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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
J. L. Bainbridge & Co., Inc.4,356$729K0.07%013F-HRTimeline
MOTIVE WEALTH ADVISORS4,354$729K0.39%-24613F-HRTimeline
Smart Money Group LLC4,352$729K0.25%+2613F-HR/ATimeline
Live Oak Investment Partners4,343$727K0.57%new13F-HRTimeline
Q3 Asset Management4,341$726K0.5%new13F-HRTimeline
Aigen Investment Management, LP4,334$726K0.12%new13F-HRTimeline
Good Steward Wealth Advisors,LLC4,328$725K0.66%13F-HRTimeline
Bridgefront Capital, LLC4,327$724K0.21%new13F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.4,326$724K0.56%+70513F-HRTimeline
Adero Partners, LLC4,317$723K0.05%+1,25313F-HRTimeline
Congress Park Capital LLC4,305$721K0.27%-1513F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC4,302$720K0.11%-41413F-HRTimeline
RKL Wealth Management LLC4,301$720K0.07%+23413F-HRTimeline
Connective Portfolio Management, LLC4,295$719K2.43%-6,62513F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC4,204$719K0.1%+6313F-HRTimeline
NAPATREE CAPITAL LLC4,289$718K0.4%+68113F-HRTimeline
Oder Investment Management, LLC4,287$718K0.61%-21713F-HRTimeline
VICUS CAPITAL4,284$717K0.07%+58613F-HRTimeline
Hofer & Associates. Inc4,263$714K0.48%+213F-HRTimeline
Caitlin John, LLC4,248$711K0.7%-7,73913F-HRTimeline
Financial Sense Advisors, Inc.4,242$710K0.2%+1,24213F-HRTimeline
Laidlaw Wealth Management LLC4,226$708K2.11%-1,38813F-HRTimeline
MCDANIEL TERRY & CO4,222$707K0.06%+2,64213F-HRTimeline
Private Wealth Partners, LLC4,219$706K0.06%-6,75113F-HRTimeline
SCHOLTZ & COMPANY, LLC4,216$706K0.35%new13F-HRTimeline
Cottage Street Advisors LLC4,211$705K0.35%+613F-HRTimeline
PRIVATE CLIENT SERVICES, LLC4,209$705K0.35%+94013F-HRTimeline
Arrowpoint Investment Partners (Singapo…in group Arrowpoint Investment Partner…4,205$704K0.33%new13F-HRTimelineGroup
Talisman Wealth Advisors LLC4,190$702K0.72%-67713F-HRTimeline
PFC CAPITAL GROUP, INC.4,189$701K0.35%+3413F-HRTimeline
Acorns Advisers, LLC4,184$701K0.01%+81813F-HRTimeline
Blue Fin Capital, Inc.4,180$700K0.14%+90713F-HRTimeline
RW Investment Management LLC4,171$698K0.09%013F-HRTimeline
Net Worth Advisory Group4,155$696K0.22%-42613F-HRTimeline
First Command Advisory Services, Inc.4,147$694K0.01%+89013F-HRTimeline
Old North State Trust, LLC2,993$694K0.44%013F-HRTimeline
Invst, LLC4,145$694K0.09%+1,05413F-HRTimeline
Beacon Financial Advisory LLC4,142$693K0.21%+58413F-HRTimeline
Legacy Capital Group California, Inc.4,119$690K0.24%+14213F-HRTimeline
Bellecapital International Ltd.4,115$689K0.14%+92813F-HRTimeline
Medallion Wealth Advisors, LLC4,089$688K0.31%+4513F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…4,110$688K0.04%013F-HRTimeline
Coordinated Financial Services, Inc./CO4,109$688K0.53%13F-HRTimeline
Bedel Financial Consulting, Inc.3,438$688K0.1%+18413F-HRTimeline
Indie Asset Partners, LLC4,108$688K0.6%-1,24213F-HRTimeline
Horan Securities, Inc.4,092$685K0.26%-88613F-HRTimeline
Teza Capital Management LLC4,091$685K0.31%new13F-HRTimeline
White Knight Strategic Wealth Advisors,…4,085$684K0.63%-3,55513F-HRTimeline
K2 PRINCIPAL FUND, L.P.4,072$682K0.1%-1,22813F-HRTimeline
