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Broadcom shares owned by Coordinated Financial Services

Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Coordinated Financial Services from 13F filings

Historical chart of Coordinated Financial Services investment in Broadcom

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All positions including Broadcom held by Coordinated Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Broadcom by Coordinated Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 3.8k 329.91
2025-06-30 $1.1M 3.8k 275.67
2024-12-31 $982k 4.2k 231.82

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Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
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Ishares Tr Us Treas Bd Etf (GOVT)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
NVIDIA Corporation (NVDA)
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Vanguard Whitehall Fds High Div Yld (VYM)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Coordinated Financial Services

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
Morgan Stanley
Northern Trust
Wellington Management Company
Goldman Sachs Group
Invesco
Nuveen

View all funds holding Broadcom