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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
Fortress Financial Solutions, LLC3,223$540K0.78%+6213F-HRTimeline
One Charles Private Wealth Services, LLC3,221$539K0.17%+50713F-HRTimeline
1900 WEALTH MANAGEMENT LLC3,218$539K0.04%+9813F-HRTimeline
Benin Management CORP3,216$538K0.15%new13F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.3,208$537K0.36%+10813F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc3,205$537K0.36%-10,50013F-HRTimeline
Echo45 Advisors LLC3,201$536K0.36%+52613F-HRTimeline
Inman Jager Wealth Management, LLC3,197$535K0.4%-24913F-HRTimeline
Weaver Consulting Group3,197$535K0.16%+35013F-HRTimeline
ACORN CREEK CAPITAL LLC3,190$534K0.27%-1,27913F-HRTimeline
Gutierrez Wealth Advisory, LLC3,181$533K0.43%+32113F-HRTimeline
MFA WEALTH ADVISORS, LLC3,181$533K0.13%+75113F-HRTimeline
Prospect Financial Services LLC3,178$532K0.3%+53213F-HRTimeline
SC&H Financial Advisors, Inc.3,175$532K0.1%-10013F-HRTimeline
LEGACY SOLUTIONS, LLC3,172$531K0.58%+4013F-HRTimeline
Balefire, LLC3,165$530K0.18%+79713F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC2,284$529K0.04%013F-HRTimeline
RIVERSEDGE ADVISORS, LLC3,162$529K0.12%+37813F-HRTimeline
Mainstream Capital Management LLC3,159$529K0.42%-3013F-HRTimeline
Occidental Asset Management, LLC3,148$527K0.08%+43813F-HRTimeline
ORG Partners LLC3,004$526K0.13%-2,96413F-HRTimeline
PARAGON CAPITAL MANAGEMENT INC3,140$526K0.42%new13F-HRTimeline
City Center Advisors, LLC3,139$526K0.61%+2813F-HRTimeline
GHP Investment Advisors, Inc.3,117$522K0.03%-24013F-HRTimeline
Emergent Wealth Advisors, LLC3,110$521K0.38%+1,95113F-HRTimeline
Blue Investment Partners LLC3,110$521K0.2%013F-HRTimeline
Garrett Wealth Advisory Group, LLC3,109$521K0.12%+11713F-HRTimeline
Fortune Financial Advisors, LLC3,106$520K0.45%+22013F-HRTimeline
XY Planning Network, Inc.3,104$520K0.35%-20113F-HRTimeline
Q Fund Management (Hong Kong) Ltd3,100$519K0.71%+1,80013F-HRTimeline
Narus Financial Partners, LLC3,095$518K0.18%-58213F-HRTimeline
Fosun International Ltd3,089$517K0.15%013F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.3,088$517K0.78%-21013F-HRTimeline
Arvest Bank Trust Division3,086$517K0.03%+1,19513F-HRTimeline
1620 INVESTMENT ADVISORS, INC.3,086$517K0.4%-1,11813F-HRTimeline
Greenspring Advisors, LLC3,085$516K0.12%-65813F-HRTimeline
Rise Advisors, LLC3,082$516K0.23%+74713F-HRTimeline
MEYER HANDELMAN CO3,073$515K0.02%013F-HRTimeline
Members Trust Co3,073$515K0.02%+1,04713F-HRTimeline
Hudson Value Partners, LLC3,070$514K0.19%+2013F-HRTimeline
SUTTON PLACE INVESTORS LLC3,070$514K0.35%+19713F-HRTimeline
Acropolis Investment Management, LLC3,061$513K0.03%+5413F-HRTimeline
Revisor Wealth Management LLC3,061$512K0.23%new13F-HRTimeline
Values First Advisors, Inc.3,052$512K0.3%+1,01313F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.3,054$511K0.11%-6513F-HRTimeline
Accelerate Investment Advisors LLC3,053$511K0.43%+98313F-HRTimeline
Thomasville National Bank3,045$510K0.04%+85113F-HRTimeline
ROCKLAND TRUST CO3,042$509K0.03%+44513F-HRTimeline
Howard Capital Management Group, LLC3,039$509K0.04%013F-HRTimeline
