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Broadcom shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group investment in Broadcom

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All positions including Broadcom held by Pensionmark Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Broadcom by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $500k 448 1115.16
2023-09-30 $411k 494 831.27
2023-06-30 $394k 454 867.92
2023-03-31 $214k 333 641.65
2022-09-30 $216k 488 442.62
2022-06-30 $280k 512 546.88
2022-03-31 $210k 333 630.63
2020-12-31 $246k 506 486.17
2018-12-31 $341k 1.2k 279.41

More positions owned by Pensionmark Financial Group

Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Ishares Tr S&p Mc 400gr Etf (IJK)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Core Msci Total (IXUS)
American Centy Etf Tr Us Eqt Etf (AVUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Ishares Tr Sp Smcp600vl Etf (IJS)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for Pensionmark Financial Group

Top funds holding Broadcom

Vanguard Group
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Jennison Associates
Bank of New York Mellon
Legal & General Group
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UBS Group
T. Rowe Price Associates
Citadel Advisors
Ubs Global Asset Management Americas
Barclays
Goldman Sachs Group

View all funds holding Broadcom