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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
Principle Wealth Partners LLC2,941$682K0.05%+18913F-HRTimeline
GatePass Capital, LLC2,939$681K0.74%13F-HRTimeline
Kera Capital Partners, Inc.2,939$681K0.2%13F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.2,935$680K0.23%+1513F-HRTimeline
Walker Asset Management, LLC2,931$679K0.42%+713F-HRTimeline
Marion Wealth Management2,930$679K0.18%+1,00013F-HRTimeline
Weil Company, Inc.2,920$677K0.23%-63013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC2,918$676K0.09%-1,05813F-HRTimeline
1776 Wealth LLC2,912$675K0.31%013F-HRTimeline
Clark Wealth Partners2,910$675K0.52%13F-HRTimeline
WATERSHED PRIVATE WEALTH LLC2,909$674K0.26%-17513F-HRTimeline
Pullen Investment Management, LLC2,909$674K0.44%-23113F-HRTimeline
MEMBERS WEALTH LLC2,837$670K0.5%13F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC2,891$670K0.12%+17513F-HRTimelineGroup
First Bank & Trust2,890$670K0.13%+27413F-HRTimeline
Fortune Financial Advisors, LLC2,886$669K0.61%-2513F-HRTimeline
LINCOLN CAPITAL CORP2,883$668K0.27%+38313F-HRTimeline
Cascade Financial Partners, LLC2,882$668K0.09%+5013F-HRTimeline
SUTTON PLACE INVESTORS LLC2,873$666K0.39%-9513F-HRTimeline
Alesco Advisors, LLC, An ESL Co2,868$665K0.02%+2813F-HRTimeline
Gutierrez Wealth Advisory, LLC2,860$663K0.55%13F-HR/ATimeline
Weaver Consulting Group2,847$660K0.2%+8413F-HRTimeline
Compass Ion Advisors, LLC2,846$660K0.08%-6913F-HRTimeline
Falcon Wealth Planning2,843$659K0.07%+1113F-HRTimeline
Covestor Ltd2,842$659K0.41%+43013F-HRTimeline
Silver Coast Investments LLC2,841$659K0.25%+22213F-HRTimeline
COUNTRY TRUST BANK2,840$658K0.02%013F-HRTimeline
Family Capital Management, Inc.2,835$657K0.4%+50313F-HRTimeline
OPINICUS CAPITAL, INC.2,835$657K0.55%-27013F-HRTimeline
EVERETT HARRIS & CO /CA/2,831$656K0.01%+58813F-HRTimeline
EAGLE WEALTH STRATEGIES LLC2,831$656K0.48%+7713F-HRTimeline
Atlas Legacy Advisors, LLC2,827$655K0.16%13F-HRTimeline
A. D. Beadell Investment Counsel, Inc.2,823$654K0.53%-3013F-HRTimeline
Northstar Group, Inc.2,820$654K0.11%+50013F-HRTimeline
Persium Advisors, LLC2,813$652K0.64%13F-HRTimeline
EAGLE GLOBAL ADVISORS LLC2,810$651K0.03%013F-HRTimeline
Running Point Capital Advisors, LLC2,803$650K0.22%new13F-HRTimeline
American Institute for Advanced Investm…2,800$649K0.48%013F-HRTimeline
Eldridge Investment Advisors, Inc.2,800$649K0.15%013F-HRTimeline
Palisade Asset Management, LLC2,798$649K0.07%+11813F-HRTimeline
Pine Haven Investment Counsel, Inc2,797$648K0.53%013F-HRTimeline
Sugarloaf Wealth Management, LLC2,794$648K0.12%-23,65613F-HRTimeline
Maia Wealth LLC3,199$647K0.14%+1,53213F-HRTimeline
M1 Capital Management LLC2,785$646K0.35%13F-HRTimeline
RIVERSEDGE ADVISORS, LLC2,784$645K0.15%+23213F-HRTimeline
Financial Insights, Inc.2,780$645K0.24%-7,45513F-HRTimeline
Platform Technology Partners2,778$644K0.2%+23913F-HRTimeline
Hidden Cove Wealth Management, LLC2,772$643K0.52%13F-HRTimeline
Aufman Associates Inc2,768$642K0.43%-14913F-HRTimeline
Centennial Wealth Advisory LLC2,765$641K0.25%+33513F-HRTimeline
