Merriman Wealth Management »

Broadcom shares owned by Merriman Wealth Management

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

Historical chart of Merriman Wealth Management investment in Broadcom

Tip: Access up to 7 years of quarterly data

All positions including Broadcom held by Merriman 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 Merriman Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $774k 4.5k 172.50
2024-06-30 $710k 442 1605.53
2024-03-31 $461k 348 1325.41
2023-09-30 $208k 250 830.58
2023-06-30 $202k 233 867.43

More positions owned by Merriman Wealth Management

American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl Small Cap V (DISV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 100 Etf (OEF)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Dimensional Etf Trust Intl High Profit (DIHP)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Index Fds Sm Cp Val Etf (VBR)
American Centy Etf Tr Emerging Mkt Val (AVES)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Us Mktwide Value (DFUV)

View all positions for Merriman Wealth Management

Top funds holding Broadcom

Jpmorgan Chase & Co
Vanguard Group
Jennison Associates
BlackRock
Swedbank AB
State Street Corporation
Swiss National Bank
Van Eck Associates Corp.
Raymond James & Associates
Sumitomo Mitsui Trust Holdings
SG Americas Securities
Dimensional Fund Advisors
Geode Capital Management
National Pension Service
International Assets Investment Management

View all funds holding Broadcom