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Broadcom shares owned by Apella Capital

Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Apella Capital from 13F filings

Historical chart of Apella Capital investment in Broadcom

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All positions including Broadcom held by Apella Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Broadcom by Apella Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $325k 243 1336.36
2023-12-31 $255k 243 1048.47

More positions owned by Apella Capital

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Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard World Mega Cap Index (MGC)
Ishares Tr Msci Usa Mmentm (MTUM)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Equity Etf (DFUS)

View all positions for Apella Capital

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