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Broadcom shares owned by Strategic Family Wealth Counselors

Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Strategic Family Wealth Counselors from 13F filings

Historical chart of Strategic Family Wealth Counselors investment in Broadcom

Tip: Access up to 7 years of quarterly data

All positions including Broadcom held by Strategic Family Wealth Counselors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Broadcom by Strategic Family Wealth Counselors

Quarter filed Position value Share count Share price at filing
2025-09-30 $747k 2.3k 329.85
2025-06-30 $645k 2.3k 275.71
2025-03-31 $365k 2.2k 167.45
2024-12-31 $298k 1.3k 231.84

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Roblox Corp Cl A (RBLX)
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Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Uber Technologies (UBER)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Whitehall Fds High Div Yld (VYM)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Wisdomtree Tr Us Largecap Divd (DLN)
Spdr Series Trust S&p Divid Etf (SDY)
Ark Etf Tr Innovation Etf (ARKK)
Apple (AAPL)

View all positions for Strategic Family Wealth Counselors

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
Morgan Stanley
Northern Trust
Wellington Management Company
Goldman Sachs Group
Invesco
Nuveen

View all funds holding Broadcom