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
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)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Intl High Profit (DIHP)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Shrt Nat Mun Etf (SUB)
American Centy Etf Tr Emerging Mkt Val (AVES)

View all positions for Merriman Wealth Management

Top funds holding Broadcom

Vanguard Group
Bank of America Corporation
Jpmorgan Chase & Co
Norges Bank Investment Management
Charles Schwab Investment Management
Jennison Associates
Bank of New York Mellon
Legal & General Group
Wellington Management Company
UBS Group
T. Rowe Price Associates
Citadel Advisors
Ubs Global Asset Management Americas
Barclays
Goldman Sachs Group

View all funds holding Broadcom