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Broadcom shares owned by ATX Financial Planning

Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by ATX Financial Planning from 13F filings

Historical chart of ATX Financial Planning investment in Broadcom

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All positions including Broadcom held by ATX Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Broadcom by ATX Financial Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $828k 2.7k 309.51
2025-12-31 $1.1M 3.1k 346.07

More positions owned by ATX Financial Planning

Innovator Etfs Trust Nasdaq 100 Mana (QFLR)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Innovator Etfs Trust Quity Managd Flr (SFLR)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Series Trust State Street Spd (SPYM)
Ishares Tr Core S&p500 Etf (IVV)
Innovator Etfs Trust Equity Mngd 100 (BFRZ)
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)
Putnam Etf Trust Focused Lar Cap (PVAL)
Innovator Etfs Trust Uncapped Acclrtd (XUSP)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Faln Angls Usd (FALN)

View all positions for ATX Financial Planning

Top funds holding Broadcom

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
FMR
Capital World Investors
Capital Research Global Investors
Geode Capital Management
Capital Research and Management Company - Division 3
Morgan Stanley
Bank of America Corporation
Northern Trust
Wellington Management Company
Ubs Global Asset Management Americas

View all funds holding Broadcom