Whalen Wealth Management »

Broadcom shares owned by Whalen Wealth Management

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

Historical chart of Whalen Wealth Management investment in Broadcom

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Broadcom by Whalen Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $997k 5.8k 172.51

More positions owned by Whalen Wealth Management

Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Short Treas Bd (SHV)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Ibonds 29 Trm Ts (IBTJ)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
Apple (AAPL)
Select Sector Spdr Tr Sbi Materials (XLB)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Ishares Msci Emrg Chn (EMXC)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)

View all positions for Whalen Wealth Management

Top funds holding Broadcom

BlackRock
Capital World Investors
Capital Research and Management Company - Division 3
Geode Capital Management
Capital Research Global Investors
Bank of America Corporation
Jpmorgan Chase & Co
Vanguard Group
Invesco
Northern Trust
Susquehanna International
Bank of New York Mellon
Jennison Associates
BlackRock
T. Rowe Price Associates

View all funds holding Broadcom