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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
2024-03-31 $285k 213 1338.03
2023-12-31 $237k 194 1221.65

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J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Core S&p Us Gwt (IUSG)
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Vanguard Specialized Funds Div App Etf (VIG)
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Ishares Tr Core 1 5 Yr Usd (ISTB)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
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View all positions for Rooted Wealth Advisors

Top funds holding Broadcom

Vanguard Group
Bank of America Corporation
Jpmorgan Chase & Co
Norges Bank Investment Management
Charles Schwab Investment Management
Bank of New York Mellon
Legal & General Group
Wellington Management Company
UBS Group
Jennison Associates
T. Rowe Price Associates
Citadel Advisors
Ubs Global Asset Management Americas
Barclays
Goldman Sachs Group

View all funds holding Broadcom