Fortitude Family Office, LLC4,070$681K0.24%-8013F-HRTimeline
Wealthstream Advisors, Inc.4,067$681K0.13%-59413F-HRTimeline
Ipswich Investment Management Co., Inc.4,067$681K0.17%+6013F-HRTimeline
Kellett Wealth Advisors, LLC4,066$681K0.47%-39513F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC4,064$680K0.22%-19013F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC4,058$679K0.26%+28313F-HRTimeline
Rothschild Wealth LLC4,040$676K0.19%+47913F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …4,030$675K0.04%-3113F-HRTimelineGroup
AFFINITY WEALTH MANAGEMENT LLC4,029$675K0.13%-2813F-HRTimeline
Clarity Wealth Advisors, LLC4,027$674K0.19%-1013F-HRTimeline
CITY HOLDING CO4,023$674K0.09%+1,35513F-HRTimeline
CATALYST PRIVATE WEALTH, LLC4,017$673K0.33%+513F-HRTimeline
Trust Co of the South4,016$672K0.14%+13613F-HRTimeline
HALL CAPITAL MANAGEMENT CO INC4,010$671K0.31%+5013F-HRTimeline
Intergy Private Wealth, LLC4,004$670K0.25%+7313F-HRTimeline
Lattice Capital Management, LLC4,000$670K0.7%013F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV4,074$669K0.35%+1,67213F-HRTimeline
PKS Advisory Services, LLC3,985$667K0.18%-68813F-HRTimeline
LEE DANNER & BASS INC3,984$667K0.05%013F-HRTimeline
Tyche Wealth Partners LLC3,973$665K0.14%+44513F-HRTimeline
Scientech Research LLC3,972$665K0.18%-5,11613F-HRTimeline
United Advisor Group, LLC3,971$665K0.14%-2,20113F-HRTimeline
Modus Advisors, LLC3,966$664K0.22%+52213F-HRTimeline
Gilbert & Cook, Inc.3,964$664K0.1%-35013F-HRTimeline
Family Capital Management, Inc.3,962$663K0.41%+1,12713F-HRTimeline
Hamilton Wealth, LLC3,961$663K0.16%013F-HRTimeline
Curated Wealth Partners LLC3,940$660K0.09%+1,76613F-HRTimeline
Telos Capital Management, Inc.3,935$659K0.07%-10613F-HRTimeline
Lion Street Advisors, LLC3,907$654K0.21%-20113F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…3,906$654K0.58%+75113F-HRTimeline
Walkner Condon Financial Advisors LLC3,906$654K0.13%+33513F-HRTimeline
PALO ALTO WEALTH ADVISORS, LLC2,813$654K0.26%+13313F-HRTimeline
Heritage Wealth Partners, LLC3,899$653K1%-2,84313F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC3,886$651K0.11%+2613F-HRTimeline
Elgethun Capital Management3,880$650K0.15%-10013F-HRTimeline
MARTINGALE ASSET MANAGEMENT L P3,876$649K0.02%+4813F-HRTimeline
Key Client Fiduciary Advisors, LLC3,867$647K0.3%-8013F-HRTimeline
Meridian Wealth Partners, LLC3,866$647K0.1%+1213F-HRTimeline
Truepoint, Inc.3,865$647K0.02%-37313F-HRTimeline
Guidance Point Advisors, LLC3,863$647K0.18%+813F-HRTimeline
WJ Wealth Management, LLC3,858$646K0.23%+9813F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC3,854$645K0.26%-31013F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp3,855$645K0.09%+2,04913F-HRTimelineGroup
FLYNN ZITO CAPITAL MANAGEMENT, LLC3,852$645K0.3%+15113F-HRTimeline
Retirement Planning Group, LLC3,838$643K0.03%+1,59813F-HRTimeline
Aurora Private Wealth, Inc.3,827$641K0.51%+3013F-HR/ATimeline
LJI Wealth Management, LLC3,827$641K0.13%-9913F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.3,820$640K0.32%-8613F-HRTimeline
LifeWealth Investments, LLC3,816$639K0.31%+44713F-HR/ATimeline
