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Broadcom shares owned by O'Connor Financial Group

Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by O'Connor Financial Group from 13F filings

Historical chart of O'Connor Financial Group investment in Broadcom

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All positions including Broadcom held by O'Connor Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Broadcom by O'Connor Financial Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $312k 1.3k 231.84
2024-09-30 $238k 1.4k 172.50
2024-06-30 $201k 125 1605.53

More positions owned by O'Connor Financial Group

Pimco Enhanced Low Duration Active Etf Etf (LDUR)
Vanguard S&p 500 Etf Etf (VOO)
First Trust Tcw Opportunistic Fixed Income Etf Etf (FIXD)
Vanguard Small-cap Etf Etf (VB)
Timothy Plan International Etf Etf (TPIF)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Invesco Qqq Trust Series I Etf (QQQ)
Timothy Plan Us Large/mid Cap Core Etf Etf (TPLC)
Vanguard Mid-cap Etf Etf (VO)
Schwab Us Dividend Equity Etf Etf (SCHD)
Ishares Core S&p 500 Etf Etf (IVV)
Spdr Blackstone Senior Loan Etf Etf (SRLN)
Timothy Plan Us Small Cap Core Etf Etf (TPSC)
Dimensional Emerging Markets Etf Etf (DFEM)
First Trust Tcw Unconstrained Plus Bond Etf Etf (UCON)

View all positions for O'Connor Financial Group

Top funds holding Broadcom

Vanguard Group
BlackRock
Capital World Investors
Capital Research and Management Company - Division 3
State Street Corporation
Geode Capital Management
FMR
Capital Research Global Investors
Jpmorgan Chase & Co
Morgan Stanley
Norges Bank Investment Management
Bank of America Corporation
Northern Trust
T. Rowe Price Associates
Wellington Management Company

View all funds holding Broadcom