JFG Wealth Management’s Broadcom AVGO Stock Holding History

JFG Wealth Management’s Portfolio AVGO Stock Details AVGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$218K	Buy	+661	New	+$203K	0.04%	65

Other funds holding AVGO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JFG Wealth Management's AVGO Position: Q3 2025 in Review

JFG Wealth Management opened a new position in Broadcom (AVGO) in Q3 2025: 661 shares worth $218K. The stake represents 0.04% of the portfolio and ranks #65 among its holdings.

4,288 funds tracked by Wall St. Rank hold AVGO as of Q3 2025.

JFG Wealth Management held 661 shares of Broadcom worth $218K as of Q3 2025.
Broadcom was a new JFG Wealth Management position in Q3 2025.
Broadcom made up 0.04% of JFG Wealth Management's portfolio in Q3 2025, its #65 holding.
4,288 funds tracked by Wall St. Rank held Broadcom as of Q3 2025.

Based on JFG Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.