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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
KINTRA WEALTH, LLC2,459$412K0.28%-80713F-HRTimeline
Chemistry Wealth Management LLC2,456$411K0.1%+2113F-HRTimeline
Total Clarity Wealth Management, Inc.1,771$411K0.13%013F-HRTimeline
Shilanski & Associates, Inc.2,450$410K0.13%-713F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC2,448$410K0.24%-4313F-HRTimeline
Balentine LLC2,447$410K0.02%-1,03513F-HRTimeline
Permanent Capital Management, LP2,440$409K0.12%+9813F-HRTimeline
KFG WEALTH MANAGEMENT, LLC2,435$408K0.07%+17413F-HRTimeline
Ironsides Asset Advisors, LLC2,434$408K0.12%+2513F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC2,425$406K0.08%-46613F-HRTimelineGroup
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT …2,425$406K0.05%+27513F-HRTimeline
Clarity Financial LLC2,422$406K0.05%+1213F-HRTimeline
CAHILL FINANCIAL ADVISORS INC2,420$405K0.06%-49813F-HRTimeline
Cynosure Group, LLC2,419$405K0.06%+20913F-HRTimeline
Concorde Asset Management, LLC2,187$405K0.22%+713F-HRTimeline
Boltwood Capital Management2,413$404K0.12%+63813F-HRTimeline
Central Asset Investments & Management …2,410$404K0.68%-1,74013F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…2,385$403K0.18%013F-HRTimeline
Gibbs Wealth Management2,407$403K0.1%+80713F-HRTimeline
BOSTON FAMILY OFFICE LLC2,402$402K0.03%+1,05213F-HRTimeline
Empirical Asset Management, LLC2,400$402K0.14%-104,93913F-HRTimeline
MEMBERS CAPITAL ADVISORS INC2,400$402K0.47%013F-HRTimeline
West Coast Financial LLC2,400$402K0.05%013F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC2,399$402K0.08%+58613F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC2,395$401K0.02%+21113F-HRTimelineGroup
Enclave Advisors LLC2,393$401K0.07%+25313F-HRTimeline
NTV Asset Management LLC2,391$400K0.05%+89413F-HRTimeline
MSH Capital Advisors LLC2,385$399K0.12%+213F-HRTimeline
Kercheville Advisors, LLC2,375$398K0.16%+23513F-HRTimeline
Allen Mooney & Barnes Investment Adviso…2,373$397K0.06%-21313F-HRTimeline
HARBOR ADVISORY CORP /MA/2,370$397K0.13%013F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…2,365$396K0.15%+82513F-HRTimeline
AVITY INVESTMENT MANAGEMENT INC.2,360$395K0.03%+7013F-HRTimeline
Victrix Investment Advisors2,243$395K0.21%-1513F-HRTimeline
McNamara Financial Services, Inc.2,348$393K0.08%new13F-HRTimeline
BAXTER BROS INC2,345$393K0.05%+29813F-HRTimeline
PETRA FINANCIAL ADVISORS INC2,344$392K0.32%-8,05213F-HRTimeline
Per Stirling Capital Management, LLC.2,343$392K0.06%+37513F-HRTimeline
MA Private Wealth2,341$392K0.07%013F-HRTimeline
United Bank2,339$392K0.16%+1,01413F-HRTimeline
LongView Wealth Management2,338$391K0.12%+9613F-HRTimeline
CBIZ Investment Advisory Services, LLC2,336$391K0.02%+47713F-HR/ATimeline
Marathon Trading Investment Management …in group Marathon Trading Investment M…2,335$391K0.21%+1,22613F-HRTimelineGroup
Wealthspire Retirement, LLC2,334$391K0.03%+34713F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.2,330$390K0.19%+50013F-HRTimeline
McElhenny Sheffield Capital Management,…2,327$390K0.15%-11813F-HRTimeline
Scarborough Advisors, LLC2,326$389K0.06%-5813F-HRTimeline
