Safe Harbor Wealth Advisors’s Broadcom AVGO Stock Holding History

Safe Harbor Wealth Advisors’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 Q4	$576K	Buy	+1,740	New	+$622K	0.56%	32

Other funds holding AVGO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Safe Harbor Wealth Advisors's AVGO Position: Q4 2025 in Review

Safe Harbor Wealth Advisors opened a new position in Broadcom (AVGO) in Q4 2025: 1,740 shares worth $576K. The stake represents 0.56% of the portfolio and ranks #32 among its holdings.

4,723 funds tracked by Wall St. Rank hold AVGO as of Q4 2025.

Safe Harbor Wealth Advisors held 1,740 shares of Broadcom worth $576K as of Q4 2025.
Broadcom was a new Safe Harbor Wealth Advisors position in Q4 2025.
Broadcom made up 0.56% of Safe Harbor Wealth Advisors's portfolio in Q4 2025, its #32 holding.
4,723 funds tracked by Wall St. Rank held Broadcom as of Q4 2025.

Based on Safe Harbor Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.