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Broadcom shares owned by Halpern Financial

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

Historical chart of Halpern Financial investment in Broadcom

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

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Quarterly reported holdings in Broadcom by Halpern Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.1k 24 170.67
2022-09-30 $5.8k 13 444.00
2021-12-31 $2.7k 4 665.50
2021-09-30 $1.9k 4 485.00
2020-06-30 $1.9k 6 315.67

More positions owned by Halpern Financial

Ishares S&p 500 Value Etf Etf (IVE)
Ishares S&p 500 Index Etf (IVV)
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Ishares S&p 500 Growth Etf Etf (IVW)
Schwab Us Dividend Equity Etf Etf (SCHD)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Jpmorgan Equity Premium Income Etf Etf (JEPI)
Vanguard Small Cap Etf Etf (VB)
Ishares S&p Smallcap 600 Etf Etf (IJR)
Ishares Core Msci Eafe Etf Etf (IEFA)
Vanguard S&p 500 Etf Etf (VOO)
Jpmorgan Inflation Managed Bond Etf Etf (JCPI)
Fidelity Msci Information Technology Index Etf Etf (FTEC)
Ishares Russell 1000 Growth Etf Etf (IWF)

View all positions for Halpern Financial

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