Principle Wealth Partners »

Broadcom shares owned by Principle Wealth Partners

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

Historical chart of Principle Wealth Partners investment in Broadcom

Tip: Access up to 7 years of quarterly data

All positions including Broadcom held by Principle 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 Principle Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $363k 273 1327.77
2023-12-31 $293k 262 1118.32
2020-06-30 $56k 177 314.96

More positions owned by Principle Wealth Partners

JPMorgan Chase & Co. (JPM)
Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
Alps Etf Tr Smith Core Plus (SMTH)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Amazon (AMZN)
Vaneck Etf Trust Morningstar Smid (SMOT)
Vanguard Index Fds Total Stk Mkt (VTI)
McDonald's Corporation (MCD)
NVIDIA Corporation (NVDA)
Johnson & Johnson (JNJ)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Principle Wealth Partners

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