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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

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

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Quarterly reported holdings in Broadcom by Marion Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $679k 2.9k 231.84
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)
Ubs Ag London Branch Etracs Aler Mlp (MLPB)
Ishares Core Msci Emkt (IEMG)
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)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)

View all positions for Marion Wealth Management

Top funds holding Broadcom

Vanguard Group
BlackRock
Capital World Investors
Capital Research and Management Company - Division 3
State Street Corporation
Geode Capital Management
Capital Research Global Investors
FMR
Bank of America Corporation
Jpmorgan Chase & Co
Wellington Management Company
Legal & General Group
Invesco
Northern Trust
Nuveen Asset Management

View all funds holding Broadcom