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Broadcom shares owned by SilverOak Wealth Management

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

Historical chart of SilverOak Wealth Management investment in Broadcom

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Broadcom by SilverOak Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $245k 1.4k 172.50
2024-06-30 $228k 142 1605.53

More positions owned by SilverOak Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Russell 2000 Etf (IWM)
3M Company (MMM)
H.B. Fuller Company (FUL)
CMS Energy Corporation (CMS)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Apple (AAPL)

View all positions for SilverOak Wealth Management

Top funds holding Broadcom

Vanguard Group
BlackRock
Capital World Investors
Capital Research and Management Company - Division 3
State Street Corporation
Geode Capital Management
Capital Research Global Investors
FMR
Bank of America Corporation
Jpmorgan Chase & Co
Wellington Management Company
Legal & General Group
Invesco
Northern Trust
Nuveen Asset Management

View all funds holding Broadcom