Skip to content
Disclosery

AVGO BROADCOM INC

Follow

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
North Star Investment Management Corp.1,437$241K0.02%+413F-HRTimeline
Factor Wealth Management LTD1,434$240K0.07%013F-HRTimeline
Bell Investment Advisors, Inc1,432$240K0.04%+613F-HRTimeline
American Financial Advisors, LLC1,432$240K0.03%+5213F-HRTimeline
Heritage Wealth Management, Inc./Texas1,430$239K0.14%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC1,430$239K0.02%013F-HRTimeline
MARATHON CAPITAL MANAGEMENT1,425$239K0.06%-2513F-HRTimeline
Mascoma Wealth Management LLC1,424$238K0.06%-18013F-HRTimeline
SilverOak Wealth Management LLC1,420$238K0.05%013F-HRTimeline
Uniting Wealth Partners, LLC1,420$238K0.12%013F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV1,420$238K0.05%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.1,419$238K0.1%+11413F-HRTimeline
Old North State Wealth Management, LLC1,409$237K0.13%-4913F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC1,415$237K0.03%+28013F-HRTimeline
DAGCO, INC.1,413$237K0.08%new13F-HRTimeline
Veridan Wealth LLC1,412$236K0.11%+3513F-HRTimeline
CORBYN INVESTMENT MANAGEMENT INC/MD1,407$236K0.09%-17113F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC1,401$235K0.08%+9013F-HRTimeline
EQ LLC1,400$234K0.11%013F-HRTimeline
Sageworth Trust Co of South Dakota1,400$234K0.28%new13F-HRTimeline
City State Bank1,400$234K0.08%+1013F-HRTimeline
S&CO INC1,400$234K0.02%013F-HRTimeline
Strive Asset Management, LLC1,396$234K0.16%+41013F-HR/ATimeline
Waterfront Wealth Inc.1,386$232K0.06%+2613F-HRTimeline
Financial Symmetry Inc1,382$231K0.14%-60313F-HRTimeline
MONTGOMERY INVESTMENT MANAGEMENT INC1,380$231K0.09%013F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…1,380$231K0.08%-5913F-HRTimeline
Tortoise Investment Management, LLC1,371$230K0.02%-1,70413F-HR/ATimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC1,366$229K0.02%+4813F-HRTimeline
Custos Family Office, LLC1,364$228K0.08%+46313F-HRTimeline
LMG Wealth Partners, LLC1,360$228K0.05%013F-HRTimeline
O'Connor Financial Group LLC1,356$227K0.12%+1013F-HRTimeline
KELLEHER FINANCIAL ADVISORS1,350$226K0.09%-1,05513F-HRTimeline
Wingate Wealth Advisors, Inc.1,350$226K0.26%013F-HRTimeline
Alliance Wealth Advisors, LLC1,349$226K0.13%-2,24813F-HRTimeline
TABR Capital Management, LLC1,345$225K0.23%-10313F-HRTimeline
Bey-Douglas LLC1,342$225K0.2%-30113F-HRTimeline
Alpha Zero LLC1,340$224K0.17%013F-HRTimeline
Powers Advisory Group, LLC1,339$224K0.11%+24413F-HRTimeline
WENDELL DAVID ASSOCIATES INC1,336$224K0.02%013F-HRTimeline
Betterment LLC1,336$224K<0.01%+7613F-HRTimeline
BlueChip Wealth Advisors LLC1,337$224K0.11%+32913F-HRTimeline
Providence Capital Advisors, LLC1,337$224K0.05%-6713F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC1,332$223K0.06%013F-HRTimeline
Burford Brothers, Inc.1,330$223K0.11%+16913F-HRTimeline
Advantage Trust Co1,326$222K0.13%+72613F-HRTimeline
Wescott Financial Advisory Group, LLC1,326$222K0.02%+4813F-HRTimeline
Momentous Wealth Management, Inc.1,325$222K0.16%+12813F-HRTimeline
