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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
Meredith Wealth Planning1,279$297K0.13%+2913F-HRTimeline
Wescott Financial Advisory Group, LLC1,278$296K0.03%new13F-HRTimeline
HRC WEALTH MANAGEMENT, LLC1,275$296K0.18%new13F-HRTimeline
Palisades Hudson Asset Management, L.P.1,270$295K0.12%013F-HRTimeline
Cascades Capital Asset Management, LLC1,272$295K0.16%new13F-HRTimeline
BancFirst Trust & Investment Management1,250$294K0.13%new13F-HRTimeline
DAVIS-REA LTD.1,267$294K0.15%013F-HRTimeline
TFG Advisers LLC1,264$293K0.11%new13F-HRTimeline
Black Diamond Financial, LLC1,262$293K0.04%new13F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD1,261$292K0.27%13F-HRTimeline
Betterment LLC1,260$292K<0.01%+2913F-HRTimeline
Runnymede Capital Advisors, Inc.1,256$291K0.25%13F-HRTimeline
Dupree Financial Group, LLC1,253$291K0.13%new13F-HRTimeline
Arlington Financial Advisors, LLC1,250$290K0.06%new13F-HRTimeline
Altus Wealth Management, LLC1,249$290K0.13%013F-HRTimeline
WPWealth LLP1,246$289K0.06%-613F-HRTimeline
Tudor Financial Inc.1,245$289K0.17%new13F-HRTimeline
Obsidian Personal Planning Solutions LLC1,303$288K0.14%+1413F-HRTimeline
Hendershot Investments Inc.1,242$288K0.04%+4213F-HRTimeline
W.H. Cornerstone Investments Inc.1,240$288K0.19%+213F-HRTimeline
Strata Wealth Advisors, LLC1,240$287K0.09%+6813F-HRTimeline
GenTrust, LLC1,237$287K0.01%new13F-HRTimeline
FF Advisors,LLC1,275$287K0.2%-2013F-HRTimeline
Atlas Brown,Inc.1,235$286K0.1%new13F-HRTimeline
Almanack Investment Partners, LLC.1,233$286K0.04%-1513F-HRTimeline
Saiph Capital, LLC1,230$285K0.13%new13F-HRTimeline
Global Wealth Management Investment Adv…1,220$283K0.06%new13F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC1,219$283K0.07%013F-HRTimeline
Ariston Services Group1,214$281K0.24%-24013F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC1,214$281K0.06%new13F-HRTimeline
Cannon Wealth Management Services, LLC1,292$281K0.24%+4213F-HRTimeline
Nabity-Jensen Investment Management Inc1,211$281K0.21%+2313F-HRTimeline
Rareview Capital LLC1,627$281K0.2%new13F-HRTimeline
Grove Street Fiduciary, LLC1,210$281K0.15%13F-HRTimeline
Great Point Wealth Advisors, LLC1,208$280K0.06%013F-HRTimeline
DISCIPLINED GROWTH INVESTORS INC /MN1,206$280K0.01%-71013F-HRTimeline
Whitener Capital Management, Inc.1,204$279K0.08%013F-HRTimeline
Kondo Wealth Advisors, Inc.1,204$279K0.14%13F-HRTimeline
AM INVESTMENT STRATEGIES LLC1,202$279K0.07%new13F-HRTimeline
STANCE CAPITAL LLC1,201$278K0.17%13F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP1,200$278K0.08%new13F-HRTimelineGroup
Hardman Johnston Global Advisors LLC1,200$278K0.01%013F-HRTimeline
New Century Financial Group, LLC1,194$278K0.12%-1,59813F-HRTimeline
Momentous Wealth Management, Inc.1,197$278K0.23%13F-HRTimeline
Brookmont Capital Management1,196$277K0.15%-17513F-HRTimeline
Griffith & Werner, Inc.1,194$277K0.18%13F-HRTimeline
Northwest Financial Advisors1,194$277K0.23%+213F-HRTimeline
American Capital Advisory, LLC1,190$276K0.15%-24013F-HRTimeline