2UniFi Bank2,550$509K0.33%-13013F-HRTimeline
Pettee Investors, Inc.3,010$504K0.3%013F-HRTimeline
Pullen Investment Management, LLC3,010$504K0.32%+10113F-HRTimeline
Clarus Wealth Advisors2,720$504K0.27%+92913F-HRTimeline
Breakwater Capital Group3,007$503K0.09%+28613F-HRTimeline
Westshore Wealth, LLC3,003$503K0.21%-13913F-HRTimeline
1776 Wealth LLC2,999$502K0.23%+8713F-HRTimeline
Swisher Financial Concepts, Inc.2,998$502K0.41%+2,10213F-HRTimeline
Centennial Wealth Advisory LLC2,987$500K0.18%+22213F-HRTimeline
WATERS PARKERSON & CO., LLC2,981$499K0.03%-25013F-HRTimeline
NICHOLS & PRATT ADVISERS LLP /MAin group NICHOLS & PRATT ADVISERS LLP …2,977$498K0.03%-32313F-HRTimelineGroup
A. D. Beadell Investment Counsel, Inc.2,978$498K0.41%+15513F-HRTimeline
GatePass Capital, LLC2,969$497K0.37%+3013F-HRTimeline
Palisade Asset Management, LLC2,963$496K0.05%+16513F-HRTimeline
Owen LaRue, LLC2,958$495K0.25%+94113F-HRTimeline
Walker Asset Management, LLC2,956$495K0.3%+2513F-HRTimeline
Southland Equity Partners LLC2,952$494K0.12%+27113F-HRTimeline
Campion Asset Management2,950$494K0.38%013F-HRTimeline
Gateway Wealth Partners, LLC2,950$494K0.11%+68813F-HRTimeline
First Bank & Trust2,945$493K0.1%+5513F-HRTimeline
High Falls Advisors, Inc2,944$493K0.12%-7513F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.2,935$491K0.14%013F-HRTimeline
Oakwell Private Wealth Management, LLC2,931$491K0.14%+1,19713F-HRTimeline
Vermillion & White Wealth Management Gr…2,931$491K0.36%new13F-HRTimeline
Silver Coast Investments LLC2,923$489K0.19%+8213F-HRTimeline
Petrus Trust Company, LTA2,922$489K0.05%new13F-HRTimeline
Weil Company, Inc.2,920$489K0.15%013F-HRTimeline
Stonebridge Capital Advisors LLC2,919$489K0.04%+39413F-HRTimeline
Clarus Group, Inc.2,918$489K0.19%-70613F-HRTimeline
BlueSpruce Investments, LP2,903$486K0.01%new13F-HRTimeline
Investors Research Corp2,900$486K0.11%-35013F-HRTimeline
WATERSHED PRIVATE WEALTH LLC2,900$486K0.19%-913F-HRTimeline
Solitude Financial Services2,899$485K0.19%new13F-HRTimeline
Lifestyle Asset Management, Inc.2,895$485K0.27%-2,29613F-HRTimeline
MEMBERS WEALTH LLC2,881$482K0.36%+4413F-HRTimeline
Platform Technology Partners2,880$482K0.14%+10213F-HRTimeline
Broadway Wealth Solutions, Inc.2,878$482K0.35%-62913F-HRTimeline
Integrity Investment Advisors, LLC2,867$480K0.44%13F-HRTimeline
Physician Wealth Advisors, Inc.2,856$478K0.08%+60013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.2,852$478K0.14%+9713F-HRTimeline
4WEALTH ADVISORS, INC.2,847$477K0.53%+18113F-HRTimeline
COUNTRY TRUST BANK2,840$476K0.01%013F-HR/ATimeline
Compass Ion Advisors, LLC2,838$475K0.06%-813F-HRTimeline
Alesco Advisors, LLC, An ESL Co2,836$475K0.01%-3213F-HRTimeline
American Institute for Advanced Investm…2,835$475K0.36%+3513F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC2,833$474K0.15%+52813F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…2,826$473K0.14%+85013F-HRTimeline
Keystone Financial Services2,825$473K0.18%+96013F-HRTimeline
Northstar Group, Inc.2,820$472K0.08%013F-HRTimeline
Cedar Wealth Management, LLC2,820$472K0.17%+2,64013F-HRTimeline
