Custom Portfolio Group »

Broad shares owned by Custom Portfolio Group

Quarter-by-quarter ownership of Broad shares owned by Custom Portfolio Group from 13F filings

Historical chart of Custom Portfolio Group investment in Broad

Tip: Access up to 7 years of quarterly data

All positions including Broad held by Custom Portfolio Group 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 Broad by Custom Portfolio Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $400k 249 1605.53
2024-03-31 $330k 249 1325.41
2023-12-31 $278k 249 1116.25

More positions owned by Custom Portfolio Group

iShares 0-3 Month Treasury Bond ETF Etf (SGOV)
Vanguard S&P 500 Index Fund ETF Etf
Schwab US Broad Market ETF Etf (SCHB)
iShares Gold Trust ETF Etf (IAU)
Vanguard Short-Term Treasury Index Fund ETF Etf (VGSH)
SPDR Gold Shares ETF Etf (GLD)
Vanguard Energy Index Fund ETF Etf (VDE)
Vanguard Inter-Term Treasury Bond Index ETF Etf (VGIT)
iShares Silver Trust ETF Etf (SLV)
iShares Emerging Markets Dividend ETF Etf (DVYE)
iShares Asia/Pacific Dividend ETF Etf (DVYA)
iShares Intl Select Dividend ETF Etf (IDV)
Vanguard US Multifactor Fund ETF Etf (VFMF)
Microsoft Corp Common Stock (MSFT)
ConocoPhillips Common Stock (COP)

View all positions for Custom Portfolio Group

Top funds holding Broad

Grassi Investment Management
Cohen Klingenstein
Penobscot Investment Management Company
Cyrus J. Lawrence
Lisa Snider
Montchanin Asset Management
Folger Nolan Fleming Douglas
Custom Portfolio Group
Lam Group
Horizon Financial Services

View all funds holding Broad