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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
2025-09-30 $232k 702 329.95
2024-12-31 $298k 1.3k 231.84
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)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Etfis Ser Tr I Virtus Newfleet (NFLT)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)

View all positions for Peak Financial 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