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Broadcom shares owned by Waller Financial Planning Group

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

Historical chart of Waller Financial Planning Group investment in Broadcom

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

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Quarterly reported holdings in Broadcom by Waller Financial Planning Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $399k 1.2k 329.91
2025-06-30 $333k 1.2k 275.65
2025-03-31 $319k 1.9k 167.43
2024-12-31 $283k 1.2k 231.84
2024-09-30 $210k 1.2k 172.50

More positions owned by Waller Financial Planning Group

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p600 (SPSM)
Spdr Series Trust Portfolio S&p400 (SPMD)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Ishares Tr Investment Grade (IGEB)
Spdr Series Trust Portfolio Agrgte (SPAB)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Waller Financial Planning Group

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Northern Trust
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Invesco
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View all funds holding Broadcom