG, USTB, FTRB, AVDE, JPIB 13F-HR 4/14/2025, 11:04 AM
Q4 2024 92 $132M $0 $0 SPLG, USTB, FTRB, AVDE, JPIB 13F-HR 2/12/2025, 09:12 AM