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Broadcom shares owned by Windward Private Wealth Management

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

Historical chart of Windward Private Wealth Management investment in Broadcom

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

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Quarterly reported holdings in Broadcom by Windward Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $352k 1.0k 346.10

More positions owned by Windward Private Wealth Management

Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Windward Private Wealth Management

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View all funds holding Broadcom