Provenance Wealth Advisors, LLC1,190$276K0.04%013F-HRTimeline
Innova Wealth Partners1,185$275K0.17%-11,26013F-HRTimeline
Lakeridge Wealth Management LLC1,184$275K0.14%new13F-HRTimeline
OPTIMA CAPITAL LLC1,184$274K0.19%13F-HRTimeline
Dunhill Financial, LLC1,182$274K0.13%+27813F-HRTimeline
Syverson Strege & Co1,179$273K0.09%new13F-HRTimeline
Martin Worley Group1,171$271K0.17%13F-HRTimeline
Mowery & Schoenfeld Wealth Management, …1,170$271K0.53%+84013F-HRTimeline
TRUE Private Wealth Advisors1,167$271K0.03%new13F-HRTimeline
Cassady Schiller Wealth Management, LLC1,165$270K0.1%+23513F-HRTimeline
Private Wealth Management Group, LLC1,162$269K0.1%013F-HRTimeline
Financial Partners Group, Inc1,162$269K0.04%-8913F-HRTimeline
Burford Brothers, Inc.1,161$269K0.13%+113F-HRTimeline
ProVise Management Group, LLC1,160$269K0.02%-1,25013F-HRTimeline
Waycross Investment Management Co1,160$269K0.28%013F-HRTimeline
Emergent Wealth Advisors, LLC1,159$269K0.19%new13F-HRTimeline
Helium Advisors LLC1,157$268K0.21%13F-HRTimeline
Halter Ferguson Financial Inc.1,155$268K0.11%new13F-HRTimeline
VISTA CAPITAL PARTNERS, INC.1,153$267K0.03%new13F-HRTimeline
Coastwise Capital Group, LLC1,152$267K0.21%-89713F-HRTimeline
FIRST UNITED BANK & TRUST1,150$267K0.1%013F-HRTimeline
Global Financial Private Client, LLC1,146$266K0.1%-413F-HRTimeline
GUIDANCE CAPITAL, INC1,084$265K0.08%new13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,143$265K0.11%+46713F-HRTimeline
Carmel Capital Partners, LLC1,140$264K0.11%new13F-HRTimeline
Argyle Capital Partners, LLC1,140$264K0.23%13F-HRTimeline
Value Aligned Research Advisors, LLC1,137$264K0.07%-7,70013F-HR/ATimeline
D L CARLSON INVESTMENT GROUP INC1,136$263K0.05%new13F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC1,135$263K0.03%new13F-HRTimeline
HOGE FINANCIAL SERVICES, LLC1,132$263K0.19%new13F-HRTimeline
Norway Savings Bank1,130$262K0.15%-8513F-HRTimeline
Vectors Research Management, LLC1,130$262K0.09%new13F-HRTimeline
SGL Investment Advisors, Inc.1,108$262K0.13%-21913F-HRTimeline
Lutz Financial Services LLC1,126$261K0.02%-22813F-HRTimeline
Capstone Wealth Management, LLC1,126$261K0.26%13F-HRTimeline
Solstein Capital, LLC1,120$260K0.15%013F-HRTimeline
Hardin Capital Partners, LLC1,119$259K0.16%-1313F-HRTimeline
DF DENT & CO INC1,110$257K<0.01%new13F-HRTimeline
Marathon Trading Investment Management …in group Marathon Trading Investment M…1,109$257K0.04%-1,29113F-HRTimelineGroup
Copperleaf Capital, LLC1,109$257K0.16%new13F-HRTimeline
Trust Co of Kansas1,110$257K0.12%-5013F-HRTimeline
VANCE WEALTH, LLC1,107$257K0.1%-26313F-HRTimeline
Humankind Investments LLC1,106$256K0.06%new13F-HRTimeline
Sanchez Wealth Management Group1,105$256K0.07%new13F-HRTimeline
Western Pacific Wealth Management, LP1,105$256K0.21%+17513F-HRTimeline
Willow Creek Wealth Management Inc.1,105$256K0.03%new13F-HRTimeline
Priebe Wealth Holdings LLC1,104$256K0.17%new13F-HRTimeline
READYSTATE ASSET MANAGEMENT LP1,103$256K0.01%new13F-HRTimeline
Mosley Wealth Management1,233$254K0.16%+1513F-HRTimeline
