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Disclosery

AVGO BROADCOM INC

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COM (common), issuer CIK 1730168

3,751 managers (3,818 13F filers) reported a position in AVGO shares at 2025-03-31, 3,570,963,340 shares in all. 200 filers opened a position and 273 filers sold out during the quarter.

Managers
3,751
13F filers
3,818
New
200
Added
1,771
Reduced
1,541
Sold out
273
Shares held by filers
3,570,963,340

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Ethos Financial Group, LLC5,742$1.33M0.13%+3013F-HRTimeline
Bullock Wealth Management Group7,886$1.33M0.74%-1,34013F-HRTimeline
Veracity Capital LLC7,907$1.32M0.52%-2,53313F-HRTimeline
WORLD EQUITY GROUP, INC.7,904$1.32M0.38%+1,40713F-HRTimeline
Kennebec Savings Bank7,903$1.32M1.4%-34213F-HRTimeline
Riverview Trust Co7,893$1.32M1.3%-8413F-HRTimeline
TrueMark Investments, LLCin group TrueMark Investments, LLC7,889$1.32M0.35%-14,01513F-HRTimelineGroup
Outlook Wealth Advisors, LLC7,878$1.32M0.37%-6013F-HRTimeline
D'Orazio & Associates, Inc.7,874$1.32M0.2%-31413F-HRTimeline
Guardian Partners Inc.7,450$1.32M0.14%+1,97513F-HRTimeline
Intellectus Partners, LLC7,860$1.32M0.33%013F-HRTimeline
Fermata Advisors, LLC7,830$1.31M0.24%-1,10313F-HRTimeline
BANK OZK7,819$1.31M0.54%-48313F-HRTimeline
Williamson Legacy Group, LLC7,818$1.31M1.24%-1,14313F-HRTimeline
AXS Investments LLC7,813$1.31M0.36%-2,17913F-HRTimeline
TFB Advisors LLC7,807$1.31M0.38%-26913F-HRTimeline
Accel Wealth Management7,797$1.31M0.47%-2,43713F-HRTimeline
Allen Capital Group, LLC7,796$1.31M0.15%+1,02213F-HRTimeline
Brucke Financial, Inc.6,760$1.3M1.13%+4013F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…7,748$1.3M0.14%+2,04813F-HR/ATimelineGroup
Annis Gardner Whiting Capital Advisors,…7,734$1.29M0.55%-26113F-HRTimeline
Virtus Investment Advisers, LLCgroup of 2 filers holding7,716$1.29M+736Timeline
VISTA INVESTMENT PARTNERS II, LLC7,712$1.29M0.71%+5,38513F-HRTimeline
PROFFITT & GOODSON INC7,684$1.29M0.21%-4613F-HRTimeline
SEVEN MILE ADVISORY7,683$1.29M0.86%-6313F-HRTimeline
Park Square Financial Group, LLC7,681$1.29M1.02%-1,40113F-HRTimeline
Fairtree Asset Management (Pty) Ltd7,635$1.28M1.03%+4,33113F-HRTimeline
Pine Valley Investments Ltd Liability Co7,622$1.28M0.08%+1,15313F-HRTimeline
Hillsdale Investment Management Inc.7,614$1.27M0.06%+2,92013F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC7,549$1.27M0.17%new13F-HRTimelineGroup
Keystone Financial Group7,577$1.27M0.13%+6313F-HRTimeline
Meridian Financial Partners LLC7,559$1.27M0.64%+27913F-HRTimeline
Sachetta, LLC7,533$1.26M0.52%+3613F-HRTimeline
Fire Capital Management LLC7,530$1.26M0.93%+1,10413F-HRTimeline
Apeiron RIA LLC7,522$1.26M0.38%-23113F-HRTimeline
FIDELITY D & D BANCORP INC7,510$1.26M0.83%-10013F-HRTimeline
Lester Murray Antman dba SimplyRich7,486$1.25M0.36%013F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC7,464$1.25M1.02%-19713F-HRTimeline
Vista Cima Wealth Management LLC7,460$1.25M1.34%-1,88613F-HR/ATimeline
HOWLAND CAPITAL MANAGEMENT LLC7,450$1.25M0.06%-49213F-HRTimeline
FLOYD FINANCIAL GROUP LLC7,439$1.25M1.13%-1,32913F-HRTimeline
Roehl & Yi Investment Advisors, LLC7,438$1.25M0.68%-3713F-HRTimeline
LETSON INVESTMENT MANAGEMENT, INC.7,420$1.24M0.5%-8,26013F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC7,418$1.24M0.3%-1,14613F-HRTimeline
