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Broadcom shares owned by Synergy Investment Management

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

Historical chart of Synergy Investment Management investment in Broadcom

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Broadcom by Synergy Investment Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $225k 728 309.51
2025-03-31 $25k 150 167.43
2024-12-31 $35k 150 231.84

More positions owned by Synergy Investment Management

Vanguard S&p MF Closed and MF Open (VOO)
Ishares Core MF Closed and MF Open (IVV)
Vanguard Growth MF Closed and MF Open (VUG)
Ishares U S MF Closed and MF Open (DYNF)
State Street MF Closed and MF Open (SPYV)
State Street MF Closed and MF Open (SPYG)
State Street MF Closed and MF Open (SPTI)
Ishares Core MF Closed and MF Open (IEMG)
Invesco S&p MF Closed and MF Open (SPHQ)
Capital Group MF Closed and MF Open (CGDV)
Ishares A I MF Closed and MF Open (BAI)
State Street MF Closed and MF Open (SPTS)
Invesco S&p MF Closed and MF Open (SPMO)
Global X MF Closed and MF Open (AUSF)
First Trust MF Closed and MF Open (UCON)

View all positions for Synergy Investment Management

Top funds holding Broadcom

BlackRock
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
FMR
Capital World Investors
Capital Research Global Investors
Geode Capital Management
T. Rowe Price Associates
Capital Research and Management Company - Division 3
Morgan Stanley
Bank of America Corporation
Wellington Management Company
Northern Trust
Ubs Global Asset Management Americas

View all funds holding Broadcom