Powers Advisory Group, LLC1,095$254K0.13%new13F-HRTimeline
Orion Capital Management LLC1,095$254K0.11%-10513F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,095$254K0.11%+5513F-HRTimeline
Peterson Wealth Advisors, LLC1,088$253K0.05%-39613F-HRTimeline
My Personal CFO, LLC1,091$253K0.13%new13F-HRTimeline
Maxele Advisors, LLC1,091$253K0.24%13F-HRTimeline
Aspen Wealth Management LLC1,091$253K0.07%new13F-HRTimeline
Massachusetts Wealth Management1,090$253K0.16%new13F-HRTimeline
TABLEAUX LLC1,090$253K0.21%13F-HRTimeline
OAK FAMILY ADVISORS, LLC1,089$253K0.1%new13F-HRTimeline
Newport Capital Group, LLC1,088$252K0.19%new13F-HRTimeline
International Private Wealth Advisors L…1,085$252K0.25%new13F-HRTimeline
LYNCH & ASSOCIATES/IN1,084$251K0.05%new13F-HRTimeline
Edge Financial Advisors LLC1,084$251K0.22%new13F-HRTimeline
Bravias Capital Group, LLC1,130$250K0.2%13F-HRTimeline
MASTER'S WEALTH MANAGEMENT INC.1,078$250K0.13%13F-HRTimeline
Barton Investment Management1,075$249K0.03%new13F-HRTimeline
Sollinda Capital Management LLC1,072$249K0.07%-12813F-HRTimeline
5T Wealth, LLC1,068$248K0.14%13F-HRTimeline
Foundry Financial Group, Inc.1,066$247K0.15%new13F-HRTimeline
MATRIX ASSET ADVISORS INC/NY1,060$246K0.03%new13F-HRTimeline
Smith Thornton Advisors LLC1,060$246K0.16%new13F-HRTimeline
Capital Advantage, Inc.1,059$245K0.04%new13F-HRTimeline
Ulland Investment Advisors, LLC1,057$245K0.16%+58413F-HRTimeline
Advance Capital Management, Inc.1,057$245K0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.1,056$245K0.05%+35513F-HR/ATimeline
BetterWealth, LLC1,056$245K0.07%new13F-HRTimeline
Painted Porch Advisors LLC1,056$245K0.12%+61413F-HRTimeline
Wolff Financial Management LLC1,054$244K0.07%new13F-HRTimeline
Martin Investment Management, LLC1,050$243K0.07%new13F-HRTimeline
Sterling Manor Financial, LLC1,050$243K0.17%new13F-HRTimeline
Ruggaard & Associates LLC1,050$243K0.11%new13F-HRTimeline
Headland Capital, LLC1,048$243K0.08%13F-HRTimeline
Clayton Financial Group LLC1,047$243K0.09%-31813F-HRTimeline
Abacus Wealth Partners, LLC1,046$243K0.04%new13F-HRTimeline
Boyce & Associates Wealth Consulting, I…1,045$242K0.25%new13F-HRTimeline
WealthCare Investment Partners, LLC1,043$242K0.11%new13F-HRTimeline
Tidemark, LLC1,043$242K0.09%+1313F-HRTimeline
RFP Financial Group LLC1,040$241K0.09%new13F-HRTimeline
Meridian Financial Advisors, LLC1,040$241K0.17%-60013F-HRTimeline
Cornerstone Planning Group LLC1,193$241K0.06%+16013F-HRTimeline
CABOT WEALTH MANAGEMENT INC1,039$241K0.03%-18913F-HRTimeline
Activest Wealth Management1,036$240K0.07%+19013F-HRTimeline
Joseph P. Lucia & Associates, LLC1,036$240K0.11%-20013F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC1,030$239K0.03%new13F-HRTimeline
Round Rock Advisors LLC1,027$238K0.05%new13F-HRTimeline
W ADVISORS, LLC1,024$237K0.15%-1,25213F-HRTimeline
BARLOW WEALTH PARTNERS, LLC1,040$237K0.03%new13F-HRTimeline
WT Wealth Management1,020$236K0.07%new13F-HRTimeline
POTENTIA WEALTH1,020$236K0.11%13F-HRTimeline
Aspiring Ventures, LLC989$235K0.15%13F-HRTimeline
