Strata Wealth Advisors »

Broadcom shares owned by Strata Wealth Advisors

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

Historical chart of Strata Wealth Advisors investment in Broadcom

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Broadcom by Strata Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $288k 1.2k 231.84
2024-09-30 $202k 1.2k 172.50

More positions owned by Strata Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Schwab Strategic Tr Fundamental Intl (FNDF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Fundamental Us L (FNDX)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Tr Core S&p500 Etf (IVV)
Pimco Etf Tr Multisector Bd (PYLD)
Booking Holdings (BKNG)
Progressive Corporation (PGR)
Apple (AAPL)
American Express Company (AXP)
Microsoft Corporation (MSFT)
Arista Networks Com Shs
Alphabet Cap Stk Cl C (GOOG)

View all positions for Strata Wealth Advisors

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