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Broadcom shares owned by Amplius Wealth Advisors

Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Amplius Wealth Advisors from 13F filings

Historical chart of Amplius Wealth Advisors investment in Broadcom

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All positions including Broadcom held by Amplius Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Broadcom by Amplius Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $798k 602 1325.41
2023-12-31 $468k 419 1116.25
2023-09-30 $248k 299 830.58
2023-06-30 $214k 247 867.43
2021-12-31 $101k 152 664.47

More positions owned by Amplius Wealth Advisors

Ishares Tr Global 100 Etf (IOO)
Pacer Fds Tr Developed Mrkt (ICOW)
Putnam Etf Trust Focused Lar Cap (PVAL)
Pacer Fds Tr Pacer Us Small (CALF)
Vanguard Bd Index Fds Intermed Term (BIV)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
RBB Motley Fol Etf (TMFC)
Innovator Etfs Tr Equity Def Protn (TJUL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Blackstone Secd Lending Common Stock (BXSL)
Bondbloxx Etf Trust Bloomberg Two Yr (XTWO)
Ishares Tr S&p 100 Etf (OEF)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB)

View all positions for Amplius Wealth Advisors

Top funds holding Broadcom

Vanguard Group
BlackRock
Bank of America Corporation
Jpmorgan Chase & Co
Norges Bank Investment Management
Susquehanna International
Jennison Associates
Bank of New York Mellon
Legal & General Group
Wellington Management Company
UBS Group
Charles Schwab Investment Management
T. Rowe Price Associates
Citadel Advisors
Ubs Global Asset Management Americas

View all funds holding Broadcom