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Broadcom shares owned by Wellspring Financial Advisors

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

Historical chart of Wellspring Financial Advisors investment in Broadcom

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

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Quarterly reported holdings in Broadcom by Wellspring Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $975k 4.2k 231.83
2024-09-30 $1.7M 9.9k 172.50
2024-06-30 $567k 353 1606.84
2024-03-31 $434k 327 1326.58

More positions owned by Wellspring Financial Advisors

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Ishares 0-3 Month Treasury Bond Etf 0-3 Mnth Treasry (SGOV)
Vanguard High Dividend Yield High Div Yld (VYM)
Vanguard Total Stk Mkt Total Stk Mkt (VTI)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Goldman Sachs Physical Gold Etf Unit (AAAU)
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)
Ishares S&p North Amer Tech-software Expanded Tech (IGV)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Consumer Discretionary Sel Sector Spdr Sbi Cons Discr (XLY)
Spdr S&p 500 Etf Trust Tr Unit (SPY)
Ishares S&p Smallcap 600 Etf Core S&p Scp Etf (IJR)
Vanguard Value Etf Value Etf (VTV)
Apple (AAPL)
Ishares 1-3 Yr Treasury Bond Etf 1 3 Yr Treas Bd (SHY)

View all positions for Wellspring Financial Advisors

Top funds holding Broadcom

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

View all funds holding Broadcom