KICKSTAND VENTURES, LLC.2,319$388K0.1%+27013F-HRTimeline
Atlatl Advisers LLC2,314$387K0.25%-41313F-HRTimeline
Cornerstone Planning Group LLC2,189$387K0.09%+99613F-HRTimeline
Yoder Wealth Management, Inc.2,312$387K0.22%+8713F-HRTimeline
READYSTATE ASSET MANAGEMENT LP2,310$387K0.02%+1,20713F-HRTimeline
AHL INVESTMENT MANAGEMENT, INC.2,310$387K0.27%-15013F-HRTimeline
Thoma Capital Management LLC2,309$387K0.27%-3413F-HRTimeline
Sentry LLC2,307$386K0.08%+32713F-HRTimeline
GGM Financial LLC2,305$386K0.26%new13F-HRTimeline
Roth Financial Partners LLC2,300$385K0.15%013F-HRTimeline
VIAWEALTH, LLC2,292$384K0.24%new13F-HRTimeline
Covenant Partners, LLC2,290$383K0.12%new13F-HRTimeline
Park Capital Management, LLC / WI2,288$383K0.45%+26113F-HRTimeline
Birchcreek Wealth Management, LLC2,287$383K0.24%+2913F-HRTimeline
WPG Advisers, LLC2,285$383K0.36%-12013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.2,283$382K0.15%+4913F-HRTimeline
Disciplined Investors, L.L.C.2,282$382K0.34%-51213F-HRTimeline
Baron Wealth Management LLC2,278$381K0.17%+39613F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC2,276$381K0.43%-43313F-HRTimeline
Independent Wealth Network Inc.2,270$380K0.15%-9413F-HRTimeline
Argent Advisors, Inc.2,261$379K0.13%new13F-HRTimeline
HHM Wealth Advisors, LLC2,260$378K0.05%+57013F-HRTimeline
ANB BANK2,260$378K0.17%+7613F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC2,259$378K0.1%-75113F-HRTimeline
CATHY PARETO & ASSOCIATES, INC2,257$378K0.33%-2313F-HRTimeline
BBR PARTNERS, LLC2,257$378K0.03%+8713F-HRTimeline
TFC Financial Management, Inc.2,254$377K0.06%+6113F-HRTimeline
Crestmont Private Wealth LLC2,253$377K0.16%+3113F-HRTimeline
Western Pacific Wealth Management, LP2,251$377K0.34%+1,14613F-HRTimeline
Eagle Bay Advisors LLC2,250$377K0.32%-4313F-HRTimeline
JBR Co Financial Management Inc2,249$377K0.22%+31213F-HRTimeline
Legacy Trust2,244$376K0.09%+83013F-HRTimeline
Etesian Wealth Advisors, Inc.2,244$376K0.16%+2513F-HRTimeline
Exchange Capital Management, Inc.2,239$375K0.06%+16713F-HRTimeline
IMZ Advisory Inc2,225$373K0.17%-44713F-HRTimeline
Guardian Financial Partners, LLC2,223$372K0.18%+75613F-HRTimeline
FMB WEALTH MANAGEMENT2,222$372K0.21%-1913F-HRTimeline
Eagle Strategies LLC2,219$371K0.06%-2813F-HRTimeline
Whitener Capital Management, Inc.2,218$371K0.11%+1,01413F-HRTimeline
Navis Wealth Advisors, LLC2,216$371K0.36%-6713F-HRTimeline
Triumph Capital Management2,215$371K0.12%new13F-HRTimeline
GOLDEN ROAD ADVISORS LLC2,212$370K0.29%-5213F-HRTimeline
STANSBERRY ASSET MANAGEMENT, LLC2,210$370K0.04%013F-HRTimeline
Mayfair Advisory Group, LLC2,209$370K0.21%-19213F-HRTimeline
Tandem Wealth Advisors LLC2,203$369K0.19%-1,41213F-HRTimeline
Hemenway Trust Co LLC2,200$368K0.03%-12013F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC2,199$368K0.25%new13F-HRTimeline
Swan Global Investments, LLCin group Swan Global Investments, LLC2,197$368K0.02%+68113F-HRTimelineGroup
Long Island Wealth Management, Inc.2,192$367K0.22%new13F-HRTimeline
Summit Global Investmentsin group Summit Global Investments2,191$367K0.03%+4413F-HRTimelineGroup
Harbour Trust & Investment Management Co2,185$366K0.04%+33313F-HRTimeline
