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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
Jackson, Grant Investment Advisers, Inc.2,234$518K0.2%-9913F-HRTimeline
Yoder Wealth Management, Inc.2,225$516K0.28%+1613F-HRTimeline
Midwest Financial Group LLC2,224$516K0.3%+113F-HRTimeline
Crestmont Private Wealth LLC2,222$515K0.23%-41713F-HRTimeline
Etesian Wealth Advisors, Inc.2,219$514K0.23%+10913F-HRTimeline
Cynosure Group, LLC2,210$512K0.08%-1,92013F-HRTimeline
STANSBERRY ASSET MANAGEMENT, LLC2,210$512K0.07%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…2,209$512K0.14%-44113F-HRTimeline
National Wealth Management Group, LLC2,209$512K0.34%new13F-HRTimeline
Hudock, Inc.2,203$511K0.09%+413F-HRTimeline
EntryPoint Capital, LLC2,199$510K0.21%-1,17213F-HRTimeline
VanderPol Investments L.L.C.2,199$510K1.11%+14913F-HRTimeline
CCG WEALTH MANAGEMENT, LLC2,196$509K0.28%-16213F-HRTimeline
Thomasville National Bank2,194$509K0.04%-13613F-HRTimeline
TFC Financial Management, Inc.2,193$508K0.08%-6013F-HRTimeline
GENESIS PRIVATE WEALTH, LLC2,189$508K0.28%13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC2,184$506K0.02%+1,08413F-HRTimelineGroup
ANB BANK2,184$506K0.22%13F-HRTimeline
Wealth Watch Advisors, INC2,198$506K0.31%13F-HRTimeline
ATWOOD & PALMER INC2,182$506K0.03%+20213F-HRTimeline
W1M Investment Management Ltd2,180$505K0.01%+89013F-HRTimeline
Concorde Asset Management, LLC2,180$505K0.26%-16813F-HRTimeline
StoneCrest Wealth Management, Inc.2,177$505K0.33%new13F-HRTimeline
Old Mission Investment Co LLC2,176$504K0.15%013F-HRTimeline
NWF Advisory Services Inc.2,175$504K0.07%-90113F-HRTimeline
Curated Wealth Partners LLC2,174$504K0.06%-86813F-HRTimeline
BBR PARTNERS, LLC2,170$503K0.04%-2,30013F-HRTimeline
Safeguard Financial, LLC2,164$502K0.11%-75213F-HRTimeline
GLOBAL VALUE INVESTMENT CORP.2,150$498K0.53%13F-HRTimeline
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT …2,150$498K0.07%-70013F-HRTimeline
Summit Global Investmentsin group Summit Global Investments2,147$498K0.03%-6,90713F-HRTimelineGroup
Kercheville Advisors, LLC2,140$496K0.19%013F-HRTimeline
Enclave Advisors LLC2,140$496K0.08%+913F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…2,130$494K0.15%new13F-HRTimeline
Anchor Pointe Wealth Management, LLC2,095$494K0.64%13F-HRTimeline
M. Kulyk & Associates, LLC2,122$492K0.11%-37813F-HRTimeline
Integrity Wealth Solutions LLC2,121$492K0.28%new13F-HRTimeline
WFA Asset Management Corp2,120$492K0.27%013F-HRTimeline
Bienville Capital Management, LLC2,120$492K0.12%013F-HRTimeline
Insight Inv LLC2,120$492K0.34%+17013F-HRTimeline
Duncan Williams Asset Management, LLC2,108$489K0.19%-21713F-HRTimeline
Empirical Asset Management, LLC107,339$488K0.16%+34,89413F-HRTimeline
High Note Wealth, LLC2,104$488K0.13%013F-HRTimeline
First Dallas Securities Inc.2,100$487K0.2%-32013F-HRTimeline
D. SCOTT NEAL, INC.2,098$486K0.27%013F-HRTimeline
Beta Wealth Group, Inc.2,098$486K0.22%-2,80313F-HRTimeline
New England Professional Planning Group…2,090$485K0.24%+9013F-HRTimeline
