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Broadcom shares owned by Benchmark Financial Wealth Advisors

Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Benchmark Financial Wealth Advisors from 13F filings

Historical chart of Benchmark Financial Wealth Advisors investment in Broadcom

Tip: Access up to 7 years of quarterly data

All positions including Broadcom held by Benchmark Financial Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Broadcom by Benchmark Financial Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.5M 6.4k 231.85
2024-09-30 $1.1M 6.4k 172.51
2024-06-30 $657k 409 1606.30
2024-03-31 $536k 404 1325.89
2023-12-31 $447k 400 1116.37
2023-09-30 $282k 340 829.96
2023-06-30 $284k 328 866.13

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Select Sector Spdr Tr Sbi Healthcare (XLV)
Apple (AAPL)
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NVIDIA Corporation (NVDA)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Russell 2000 Etf (IWM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Microsoft Corporation (MSFT)

View all positions for Benchmark Financial Wealth Advisors

Top funds holding Broadcom

Vanguard Group
BlackRock
Capital World Investors
Capital Research and Management Company - Division 3
State Street Corporation
Geode Capital Management
Capital Research Global Investors
FMR
Bank of America Corporation
Jpmorgan Chase & Co
Wellington Management Company
Legal & General Group
Invesco
Northern Trust
Nuveen Asset Management

View all funds holding Broadcom