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Broadcom shares owned by Bennett Associates Wealth Management

Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Bennett Associates Wealth Management from 13F filings

Historical chart of Bennett Associates Wealth Management investment in Broadcom

Tip: Access up to 7 years of quarterly data

All positions including Broadcom held by Bennett Associates Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Broadcom by Bennett Associates Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $324k 936 346.10
2025-06-30 $655k 2.4k 275.65
2025-03-31 $307k 1.8k 167.43
2024-12-31 $573k 2.5k 231.84

More positions owned by Bennett Associates Wealth Management

First Tr Exchange-traded Cap Strength Etf (FTCS)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard World Mega Grwth Ind (MGK)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
First Tr Exchange-traded SHS (FDL)
Ishares Msci Emrg Chn (EMXC)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Univrsl Usd (IUSB)
First Tr Exchange-traded Smid Risng Etf (SDVY)
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)
Ishares Tr Core Us Aggbd Et (AGG)
Harbor Etf Trust Harbor Commodity (HGER)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Lattice Strategies Tr Hartford Mlt Etf (RODM)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)

View all positions for Bennett Associates Wealth Management

Top funds holding Broadcom

Vanguard Group
BlackRock
State Street Corporation
Capital Research and Management Company - Division 3
Capital World Investors
FMR
Geode Capital Management
Jpmorgan Chase & Co
Capital Research Global Investors
Norges Bank Investment Management
Northern Trust
Wellington Management Company
Nuveen
Goldman Sachs Group
Invesco

View all funds holding Broadcom