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Broadcom shares owned by OneAscent Wealth Management

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

Historical chart of OneAscent Wealth Management investment in Broadcom

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

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Quarterly reported holdings in Broadcom by OneAscent Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $561k 421 1332.54
2023-12-31 $604k 541 1116.45
2023-09-30 $280k 337 830.86
2022-09-30 $261k 587 444.63
2022-06-30 $240k 493 486.82
2022-03-31 $290k 460 630.43
2021-12-31 $312k 469 665.25
2021-09-30 $531k 1.1k 484.93

More positions owned by OneAscent Wealth Management

Unified Ser Tr Oneascent Core P (OACP)
Unified Ser Tr Oneascent Intl (OAIM)
Unified Ser Tr Oneascent Large (OALC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Unified Ser Tr Oneascent Emgrg (OAEM)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Timothy Plan Hig Dv Stk Etf (TPHD)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Southern Company (SO)
Us Bancorp Del Com New (USB)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Microsoft Corporation (MSFT)
Ishares Tr Iboxx Inv Cp Etf (LQD)

View all positions for OneAscent Wealth Management

Top funds holding Broadcom

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FMR
Susquehanna International
Northern Trust
Jennison Associates
Nuveen Asset Management
Bank of New York Mellon
Legal & General Group
Citadel Advisors
Wellington Management Company

View all funds holding Broadcom