Precedent Wealth Partners »

Broadcom shares owned by Precedent Wealth Partners

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

Historical chart of Precedent Wealth Partners investment in Broadcom

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Broadcom by Precedent Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.1M 1.6k 1325.10
2023-12-31 $1.7M 1.5k 1116.46

More positions owned by Precedent Wealth Partners

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Mcp Etf (IJH)
Wisdomtree Tr Us Midcap Divid (DON)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr S&p Divid Etf (SDY)
Wisdomtree Tr Us High Dividend (DHS)
Ishares Tr National Mun Etf (MUB)
Vanguard Bd Index Fds Intermed Term (BIV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Microsoft Corporation (MSFT)
Apple (AAPL)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)

View all positions for Precedent Wealth Partners

Top funds holding Broadcom

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

View all funds holding Broadcom