Petros Family Wealth, LLC2,814$471K0.52%+26613F-HRTimeline
MAS Advisors LLC2,811$471K0.72%-34913F-HRTimeline
EAGLE GLOBAL ADVISORS LLC2,810$470K0.02%013F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…2,810$470K0.14%+68013F-HRTimeline
Essex LLC2,806$470K0.1%+1,36813F-HRTimeline
Kera Capital Partners, Inc.2,802$469K0.14%-13713F-HRTimeline
Eldridge Investment Advisors, Inc.2,800$469K0.11%013F-HRTimeline
Atlas Legacy Advisors, LLC2,800$469K0.12%-2713F-HRTimeline
M1 Capital Management LLC2,797$468K0.29%+1213F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…2,797$468K0.53%-17013F-HRTimeline
Peregrine Asset Advisers, Inc.2,995$468K0.18%-20,12413F-HRTimeline
StoneCrest Wealth Management, Inc.2,793$468K0.3%+61613F-HRTimeline
Persium Advisors, LLC2,786$466K0.44%-2713F-HRTimeline
Williams & Novak Wealth Management, LLC2,767$466K0.46%+1113F-HRTimeline
Monterey Private Wealth, Inc.2,780$465K0.14%+4813F-HRTimeline
Cyr Financial Inc.2,778$465K0.42%+2513F-HR/ATimeline
BENNETT SELBY INVESTMENTS LP2,775$465K0.18%+74013F-HRTimeline
Tyler-Stone Wealth Management2,774$464K0.08%-37013F-HRTimeline
HMV Wealth Advisors, LLC2,762$462K0.37%013F-HRTimeline
King Wealth Management Group2,757$462K0.07%+15013F-HRTimeline
Second Line Capital, LLC2,757$462K0.12%-6,55613F-HRTimeline
Pine Haven Investment Counsel, Inc2,747$460K0.39%-5013F-HRTimeline
North Capital, Inc.2,740$459K0.43%13F-HRTimeline
TradeWell Securities, LLC.2,736$458K0.25%new13F-HRTimeline
Madison Wealth Partners, Inc2,735$458K0.11%+8413F-HRTimeline
Plante Moran Financial Advisors, LLC2,733$458K0.04%+68513F-HRTimeline
JFS WEALTH ADVISORS, LLC2,733$458K0.03%+8713F-HRTimeline
CenterStar Asset Management, LLC2,719$456K0.66%+65513F-HRTimeline
Fulcrum Capital LLC2,725$456K0.1%+26013F-HRTimeline
Insight Inv LLC2,715$455K0.31%+59513F-HRTimeline
Rooted Wealth Advisors, Inc.3,103$454K0.2%+63713F-HRTimeline
Nova Wealth Management, Inc.2,710$454K0.39%+1,18813F-HR/ATimeline
Heck Capital Advisors, LLC2,708$453K0.05%+36013F-HRTimeline
WBH ADVISORY INC2,707$453K0.04%-83813F-HRTimeline
Burns Matteson Capital Management, LLC2,704$453K0.24%+28913F-HRTimeline
BARINGS LLCin group BARINGS LLC2,700$452K0.01%-55513F-HRTimelineGroup
CAPE COD FIVE CENTS SAVINGS BANK2,620$452K0.04%013F-HRTimeline
Tamar Securities, LLC2,696$451K0.06%+96713F-HRTimeline
Krane Funds Advisors LLC2,696$451K0.01%+1,11813F-HRTimeline
Covestor Ltd2,695$451K0.3%-14713F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC2,689$450K0.33%-50013F-HRTimeline
Fielder Capital Group LLC2,687$450K0.13%+41813F-HRTimeline
NorthStar Asset Management LLC /NJ/2,684$449K0.28%013F-HRTimeline
CAP Partners, LLC2,678$448K0.33%-6813F-HRTimeline
Tanager Wealth Management LLP2,673$448K0.06%new13F-HRTimeline
Andina Capital Management, LLC2,669$447K0.32%-3,09513F-HRTimeline
Leonard Rickey Investment Advisors P.L.…2,505$447K0.1%-8413F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.2,666$446K0.34%-1613F-HRTimeline
Wise Wealth Partners2,658$445K1.06%+913F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department2,658$445K0.15%-2113F-HRTimelineGroup
Ellis Investment Partners, LLC2,657$445K0.09%+913F-HRTimeline
