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Broadcom shares owned by Fortress Wealth Group

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

Historical chart of Fortress Wealth Group investment in Broadcom

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

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Quarterly reported holdings in Broadcom by Fortress Wealth Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $416k 387 1074.85
2023-09-30 $303k 372 814.83
2023-06-30 $268k 299 897.06

More positions owned by Fortress Wealth Group

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr 20+ Year Tr Bd (TLTW)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Ishares Tr TRS FLT RT BD (TFLO)
First Tr Mid Cap Core Alphad Com Shs (FNX)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Russell 3000 Etf (IWV)

View all positions for Fortress Wealth Group

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