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Broadcom shares owned by Capstone Capital Wealth Advisors

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

Historical chart of Capstone Capital Wealth Advisors investment in Broadcom

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Broadcom by Capstone Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $248k 187 1325.41
2023-12-31 $210k 188 1116.25

More positions owned by Capstone Capital Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Terran Orbital Corporation (LLAP)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr National Mun Etf (MUB)
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)
Microsoft Corporation (MSFT)
Las Vegas Sands (LVS)
Apple (AAPL)
Ishares Tr Shrt Nat Mun Etf (SUB)
Western Asset Managed Municipals Fnd (MMU)
Chevron Corporation (CVX)

View all positions for Capstone Capital Wealth Advisors

Top funds holding Broadcom

Vanguard Group
BlackRock
Geode Capital Management
Bank of America Corporation
Jpmorgan Chase & Co
Morgan Stanley
FMR
Susquehanna International
Northern Trust
Jennison Associates
Nuveen Asset Management
Bank of New York Mellon
Legal & General Group
Citadel Advisors
Wellington Management Company

View all funds holding Broadcom