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Broadcom shares owned by Peak Financial Management

Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Peak Financial Management from 13F filings

Historical chart of Peak Financial Management investment in Broadcom

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All positions including Broadcom held by Peak Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Broadcom by Peak Financial Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $267k 1.6k 172.50
2024-06-30 $249k 155 1605.53
2024-03-31 $245k 185 1325.41
2023-12-31 $240k 215 1116.25

More positions owned by Peak Financial Management

Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Apple (AAPL)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Ishares Tr Core Lt Usdb Etf (ILTB)
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)

View all positions for Peak Financial Management

Top funds holding Broadcom

Jpmorgan Chase & Co
Vanguard Group
Jennison Associates
BlackRock
Swedbank AB
State Street Corporation
Swiss National Bank
Van Eck Associates Corp.
Raymond James & Associates
Sumitomo Mitsui Trust Holdings
SG Americas Securities
Dimensional Fund Advisors
Geode Capital Management
National Pension Service
International Assets Investment Management

View all funds holding Broadcom