Spectrum Wealth Counsel’s Broadcom AVGO Stock Holding History

Spectrum Wealth Counsel’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 Q1	$9.79M	Sell	58,499 -29,151	-33%	-$6.17M	1.18%	25
2024 Q4	$20.3M	Sell	87,650 -947	-1%	-$175K	2.39%	8
2024 Q3	$15.3M	Sell	88,597 -2,493	-3%	-$400K	1.8%	12
2024 Q2	$14.6M	Sell	91,090 -3,670	-4%	-$514K	1.85%	14
2024 Q1	$12.6M	Sell	94,760 -18,910	-17%	-$2.34M	1.54%	11
2023 Q4	$12.7M	Buy	+113,670	New	+$10.8M	1.76%	10

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Spectrum Wealth Counsel's AVGO Position: Q1 2025 in Review

Spectrum Wealth Counsel reduced its Broadcom (AVGO) stake by 33% in Q1 2025, selling an estimated $6.17M and leaving 58,499 shares worth $9.79M. The position accounts for 1.18% of the portfolio, ranked #25.

Spectrum Wealth Counsel first reported a position in AVGO in Q4 2023 and has held it in 6 quarters since. The position peaked at $20.3M in Q4 2024. 3,815 funds tracked by Wall St. Rank hold AVGO as of Q1 2025.

Spectrum Wealth Counsel held 58,499 shares of Broadcom worth $9.79M as of Q1 2025.
Spectrum Wealth Counsel sold 29,151 Broadcom shares in Q1 2025, an estimated $6.17M.
Broadcom made up 1.18% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #25 holding.
Spectrum Wealth Counsel first reported a position in Broadcom in Q4 2023 and has held it in 6 quarters since.
Spectrum Wealth Counsel's Broadcom position peaked at $20.3M in Q4 2024.
3,815 funds tracked by Wall St. Rank held Broadcom as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.