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Disclosery

AVGO BROADCOM INC

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COM (common), issuer CIK 1730168

3,843 managers (3,910 13F filers) reported a position in AVGO shares at 2024-12-31, 3,572,821,501 shares in all. 297 filers opened a position and 110 filers sold out during the quarter.

Managers
3,843
13F filers
3,910
New
297
Added
1,510
Reduced
1,452
Sold out
110
Shares held by filers
3,572,821,501

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
LJI Wealth Management, LLC3,926$910K0.18%-4513F-HRTimeline
Transcendent Capital Group LLC3,918$908K0.47%-1,52613F-HRTimeline
Cassia Capital Partners, LLC3,917$908K0.58%new13F-HRTimeline
waypoint wealth counsel3,916$908K0.59%+16513F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.3,906$906K0.45%-15113F-HRTimeline
VICTORY FINANCIAL GROUP, LLC3,900$904K0.24%13F-HRTimeline
Trust Co of the South3,880$900K0.18%013F-HRTimeline
Medallion Wealth Advisors, LLC4,044$898K0.45%13F-HRTimeline
Crown Wealth Group, LLC3,866$896K0.36%+12913F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC3,860$895K0.15%013F-HRTimeline
Guidance Point Advisors, LLC3,855$894K0.25%+21813F-HRTimeline
Meridian Wealth Partners, LLC3,854$894K0.14%-37313F-HRTimeline
New Covenant Trust Company, N.A.3,776$890K0.88%-4113F-HRTimeline
Steigerwald, Gordon & Koch Inc.3,835$889K0.1%-4113F-HRTimeline
Sagace Wealth Management LLC3,830$888K0.67%+95113F-HRTimeline
MARTINGALE ASSET MANAGEMENT L P3,828$887K0.02%-1,34613F-HRTimeline
Interval Partners, LP3,823$886K0.02%+95613F-HRTimeline
DecisionMap Wealth Management, LLC3,816$885K0.7%13F-HRTimeline
ORBA Wealth Advisors, L.L.C.3,800$881K0.46%013F-HRTimeline
Oxinas Partners, LLC3,796$880K0.52%-4,81013F-HRTimeline
Aurora Private Wealth, Inc.3,797$880K0.66%-64213F-HRTimeline
Provident Investment Management, Inc.3,790$879K0.08%-23013F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC3,775$875K0.33%+39513F-HRTimeline
Tejara Capital Ltd3,769$874K0.57%013F-HRTimeline
WJ Wealth Management, LLC3,760$872K0.3%+23413F-HRTimeline
HARTLINE INVESTMENT CORP/3,754$870K0.1%013F-HRTimeline
Greenspring Advisors, LLC3,743$868K0.19%-33213F-HRTimeline
Kohmann Bosshard Financial Services, LLC3,734$866K0.1%+613F-HRTimeline
DHJJ Financial Advisors, Ltd.3,716$862K0.34%-413F-HRTimeline
Resolute Advisors LLC3,707$859K0.17%new13F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC3,701$858K0.4%013F-HRTimeline
Goldstein Advisors, LLC3,701$858K0.12%+1813F-HRTimeline
VICUS CAPITAL3,698$857K0.08%-98213F-HRTimeline
Register Financial Advisors LLC3,693$856K0.43%+4713F-HRTimeline
Rossby Financial, LCC3,692$856K0.54%13F-HRTimeline
Narus Financial Partners, LLC3,677$852K0.29%+1,45713F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC3,660$849K0.2%new13F-HRTimeline
Goodman Financial Corp3,655$847K0.18%+1,04313F-HRTimeline
Glass Jacobson Investment Advisors llc3,655$847K0.28%+5913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Finer Wealth Management, Inc.3,653$847K0.49%+313F-HRTimeline
ROMAN BUTLER FULLERTON & CO4,167$842K0.27%-57913F-HRTimeline
Missouri Trust & Investment Co3,630$842K0.3%-3013F-HRTimeline
Clarus Group, Inc.3,624$840K0.3%-4,42113F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.3,621$839K0.64%13F-HRTimeline
