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Broadcom shares owned by Ehrlich Financial Group

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

Historical chart of Ehrlich Financial Group investment in Broadcom

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

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Quarterly reported holdings in Broadcom by Ehrlich Financial Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $527k 2.3k 231.83
2024-09-30 $404k 2.3k 172.52
2024-06-30 $360k 224 1606.83
2024-03-31 $297k 224 1323.59

More positions owned by Ehrlich Financial Group

Ishares Tr S&p 500 Grwt Etf (IVW)
American Centy Etf Tr Us Eqt Etf (AVUS)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Specialized Funds Div App Etf (VIG)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Tr Core S&p500 Etf (IVV)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)

View all positions for Ehrlich Financial Group

Top funds holding Broadcom

Vanguard Group
BlackRock
Capital World Investors
Capital Research and Management Company - Division 3
State Street Corporation
Geode Capital Management
Capital Research Global Investors
FMR
Bank of America Corporation
Jpmorgan Chase & Co
Wellington Management Company
Legal & General Group
Invesco
Northern Trust
Nuveen Asset Management

View all funds holding Broadcom