Magnolia Private Wealth »

Broadcom shares owned by Magnolia Private Wealth

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

Historical chart of Magnolia Private Wealth investment in Broadcom

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Broadcom by Magnolia Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $363k 1.1k 346.10
2025-09-30 $324k 983 329.91
2025-06-30 $236k 856 275.65

More positions owned by Magnolia Private Wealth

Avantis U.s. Equity Etf Etf (AVUS)
Avantis International Equity Etf Etf (AVDE)
Janus Henderson Aaa Clo Etf Etf (JAAA)
Wisdomtree Efficient Gold Plus Equity Strategy Fund Etf (GDE)
Simplify Short Term Treasury Futures Strategy Etf Etf (TUA)
Avantis Emerging Markets Equity Etf Etf (AVEM)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Apple Stock (AAPL)
Simplify Intermediate Term Treasury Futures Strategy Etf Etf (TYA)
Avantis All Equity Markets Etf Etf (AVGE)
Dimensional International Core Equity Market Etf Etf (DFAI)
Return Stacked U.s. Stocks & Managed Futures Etf Etf (RSST)
Microsoft Corp Stock (MSFT)
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)
Ishares Core S&p 500 Etf Etf (IVV)

View all positions for Magnolia Private Wealth

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