Hobbs Wealth Management, LLC2,082$483K0.55%13F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.2,081$482K0.25%13F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC2,080$482K0.03%-12013F-HRTimeline
Roberts Wealth Advisors, LLC2,115$482K0.15%-30513F-HRTimeline
Bouchey Financial Group, Ltd.2,078$482K0.04%-47013F-HRTimeline
TrueWealth Advisors, LLC2,073$481K0.16%+8413F-HRTimeline
Exchange Capital Management, Inc.2,072$480K0.08%new13F-HRTimeline
Accelerate Investment Advisors LLC2,070$480K0.42%+76613F-HRTimeline
Pasadena Private Wealth, LLC2,069$480K0.1%-1113F-HRTimeline
CenterStar Asset Management, LLC2,064$479K1.05%+69213F-HRTimeline
First Nebraska Trust Co2,060$478K0.05%013F-HRTimeline
Exchange Bank2,059$477K0.38%+1913F-HRTimeline
Whipplewood Advisors, LLC2,059$477K0.27%13F-HRTimeline
American Money Management, LLC2,050$475K0.09%013F-HRTimeline
KICKSTAND VENTURES, LLC.2,049$475K0.12%-2213F-HRTimeline
Plante Moran Financial Advisors, LLC2,048$475K0.04%-1,50613F-HRTimeline
WADDELL & ASSOCIATES, LLC2,048$475K0.05%-1313F-HR/ATimeline
BAXTER BROS INC2,047$475K0.06%+10713F-HRTimeline
Baltimore-Washington Financial Advisors…2,043$474K0.02%+8013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC2,040$473K0.02%013F-HRTimelineGroup
Values First Advisors, Inc.2,039$473K0.26%new13F-HRTimeline
Sendero Wealth Management, LLC2,036$472K0.07%+22613F-HRTimeline
BENNETT SELBY INVESTMENTS LP2,035$472K0.19%+13013F-HRTimeline
Washington Trust Advisors, Inc.2,034$472K0.04%+313F-HRTimeline
MERIDIAN MANAGEMENT CO2,028$470K0.12%+24213F-HRTimeline
Park Capital Management, LLC / WI2,027$470K0.56%13F-HRTimeline
BIP Alliance, LLC2,025$469K0.2%13F-HRTimeline
UHLMANN PRICE SECURITIES, LLC2,021$469K0.35%+513F-HRTimeline
Radnor Capital Management, LLC2,020$468K0.08%013F-HRTimeline
Owen LaRue, LLC2,017$468K0.24%-5913F-HRTimeline
Ifrah Financial Services, Inc.2,015$467K0.13%-5513F-HRTimeline
Ergawealth Advisors, Inc.2,014$467K0.23%-66613F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.2,010$466K0.22%+3213F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC2,000$466K0.17%13F-HRTimeline
Mechanics Financial Corp2,008$466K0.21%-2013F-HRTimeline
FARMERS TRUST CO2,005$465K0.09%-49513F-HRTimeline
O'ROURKE & COMPANY, Inc2,022$464K0.23%-22013F-HRTimeline
JARISLOWSKY, FRASER Ltd2,000$464K<0.01%-10013F-HRTimeline
Valued Retirements, Inc.2,000$464K0.62%013F-HRTimeline
Arlington Capital Management, Inc.1,994$462K0.32%-10,45113F-HRTimeline
Heritage Investment Group, Inc.1,991$462K0.09%-3,68013F-HRTimeline
Wealthspire Retirement, LLC1,987$461K0.04%+24413F-HRTimeline
Harold Davidson & Associates Inc.1,986$460K0.22%13F-HRTimeline
Financial Symmetry Inc1,985$460K0.31%-1,22713F-HRTimeline
PIONEER TRUST BANK N A/OR1,982$460K0.12%+35213F-HRTimeline
CHIRON CAPITAL MANAGEMENT, LLC1,982$460K0.43%+78713F-HRTimeline
FFG Partners, LLC1,981$459K0.16%+613F-HRTimeline
GRANDFIELD & DODD, LLC1,980$459K0.03%-5013F-HRTimeline
LifeSteps Financial, Inc.1,980$459K0.35%013F-HRTimeline
Alley Investment Management Company, LLC1,980$459K0.06%013F-HRTimeline
Sentry LLC1,980$459K0.09%013F-HRTimeline
Banque de Luxembourg S.A.1,972$459K0.25%13F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…1,976$458K0.14%+13113F-HRTimeline
