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Broadcom shares owned by Worth Financial Advisory Group

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

Historical chart of Worth Financial Advisory Group investment in Broadcom

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All positions including Broadcom held by Worth Financial Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Broadcom by Worth Financial Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.9M 8.8k 329.92
2025-06-30 $2.4M 8.6k 275.65
2025-03-31 $292k 1.7k 167.39
2024-12-31 $335k 1.4k 231.84
2024-09-30 $239k 1.4k 172.50
2024-03-31 $349k 263 1325.41
2023-12-31 $281k 252 1116.25

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View all positions for Worth Financial Advisory Group

Top funds holding Broadcom

Vanguard Group
BlackRock
State Street Corporation
Capital Research and Management Company - Division 3
Capital World Investors
FMR
Geode Capital Management
Jpmorgan Chase & Co
Capital Research Global Investors
Morgan Stanley
Northern Trust
Wellington Management Company
Goldman Sachs Group
Invesco
Nuveen

View all funds holding Broadcom