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Broadcom shares owned by Momentum Wealth Planning

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

Historical chart of Momentum Wealth Planning investment in Broadcom

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

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Quarterly reported holdings in Broadcom by Momentum Wealth Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.9M 8.4k 346.10
2025-09-30 $395k 1.2k 329.91

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View all positions for Momentum Wealth Planning

Top funds holding Broadcom

Vanguard Group
BlackRock
State Street Corporation
Capital Research and Management Company - Division 3
Capital World Investors
FMR
Geode Capital Management
Jpmorgan Chase & Co
Capital Research Global Investors
Northern Trust
Wellington Management Company
Goldman Sachs Group
Invesco
Nuveen
Ubs Global Asset Management Americas

View all funds holding Broadcom