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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
2025-03-31 $688k 4.1k 167.43
2024-06-30 $716k 446 1604.21
2024-03-31 $593k 447 1325.44

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Us Treas Bd Etf (GOVT)
Spdr Gold Tr Gold Shs (GLD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Small Cp Etf (VB)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Msci Eafe Etf (EFA)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
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Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Mbs Etf (MBB)

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

View all funds holding Broadcom