GUIDANCE CAPITAL, INC1,088$222K0.07%+413F-HRTimeline
EIGHT 31 FINANCIAL, LLC1,323$222K0.14%-1,32713F-HRTimeline
Intelligence Driven Advisers, LLC1,322$221K0.04%-2,18813F-HRTimeline
Rather & Kittrell, Inc.1,321$221K0.05%+2713F-HRTimeline
Bryant Woods Investment Advisors, LLC1,320$221K0.11%+313F-HRTimeline
HRC WEALTH MANAGEMENT, LLC1,319$221K0.14%+4413F-HRTimeline
J HAGAN CAPITAL, INC.952$221K0.18%13F-HRTimeline
International Private Wealth Advisors L…1,317$220K0.21%+23213F-HRTimeline
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO1,315$220K0.31%-27113F-HRTimeline
Northwest Quadrant Wealth Management, L…1,315$220K0.05%+413F-HRTimeline
WESTPORT ASSET MANAGEMENT INC1,312$220K0.11%013F-HRTimeline
Fonville Wealth Management LLC1,311$220K0.06%-28913F-HRTimeline
RiverGlades Family Offices LLC1,310$219K0.16%013F-HRTimeline
PVG ASSET MANAGEMENT CORP1,310$219K0.95%-1,02013F-HRTimeline
Rodgers Brothers Inc.1,310$219K0.03%013F-HRTimeline
Gallacher Capital Management LLC1,309$219K0.11%-6113F-HRTimeline
Investment Research & Advisory Group, I…1,307$219K0.09%+39713F-HRTimeline
Towerpoint Wealth, LLC1,306$219K0.11%-1413F-HRTimeline
Atlas Brown,Inc.1,305$219K0.08%+7013F-HRTimeline
Carmel Capital Partners, LLC1,305$218K0.09%+16513F-HRTimeline
Financial Partners Group, Inc1,300$218K0.03%+13813F-HRTimeline
FSA Advisors, Inc.1,296$217K0.17%-22613F-HRTimeline
KITCHING PARTNERS, LLC1,292$216K0.25%new13F-HRTimeline
Nabity-Jensen Investment Management Inc1,291$216K0.17%+8013F-HRTimeline
AIMZ Investment Advisors, LLC1,290$216K0.08%013F-HRTimeline
Tempus Wealth Planning, LLC1,289$216K0.06%-22513F-HRTimeline
Hobart Private Capital, LLC1,288$216K0.05%new13F-HRTimeline
Seelaus Asset Management LLC1,285$215K0.21%-1513F-HRTimeline
Kraft, Davis & Associates, LLC1,275$215K0.07%new13F-HRTimeline
Kondo Wealth Advisors, Inc.1,282$215K0.11%+7813F-HRTimeline
Barnes Wealth Management Group, Inc1,279$214K0.14%-29213F-HRTimeline
CONSOLIDATED CAPITAL MANAGEMENT, LLC1,278$214K0.09%-19,69513F-HRTimeline
HOGE FINANCIAL SERVICES, LLC1,273$213K0.15%+14113F-HRTimeline
CAPSTONE CAPITAL LLC1,272$213K0.17%-25313F-HRTimeline
Baring Financial LLC1,271$213K0.18%new13F-HRTimeline
Requisite Capital Management, LLC1,270$213K0.05%-2113F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP1,263$211K0.06%+6313F-HRTimelineGroup
AM INVESTMENT STRATEGIES LLC1,263$211K0.05%+6113F-HRTimeline
Global Wealth Management Investment Adv…1,260$211K0.04%+4013F-HRTimeline
Wealth Preservation Advisors, LLC1,259$211K0.15%13F-HRTimeline
Maple Capital Management, Inc.1,256$210K0.02%-20713F-HRTimeline
WEXFORD CAPITAL LP1,256$210K0.05%+27013F-HRTimeline
THOMPSON DAVIS & CO., INC.1,255$210K0.17%-18113F-HRTimeline
Dupree Financial Group, LLC1,253$210K0.09%013F-HRTimeline
Summit Financial Strategies, Inc.1,251$209K0.02%new13F-HRTimeline
GenTrust, LLC1,251$209K0.01%+1413F-HRTimeline
Altus Wealth Management, LLC1,250$209K0.1%+113F-HRTimeline
Diligent Investors, LLC1,249$209K0.05%-6613F-HRTimeline
von Borstel & Associates, Inc.1,250$209K0.06%-7013F-HRTimeline
Tudor Financial Inc.1,246$209K0.13%+113F-HRTimeline
