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Broad shares owned by U S Wealth Group

Quarter-by-quarter ownership of Broad shares owned by U S Wealth Group from 13F filings

Historical chart of U S Wealth Group investment in Broad

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All positions including Broad held by U S Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Broad by U S Wealth Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.8M 12k 329.91
2025-06-30 $3.6M 13k 275.65

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Apple Computer Common Stock (AAPL)
Streettracks Gold TRUST Common Stock
Schwab US Large Cap Etf Etf (SCHX)
Facebook Inc Class A Common Stock (META)
Microsoft Corp Common Stock (MSFT)
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Goldman Sachs Group Common Stock (GS)
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Broadcom Common Stock
United Rentals Common Stock (URI)

View all positions for U S Wealth Group

Top funds holding Broad

Grassi Investment Management
Cohen Klingenstein
Lisa Snider
U S Wealth Group
Folger Nolan Fleming Douglas
Horizon Financial Services

View all funds holding Broad