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Broadcom shares owned by Optivise Advisory Services

Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Optivise Advisory Services from 13F filings

Historical chart of Optivise Advisory Services investment in Broadcom

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All positions including Broadcom held by Optivise Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Broadcom by Optivise Advisory Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.4M 4.0k 346.14
2025-09-30 $1.1M 3.3k 329.93
2025-06-30 $799k 2.9k 275.65
2025-03-31 $543k 3.2k 167.45
2024-12-31 $635k 2.7k 231.79
2024-09-30 $575k 3.3k 172.52
2024-06-30 $482k 300 1607.20

More positions owned by Optivise Advisory Services

Ishares Tr TRS FLT RT BD (TFLO)
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)
Ishares U S Etf Tr Short Duration B (NEAR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust State Street Spd (CWB)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Tr S&p 100 Etf (OEF)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Usa Value (VLUE)

View all positions for Optivise Advisory Services

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
Norges Bank Investment Management
Northern Trust
Wellington Management Company
Nuveen
Goldman Sachs Group
Invesco

View all funds holding Broadcom