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Broadcom shares owned by Prevail Innovative Wealth Advisors

Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Prevail Innovative Wealth Advisors from 13F filings

Historical chart of Prevail Innovative Wealth Advisors investment in Broadcom

Tip: Access up to 7 years of quarterly data

All positions including Broadcom held by Prevail Innovative Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Broadcom by Prevail Innovative Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $218k 629 345.88
2024-09-30 $3.7M 22k 172.50

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Exxon Mobil Corporation (XOM)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
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Neos Etf Trust Neos S&p 500 Hi (SPYI)
Vertex Pharmaceuticals Incorporated (VRTX)
Global X Fds Defense Tech Etf (SHLD)
Meta Platforms Cl A (META)
Ishares Tr 20 Yr Tr Bd Etf (TLT)

View all positions for Prevail Innovative Wealth Advisors

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
Northern Trust
Wellington Management Company
Nuveen
Goldman Sachs Group
Ubs Global Asset Management Americas
Invesco

View all funds holding Broadcom