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Broadcom shares owned by Lakeridge Wealth Management

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

Historical chart of Lakeridge Wealth Management investment in Broadcom

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

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Quarterly reported holdings in Broadcom by Lakeridge Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $436k 1.3k 346.20
2025-09-30 $319k 967 330.00
2025-06-30 $263k 952 275.72
2024-12-31 $275k 1.2k 231.85

More positions owned by Lakeridge Wealth Management

Fidelity Covington Trust High Divid Etf (FDVV)
Sherwin-Williams Company (SHW)
Ishares Tr Core 1 5 Yr Usd (ISTB)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Microsoft Corporation (MSFT)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Short Duration F (DFSD)
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
International Business Machines (IBM)
JPMorgan Chase & Co. (JPM)

View all positions for Lakeridge 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