Tandem Wealth Advisors LLC3,615$838K0.43%+14213F-HRTimeline
BWM Planning, LLC3,613$838K0.36%013F-HRTimeline
NAPATREE CAPITAL LLC3,608$836K0.49%+76013F-HRTimeline
EARNED WEALTH ADVISORS, LLC3,608$836K0.27%+92213F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY3,600$835K0.17%+30013F-HRTimeline
Alliance Wealth Advisors, LLC3,597$834K0.48%+28813F-HRTimeline
FFT WEALTH MANAGEMENT LLC3,594$833K0.06%+1,05113F-HRTimeline
Fieldview Capital Management, LLC3,588$832K0.13%13F-HRTimeline
Cannon Advisors, Inc.3,582$830K0.71%-11413F-HRTimeline
Hemington Wealth Management3,575$828K0.21%+38113F-HRTimeline
Walkner Condon Financial Advisors LLC3,571$828K0.17%+24513F-HRTimeline
Lakewood Asset Management LLC3,570$828K0.57%-11213F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…3,569$828K0.14%013F-HRTimeline
Rothschild Wealth LLC3,561$826K0.24%+26313F-HRTimeline
Investment Partners Asset Management, I…3,560$825K0.65%-1013F-HRTimeline
Beacon Financial Advisory LLC3,558$825K0.27%+43513F-HRTimeline
Vienna Asset Management LLC3,555$824K0.56%+613F-HRTimeline
Consolidated Portfolio Review Corp3,555$824K0.13%+83213F-HRTimeline
Stenger Family Office, LLC3,546$822K0.28%13F-HRTimeline
Wayfinding Financial, LLC3,549$822K0.44%new13F-HRTimeline
WBH ADVISORY INC3,545$822K0.08%-2913F-HRTimeline
Tyche Wealth Partners LLC3,528$818K0.17%+63813F-HRTimeline
CVFG LLC3,526$818K0.75%13F-HRTimeline
MANCHESTER FINANCIAL INC3,526$817K0.18%+39813F-HRTimeline
Trivant Custom Portfolio Group, LLC3,520$816K0.48%+10013F-HRTimeline
Enterprise Bank & Trust Co3,518$816K0.27%-713F-HRTimeline
Ullmann Wealth Partners Group, LLC3,517$815K0.11%+35613F-HRTimeline
Certified Advisory Corp3,514$815K0.09%+10413F-HRTimeline
Blue Capital, Inc.3,512$814K0.57%13F-HRTimeline
Intelligence Driven Advisers, LLC3,510$814K0.15%-1,14213F-HRTimeline
Broadway Wealth Solutions, Inc.3,507$813K0.62%13F-HRTimeline
Harbor Advisors LLC3,500$811K0.13%013F-HRTimeline
Coign Capital Advisors LLC3,498$811K0.75%13F-HRTimeline
Campbell Wealth Management3,493$810K0.07%+18113F-HRTimeline
WASHBURN CAPITAL MANAGEMENT, INC.3,491$809K0.5%+1,35613F-HRTimeline
BREAKTHRU ADVISORY SERVICES, LLC3,490$809K0.73%13F-HRTimeline
Balentine LLC3,482$807K0.03%+19513F-HRTimeline
Facet Wealth, Inc.3,579$805K0.02%-11913F-HRTimeline
HILL ISLAND FINANCIAL LLC3,464$803K0.23%+28213F-HRTimeline
Arkos Global Advisors3,464$803K0.12%+7313F-HRTimeline
Concentrum Wealth Management3,463$803K0.28%+40813F-HRTimeline
Challenger Wealth Management3,459$802K0.69%13F-HRTimeline
Aspire Growth Partners LLC3,486$800K0.78%13F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…3,447$799K0.61%13F-HR/ATimelineGroup
Inman Jager Wealth Management, LLC3,446$799K0.62%13F-HRTimeline
Bremer Bank National Association3,446$799K0.16%-22813F-HRTimeline
Modus Advisors, LLC3,444$798K0.25%+25113F-HRTimeline
Capital Wealth Planning, LLC3,430$795K0.01%-1,71613F-HRTimeline
Mascagni Wealth Management, Inc.4,749$795K0.79%13F-HR/ATimeline
HEADINVEST, LLC3,422$793K0.15%+25213F-HRTimeline
DEAN INVESTMENT ASSOCIATES, LLCin group DEAN INVESTMENT ASSOCIATES, L…3,410$791K0.11%013F-HRTimelineGroup
Greenfield Savings Bank3,403$789K0.38%+60513F-HRTimeline
SUMMITRY LLC3,401$788K0.04%-1,16913F-HRTimeline