Abbot Financial Management, Inc.2,764$641K0.32%new13F-HRTimeline
McLean Asset Management Corp2,763$641K0.19%-1313F-HRTimeline
HMV Wealth Advisors, LLC2,762$640K0.64%13F-HRTimeline
Williams & Novak Wealth Management, LLC2,756$639K0.62%+613F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.2,755$639K0.19%+20513F-HRTimeline
Cyr Financial Inc.2,753$638K0.58%new13F-HRTimeline
Hansen & Associates Financial Group, In…2,636$637K0.32%-15013F-HRTimeline
CAP Partners, LLC2,746$637K0.45%-1913F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC2,741$635K0.32%-3613F-HRTimeline
Optivise Advisory Services LLC2,740$635K0.34%-59313F-HRTimeline
Monterey Private Wealth, Inc.2,732$633K0.21%+35313F-HRTimeline
DB Fitzpatrick & Co, Inc2,729$633K0.58%-4,33113F-HRTimeline
Atlatl Advisers LLC2,727$632K0.37%13F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.2,682$632K0.44%+17513F-HRTimeline
Breakwater Capital Group2,721$631K0.13%+1013F-HRTimeline
Disciplined Investors, L.L.C.2,794$630K0.61%13F-HRTimeline
One Charles Private Wealth Services, LLC2,714$629K0.21%+27413F-HRTimeline
Fortis Capital Advisors, LLC3,860$628K0.21%-4,64013F-HRTimeline
Occidental Asset Management, LLC2,710$628K0.1%-86113F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC2,709$628K0.71%13F-HRTimeline
NorthStar Asset Management LLC /NJ/2,684$622K0.4%+16313F-HRTimeline
Echo45 Advisors LLC2,675$622K0.41%+23813F-HRTimeline
Southland Equity Partners LLC2,681$622K0.14%-19513F-HRTimeline
PALO ALTO WEALTH ADVISORS, LLC2,680$621K0.22%+24113F-HRTimeline
2UniFi Bank2,680$621K0.41%13F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department2,679$621K0.2%13F-HRTimelineGroup
Wallace Hart LLC2,678$621K0.5%+23313F-HRTimeline
IMZ Advisory Inc2,672$620K0.28%-1,47513F-HRTimeline
PharVision Advisers, LLC2,669$619K0.52%13F-HRTimeline
Alternative Investment Advisors, LLC.2,669$619K0.32%-6,69813F-HRTimeline
CITY HOLDING CO2,668$619K0.09%+1,33813F-HRTimeline
4WEALTH ADVISORS, INC.2,666$618K0.63%13F-HRTimeline
GFG Capital, LLC2,661$617K0.17%+5413F-HRTimeline
Montz Harcus Wealth Management LLC2,661$617K0.34%-23613F-HRTimeline
Defined Financial Planning LLC2,660$617K0.66%13F-HRTimeline
Madison Wealth Partners, Inc2,651$615K0.17%-20313F-HRTimeline
EIGHT 31 FINANCIAL, LLC2,650$614K0.46%-70013F-HRTimeline
Wise Wealth Partners2,649$614K1.51%13F-HRTimeline
Ellis Investment Partners, LLC2,648$614K0.12%-9313F-HRTimeline
JFS WEALTH ADVISORS, LLC2,646$614K0.04%+17913F-HRTimeline
Prospect Financial Services LLC2,646$613K0.34%-39613F-HRTimeline
Pettinga Financial Advisors LLC2,644$613K0.14%-26713F-HRTimeline
Royal Capital Wealth Management, LLC2,640$612K0.43%013F-HRTimeline
Abacus Planning Group, Inc.2,629$609K0.11%-11413F-HRTimeline
High Net Worth Advisory Group LLC2,626$609K0.17%+1613F-HRTimeline
PINNBROOK CAPITAL MANAGEMENT LP2,616$606K0.21%new13F-HRTimeline
Omnia Family Wealth, LLC2,611$605K0.25%+26413F-HR/ATimeline
King Wealth Management Group2,607$604K0.09%+313F-HRTimeline
Accredited Investors Inc.2,599$602K0.04%+27013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC2,538$602K<0.01%new13F-HRTimeline
