Holt Capital Advisors, L.L.C. dba Holt Capital Partners »

Broadcom shares owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners from 13F filings

Historical chart of Holt Capital Advisors, L.L.C. dba Holt Capital Partners investment in Broadcom

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All positions including Broadcom held by Holt Capital Advisors, L.L.C. dba Holt Capital Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Broadcom by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $276k 835 329.91

More positions owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Select Sector Spdr Tr Technology (XLK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Spdr Series Trust Portfolio Short (SPSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Vanguard Whitehall Fds High Div Yld (VYM)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr U.s. Fin Svc Etf (IYG)
Bank of America Corporation (BAC)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)

View all positions for Holt Capital Advisors, L.L.C. dba Holt Capital Partners

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