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Broadcom shares owned by Kellett Schaffner Wealth Advisors

Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Kellett Schaffner Wealth Advisors from 13F filings

Historical chart of Kellett Schaffner Wealth Advisors investment in Broadcom

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All positions including Broadcom held by Kellett Schaffner Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Broadcom by Kellett Schaffner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $729k 4.2k 172.50
2024-06-30 $626k 390 1605.53
2024-03-31 $346k 261 1325.41
2023-12-31 $291k 261 1116.25

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Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Kellett Schaffner Wealth Advisors

Top funds holding Broadcom

BlackRock
Capital World Investors
Capital Research and Management Company - Division 3
Geode Capital Management
Capital Research Global Investors
Bank of America Corporation
Jpmorgan Chase & Co
Vanguard Group
Invesco
Northern Trust
Susquehanna International
Bank of New York Mellon
Jennison Associates
BlackRock
T. Rowe Price Associates

View all funds holding Broadcom