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Broadcom shares owned by Dougherty Wealth Advisers

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

Historical chart of Dougherty Wealth Advisers investment in Broadcom

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Broadcom by Dougherty Wealth Advisers

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.5k 13 346.08
2024-09-30 $0 0 0.00
2024-06-30 $8.0k 5 1605.60

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Vanguard S&p Small-cap 600 Growth Etf Etf (VIOG)
Apple Stock (AAPL)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Ishares Core Msci Total International Stock Etf Etf (IXUS)
Vanguard Real Estate Etf Etf (VNQ)
Ishares S&p 100 Etf Etf (OEF)
Ishares Core S&p Small Cap Etf Etf (IJR)
Microsoft Corp Stock (MSFT)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)

View all positions for Dougherty Wealth Advisers

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
Nuveen
Goldman Sachs Group
Ubs Global Asset Management Americas
Invesco

View all funds holding Broadcom