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Broadcom shares owned by Martel Wealth Advisors

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

Historical chart of Martel Wealth Advisors investment in Broadcom

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Broadcom by Martel Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $346k 2.0k 176.64
2024-06-30 $315k 196 1605.53
2024-03-31 $260k 196 1325.41
2023-12-31 $219k 196 1116.25

More positions owned by Martel Wealth Advisors

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr National Mun Etf (MUB)
Ishares Core Msci Emkt (IEMG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Amazon (AMZN)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Martel Wealth Advisors

Top funds holding Broadcom

Vanguard Group
BlackRock
Swedbank AB
State Street Corporation
Raymond James & Associates
SG Americas Securities
Geode Capital Management
Jpmorgan Chase & Co
Bank of America Corporation
Morgan Stanley
Susquehanna International
Raymond James Financial Services Advisors
Nuveen Asset Management
Invesco
Jennison Associates

View all funds holding Broadcom