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Broadcom shares owned by Capital Planning

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

Historical chart of Capital Planning investment in Broadcom

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Broadcom by Capital Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $466k 350 1330.66

More positions owned by Capital Planning

iShares Core S&P 500 ETF Exchange Traded Fund (IVV)
Schwab US Large-Cap Growth ETF Exchange Traded Fund (SCHG)
Microsoft Corp Common Stock (MSFT)
iShares Core Dividend Growth ETF Exchange Traded Fund (DGRO)
Quanta Services Common Stock (PWR)
Boeing Common Stock (BA)
Vanguard Mid-Cap ETF Exchange Traded Fund (VO)
Vanguard Information Technology ETF Exchange Traded Fund (VGT)
Vanguard Mega Cap Value ETF Exchange Traded Fund (MGV)
Vanguard Small-Cap ETF Exchange Traded Fund (VB)
iShares MSCI USA Min Vol Factor ETF Exchange Traded Fund (USMV)
Vanguard Mega Cap Growth ETF Exchange Traded Fund (MGK)
Schwab US Large-Cap Value ETF Exchange Traded Fund (SCHV)
iShares MSCI USA Momentum Factor ETF Exchange Traded Fund (MTUM)
Technology Select Sector SPDR ETF Exchange Traded Fund (XLK)

View all positions for Capital Planning

Top funds holding Broadcom

Vanguard Group
Bank of America Corporation
Jpmorgan Chase & Co
Norges Bank Investment Management
Charles Schwab Investment Management
Bank of New York Mellon
Legal & General Group
Wellington Management Company
UBS Group
Jennison Associates
T. Rowe Price Associates
Citadel Advisors
Ubs Global Asset Management Americas
Barclays
Goldman Sachs Group

View all funds holding Broadcom