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Broadcom shares owned by Sound Financial Strategies Group

Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Sound Financial Strategies Group from 13F filings

Historical chart of Sound Financial Strategies Group investment in Broadcom

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All positions including Broadcom held by Sound Financial Strategies Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Broadcom by Sound Financial Strategies Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $295k 851 346.10
2021-12-31 $865k 1.3k 665.38
2021-09-30 $661k 1.4k 484.96
2021-06-30 $630k 1.3k 476.91

More positions owned by Sound Financial Strategies Group

Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Timothy Plan Intl Etf (TPIF)
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Kraneshares Trust Hedgeye Hedged E (KSPY)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Timothy Plan Us Lrgmd Cp Core (TPLC)
First Tr Exchange-traded Nasdaq-100 Sel (QQEW)
EastGroup Properties (EGP)

View all positions for Sound Financial Strategies Group

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