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Broadcom shares owned by Welch Financial Planning

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

Historical chart of Welch Financial Planning investment in Broadcom

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Broadcom by Welch Financial Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $277k 895 309.51
2025-12-31 $269k 778 346.10

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Managed Portfolio Series Leuthold Select (LST)
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)
Innovator Etfs Trust Us Eqt Aclrtd 9 (XBJL)
Cambria Etf Tr Emrg Sharehldr (EYLD)
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Wisdomtree Tr Emgring Mkts (EMMF)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Innovator Etfs Trust Equity Dual Dirc (DDFS)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Innovator Etfs Trust Growth Accelerat (XDQQ)

View all positions for Welch Financial Planning

Top funds holding Broadcom

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

View all funds holding Broadcom