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Broadcom shares owned by Executive Wealth Management

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

Historical chart of Executive Wealth Management investment in Broadcom

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

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Quarterly reported holdings in Broadcom by Executive Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $605k 448 1350.48
2023-12-31 $433k 387 1117.78
2023-09-30 $259k 312 831.53
2023-06-30 $280k 322 868.39
2021-12-31 $204k 307 664.50
2021-06-30 $214k 449 476.61
2021-03-31 $207k 447 463.09
2019-09-30 $64k 234 273.50
2019-06-30 $13k 46 282.61
2019-03-31 $14k 46 304.35
2018-12-31 $17k 68 250.00

More positions owned by Executive Wealth Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Goldman Sachs Etf Tr Access Invt Gr (GIGB)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ishares Tr Msci Usa Min Vol (USMV)
Microsoft Corporation (MSFT)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Executive Wealth Management

Top funds holding Broadcom

Vanguard Group
BlackRock
Geode Capital Management
Bank of America Corporation
Jpmorgan Chase & Co
Morgan Stanley
FMR
Susquehanna International
Northern Trust
Jennison Associates
Nuveen Asset Management
Bank of New York Mellon
Legal & General Group
Citadel Advisors
Wellington Management Company

View all funds holding Broadcom