Epic Trust Investment Advisors »

Broadcom shares owned by Epic Trust Investment Advisors

Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Epic Trust Investment Advisors from 13F filings

Historical chart of Epic Trust Investment Advisors investment in Broadcom

Tip: Access up to 7 years of quarterly data

All positions including Broadcom held by Epic Trust Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Broadcom by Epic Trust Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $326k 246 1327.02
2023-12-31 $279k 250 1117.31
2023-09-30 $239k 287 830.93
2023-06-30 $277k 319 868.50
2023-03-31 $303k 472 642.63
2022-03-31 $208k 328 634.15

More positions owned by Epic Trust Investment Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)
Apple (AAPL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Aim Etf Products Trust Us Lrgcp B20 Apr (APRW)
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)
Ishares Tr Russell 2000 Etf (IWM)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Epic Trust Investment Advisors

Top funds holding Broadcom

Vanguard Group
Bank of America Corporation
Jpmorgan Chase & Co
Norges Bank Investment Management
Charles Schwab Investment Management
Bank of New York Mellon
Legal & General Group
Wellington Management Company
UBS Group
Jennison Associates
T. Rowe Price Associates
Citadel Advisors
Ubs Global Asset Management Americas
Barclays
Goldman Sachs Group

View all funds holding Broadcom