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Broadcom shares owned by Theory Financial

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

Historical chart of Theory Financial investment in Broadcom

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

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Quarterly reported holdings in Broadcom by Theory Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $277k 854 324.85
2025-09-30 $307k 878 349.24
2025-06-30 $278k 947 293.70

More positions owned by Theory Financial

Schwab Strategic Tr Us Aggregate B (SCHZ)
Select Sector Spdr Tr State Street Com (XLC)
Vanguard World Financials Etf (VFH)
Ishares Tr Mbs Etf (MBB)
Tidal Trust I Fundstrat Granny (GRNY)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Dbx Etf Tr Xtrack Usd High (HYLB)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Ishares Semicdtr (SOXX)
Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF)
Simplify Exchange Traded Fun Managed Futures (CTA)

View all positions for Theory Financial

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