W.H. Cornerstone Investments Inc.1,245$208K0.14%+513F-HRTimeline
Strata Wealth Advisors, LLC1,242$208K0.06%+213F-HRTimeline
Resolute Wealth Strategies, LLC1,240$208K0.12%new13F-HRTimeline
TruNorth Capital Management, LLC1,232$206K0.05%+1,17213F-HRTimeline
Guardian Asset Advisors, LLC1,229$206K0.13%new13F-HRTimeline
American Capital Advisory, LLC1,228$206K0.11%+3813F-HRTimeline
Hendershot Investments Inc.1,223$205K0.03%-1913F-HRTimeline
Core Wealth Advisors, Inc.1,221$204K0.07%new13F-HRTimeline
Legacy Wealth Management, LLC1,221$204K0.01%-62613F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV1,220$204K0.05%-34513F-HRTimeline
WPWealth LLP1,220$204K0.04%-2613F-HRTimeline
Lutz Financial Services LLC1,219$204K0.02%+9313F-HRTimeline
Ariston Services Group1,214$203K0.17%013F-HRTimeline
Avid Wealth Partners LLC1,210$203K0.14%+34313F-HRTimeline
SJS Investment Consulting Inc.1,207$202K0.03%+74013F-HRTimeline
Proactive Wealth Strategies LLC1,206$202K0.11%+31213F-HRTimeline
CogentBlue Wealth Advisors, LLC1,204$202K0.18%+25113F-HRTimeline
Hardman Johnston Global Advisors LLC1,200$201K0.01%013F-HRTimeline
Cove Street Capital, LLC1,200$201K0.32%-20013F-HRTimeline
Three Seasons Wealth, LLC1,200$201K0.1%-1,33213F-HRTimeline
Brookmont Capital Management1,197$200K0.11%+113F-HRTimeline
One Wealth Management Investment & Advi…1,196$200K0.33%new13F-HRTimeline
BARLOW WEALTH PARTNERS, LLC1,040$200K0.03%013F-HRTimeline
Global Financial Private Client, LLC1,188$199K0.08%+4213F-HRTimeline
Mowery & Schoenfeld Wealth Management, …1,182$198K0.39%+1213F-HRTimeline
Orion Capital Management LLC1,175$197K0.08%+8013F-HRTimeline
FIRST UNITED BANK & TRUST1,150$193K0.07%013F-HRTimeline
Fiduciary Wealth Partners, LLC1,149$192K0.17%13F-HRTimeline
Stelac Advisory Services LLC1,131$189K0.08%+65113F-HRTimeline
Bank & Trust Co1,121$188K0.15%+17113F-HRTimeline
Solstein Capital, LLC1,120$188K0.11%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,095$183K0.08%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,073$180K0.02%+7313F-HRTimelineGroup
Ulland Investment Advisors, LLC1,057$177K0.15%013F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.1,050$176K0.17%+31013F-HRTimeline
Comprehensive Financial Planning, Inc./…1,047$175K0.17%-2,25813F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC1,040$174K0.06%+37013F-HRTimeline
Dunhill Financial, LLC1,038$174K0.08%-14413F-HRTimeline
Tidemark, LLC1,034$173K0.06%-913F-HRTimeline
TOWER TRUST & INVESTMENT Co870$167K0.13%13F-HRTimeline
PARK CIRCLE Co1,000$167K0.15%013F-HRTimeline
SIMA Wealth Partners, LLC1,000$167K0.14%013F-HRTimeline
Semmax Financial Advisors Inc.803$167K0.05%+2613F-HRTimeline
Elite Financial, Inc.1,002$167K0.09%+313F-HRTimeline
Evelyn Partners Group Ltdgroup of 3 filers holding951$159K+325Timeline
Hughes Financial Services, LLC936$158K0.03%new13F-HRTimeline
Turim 21 Investimentos Ltda.940$157K0.04%013F-HRTimeline
Winch Advisory Services, LLC937$157K0.04%+34813F-HRTimeline
True Wealth Design, LLC922$154K0.06%+21013F-HRTimeline
Cascades Capital Asset Management, LLC916$153K0.08%-35613F-HRTimeline
