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Sheaff Brock Investment Advisors’s Broadcom AVGO Stock Holding History

Sheaff Brock Investment 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
2024
Q2 		– Hold
0
– -$3.31M – 458
2024
Q1 		– Hold
0
– – – 79
2023
Q2 		– Sell
-12,000
Closed -$770K – 494
2023
Q1 		$770K Buy
+12,000
New +$722K 0.07% 201

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sheaff Brock Investment Advisors's AVGO Position: Q1 2025 in Review

Sheaff Brock Investment Advisors reduced its Broadcom (AVGO) stake by 9.5% in Q1 2025, selling an estimated $1.53M and leaving 68,706 shares worth $11.5M. The position accounts for 1.06% of the portfolio, ranked #13.

Sheaff Brock Investment Advisors first reported a position in AVGO in Q4 2015 and has held it in 37 quarters since. The position peaked at $17.6M in Q4 2024. 3,816 funds tracked by Wall St. Rank hold AVGO as of Q1 2025.

  • Sheaff Brock Investment Advisors held 68,706 shares of Broadcom worth $11.5M as of Q1 2025.
  • Sheaff Brock Investment Advisors sold 7,227 Broadcom shares in Q1 2025, an estimated $1.53M.
  • Broadcom made up 1.06% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #13 holding.
  • Sheaff Brock Investment Advisors first reported a position in Broadcom in Q4 2015 and has held it in 37 quarters since.
  • Sheaff Brock Investment Advisors's Broadcom position peaked at $17.6M in Q4 2024.
  • 3,816 funds tracked by Wall St. Rank held Broadcom as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.