Clark Wealth Partners3,808$638K0.47%+89813F-HRTimeline
New Covenant Trust Company, N.A.3,765$637K0.67%-1113F-HRTimeline
ORBA Wealth Advisors, L.L.C.3,800$636K0.32%013F-HRTimeline
Callahan Advisors, LLC3,790$635K0.06%-63713F-HRTimeline
First Western Trust Bank3,784$634K0.03%+49413F-HRTimeline
Tejara Capital Ltd3,769$631K0.31%013F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC3,764$630K0.3%+1,02313F-HRTimeline
Drucker Wealth 3.0, LLC3,763$630K0.14%+1,40013F-HRTimeline
Consolidated Portfolio Review Corp3,761$630K0.1%+20613F-HRTimeline
Paragon Capital Management Ltd3,754$629K0.13%new13F-HRTimeline
Kohmann Bosshard Financial Services, LLC3,748$628K0.07%+1413F-HRTimeline
Hemington Wealth Management3,742$626K0.1%+16713F-HRTimeline
SkyView Investment Advisors, LLC3,741$626K0.09%+34013F-HRTimeline
ALLIUM FINANCIAL ADVISORS, LLC3,734$625K0.57%13F-HRTimeline
Warwick Investment Management, Inc.3,717$622K0.13%+54313F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY3,700$619K0.13%+10013F-HRTimeline
Gilman Hill Asset Management, LLC3,700$619K0.11%-28513F-HRTimeline
MIG Capital, LLC3,690$618K0.08%+2,15413F-HRTimeline
Register Financial Advisors LLC3,688$617K0.32%-513F-HRTimeline
Thrive Capital Management, LLC3,685$617K0.37%-5,58313F-HRTimeline
MV CAPITAL MANAGEMENT, INC.3,682$616K0.07%+67213F-HRTimeline
Defined Financial Planning LLC3,651$615K0.62%+99113F-HRTimeline
CFM WEALTH PARTNERS LLC3,668$614K0.11%new13F-HRTimeline
Douglas Lane & Associates, LLC3,665$614K0.01%-60513F-HRTimeline
Cannon Advisors, Inc.3,664$613K0.56%+8213F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC3,660$613K0.14%013F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…3,659$613K0.11%+9013F-HRTimeline
Finer Wealth Management, Inc.3,653$612K0.37%013F-HRTimeline
DHJJ Financial Advisors, Ltd.3,651$611K0.25%-6513F-HRTimeline
TigerOak Management, L.L.C.3,633$608K0.23%+23513F-HRTimeline
Code Waechter LLC3,630$608K0.5%-1,52913F-HRTimeline
BWM Planning, LLC3,631$608K0.26%+1813F-HRTimeline
LRT Capital Management, LLC3,618$606K0.41%-95013F-HRTimeline
Ellevest, Inc.3,615$605K0.04%+29813F-HRTimeline
Caldwell Investment Management Ltd.3,600$605K0.45%-6,90013F-HRTimeline
Maia Wealth LLC3,389$605K0.14%+19013F-HRTimeline
Apella Capital, LLC3,264$604K0.02%+30813F-HRTimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC3,608$604K0.33%-61413F-HRTimeline
Transcendent Capital Group LLC3,608$604K0.34%-31013F-HRTimeline
Opus Capital Group, LLC3,606$604K0.08%-1,65213F-HRTimeline
Capital Planning LLC3,605$604K0.17%-57313F-HRTimeline
Wayfinding Financial, LLC3,605$603K0.26%+5613F-HRTimeline
Abacus Planning Group, Inc.3,588$601K0.11%+95913F-HRTimeline
Missouri Trust & Investment Co3,567$597K0.21%-6313F-HRTimeline
CV Advisors LLC3,854$597K0.21%new13F-HRTimeline
SUMMITRY LLC3,553$595K0.03%+15213F-HRTimeline
Ullmann Wealth Partners Group, LLC3,552$595K0.08%+3513F-HRTimeline
LeConte Wealth Management, LLC3,547$594K0.38%13F-HRTimeline
Transce3nd, LLC3,545$593K0.27%-1,66113F-HRTimeline
Keystone Wealth Services, LLC3,543$593K0.16%+46113F-HRTimeline
Arkos Global Advisors3,523$590K0.09%+5913F-HRTimeline
Trivant Custom Portfolio Group, LLC3,520$589K0.34%013F-HRTimeline
