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Broadcom shares owned by Lutz Financial Services

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

Historical chart of Lutz Financial Services investment in Broadcom

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

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Quarterly reported holdings in Broadcom by Lutz Financial Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $312k 235 1325.41
2023-12-31 $258k 231 1116.25
2023-09-30 $204k 246 830.58

More positions owned by Lutz Financial Services

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Schwab Strategic Tr Us Tips Etf (SCHP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Lutz Financial Services

Top funds holding Broadcom

Vanguard Group
Bank of America Corporation
Jpmorgan Chase & Co
Norges Bank Investment Management
Charles Schwab Investment Management
Jennison Associates
Bank of New York Mellon
Legal & General Group
Wellington Management Company
UBS Group
T. Rowe Price Associates
Citadel Advisors
Ubs Global Asset Management Americas
Barclays
Goldman Sachs Group

View all funds holding Broadcom