ROCKLAND TRUST CO2,597$602K0.03%-45313F-HRTimeline
IVC Wealth Advisors LLC2,596$602K0.34%+19913F-HRTimeline
Leonard Rickey Investment Advisors P.L.…2,589$600K0.14%+3813F-HRTimeline
Allen Mooney & Barnes Investment Adviso…2,586$599K0.1%-20313F-HRTimeline
KEYVANTAGE WEALTH, LLC2,583$599K0.43%13F-HRTimeline
CLARK FINANCIAL SERVICES GROUP INC …2,578$598K0.46%+613F-HRTimeline
Lantz Financial LLC2,564$594K0.16%-6513F-HRTimeline
Granite Group Advisors, LLC2,556$593K0.38%-1713F-HRTimeline
PEOPLES BANK /OH2,550$591K0.35%-3,22913F-HRTimeline
Morningstar Investment Management LLCgroup of 2 filers holding2,548$591K-24,357Timeline
Petros Family Wealth, LLC2,548$591K0.64%13F-HRTimeline
Three Seasons Wealth, LLC2,532$587K0.29%-1,87013F-HRTimeline
Oxler Private Wealth LLC2,528$586K0.19%+613F-HRTimeline
Stonebridge Capital Advisors LLC2,525$585K0.05%+11513F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS2,520$584K0.25%013F-HRTimeline
Blume Capital Management, Inc.2,515$583K0.13%-37513F-HRTimeline
Bruce G. Allen Investments, LLC2,508$581K0.47%-1,48513F-HRTimeline
Milestone Asset Management Group, LLC2,506$581K0.52%13F-HRTimeline
Creekside Partners2,503$580K0.3%+8213F-HRTimeline
Bawa N Mallick Trust2,500$580K0.25%13F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC2,491$578K0.34%new13F-HRTimeline
Garner Asset Management Corp2,486$576K0.26%+12713F-HRTimeline
Prossimo Advisors, LLC2,484$576K0.42%+1913F-HRTimeline
Fulcrum Equity Management2,479$575K0.57%-45013F-HRTimeline
CapWealth Advisors, LLC2,474$574K0.06%+31913F-HRTimeline
Randall & Associates Wealth Management2,472$573K0.48%new13F-HRTimeline
Cohen Capital Management, Inc.2,470$573K0.1%013F-HRTimeline
Clifford Group, LLC2,469$572K0.44%-4013F-HRTimeline
Fulcrum Capital LLC2,465$571K0.12%-43513F-HRTimeline
AHL INVESTMENT MANAGEMENT, INC.2,460$570K0.4%013F-HRTimeline
Shilanski & Associates, Inc.2,457$570K0.18%-45313F-HRTimeline
McElhenny Sheffield Capital Management,…2,445$567K0.19%-7313F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS2,442$566K0.47%+64413F-HRTimeline
Francis Financial, Inc.4,252$566K0.14%+2,15313F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV2,402$565K0.22%13F-HRTimeline
Chemistry Wealth Management LLC2,435$565K0.13%+40813F-HRTimeline
Rooted Wealth Advisors, Inc.2,466$564K0.22%-52813F-HRTimeline
MFA WEALTH ADVISORS, LLC2,430$563K0.14%013F-HRTimeline
Burns Matteson Capital Management, LLC2,415$560K0.31%+62213F-HRTimeline
Clarity Financial LLC2,410$559K0.07%-95813F-HRTimeline
Ironsides Asset Advisors, LLC2,409$559K0.16%+10013F-HRTimeline
KELLEHER FINANCIAL ADVISORS2,405$558K0.21%+1,22513F-HRTimeline
WPG Advisers, LLC2,405$558K0.52%13F-HRTimeline
Mayfair Advisory Group, LLC2,401$557K0.33%+9213F-HRTimeline
MEMBERS CAPITAL ADVISORS INC2,400$556K0.5%013F-HRTimeline
West Coast Financial LLC2,400$556K0.06%-1213F-HRTimeline
Jackson Hole Capital Partners, LLC2,398$556K0.11%+62813F-HRTimeline
Austin Wealth Management, LLC2,335$554K0.11%+57513F-HRTimeline
Auto-Owners Insurance Coin group Auto-Owners Insurance Co2,390$554K0.01%013F-HRTimelineGroup
KEELER & NADLER FINANCIAL PLANNING & WE…2,385$553K0.26%013F-HRTimeline
