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Broadcom shares owned by Heritage Wealth Management

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

Historical chart of Heritage Wealth Management investment in Broadcom

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

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Quarterly reported holdings in Broadcom by Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.3M 16k 329.91
2025-06-30 $5.2M 19k 275.65
2025-03-31 $3.1M 19k 167.43
2024-12-31 $345k 1.5k 231.84

More positions owned by Heritage Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Broadcom (AVGO)
Palantir Technologies Cl A (PLTR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr 20 Yr Tr Bd Etf (TLT)

View all positions for Heritage Wealth Management

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View all funds holding Broadcom