VanderPol Investments L.L.C.2,185$366K0.77%-1413F-HRTimeline
Midwest Financial Group LLC2,185$366K0.21%-3913F-HRTimeline
Innovator Capital Management, LLC2,182$365K6.83%+32613F-HRTimeline
Advanced Portfolio Management, LLC2,182$365K0.74%new13F-HRTimeline
W1M Investment Management Ltd2,180$365K0.01%013F-HRTimeline
Strategic Family Wealth Counselors, L.L…2,178$365K0.12%+89313F-HRTimeline
Manske Wealth Management2,174$364K0.14%+63913F-HRTimeline
ALBERT D MASON INC2,170$363K0.25%+33113F-HRTimeline
Whalen Wealth Management Inc.2,159$362K0.24%+83213F-HRTimeline
GLOBAL VALUE INVESTMENT CORP.2,150$360K0.47%013F-HRTimeline
EntryPoint Capital, LLC2,147$359K0.16%-5213F-HRTimeline
Independence Financial Advisors, LLC2,145$359K0.14%13F-HRTimeline
Integrity Wealth Solutions LLC2,142$359K0.19%+2113F-HRTimeline
Nicollet Investment Management, Inc.2,136$358K0.13%+20513F-HRTimeline
Vienna Asset Management LLC2,138$358K0.28%-1,41713F-HRTimeline
Hexagon Capital Partners LLC2,136$358K0.07%+18713F-HRTimeline
Old Mission Investment Co LLC2,135$357K0.11%-4113F-HRTimeline
Cannon Wealth Management Services, LLC1,743$357K0.32%+45113F-HRTimeline
Pinnacle Bancorp, Inc.2,132$357K0.12%+31213F-HRTimeline
Clark Asset Management, LLC2,131$357K0.06%+53613F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC2,130$357K0.03%+5013F-HRTimeline
Jackson Hole Capital Partners, LLC2,122$355K0.07%-27613F-HRTimeline
GQG Partners LLC2,121$355K<0.01%-10,211,03913F-HRTimeline
Bienville Capital Management, LLC2,120$355K0.09%013F-HRTimeline
Roberts Wealth Advisors, LLC2,115$354K0.11%013F-HRTimeline
Duncan Williams Asset Management, LLC2,109$353K0.13%+113F-HRTimeline
PEOPLES BANK /OH2,108$353K0.23%-44213F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC2,107$353K0.01%+6713F-HRTimelineGroup
WULFF, HANSEN & CO.2,105$352K0.32%+25013F-HRTimeline
High Note Wealth, LLC2,104$352K0.09%013F-HRTimeline
First Dallas Securities Inc.2,100$352K0.15%013F-HRTimeline
BIP Alliance, LLC2,101$352K0.15%+7613F-HRTimeline
Beta Wealth Group, Inc.2,098$351K0.13%013F-HRTimeline
Opal Wealth Advisors, LLC2,098$351K0.11%-26613F-HRTimeline
EHRLICH FINANCIAL GROUP2,093$350K0.26%-18013F-HRTimeline
CHIRON CAPITAL MANAGEMENT, LLC2,092$350K0.32%+11013F-HRTimeline
Bristlecone Advisors, LLC2,091$350K0.03%-25913F-HRTimeline
WADDELL & ASSOCIATES, LLC2,091$350K0.04%+4313F-HR/ATimeline
New England Professional Planning Group…2,090$350K0.17%013F-HRTimeline
SIERRA OCEAN, LLC2,089$350K0.28%+29913F-HRTimeline
Warther Private Wealth, LLC2,089$350K0.12%-8,11113F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…2,076$348K0.13%+44713F-HRTimeline
B.O.S.S. Retirement Advisors, LLC2,070$347K0.1%+10913F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.2,067$346K0.24%new13F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC2,061$345K0.2%+45213F-HRTimeline
Pasadena Private Wealth, LLC2,060$345K0.07%-913F-HRTimeline
First Nebraska Trust Co2,060$345K0.03%013F-HRTimeline
Kingsman Wealth Management, Inc.2,060$345K0.25%13F-HRTimeline
Exchange Bank2,059$345K0.28%013F-HRTimeline
Avion Wealth1,484$344K0.09%013F-HRTimeline
WNY Asset Management, LLC2,053$344K0.04%+54213F-HRTimeline