Scarborough Advisors, LLC2,384$553K0.08%+54713F-HRTimeline
Coastal Bridge Advisors, LLC2,384$553K0.14%+413F-HRTimeline
MSH Capital Advisors LLC2,383$553K0.17%-33013F-HRTimeline
HARBOR ADVISORY CORP /MA/2,370$549K0.18%013F-HRTimeline
Balefire, LLC2,368$549K0.19%-39413F-HRTimeline
Independent Wealth Network Inc.2,364$548K0.22%+30613F-HRTimeline
Opal Wealth Advisors, LLC2,364$548K0.16%+15113F-HRTimeline
Drucker Wealth 3.0, LLC2,363$548K0.13%+1,01013F-HR/ATimeline
White Lighthouse Investment Management …2,361$547K0.1%+6113F-HRTimeline
Bristlecone Advisors, LLC2,350$545K0.04%013F-HRTimeline
Talon Private Wealth, LLC2,348$544K0.11%+49413F-HR/ATimeline
Heck Capital Advisors, LLC2,348$544K0.06%+713F-HR/ATimeline
Thoma Capital Management LLC2,343$543K0.37%13F-HRTimeline
Permanent Capital Management, LP2,342$543K0.17%13F-HRTimeline
MA Private Wealth2,341$543K0.1%-5913F-HRTimeline
Investors Towarzystwo Funduszy Inwestyc…2,303$543K0.22%new13F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.2,336$542K0.16%new13F-HRTimeline
Rise Advisors, LLC2,335$541K0.26%+6713F-HRTimeline
Cavalier Investments, LLC2,334$541K0.18%-49,24413F-HRTimeline
PVG ASSET MANAGEMENT CORP2,330$540K2.56%new13F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC2,327$539K0.32%13F-HRTimeline
Yeomans Consulting Group, Inc.2,321$538K0.2%-70013F-HRTimeline
Hemenway Trust Co LLC2,320$538K0.04%+63013F-HRTimeline
BCS Wealth Management2,311$536K0.13%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC2,305$534K0.17%-5713F-HRTimeline
Roth Financial Partners LLC2,300$533K0.21%013F-HRTimeline
Acorn Wealth Advisors, LLC2,300$533K0.22%+8113F-HRTimeline
Worth Asset Management, LLC2,299$533K0.28%-14,79513F-HRTimeline
Eagle Bay Advisors LLC2,293$532K0.33%-28813F-HRTimeline
Sterling Investment Counsel, LLC2,292$531K0.35%-3,07713F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT2,292$531K0.03%-1,80513F-HRTimelineGroup
AVITY INVESTMENT MANAGEMENT INC.2,290$531K0.04%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC2,284$529K0.04%+2213F-HRTimeline
Navis Wealth Advisors, LLC2,283$529K0.58%-4113F-HRTimeline
CATHY PARETO & ASSOCIATES, INC2,280$529K0.49%13F-HRTimeline
EHRLICH FINANCIAL GROUP2,273$527K0.37%-7013F-HRTimeline
Fielder Capital Group LLC2,269$526K0.16%-1813F-HRTimeline
GOLDEN ROAD ADVISORS LLC2,264$525K0.4%-14313F-HRTimeline
Gateway Wealth Partners, LLC2,262$524K0.14%+22413F-HRTimeline
KFG WEALTH MANAGEMENT, LLC2,261$524K0.1%+22713F-HRTimeline
Victrix Investment Advisors2,258$524K0.38%13F-HRTimeline
Birchcreek Wealth Management, LLC2,258$523K0.33%+88013F-HRTimeline
Physician Wealth Advisors, Inc.2,256$523K0.09%+51813F-HRTimeline
Cornell Pochily Investment Advisors, In…2,254$523K0.18%-33913F-HRTimeline
Strategic Financial Concepts, LLC2,249$521K0.1%+65713F-HR/ATimeline
Eagle Strategies LLC2,247$521K0.09%-75513F-HRTimeline
Bernardo Wealth Planning LLC2,322$521K0.12%-25813F-HRTimeline
LongView Wealth Management2,242$520K0.16%-2013F-HRTimeline
FMB WEALTH MANAGEMENT2,241$520K0.29%-2613F-HRTimeline
Retirement Planning Group, LLC2,240$519K0.03%+10413F-HRTimeline