Centricity Wealth Management, LLC1,975$458K0.43%13F-HRTimeline
US FINANCIAL ADVISORS, LLC1,972$457K0.14%+26213F-HRTimeline
Per Stirling Capital Management, LLC.1,968$456K0.06%-20713F-HRTimeline
Tarbox Family Office, Inc.1,967$456K0.08%+2713F-HRTimeline
B.O.S.S. Retirement Advisors, LLC1,961$455K0.13%-45,94613F-HRTimeline
Martel Wealth Advisors LLC1,960$454K0.09%013F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV1,953$453K0.16%new13F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.1,950$452K0.21%013F-HRTimeline
Alan B Lancz & Associates, Inc.1,950$452K0.46%-30013F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK2,620$452K0.04%013F-HRTimeline
Hexagon Capital Partners LLC1,949$452K0.08%+30513F-HRTimeline
New Jersey Better Educational Savings T…1,940$450K0.86%013F-HRTimeline
Stark Wealth Management LLC1,938$449K0.33%13F-HRTimeline
JBR Co Financial Management Inc1,937$449K0.27%+6013F-HRTimeline
Nicollet Investment Management, Inc.1,931$448K0.15%+2113F-HRTimeline
One River Asset Management, LLC1,890$445K0.67%new13F-HRTimeline
Capula Management Ltdin group Capula Management Ltd1,920$445K<0.01%-15,98213F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
SELDON CAPITAL LP1,920$445K0.18%013F-HRTimeline
BLALOCK WILLIAMS, LLC1,912$443K0.52%13F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC1,907$442K0.09%+33713F-HRTimeline
Smallwood Wealth Investment Management,…1,905$442K0.3%+1513F-HRTimeline
Sciencast Management LP1,901$441K0.12%new13F-HRTimeline
Tairen Capital Ltd1,900$440K0.06%new13F-HRTimeline
Compound Global Advisors, LLC1,900$440K1.79%13F-HRTimeline
Arvest Bank Trust Division1,891$438K0.03%+28313F-HRTimeline
Harrington Investments, INC1,890$438K0.24%+60013F-HRTimeline
EARNEST PARTNERS LLC1,888$438K<0.01%013F-HRTimeline
Baron Wealth Management LLC1,882$436K0.21%+10913F-HRTimeline
jvl associates llc1,880$436K0.17%+9913F-HRTimeline
Ellenbecker Investment Group1,871$434K0.08%+19313F-HRTimeline
Keystone Financial Services1,865$432K0.17%+32513F-HRTimeline
First Heartland Consultants, Inc.1,863$432K0.04%-3,70613F-HRTimeline
Redwood Financial Network Corp1,863$432K0.32%new13F-HRTimeline
Financial Council, LLC1,860$431K0.22%013F-HRTimeline
CBIZ Investment Advisory Services, LLC1,859$431K0.02%-37613F-HRTimeline
Innovator Capital Management, LLC1,856$430K8.47%+69413F-HRTimeline
WULFF, HANSEN & CO.1,855$430K0.41%-13513F-HRTimeline
New Capital Management LP1,852$429K0.13%new13F-HRTimeline
Harbour Trust & Investment Management Co1,852$429K0.05%+23713F-HRTimeline
River Wealth Advisors LLC1,852$429K0.06%new13F-HRTimeline
Strategies Wealth Advisors, LLC1,817$429K0.05%new13F-HRTimeline
Legacy Wealth Management, LLC1,847$428K0.03%-4113F-HRTimeline
ALBERT D MASON INC1,839$426K0.28%+9313F-HRTimeline
Sepio Capital, LP1,839$426K0.03%+40013F-HRTimeline
Capital Square, LLC1,741$426K0.24%+15313F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.1,830$424K0.2%013F-HRTimeline
Wealth Quarterback LLC1,828$424K0.2%-2,54213F-HRTimeline
Hamilton Point Investment Advisors, LLC1,823$423K0.08%+12213F-HRTimeline
TAURUS ASSET MANAGEMENT, LLC1,820$422K0.04%013F-HRTimeline
