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Broadcom shares owned by Smallwood Wealth Investment Management

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

Historical chart of Smallwood Wealth Investment Management investment in Broadcom

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Broadcom by Smallwood Wealth Investment Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $251k 189 1325.41

More positions owned by Smallwood Wealth Investment Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Intercontinental Exchange (ICE)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Ishares Tr National Mun Etf (MUB)
Indexiq Etf Tr Iq U.s. Small Ca (CSML)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard Bd Index Fds Intermed Term (BIV)
Ea Series Trust Freedom 100 Em (FRDM)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Wisdomtree Tr Intl Equity Fd (DWM)
M&T Bank Corporation (MTB)
Microsoft Corporation (MSFT)

View all positions for Smallwood Wealth Investment Management

Top funds holding Broadcom

Vanguard Group
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Susquehanna International
Jennison Associates
Bank of New York Mellon
Legal & General Group
Wellington Management Company
UBS Group
Charles Schwab Investment Management
T. Rowe Price Associates
Citadel Advisors
Ubs Global Asset Management Americas

View all funds holding Broadcom