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Broadcom shares owned by Montz Harcus Wealth Management

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

Historical chart of Montz Harcus Wealth Management investment in Broadcom

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All positions including Broadcom held by Montz Harcus Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Broadcom by Montz Harcus Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $500k 2.9k 172.53
2024-06-30 $487k 303 1606.44
2024-03-31 $422k 318 1325.59
2023-12-31 $280k 251 1115.48
2023-09-30 $213k 257 830.06
2023-06-30 $295k 340 867.02

More positions owned by Montz Harcus Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Meta Platforms Cl A (META)
NVIDIA Corporation (NVDA)

View all positions for Montz Harcus Wealth Management

Top funds holding Broadcom

BlackRock
Capital World Investors
Capital Research and Management Company - Division 3
Geode Capital Management
Capital Research Global Investors
Bank of America Corporation
Jpmorgan Chase & Co
Vanguard Group
Invesco
Northern Trust
Susquehanna International
Bank of New York Mellon
Jennison Associates
BlackRock
T. Rowe Price Associates

View all funds holding Broadcom