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Broadcom shares owned by CWS Financial Advisors

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

Historical chart of CWS Financial Advisors investment in Broadcom

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

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Quarterly reported holdings in Broadcom by CWS Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $286k 826 346.28
2025-09-30 $272k 826 329.77
2025-06-30 $227k 825 275.61
2022-06-30 $128k 264 484.85

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Microsoft Corporation (MSFT)
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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Scottsdale Fds Short Term Treas (VGSH)

View all positions for CWS Financial 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
Norges Bank Investment Management
Northern Trust
Wellington Management Company
Nuveen
Goldman Sachs Group
Invesco

View all funds holding Broadcom