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Broadcom shares owned by Planned Solutions

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

Historical chart of Planned Solutions investment in Broadcom

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

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Quarterly reported holdings in Broadcom by Planned Solutions

Quarter filed Position value Share count Share price at filing
2026-06-30 $261k 692 377.75
2024-09-30 $76k 440 172.50
2023-12-31 $49k 44 1116.25

More positions owned by Planned Solutions

Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Vaneck Morningstar Wide Moat Etf Etf (MOAT)
Jpmorgan Income Etf Etf (JPIE)
Ishares Msci Usa Quality Garp Etf Etf (GARP)
Ishares S&p 500 Growth Etf Etf (IVW)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Core Msci Eafe Etf Etf (IEFA)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Jp Morgan Us Value Factor Etf Etf (JVAL)
Jpmorgan Hedged Equity Laddered Overlay Etf Etf (HELO)
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT)
Vanguard Intermediate-term Bond Etf Etf (BIV)
Apple Stock (AAPL)
Ishares Large Cap Deep Quarterly Laddered Etf Etf (IVVB)

View all positions for Planned Solutions

Top funds holding Broadcom

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

View all funds holding Broadcom