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Broadcom shares owned by CogentBlue Wealth Advisors

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

Historical chart of CogentBlue Wealth Advisors investment in Broadcom

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Broadcom by CogentBlue Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $770k 2.2k 346.10
2025-09-30 $608k 1.8k 329.91
2025-06-30 $358k 1.3k 275.65
2025-03-31 $202k 1.2k 167.43
2024-12-31 $221k 953 231.84

More positions owned by CogentBlue Wealth Advisors

American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl High Profit (DIHP)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ea Series Trust Ea Bridgeway Omn (BSVO)
NVIDIA Corporation (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for CogentBlue Wealth Advisors

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
Northern Trust
Wellington Management Company
Goldman Sachs Group
Invesco
Nuveen
Ubs Global Asset Management Americas

View all funds holding Broadcom