Richard W. Paul & Associates, LLC7,417$1.24M0.49%-2,00613F-HRTimeline
Total Wealth Planning & Management, Inc.7,402$1.24M1.27%-84913F-HRTimeline
Park Edge Advisors, LLC7,386$1.24M0.34%-1,44413F-HRTimeline
McAdam, LLC7,378$1.24M0.08%-75313F-HRTimeline
Fox Hill Wealth Management7,374$1.23M0.73%-21413F-HRTimeline
EXCALIBUR MANAGEMENT CORP7,358$1.23M0.48%-4913F-HRTimeline
Sunpointe, LLC7,357$1.23M0.66%-64713F-HRTimeline
Quantum Financial Advisors, LLC7,327$1.23M0.18%013F-HRTimeline
MATTHEWS INTERNATIONAL CAPITAL MANAGEME…7,326$1.23M0.25%-29,48213F-HRTimeline
Dogwood Wealth Management LLC7,312$1.22M0.64%+34313F-HRTimeline
Range Financial Group LLC7,300$1.22M0.54%-4813F-HRTimeline
Financial Management Professionals, Inc.7,268$1.22M0.16%+59013F-HRTimeline
Mission Financial Group, LLC3,924$1.21M1.12%13F-HRTimeline
Prairie Wealth Advisors, Inc.7,245$1.21M0.6%-7013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC7,231$1.21M0.08%-17413F-HRTimeline
Verum Partners LLC7,228$1.21M0.33%-44913F-HRTimeline
PURSUE WEALTH PARTNERS LLC7,223$1.21M0.74%new13F-HRTimeline
Kozak & Associates, Inc.6,777$1.21M0.3%+93013F-HRTimeline
Strait & Sound Wealth Management LLC7,218$1.21M0.56%-77313F-HRTimeline
Texas Bank & Trust Co7,200$1.21M0.51%+1,34513F-HRTimeline
Asset Allocation & Management Company, …7,190$1.2M0.61%013F-HRTimeline
Insight Wealth Partners, LLC7,180$1.2M0.72%-10613F-HRTimeline
Financial & Tax Architects, LLC7,179$1.2M0.3%-2,10113F-HRTimeline
VAN STRUM & TOWNE INC.7,165$1.2M0.4%+1,23013F-HRTimeline
Raleigh Capital Management Inc.7,158$1.2M0.54%-3,21713F-HRTimeline
Valmark Advisers, Inc.7,154$1.2M0.02%+1813F-HRTimeline
Avantra Family Wealth, Inc.7,147$1.2M1.15%+27813F-HRTimeline
Oslo Pensjonsforsikring AS7,144$1.2M0.18%-5,22613F-HRTimeline
Elevated Capital Advisors, LLC7,140$1.2M0.33%-60813F-HRTimeline
Capital Advisors, Ltd. LLC7,105$1.19M0.16%+23913F-HRTimeline
BigSur Wealth Management LLC7,105$1.19M0.32%+2,39313F-HRTimeline
Haven Private, LLC7,075$1.18M0.67%+31313F-HRTimeline
United Community Bankin group United Community Bank7,072$1.18M0.44%+1,64713F-HRTimelineGroup
EWA, LLC7,064$1.18M0.44%+1,45113F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC7,058$1.18M0.8%+16113F-HRTimeline
Zullo Investment Group, Inc.7,056$1.18M0.51%-1713F-HRTimeline
Moloney Securities Asset Management, LLC7,049$1.18M0.16%-88413F-HRTimeline
Impact Partnership Wealth, LLC7,043$1.18M0.25%+56513F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC7,036$1.18M0.07%+96113F-HRTimeline
Strategic Wealth Investment Group, LLC7,026$1.18M2.05%-101,53213F-HRTimeline
CHATHAM CAPITAL GROUP, INC.7,020$1.18M0.2%-18013F-HRTimeline
RENASANT BANK7,006$1.17M0.78%-14713F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC6,998$1.17M0.65%-45813F-HRTimeline
ELEVATUS WELATH MANAGEMENT6,991$1.17M0.66%+54013F-HRTimeline
Fiduciary Group, LLC6,970$1.17M0.12%013F-HRTimeline
Green Alpha Advisors, LLC6,961$1.17M1.24%-2,65913F-HRTimeline
VestGen Investment Management6,958$1.16M0.88%-1,87613F-HRTimeline
Braun-Bostich & Associates Inc.6,935$1.16M0.86%-12813F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/6,930$1.16M0.24%+513F-HRTimeline
LexAurum Advisors, LLC6,923$1.16M0.22%-8713F-HRTimeline
