Whelan Financial »

Broadcom shares owned by Whelan Financial

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

Historical chart of Whelan Financial investment in Broadcom

Tip: Access up to 7 years of quarterly data

All positions including Broadcom held by Whelan Financial 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 Whelan Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $525k 3.0k 172.50
2024-06-30 $445k 277 1605.74
2024-03-31 $347k 262 1322.92
2023-12-31 $225k 202 1114.94

More positions owned by Whelan Financial

Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Ishares Tr Global 100 Etf (IOO)
NVIDIA Corporation (NVDA)
Lowe's Companies (LOW)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)

View all positions for Whelan Financial

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