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Broadcom shares owned by Legacy Financial Strategies

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

Historical chart of Legacy Financial Strategies investment in Broadcom

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

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Quarterly reported holdings in Broadcom by Legacy Financial Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.9M 5.7k 329.90
2025-06-30 $1.2M 4.3k 275.63
2025-03-31 $337k 2.0k 167.45
2024-12-31 $379k 1.6k 232.04
2024-09-30 $236k 1.4k 172.51

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Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Expnd Tec Sc Etf (IGM)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Dividend Eq (SCHD)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr National Mun Etf (MUB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)

View all positions for Legacy Financial Strategies

Top funds holding Broadcom

Vanguard Group
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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