Advyzon Investment Management, LLC6,916$1.16M0.41%+3,59413F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.6,882$1.15M0.1%+3313F-HRTimeline
L.M. KOHN & COMPANY6,855$1.15M0.3%+44913F-HRTimeline
JT Stratford LLC6,848$1.15M0.2%-65713F-HRTimeline
Texas Capital Bank Wealth Management Se…6,843$1.15M0.12%+2,32013F-HRTimeline
ASAHI LIFE ASSET MANAGEMENT CO., LTD.6,840$1.15M0.74%-1,76013F-HRTimeline
Evernest Financial Advisors, LLC6,837$1.14M0.41%-1,69413F-HRTimeline
American State Bank (Iowa)6,833$1.14M0.69%-6013F-HRTimeline
Canopy Partners, LLC6,830$1.14M0.45%+33613F-HRTimeline
Summit Financial Wealth Advisors, LLC6,825$1.14M0.23%-3013F-HRTimeline
Constant Guidance Financial LLC6,825$1.14M1.44%new13F-HRTimeline
MITCHELL SINKLER & STARR/PA6,820$1.14M0.32%+1,38013F-HRTimeline
CASCADE INVESTMENT GROUP, INC.6,812$1.14M0.88%+68513F-HRTimeline
Emerald Advisors, LLC6,800$1.14M0.15%+34313F-HRTimeline
Benchmark Financial Wealth Advisors, LLC6,788$1.14M0.43%+39713F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC6,750$1.13M0.51%-55513F-HRTimeline
Quad-Cities Investment Group, LLC6,745$1.13M0.56%+1513F-HRTimeline
ELEMENT POINTE ADVISORS, LLC6,715$1.12M0.27%+72513F-HRTimeline
Global Assets Advisory, LLC6,609$1.12M0.21%new13F-HRTimeline
Hamilton Capital, LLC6,690$1.12M0.07%-67713F-HRTimeline
Family Manage LLC6,678$1.12M0.18%-22813F-HRTimeline
Winthrop Advisory Group LLC6,677$1.12M0.13%+23813F-HRTimeline
TWO SIGMA SECURITIES, LLC6,665$1.12M0.17%-6,17913F-HRTimeline
Wealth Group, Ltd.6,638$1.11M0.72%+15713F-HRTimeline
Sovereign Financial Group, Inc.6,630$1.11M0.26%+70613F-HRTimeline
General Partner, Inc.6,630$1.11M0.72%013F-HRTimeline
Bank of New Hampshire6,619$1.11M0.29%+5,79913F-HRTimeline
Capital Market Strategies LLC6,616$1.11M0.74%-1,34413F-HRTimeline
Athena Investment Management6,610$1.11M0.67%+42913F-HRTimeline
Ipsen Advisor Group LLC6,610$1.11M0.95%+16813F-HRTimeline
Latitude Advisors, LLC6,609$1.11M0.64%-513F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC6,591$1.1M0.5%-8,91413F-HRTimeline
CHEMUNG CANAL TRUST CO6,553$1.1M0.24%-1,07213F-HRTimeline
MFG WEALTH MANAGEMENT, INC.6,522$1.09M1.04%new13F-HRTimeline
J.P. Marvel Investment Advisors, LLC6,521$1.09M0.19%+2113F-HRTimeline
Park Place Capital Corp6,509$1.09M0.3%-1,58213F-HRTimeline
DAVIDSON TRUST CO6,502$1.09M0.52%-1,08013F-HRTimeline
Centiva Capital, LP6,498$1.09M0.06%new13F-HRTimeline
Tranquility Partners, LLC6,489$1.09M0.42%-4713F-HRTimeline
Peak Planning Group, LLC6,486$1.09M0.46%-4613F-HRTimeline
Summit Wealth Partners, LLC6,473$1.08M0.22%-63013F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC6,458$1.08M0.08%-313F-HRTimeline
VERUS CAPITAL PARTNERS, LLC6,454$1.08M0.11%+96413F-HR/ATimeline
Creekmur Asset Management LLC6,446$1.08M0.23%-73013F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC6,432$1.08M0.24%+31313F-HRTimeline
Astoria Portfolio Advisors LLC.6,077$1.08M0.37%-49913F-HRTimeline
Delta Financial Group, Inc.5,620$1.07M0.25%+2313F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…6,419$1.07M0.11%-10113F-HRTimelineGroup
Private Wealth Asset Management, LLC6,405$1.07M0.15%13F-HRTimeline
MJP ASSOCIATES INC /ADV6,401$1.07M0.19%+15413F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…6,400$1.07M0.32%new13F-HRTimelineGroup
MRA Advisory Group6,392$1.07M0.57%-1,36813F-HRTimeline
Chancellor Financial Group WB LP6,392$1.07M0.89%+37613F-HRTimeline
