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Broadcom shares owned by Global Wealth Management

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

Historical chart of Global Wealth Management investment in Broadcom

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

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Quarterly reported holdings in Broadcom by Global Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $260k 750 346.10
2025-09-30 $247k 750 329.91
2025-06-30 $207k 750 275.60

More positions owned by Global Wealth Management

J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)
Ishares Gold Tr Ishares New (IAU)
Vanguard World Inf Tech Etf (VGT)

View all positions for Global Wealth Management

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
Norges Bank Investment Management
Northern Trust
Wellington Management Company
Nuveen
Goldman Sachs Group
Invesco

View all funds holding Broadcom