Riverwater Partners LLC2,044$342K0.18%+64313F-HRTimeline
Northwest Financial Advisors2,031$340K0.28%+83713F-HRTimeline
NWF Advisory Services Inc.2,030$340K0.05%-14513F-HRTimeline
UHLMANN PRICE SECURITIES, LLC2,029$340K0.25%+813F-HRTimeline
White Lighthouse Investment Management …2,026$339K0.06%-33513F-HRTimeline
TFG Advisers LLC2,019$338K0.12%+75513F-HRTimeline
BLALOCK WILLIAMS, LLC2,015$337K0.38%+10313F-HRTimeline
Legacy Financial Strategies, LLC2,013$337K0.07%+37813F-HRTimeline
Bouchey Financial Group, Ltd.2,008$336K0.03%-7013F-HRTimeline
Mechanics Financial Corp2,008$336K0.15%013F-HRTimeline
Cornell Pochily Investment Advisors, In…2,007$336K0.12%-24713F-HRTimeline
FARMERS TRUST CO2,005$336K0.06%013F-HRTimeline
TrueWealth Advisors, LLC2,001$335K0.11%-7213F-HRTimeline
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT…in group SUMMIT PARTNERS PUBLIC ASSET …2,000$335K0.02%new13F-HRTimelineGroup
Valued Retirements, Inc.2,000$335K0.44%013F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC2,000$335K0.13%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.1,998$335K0.17%-8313F-HRTimeline
O'ROURKE & COMPANY, Inc1,996$334K0.17%-2613F-HRTimeline
Heritage Investment Group, Inc.1,991$333K0.06%013F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS1,988$333K0.26%-45413F-HRTimeline
Carson Advisory Inc.1,984$332K0.22%+51513F-HRTimeline
Marest Capital, LLC1,983$332K0.28%-2,55613F-HRTimeline
PIONEER TRUST BANK N A/OR1,982$332K0.09%013F-HRTimeline
Radnor Capital Management, LLC1,975$331K0.06%-4513F-HRTimeline
Ergawealth Advisors, Inc.1,976$331K0.16%-3813F-HRTimeline
US FINANCIAL ADVISORS, LLC1,972$330K0.1%013F-HRTimeline
Tarbox Family Office, Inc.1,967$329K0.05%013F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC1,964$329K0.03%+25213F-HRTimeline
Salomon & Ludwin, LLC1,960$328K0.03%+37013F-HRTimeline
Martel Wealth Advisors LLC1,960$328K0.07%013F-HRTimeline
Olympiad Research LP1,959$328K0.38%new13F-HRTimeline
Embree Financial Group1,959$328K0.05%+23513F-HRTimeline
YARGER WEALTH STRATEGIES, LLC1,955$327K0.19%+14213F-HRTimeline
Brio Consultants, LLC1,950$326K0.05%+20613F-HR/ATimeline
MARYLAND CAPITAL ADVISORS INC.1,950$326K0.14%013F-HRTimeline
Centricity Wealth Management, LLC1,950$326K0.3%-2513F-HRTimeline
ACT Advisors, LLC.1,947$326K0.18%+24513F-HRTimeline
New Jersey Better Educational Savings T…1,940$325K0.63%013F-HRTimeline
River Wealth Advisors LLC1,939$325K0.05%+8713F-HRTimeline
Whipplewood Advisors, LLC1,823$324K0.23%-23613F-HRTimeline
Activest Wealth Management1,932$323K0.09%+89613F-HRTimeline
Ritter Daniher Financial Advisory LLC /…1,930$323K0.09%-27913F-HRTimeline
Pandora Wealth, Inc.1,930$323K0.21%13F-HRTimeline
Signature Wealth Management Partners, L…1,928$323K0.21%new13F-HRTimeline
SELDON CAPITAL LP1,920$321K0.2%013F-HRTimeline
Hobbs Wealth Management, LLC1,915$321K0.36%-16713F-HR/ATimeline
INSTRUMENTAL WEALTH, LLC1,664$320K0.29%+29213F-HRTimeline
Binnacle Investments Inc1,910$320K0.23%13F-HRTimeline
Arlington Capital Management, Inc.1,909$320K0.24%-8513F-HRTimeline
Redwood Financial Network Corp1,906$319K0.24%+4313F-HRTimeline
Smallwood Wealth Investment Management,…1,905$319K0.2%013F-HRTimeline