Pinnacle Bancorp, Inc.1,820$422K0.14%+43513F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC1,813$420K0.09%+17513F-HRTimeline
MPS Loria Financial Planners, LLC1,813$420K0.12%+213F-HRTimeline
YARGER WEALTH STRATEGIES, LLC1,813$420K0.24%+55913F-HRTimeline
BIRCH FINANCIAL GROUP, LLC1,812$420K0.47%13F-HRTimeline
Second Half Financial Partners, LLC1,812$420K0.21%-43513F-HRTimeline
Cambridge Financial Group, LLC1,811$420K0.18%013F-HRTimeline
Gallagher Capital Advisors, LLC1,809$419K0.31%13F-HRTimeline
Family Investment Center, Inc.1,809$419K0.11%+59113F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp1,806$419K0.06%+1613F-HRTimelineGroup
Berkshire Money Management, Inc.1,807$419K0.05%new13F-HRTimeline
Heartwood Wealth Advisors LLC1,806$419K0.05%+27613F-HRTimeline
Parker Financial LLC1,806$419K0.21%-9013F-HRTimeline
Cross Staff Investments Inc1,804$418K0.29%new13F-HRTimeline
NOVUS ADVISORS, LLC1,800$417K0.42%13F-HRTimeline
Wrenne Financial Planning LLC1,797$417K0.24%-313F-HRTimeline
Bluesphere Advisors LLC1,795$416K0.2%013F-HRTimeline
SIERRA OCEAN, LLC1,790$415K0.34%13F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC1,787$414K0.06%-22313F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC1,784$414K0.46%13F-HR/ATimeline
INTREPID CAPITAL MANAGEMENT INC1,782$413K0.21%013F-HRTimeline
Great Waters Wealth Management1,780$413K0.05%-17613F-HRTimeline
Boltwood Capital Management1,775$412K0.13%+7513F-HRTimeline
Total Clarity Wealth Management, Inc.1,771$411K0.13%+5313F-HRTimeline
Hollow Brook Wealth Management LLC1,770$410K0.13%013F-HRTimeline
One Day In July LLC1,770$410K0.04%-65113F-HRTimeline
UNITED BANK1,770$410K0.05%new13F-HRTimeline
Parkside Investments, LLC1,767$410K0.06%+513F-HRTimeline
DHK Financial Advisors, Inc.1,766$409K0.25%-61713F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC1,788$409K0.06%+3613F-HRTimeline
Wealth Group Ltd1,760$408K0.12%013F-HRTimeline
Frisch Financial Group, Inc.1,761$408K0.12%+113F-HRTimeline
Tillman Hartley LLC1,756$407K0.12%013F-HRTimeline
KFA Private Wealth Group, LLC1,756$407K0.17%+4213F-HRTimeline
NDVR, Inc.1,753$406K0.39%+17013F-HRTimeline
Mill Capital Management, LLC1,750$406K0.03%013F-HRTimeline
Brio Consultants, LLC1,744$404K0.06%+34513F-HRTimeline
Southeast Asset Advisors, LLC1,741$404K0.05%+2813F-HRTimeline
Clarus Wealth Advisors1,791$403K0.2%+48513F-HRTimeline
Foundry Partners, LLC1,740$403K0.02%-1,91013F-HRTimeline
Freedom Together Foundation1,740$403K0.04%-5,70013F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.1,735$402K0.08%+35513F-HRTimeline
Oakwell Private Wealth Management, LLC1,734$402K0.11%+2413F-HRTimeline
Shira Ridge Wealth Management1,734$402K0.2%+813F-HRTimeline
Sterling Financial Group, Inc.1,730$401K0.15%+33613F-HRTimeline
Tamar Securities, LLC1,729$401K0.06%-4413F-HRTimeline
Conrad Siegel Investment Advisors, Inc.1,729$401K0.11%+27013F-HRTimeline
Embree Financial Group1,724$400K0.07%-813F-HRTimeline
DIVIDEND ASSETS CAPITAL, LLC1,720$399K0.08%013F-HRTimeline
PCG Wealth Advisors, LLC1,713$397K0.15%+213F-HRTimeline
Ridgepath Capital Management LLC1,712$397K0.18%013F-HRTimeline