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Broadcom shares owned by Penney Financial

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

Historical chart of Penney Financial investment in Broadcom

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

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Quarterly reported holdings in Broadcom by Penney Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $330k 1.0k 329.91
2025-06-30 $276k 1.0k 275.65
2024-12-31 $232k 1.0k 231.84

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Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core Msci Eafe (IEFA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
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Vanguard Whitehall Fds High Div Yld (VYM)
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Vanguard Index Fds Small Cp Etf (VB)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Core Us Aggbd Et (AGG)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
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View all positions for Penney Financial

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