Oakwell Private Wealth Management »

Broadcom shares owned by Oakwell Private Wealth Management

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

Historical chart of Oakwell Private Wealth Management investment in Broadcom

Tip: Access up to 7 years of quarterly data

All positions including Broadcom held by Oakwell Private 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 Oakwell Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $931k 2.8k 329.91
2025-06-30 $784k 2.8k 275.65
2025-03-31 $491k 2.9k 167.43
2024-12-31 $402k 1.7k 231.84
2024-09-30 $295k 1.7k 172.50
2024-06-30 $275k 171 1605.53

More positions owned by Oakwell Private Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Core S&p Scp Etf (IJR)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Core S&p Ttl Stk (ITOT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Global Ex Us Cor (DFGX)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Int-term Corp (VCIT)

View all positions for Oakwell Private Wealth Management

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
Morgan Stanley
Northern Trust
Wellington Management Company
Goldman Sachs Group
Invesco
Nuveen

View all funds holding Broadcom