Long-term investor
Broadway Wealth Solutions, Inc. @broadwaywealthsolutionsi
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002021265).
Record
- Tracked since 2025-06-30 (441 days), 59 trades recorded
- Returns: week n/a · month n/a · 90 days +6.6% · 6 months n/a · 1 year +11.7% · all +11.7%
- Max drawdown n/a · win rate 31% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPYM · 21.2% · long · since 2025-06-30
- USTB · 13.7% · long · since 2025-06-30
- FTRB · 13.6% · long · since 2025-06-30
- AVDE · 8.3% · long · since 2025-06-30
- AVEM · 3.9% · long · since 2025-06-30
- JPIB · 3.7% · long · since 2025-06-30
- FMDE · 3.6% · long · since 2025-06-30
- DFIS · 2.3% · long · since 2025-06-30
- JGRO · 2.1% · long · since 2025-06-30
- SPTL · 2.1% · long · since 2025-06-30
- NVDA · 1.9% · long · since 2025-06-30
- AVUV · 1.8% · long · since 2025-06-30