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Broadcom shares owned by Cassaday & Co Wealth Management

Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Cassaday & Co Wealth Management from 13F filings

Historical chart of Cassaday & Co Wealth Management investment in Broadcom

Tip: Access up to 7 years of quarterly data

All positions including Broadcom held by Cassaday & Co Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Broadcom by Cassaday & Co Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $970k 5.6k 172.51
2024-06-30 $568k 354 1605.53
2024-03-31 $371k 280 1325.41
2023-12-31 $274k 245 1116.25
2023-09-30 $204k 246 830.58
2023-06-30 $210k 242 867.12

More positions owned by Cassaday & Co Wealth Management

Vanguard World Mega Grwth Ind (MGK)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Rus 2000 Grw Etf (IWO)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Rus 1000 Val Etf (IWD)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Apple (AAPL)
Microsoft Corporation (MSFT)

View all positions for Cassaday & Co Wealth Management

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