Tanglewood Legacy Advisors, LLC900$151K0.07%013F-HRTimeline
Midwest Capital Advisors, LLC900$151K0.09%013F-HRTimeline
Keener Financial Planning LLC890$149K0.1%+23013F-HRTimeline
Davidson Kahn Capital Management, LLC889$149K0.12%+10013F-HRTimeline
Quest 10 Wealth Builders, Inc.889$149K0.16%+5513F-HRTimeline
Stonebridge Financial Group, LLC859$144K0.02%+11613F-HRTimeline
Gibson Capital, LLC856$143K0.03%+18313F-HR/ATimeline
First PREMIER Bank850$143K0.04%013F-HRTimeline
Noble Wealth Management PBC845$141K0.1%+7513F-HRTimeline
Keystone Global Partners, LLC831$139K0.1%13F-HRTimeline
Atlantic Edge Private Wealth Management…828$139K0.04%013F-HRTimeline
Flaharty Asset Management, LLC819$137K0.02%new13F-HRTimeline
REAP Financial Group, LLC812$136K0.03%+23013F-HRTimeline
Roxbury Financial LLC677$135K0.13%-1813F-HRTimeline
Olde Wealth Management, LLC805$134K0.05%new13F-HRTimeline
CHELSEA COUNSEL CO800$134K0.07%013F-HRTimeline
Investors Towarzystwo Funduszy Inwestyc…763$128K0.06%-1,54013F-HRTimeline
WealthCollab, LLC761$127K0.08%-213F-HRTimeline
TD Capital Management LLC759$127K0.01%+3113F-HRTimeline
Signature Resources Capital Management,…740$124K0.11%013F-HRTimeline
Wiser Advisor Group LLC738$124K0.18%+11913F-HRTimeline
PrairieView Partners, LLC739$123K0.01%+713F-HRTimeline
Painted Porch Advisors LLC734$123K0.05%-32213F-HRTimeline
CGC Financial Services, LLC728$122K0.05%-12213F-HRTimeline
Kentucky Trust Co713$119K0.07%013F-HRTimeline
Knott David M Jr710$119K0.06%013F-HRTimeline
AlphaQuest LLC704$118K0.01%+60813F-HRTimeline
Copia Wealth Management702$118K0.11%-13313F-HRTimeline
PSI Advisors, LLC700$117K0.04%+7013F-HRTimeline
Promethos Capital, LLC694$116K0.04%new13F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV685$115K0.02%+23513F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC683$114K0.15%+4513F-HRTimeline
Bay Harbor Wealth Management, LLC673$113K0.04%-31413F-HRTimeline
10Elms LLP650$109K0.11%013F-HRTimeline
Valued Wealth Advisors LLC648$109K0.07%-5413F-HRTimeline
Millstone Evans Group, LLC644$108K0.07%013F-HRTimeline
Richardson Capital Management LLC641$107K0.07%+11113F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.640$107K0.06%013F-HRTimeline
N.E.W. Advisory Services LLC619$104K0.01%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC615$103K0.02%+9913F-HRTimeline
Gladstone Capital Management LLP610$102K0.01%-58,59013F-HRTimeline
Coston, McIsaac & Partners605$101K0.03%+113F-HRTimeline
HORIZON BANCORP INC /IN/599$100K0.06%new13F-HRTimeline
Global Wealth Strategies & Associates589$98.6K0.03%+8313F-HRTimeline
Red Tortoise LLC576$96.5K0.05%-13213F-HRTimeline
HWG Holdings LP576$96.4K0.04%-18,74913F-HRTimeline
Retirement Wealth Solutions LLC573$95.9K0.08%+40713F-HRTimeline
Ruedi Wealth Management, Inc.564$94.5K0.03%013F-HRTimeline
Creative Capital Management Investments…560$93.8K0.04%013F-HRTimeline
Lipe & Dalton554$93K0.05%013F-HRTimeline
MJT & Associates Financial Advisory Gro…555$92.9K0.09%13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC545$91.2K0.02%-4013F-HRTimeline