WJ Wealth Management »

Broadcom shares owned by WJ Wealth Management

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

Historical chart of WJ Wealth Management investment in Broadcom

Tip: Access up to 7 years of quarterly data

All positions including Broadcom held by WJ 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 WJ Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $249k 188 1325.39

More positions owned by WJ Wealth Management

Ishares Tr Msci Usa Qlt Fct (QUAL)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr S&p 100 Etf (OEF)
NVIDIA Corporation (NVDA)
Ishares Tr Ibonds Dec2026 (IBDR)
Harbor Etf Trust Long Term Grower (WINN)
Ishares Tr Ibonds 27 Etf (IBDS)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Us Vlu (IUSV)

View all positions for WJ Wealth Management

Top funds holding Broadcom

Vanguard Group
Bank of America Corporation
Jpmorgan Chase & Co
Norges Bank Investment Management
Charles Schwab Investment Management
Jennison Associates
Bank of New York Mellon
Legal & General Group
Wellington Management Company
UBS Group
T. Rowe Price Associates
Citadel Advisors
Ubs Global Asset Management Americas
Barclays
Goldman Sachs Group

View all funds holding Broadcom