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Broadcom shares owned by Waterford Advisors

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

Historical chart of Waterford Advisors investment in Broadcom

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

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Quarterly reported holdings in Broadcom by Waterford Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $223k 589 377.98

More positions owned by Waterford Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Bd Index Fds Long Term Bond (BLV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Us Small Cap Etf (DFSV)
Schwab Strategic Tr Us Reit Etf (SCHH)
Ishares Tr Global Reit Etf (REET)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Mcap Gr Idxvip (VOT)

View all positions for Waterford Advisors

Top funds holding Broadcom

BlackRock
Vanguard Capital Management
State Street Corporation
FMR
Vanguard Portfolio Management
Geode Capital Management
Capital World Investors
Capital Research Global Investors
Jpmorgan Chase & Co
T. Rowe Price Associates
Capital Research and Management Company - Division 3
Morgan Stanley
Invesco
Norges Bank Investment Management
Bank of America Corporation

View all funds holding Broadcom