SAGE RHINO CAPITAL LLC6,387$1.07M0.25%+10413F-HRTimeline
Catalina Capital Group, LLC6,382$1.07M0.71%-13,60713F-HRTimeline
MN Wealth Advisors, LLC6,365$1.07M0.63%+6213F-HRTimeline
VICTORY FINANCIAL GROUP, LLC6,132$1.06M0.2%+2,23213F-HRTimeline
Morton Brown Family Wealth, LLC6,322$1.06M0.36%-26013F-HRTimeline
ROGCO, LP6,321$1.06M0.42%+38913F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC6,319$1.06M0.18%-20713F-HRTimeline
BIP Wealth, LLC6,315$1.06M0.07%+5813F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC6,168$1.05M0.64%+1,74813F-HRTimeline
Yukon Wealth Management, Inc.6,294$1.05M0.44%13F-HRTimeline
Secure Asset Management, LLC6,274$1.05M0.21%+70313F-HRTimeline
Virtue Capital Management, LLC6,282$1.05M0.12%+3,29113F-HRTimeline
Peak Retirement Planning, Inc.6,272$1.05M0.58%+15213F-HRTimeline
Hoxton Planning & Management, LLC6,271$1.05M0.4%+21113F-HRTimeline
McGlone Suttner Wealth Management, Inc.6,268$1.05M0.17%+1,00313F-HRTimeline
Inscription Capital, LLC792$1.05M0.17%13F-HRTimeline
Purkiss Capital Advisors LLC6,261$1.05M0.79%+3213F-HRTimeline
GRIES FINANCIAL LLC6,245$1.05M0.2%+18113F-HRTimeline
1248 Management, LLC6,239$1.04M0.45%+4,72613F-HR/ATimeline
LIBERTY WEALTH MANAGEMENT LLC6,229$1.04M0.2%+62113F-HR/ATimeline
Fi3 FINANCIAL ADVISORS, LLC6,223$1.04M0.42%-2,23013F-HRTimeline
Centric Wealth Management6,219$1.04M0.27%+20013F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC6,205$1.04M0.52%+56313F-HRTimelineGroup
RFG Holdings, Inc.6,181$1.04M0.34%+60113F-HRTimeline
Curbstone Financial Management Corp6,190$1.04M0.22%+46013F-HRTimeline
MKT Advisors LLC6,712$1.03M0.49%+5813F-HRTimeline
CIDEL ASSET MANAGEMENT INC6,176$1.03M0.07%-48213F-HRTimeline
Rossby Financial, LCC5,374$1.03M0.45%+1,68213F-HRTimeline
Goldstein Advisors, LLC6,162$1.03M0.15%+2,46113F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC6,161$1.03M0.18%-47313F-HRTimeline
May Hill Capital, LLC6,151$1.03M0.39%+23913F-HRTimeline
Bradyco, Inc.6,150$1.03M0.78%013F-HRTimeline
Advisory Resource Group6,139$1.03M0.21%+1,42213F-HRTimeline
Sunflower Bank, N.A.6,139$1.03M0.29%+7213F-HRTimeline
Catalyst Capital Advisors LLC6,124$1.03M0.02%+1,77613F-HRTimeline
Coastline Trust Co6,123$1.03M0.13%+2,07513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FDx Advisors, Inc.6,108$1.02M0.33%-50813F-HRTimeline
Mason & Associates Inc6,105$1.02M0.25%+57813F-HRTimeline
Sterling Investment Counsel, LLC6,100$1.02M0.35%+3,80813F-HRTimeline
ERn Financial, LLC6,095$1.02M0.16%-23213F-HRTimeline
Trueblood Wealth Management, LLC6,057$1.01M0.47%+23913F-HRTimeline
FPC INVESTMENT ADVISORY, INC.5,052$1.01M0.7%-21113F-HRTimeline
Carr Financial Group Corp6,049$1.01M0.33%-4213F-HRTimeline
Keyes, Stange & Wooten Wealth Managemen…6,047$1.01M0.58%-88513F-HRTimeline
INVENIO WEALTH PARTNERS LLC6,038$1.01M0.42%-83213F-HRTimeline
Heritage Trust Co6,015$1.01M0.12%013F-HRTimeline
Paladin Wealth, LLC5,999$1M0.9%+6513F-HRTimeline
UPTICK PARTNERS, LLC5,981$1M0.34%+17913F-HRTimeline
Intrepid Financial Planning Group LLC5,970$1000K0.46%013F-HRTimeline
Impact Investors, Inc5,958$997K0.78%-25213F-HRTimeline
Value Aligned Research Advisors, LLC5,949$996K0.08%+4,81213F-HRTimeline
Saxony Capital Management, LLC5,948$996K0.87%-95013F-HRTimeline
Rosenberg Matthew Hamilton5,948$996K0.25%-3413F-HRTimeline