Mraz, Amerine & Associates, Inc.3,400$788K0.14%013F-HR/ATimeline
SkyView Investment Advisors, LLC3,401$788K0.13%+2,20113F-HRTimeline
TigerOak Management, L.L.C.3,398$788K0.29%13F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC3,392$786K0.43%-35,05813F-HRTimeline
Global Strategic Investment Solutions, …3,375$782K0.09%+5013F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT3,373$782K0.1%+10113F-HRTimeline
Maiden Cove Capital, LLC3,370$781K0.73%+6013F-HRTimeline
LifeWealth Investments, LLC3,369$781K0.52%13F-HRTimeline
Acorns Advisers, LLC3,366$780K0.01%+79613F-HRTimeline
Chiron Investment Management, LLC3,362$779K0.26%new13F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.3,360$779K0.46%-1,06513F-HRTimeline
GHP Investment Advisors, Inc.3,357$778K0.04%+5713F-HRTimeline
RATIONAL ADVISORS, INC.3,349$776K0.08%+50613F-HRTimeline
Horst & Graben Wealth Management LLC3,343$775K0.14%new13F-HRTimeline
Advyzon Investment Management, LLC3,322$770K0.3%13F-HRTimeline
Ellevest, Inc.3,317$769K0.04%-72813F-HRTimeline
Comprehensive Financial Planning, Inc./…3,305$766K0.65%13F-HRTimeline
XY Planning Network, Inc.3,305$766K0.58%13F-HRTimeline
Fairtree Asset Management (Pty) Ltd3,304$766K0.73%13F-HR/ATimeline
NICHOLS & PRATT ADVISERS LLP /MAin group NICHOLS & PRATT ADVISERS LLP …3,300$765K0.05%+8013F-HRTimelineGroup
Board of the Pension Protection Fund3,300$765K0.88%13F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.3,298$765K1.3%-26213F-HRTimeline
MeadowBrook Investment Advisors LLC3,290$763K0.68%-5013F-HRTimeline
First Western Trust Bank3,290$763K0.04%+6313F-HRTimeline
Northside Capital Management, LLC3,290$763K0.2%013F-HRTimeline
Heritage Wealth Advisors3,286$762K0.04%+6913F-HRTimeline
FLC Capital Advisors3,280$760K0.18%013F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.3,279$760K0.75%-11013F-HRTimeline
SC&H Financial Advisors, Inc.3,275$759K0.16%-10013F-HRTimeline
Blue Fin Capital, Inc.3,273$759K0.14%+60813F-HRTimeline
PRIVATE CLIENT SERVICES, LLC3,269$758K0.41%+6713F-HRTimeline
KINTRA WEALTH, LLC3,266$757K0.53%new13F-HRTimeline
First Command Advisory Services, Inc.3,257$755K0.01%-38013F-HRTimeline
Bedel Financial Consulting, Inc.3,254$755K0.1%+10113F-HRTimeline
Portside Wealth Group, LLC3,256$755K0.13%+97213F-HR/ATimeline
BARINGS LLCin group BARINGS LLC3,255$755K0.02%-7613F-HRTimelineGroup
O'Brien Greene & Co. Inc3,252$754K0.24%+25213F-HRTimeline
MAIRS & POWER INC3,250$753K0.01%-5013F-HRTimeline
Investors Research Corp3,250$753K0.17%-13013F-HRTimeline
Oxford Wealth Group, LLC3,240$751K0.49%+1,84013F-HRTimeline
WATERS PARKERSON & CO., LLC3,231$749K0.04%+33113F-HRTimeline
Unified Investment Management3,220$747K0.85%13F-HRTimeline
Legacy Advisory Services, LLC3,204$743K0.63%-3613F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC3,300$740K0.16%+1,50013F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC3,189$739K0.53%-1,05613F-HRTimeline
Mainstream Capital Management LLC3,189$739K0.52%-113F-HRTimeline
Bellecapital International Ltd.3,187$739K0.13%+68713F-HRTimeline
Full Sail Capital, LLC3,179$737K0.05%+25913F-HRTimeline
Wellington Wealth Strategies, LLC.3,123$736K0.67%+68513F-HRTimeline
Indiana Trust & Investment Management Co3,175$736K0.25%+2,00513F-HRTimeline