Bernardo Wealth Planning LLC3,518$589K0.14%+1,19613F-HR/ATimeline
Challenger Wealth Management3,504$587K0.46%+4513F-HRTimeline
Steigerwald, Gordon & Koch Inc.3,502$586K0.07%-33313F-HRTimeline
Selway Asset Management3,500$586K0.24%-1,05013F-HRTimeline
Harbor Advisors LLC3,500$586K0.1%013F-HRTimeline
Principle Wealth Partners LLC3,485$584K0.04%+54413F-HRTimeline
MeadowBrook Investment Advisors LLC3,485$583K0.54%+19513F-HRTimeline
TRUE Private Wealth Advisors3,465$580K0.07%+2,29813F-HRTimeline
Idaho Trust Co3,457$579K0.24%new13F-HRTimeline
Investment Partners Asset Management, I…3,453$578K0.45%-10713F-HRTimeline
IVC Wealth Advisors LLC3,452$578K0.31%+85613F-HRTimeline
HEADINVEST, LLC3,436$575K0.11%+1413F-HRTimeline
Mraz, Amerine & Associates, Inc.3,400$575K0.1%013F-HR/ATimeline
DEAN INVESTMENT ASSOCIATES, LLCin group DEAN INVESTMENT ASSOCIATES, L…3,410$571K0.08%013F-HRTimelineGroup
MAIRS & POWER INC3,380$566K0.01%+13013F-HRTimeline
DecisionMap Wealth Management, LLC3,376$565K0.43%-44013F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT3,374$565K0.07%+113F-HRTimeline
ATWOOD & PALMER INC3,370$564K0.04%+1,18813F-HRTimeline
Blueshift Asset Management, LLC3,368$564K0.22%new13F-HRTimeline
Reyes Financial Architecture, Inc.3,365$563K0.41%-3,34613F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.3,361$563K0.56%+8213F-HRTimeline
OPINICUS CAPITAL, INC.3,353$561K0.5%+51813F-HRTimeline
Harvest Investment Advisors, LLC3,346$560K0.4%-13,98213F-HRTimeline
Indiana Trust & Investment Management Co3,340$559K0.2%+16513F-HRTimeline
Armbruster Capital Management, Inc.3,338$559K0.11%+22013F-HRTimeline
BIRCH FINANCIAL GROUP, LLC3,337$559K0.5%+1,52513F-HRTimeline
Northside Capital Management, LLC3,336$559K0.09%+4613F-HRTimeline
ZEGA Investments, LLC3,329$557K0.16%-1,56713F-HRTimeline
INCEPTIONR LLC3,327$557K0.17%new13F-HRTimeline
Hidden Cove Wealth Management, LLC3,313$555K0.44%+54113F-HRTimeline
GREENBERG FINANCIAL GROUP1,790$554K0.23%13F-HRTimeline
Global Strategic Investment Solutions, …3,307$554K0.06%-6813F-HRTimeline
Certified Advisory Corp3,306$554K0.06%-20813F-HRTimeline
R Squared Ltd3,300$553K0.59%+3,13013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Heritage Wealth Advisors3,286$550K0.03%013F-HRTimeline
FLC Capital Advisors3,280$549K0.12%013F-HRTimeline
JGP Wealth Management, LLC3,270$548K0.07%+10713F-HRTimeline
Graves Light Lenhart Wealth, Inc.3,266$547K0.07%+22413F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.3,260$546K0.31%-10013F-HRTimeline
GFG Capital, LLC3,258$545K0.17%+59713F-HRTimeline
Falcon Wealth Planning3,254$545K0.06%+41113F-HRTimeline
Optivise Advisory Services LLC3,245$543K0.3%+50513F-HRTimeline
Marion Wealth Management3,243$543K0.15%+31313F-HRTimeline
Lantz Financial LLC3,237$542K0.15%+67313F-HRTimeline
Wallace Advisory Group, LLC2,337$542K0.37%+50713F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC3,141$541K0.12%-15913F-HRTimeline
O'Brien Greene & Co. Inc3,232$541K0.18%-2013F-HRTimeline
Coign Capital Advisors LLC3,228$540K0.42%-27013F-HRTimeline
EVERETT HARRIS & CO /CA/3,227$540K0.01%+39613F-HRTimeline
Austin Wealth Management, LLC2,869$540K0.11%+53413F-HRTimeline