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Broadcom shares owned by Swisher Financial Concepts

Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Swisher Financial Concepts from 13F filings

Historical chart of Swisher Financial Concepts investment in Broadcom

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All positions including Broadcom held by Swisher Financial Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Broadcom by Swisher Financial Concepts

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.8M 5.1k 346.08
2025-09-30 $1.8M 5.3k 329.90
2025-06-30 $821k 3.0k 275.63
2025-03-31 $502k 3.0k 167.42
2024-12-31 $208k 896 231.92
2024-09-30 $441k 2.6k 172.67
2024-06-30 $423k 255 1658.82
2024-03-31 $376k 282 1333.33

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Capital Group Dividend Value Shs Creation Uni (CGDV)
Ishares Msci Equal Weite (EUSA)
Capital Group Growth Etf Shs Creation Uni (CGGR)
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Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Apple (AAPL)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Abbott Laboratories (ABT)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Microsoft Corporation (MSFT)
Amazon (AMZN)

View all positions for Swisher Financial Concepts

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
Northern Trust
Wellington Management Company
Nuveen
Goldman Sachs Group
Ubs Global Asset Management Americas
Invesco

View all funds holding Broadcom