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Broadcom shares owned by Selective Wealth Management

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

Historical chart of Selective Wealth Management investment in Broadcom

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Broadcom by Selective Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $599k 1.7k 343.11
2020-06-30 $18k 57 315.79
2020-03-31 $14k 57 245.61
2019-12-31 $18k 57 315.79
2019-09-30 $16k 57 280.70

More positions owned by Selective Wealth Management

Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust State Street Spd (SPYM)
Meta Platforms Cl A (META)
Wisdomtree Tr Cloud Computng (WCLD)
Dimensional Etf Trust Short Duration F (DFSD)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Core S&p500 Etf (IVV)
Twilio Cl A (TWLO)
salesforce (CRM)
Veeva Sys Cl A Com (VEEV)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Okta Cl A (OKTA)

View all positions for Selective Wealth Management

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
Norges Bank Investment Management
Northern Trust
Wellington Management Company
Nuveen
Goldman Sachs Group
Invesco

View all funds holding Broadcom