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Broadcom shares owned by Marotta Asset Management

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

Historical chart of Marotta Asset Management investment in Broadcom

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

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Quarterly reported holdings in Broadcom by Marotta Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $268k 803 333.41
2025-06-30 $221k 803 275.66
2024-12-31 $223k 963 231.98

More positions owned by Marotta Asset Management

Vanguard Mid-Cap Value ETF (VOE)
Vanguard Information Technology ETF (VGT)
Columbia Etf Tr Ii Em Core Ex etf (XCEM)
Vanguard Malvern Fds strm infproidx (VTIP)
Vanguard Charlotte Fds intl bd idx etf (BNDX)
Vanguard Small-Cap Value ETF (VBR)
Vanguard Health Care ETF (VHT)
Vanguard Emerging Markets ETF (VWO)
Vanguard Whitehall Fds Inc emerg mkt bd etf (VWOB)
Vanguard Consumer Staples ETF (VDC)
Schwab Strategic Tr sht tm us tres (SCHO)
Schwab Strategic Tr 0 (SCHP)
iShares MSCI Netherlands Investable (EWN)
Ishares Tr cmn (EIRL)
Ishares Msci Finland Capped (EFNL)

View all positions for Marotta Asset Management

Top funds holding Broadcom

Vanguard Group
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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