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Broadcom shares owned by Unique Wealth

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

Historical chart of Unique Wealth investment in Broadcom

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Broadcom by Unique Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 4.7k 329.91
2025-06-30 $321k 1.2k 275.66

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Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core Us Aggbd Et (AGG)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Trimtabs Etf Tr Fcf Us Qlty Etf (ABFL)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Ishares Tr National Mun Etf (MUB)
Tcw Etf Trust Transform System (PWRD)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Msci Acwi Etf (ACWI)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Unique Wealth

Top funds holding Broadcom

Vanguard Group
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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