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Broadcom shares owned by McClarren Financial Advisors

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

Historical chart of McClarren Financial Advisors investment in Broadcom

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Broadcom by McClarren Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $201k 533 377.57
2025-03-31 $89k 502 177.29
2024-12-31 $118k 510 231.37
2024-09-30 $169k 345 489.86
2024-06-30 $81k 3.2k 25.23
2024-03-31 $65k 49 1326.53
2023-12-31 $55k 49 1122.45
2023-09-30 $40k 49 816.33
2023-06-30 $42k 49 857.14

More positions owned by McClarren Financial Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr Esg Msci Kld Etf (DSI)
Ishares Tr Russell 3000 Etf (IWV)
Vanguard World Mega Cap Index (MGC)
Vanguard World Esg Us Stk Etf (ESGV)
Ishares Tr 0-3 Mth Treasury (SGOV)

View all positions for McClarren Financial Advisors

Top funds holding Broadcom

BlackRock
Vanguard Capital Management
State Street Corporation
FMR
Vanguard Portfolio Management
Geode Capital Management
Capital World Investors
Capital Research Global Investors
Jpmorgan Chase & Co
T. Rowe Price Associates
Capital Research and Management Company - Division 3
Morgan Stanley
Invesco
Norges Bank Investment Management
Bank of America Corporation

View all funds holding Broadcom