Warwick Investment Management, Inc.3,174$736K0.15%+27513F-HRTimeline
JGP Wealth Management, LLC3,163$733K0.09%+30313F-HRTimeline
Fortress Financial Solutions, LLC3,161$733K1.04%13F-HRTimeline
MAS Advisors LLC3,160$733K1.23%+1013F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…3,155$731K0.73%+1,40313F-HRTimeline
Sand Hill Global Advisors, LLC3,150$730K0.03%-613F-HRTimeline
Waterway Wealth Management, LLC3,149$730K0.32%+66413F-HRTimeline
Tyler-Stone Wealth Management3,144$729K0.13%+98313F-HRTimeline
BayBridge Capital Group, LLC3,143$729K0.53%-25413F-HRTimeline
Westshore Wealth, LLC3,142$728K0.3%+21513F-HRTimeline
Broyhill Asset Management, LLC3,137$727K0.64%13F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…3,136$727K0.08%new13F-HRTimelineGroup
LEGACY SOLUTIONS, LLC3,132$726K0.79%13F-HRTimeline
1900 WEALTH MANAGEMENT LLC3,120$723K0.06%+413F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.3,119$723K0.15%-31113F-HRTimeline
Armbruster Capital Management, Inc.3,118$723K0.15%+3813F-HRTimeline
City Center Advisors, LLC3,111$721K0.81%-5313F-HRTimeline
Blue Investment Partners LLC3,110$721K0.26%013F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC3,099$721K0.15%-52913F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.3,100$719K0.48%013F-HRTimeline
SIG BROKERAGE, LP3,095$718K0.34%13F-HRTimeline
Invst, LLC3,091$717K0.09%+6713F-HRTimeline
Fosun International Ltd3,089$716K0.22%+68913F-HRTimeline
Keystone Wealth Services, LLC3,082$715K0.19%+7013F-HRTimeline
PENNINGTON PARTNERS & CO., LLC3,079$714K0.35%13F-HRTimeline
Tortoise Investment Management, LLC3,075$713K0.08%+19813F-HR/ATimeline
MEYER HANDELMAN CO3,073$712K0.02%+5913F-HRTimeline
Adero Partners, LLC3,064$710K0.05%+14113F-HRTimeline
Numerai GP LLC3,051$707K0.19%+1,38113F-HRTimeline
Hudson Value Partners, LLC3,050$707K0.26%-2013F-HRTimeline
Graves Light Lenhart Wealth, Inc.3,042$705K0.09%-4813F-HRTimeline
Howard Capital Management Group, LLC3,039$705K0.05%013F-HRTimeline
Capstone Financial Advisors, Inc.3,037$704K0.04%new13F-HRTimeline
CSS LLC/IL3,030$702K0.04%-2,51013F-HRTimeline
Granite Harbor Advisors, Inc.3,029$702K0.39%-413F-HRTimeline
Sunburst Financial Group, LLC3,027$702K0.17%-6713F-HRTimeline
Fernwood Investment Management, LLC3,025$701K0.24%+99013F-HRTimeline
Elyxium Wealth, LLC3,022$701K0.43%-11,38313F-HRTimeline
High Falls Advisors, Inc3,019$700K0.16%+8013F-HRTimeline
E Fund Management (Hong Kong) Co., Ltd.3,017$699K0.56%+1,79913F-HRTimeline
MV CAPITAL MANAGEMENT, INC.3,010$698K0.07%+15713F-HRTimeline
Pettee Investors, Inc.3,010$698K0.35%+30013F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC3,010$698K0.19%+10013F-HRTimeline
Acropolis Investment Management, LLC3,007$697K0.04%-2913F-HRTimeline
Financial Sense Advisors, Inc.3,000$696K0.23%013F-HRTimeline
Crystal Rock Capital Management3,000$696K0.43%new13F-HRTimeline
Old North State Trust, LLC2,993$694K0.44%+5213F-HRTimeline
Garrett Wealth Advisory Group, LLC2,992$694K0.16%new13F-HRTimeline
Virtue Capital Management, LLC2,991$693K0.14%-2,20113F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…2,967$688K0.73%-2,35413F-HRTimeline
Apella Capital, LLC2,956$685K0.03%+17213F-HRTimeline
Campion Asset Management2,950$684K0.52%013F-HRTimeline
Crew Capital Management, Ltd2,942$682K0.56%+413F-HRTimeline