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 (431 days), 59 trades recorded
  • Returns: week n/a · month n/a · 90 days +6.6% · 6 months +6.5% · 1 year +11.7% · all +11.7%
  • Max drawdown -1.5% · Sharpe 0.83 · win rate 31% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 78464A854 · 21.2% · long · since 2025-06-30
  • 92647N535 · 13.7% · long · since 2025-06-30
  • 31423L404 · 13.6% · long · since 2025-06-30
  • 025072703 · 8.3% · long · since 2025-06-30
  • 025072604 · 3.9% · long · since 2025-06-30
  • 46641Q852 · 3.7% · long · since 2025-06-30
  • 31609A503 · 3.6% · long · since 2025-06-30
  • 25434V773 · 2.3% · long · since 2025-06-30
  • 46654Q609 · 2.1% · long · since 2025-06-30
  • 78464A664 · 2.1% · long · since 2025-06-30
  • NVDA · 1.9% · long · since 2025-06-30
  • 025072877 · 1.8% · long · since 2025-06-30

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