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Broadcom shares owned by Family Wealth Group

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

Historical chart of Family Wealth Group investment in Broadcom

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Broadcom by Family Wealth Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $388k 1.2k 329.78
2025-06-30 $316k 1.1k 275.68

More positions owned by Family Wealth Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Capitol Ser Tr Sterling Cap Enh (SCEC)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Aim Etf Products Trust Allianzim Us Equ (DECU)
Aim Etf Products Trust Allianzim Us Lrg (SIXP)
Aim Etf Products Trust Us Lrgcp B10 Dec (DECT)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)
Aim Etf Products Trust Allianzim Us Lrg (SEPT)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr Rus Tp200 Vl Etf (IWX)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)
Elevation Series Trust Trueshares Quart (QBER)
Elevation Series Trust Trueshares Seaso (ONEZ)

View all positions for Family Wealth Group

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
Morgan Stanley
Northern Trust
Wellington Management Company
Goldman Sachs Group
Invesco
Nuveen

View all funds holding Broadcom