Marion Wealth Management »

Broadcom shares owned by Marion Wealth Management

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

Historical chart of Marion Wealth Management investment in Broadcom

Tip: Access up to 7 years of quarterly data

All positions including Broadcom held by Marion Wealth Management 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 Marion Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $333k 1.9k 172.50
2024-06-30 $310k 193 1605.53
2024-03-31 $253k 191 1325.41

More positions owned by Marion Wealth Management

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Core Msci Emkt (IEMG)
Ubs Ag London Branch Etracs Aler Mlp (MLPB)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Wisdomtree Tr Us Midcap Divid (DON)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Apple (AAPL)
Ishares Tr Rus 2000 Val Etf (IWN)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)

View all positions for Marion Wealth Management

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