Sebold Capital Management, Inc.1,010$234K0.16%-15313F-HRTimeline
Seneca Financial Advisors LLC1,010$234K0.12%new13F-HRTimeline
BlueChip Wealth Advisors LLC1,008$234K0.13%new13F-HRTimeline
Nadler Financial Group, Inc.1,005$233K0.02%new13F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC1,001$232K0.03%new13F-HRTimeline
Unique Wealth Strategies, LLC1,001$232K0.1%new13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,000$232K0.02%-15013F-HRTimelineGroup
Pekin Hardy Strauss, Inc.1,000$232K0.03%new13F-HRTimeline
PARK CIRCLE Co1,000$232K0.21%013F-HRTimeline
17 CAPITAL PARTNERS, LLC1,000$232K0.15%-25013F-HRTimeline
Poehling Capital Management, INC.1,000$232K0.06%new13F-HRTimeline
Phraction Management LLC1,000$232K0.08%new13F-HRTimeline
West Tower Group, LLC1,000$232K0.51%+30013F-HRTimeline
Penney Financial, LLC1,000$232K0.16%new13F-HRTimeline
SIMA Wealth Partners, LLC1,000$232K0.2%013F-HRTimeline
Fusion Capital, LLC998$231K0.09%new13F-HRTimeline
ARRIEN INVESTMENTS, INC.1,072$231K0.16%-22413F-HRTimeline
Shum Financial Group, Inc.997$231K0.2%new13F-HRTimeline
Elite Financial, Inc.999$231K0.13%13F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC994$231K0.02%new13F-HRTimeline
COOPER/HAIMS ADVISORS, LLC993$230K0.13%new13F-HRTimeline
Pine Harbor Wealth Management, LLC992$230K0.09%new13F-HRTimeline
Johnson Bixby & Associates, LLC990$230K0.04%new13F-HRTimeline
Sage Investment Counsel LLC990$230K0.3%13F-HRTimeline
KMT WEALTH MANAGEMENT, LLC990$230K0.18%13F-HRTimeline
Santori & Peters, Inc.989$229K0.09%new13F-HRTimeline
Bay Harbor Wealth Management, LLC987$229K0.07%+13413F-HRTimeline
WR Wealth Planners, LLC986$229K0.07%-26413F-HRTimeline
WEXFORD CAPITAL LP986$229K0.06%-44313F-HRTimeline
Strive Asset Management, LLC986$229K0.17%13F-HRTimeline
Valtinson Bruner Financial Planning LLC985$228K0.08%new13F-HRTimeline
Wick Capital Partners, LLC980$227K0.07%new13F-HR/ATimeline
SFG Wealth Management, LLC.975$226K0.12%new13F-HRTimeline
Bridge Creek Capital Management LLC975$226K0.07%new13F-HRTimeline
Paragon Capital Management LLC971$225K0.12%new13F-HRTimeline
THREADGILL FINANCIAL, LLC971$225K0.12%new13F-HRTimeline
Financial Synergies Wealth Advisors, In…970$225K0.03%-50713F-HRTimeline
SEARLE & CO.970$225K0.06%new13F-HRTimeline
ADE, LLC970$225K0.14%new13F-HRTimeline
Grey Fox Wealth Advisors, LLC964$224K0.06%new13F-HRTimeline
Marotta Asset Management963$223K0.05%new13F-HRTimeline
Northstar Financial Companies, Inc.963$223K0.21%13F-HRTimeline
TriaGen Wealth Management LLC962$223K0.08%new13F-HRTimeline
Flavin Financial Services, Inc.960$223K0.21%13F-HR/ATimeline
Capital Investment Services of America,…960$223K0.02%-79013F-HRTimeline
Sharkey, Howes & Javer960$223K0.03%new13F-HRTimeline
ABSHER WEALTH MANAGEMENT, LLC960$223K0.03%new13F-HRTimeline
PENN DAVIS MCFARLAND INC955$221K0.02%new13F-HRTimeline
HT Partners LLC953$221K0.08%new13F-HRTimeline
CogentBlue Wealth Advisors, LLC953$221K0.19%13F-HRTimeline
Eaton-Cambridge Inc.950$220K0.1%new13F-HRTimeline
Bank & Trust Co950$220K0.18%-5513F-HRTimeline