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Broadcom shares owned by Smallwood Wealth Investment Management

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

Historical chart of Smallwood Wealth Investment Management investment in Broadcom

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Broadcom by Smallwood Wealth Investment Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $442k 1.9k 231.84
2024-09-30 $326k 1.9k 172.50
2024-06-30 $303k 189 1605.53
2024-03-31 $251k 189 1325.41

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Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Intercontinental Exchange (ICE)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ea Series Trust Freedom 100 Em (FRDM)
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Ishares Tr National Mun Etf (MUB)
Wisdomtree Tr Intl Equity Fd (DWM)
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Vanguard World Energy Etf (VDE)
Microsoft Corporation (MSFT)
New York Life Invts Active E Nyli Mackay Mun (MMIT)

View all positions for Smallwood Wealth Investment 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