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Broadcom shares owned by Peterson Wealth Advisors

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

Historical chart of Peterson Wealth Advisors investment in Broadcom

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Broadcom by Peterson Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $319k 241 1325.08
2023-12-31 $291k 261 1115.83
2023-06-30 $209k 239 875.82

More positions owned by Peterson Wealth Advisors

Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Spdr Ser Tr Portfolio S&p600 (SPSM)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Core Msci Intl (IDEV)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Peterson 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