CALTON & ASSOCIATES, INC.2,653$444K0.1%new13F-HR/ATimeline
Leslie Global Wealth, LLC2,646$443K0.22%new13F-HRTimeline
Royal Capital Wealth Management, LLC2,630$440K0.31%-1013F-HRTimeline
CVFG LLC2,627$440K0.4%-89913F-HRTimeline
High Net Worth Advisory Group LLC2,626$440K0.12%013F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…2,620$439K0.35%-82713F-HRTimelineGroup
Sandy Cove Advisors, LLC2,617$438K0.18%-1,51813F-HRTimeline
Montz Harcus Wealth Management LLC2,613$437K0.24%-4813F-HRTimeline
Pettinga Financial Advisors LLC2,612$437K0.1%-3213F-HRTimeline
Fulcrum Equity Management2,600$435K0.48%+12113F-HRTimeline
Aufman Associates Inc2,600$435K0.3%-16813F-HRTimeline
Sagace Wealth Management LLC2,599$435K0.33%-1,23113F-HRTimeline
HILL ISLAND FINANCIAL LLC2,599$435K0.13%-86513F-HRTimeline
EAGLE WEALTH STRATEGIES LLC2,585$433K0.27%-24613F-HRTimeline
Greater Midwest Financial Group, LLC2,584$433K0.3%-39,38113F-HRTimeline
Francis Financial, Inc.2,583$432K0.11%-1,66913F-HRTimeline
Global Trust Asset Management, LLC2,576$431K0.26%-4,52013F-HRTimeline
CLARK FINANCIAL SERVICES GROUP INC …2,574$431K0.3%-413F-HRTimeline
CapWealth Advisors, LLC2,568$430K0.05%+9413F-HRTimeline
Galvin, Gaustad & Stein, LLC2,564$429K0.04%+1,08813F-HRTimeline
McLean Asset Management Corp2,748$429K0.14%-1513F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC2,548$427K<0.01%+6313F-HRTimelineGroup
Aveo Capital Partners, LLC2,081$426K0.07%-2,79913F-HRTimeline
Granite Group Advisors, LLC2,545$426K0.3%-1113F-HRTimeline
Blume Capital Management, Inc.2,544$426K0.1%+2913F-HRTimeline
GENESIS PRIVATE WEALTH, LLC2,542$426K0.23%+35313F-HRTimeline
American Money Management, LLC2,538$425K0.08%+48813F-HRTimeline
Oxler Private Wealth LLC2,537$425K0.15%+913F-HRTimeline
Creekside Partners2,532$424K0.22%+2913F-HRTimeline
Broyhill Asset Management, LLC2,527$423K0.34%-61013F-HRTimeline
Prossimo Advisors, LLC2,528$423K0.32%+4413F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC2,734$421K0.09%-36513F-HRTimeline
Legacy Advisory Services, LLC2,514$421K0.36%-69013F-HRTimeline
Acorn Wealth Advisors, LLC2,512$421K0.18%+21213F-HRTimeline
Accredited Investors Inc.2,512$421K0.03%-8713F-HRTimeline
Milestone Asset Management Group, LLC2,511$420K0.38%+513F-HRTimeline
CCG WEALTH MANAGEMENT, LLC2,502$419K0.25%+30613F-HRTimeline
Alternative Investment Advisors, LLC.2,501$419K0.22%-16813F-HRTimeline
Bawa N Mallick Trust2,500$419K0.2%013F-HRTimeline
Kaufman Rossin Wealth, LLC2,499$418K0.3%new13F-HRTimeline
Lakewood Asset Management LLC2,497$418K0.28%-1,07313F-HRTimeline
Costello Asset Management, INC2,490$417K0.17%new13F-HRTimeline
Washington Trust Advisors, Inc.2,485$416K0.04%+45113F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC2,483$416K0.11%new13F-HRTimelineGroup
Hudock, Inc.2,481$415K0.07%+27813F-HRTimeline
TANDEM CAPITAL MANAGEMENT CORP /ADV2,480$415K0.23%+1,54013F-HRTimeline
DB Fitzpatrick & Co, Inc2,478$415K0.39%-25113F-HRTimeline
Cohen Capital Management, Inc.2,470$414K0.07%013F-HRTimeline
Clifford Group, LLC2,469$413K0.39%013F-HRTimeline
KEYVANTAGE WEALTH, LLC2,464$413K0.2%-11913F-HRTimeline