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Broadcom shares owned by Rooted Wealth Advisors

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

Historical chart of Rooted Wealth Advisors investment in Broadcom

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Broadcom by Rooted Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $564k 2.5k 228.71
2024-09-30 $524k 3.0k 175.02
2024-06-30 $358k 2.2k 160.47
2024-03-31 $285k 213 1338.03
2023-12-31 $237k 194 1221.65

More positions owned by Rooted Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Div Grwth (DGRO)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core Msci Total (IXUS)
Invesco Actively Managed Exc Total Return (GTO)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Specialized Funds Div App Etf (VIG)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)

View all positions for Rooted Wealth Advisors

Top funds holding Broadcom

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

View all funds holding Broadcom