US Financial Advisors’s Broadcom AVGO Stock Holding History

US Financial 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 Q1	$330K	Hold	1,972	–	–	0.1%	70
2024 Q4	$457K	Buy	1,972 +262	+15%	+$48.5K	0.14%	55
2024 Q3	$295K	Sell	1,710 -50	-3%	-$8.02K	0.09%	70
2024 Q2	$283K	Hold	1,760	–	–	0.09%	69
2024 Q1	$233K	Buy	+1,760	New	+$218K	0.08%	73
2016 Q2	–	Sell	-3,610	Closed	-$56K	–	70
2016 Q1	$56K	Hold	3,610	–	–	0.1%	84
2015 Q4	$52K	Hold	3,610	–	–	0.05%	136
2015 Q3	$45K	Hold	3,610	–	–	0.07%	111
2015 Q2	$48K	Buy	3,610 +430	+14%	+$5.63K	0.05%	104
2015 Q1	$40K	Hold	3,180	–	–	0.04%	129
2014 Q4	$32K	Buy	+3,180	New	+$28.4K	0.03%	143

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

US Financial Advisors's AVGO Position: Q1 2025 in Review

US Financial Advisors held its Broadcom (AVGO) position steady in Q1 2025 at 1,972 shares worth $330K. The position accounts for 0.1% of the portfolio, ranked #70.

US Financial Advisors first reported a position in AVGO in Q4 2014 and has held it in 11 quarters since. The position peaked at $457K in Q4 2024. 3,816 funds tracked by Wall St. Rank hold AVGO as of Q1 2025.

US Financial Advisors held 1,972 shares of Broadcom worth $330K as of Q1 2025.
US Financial Advisors left its Broadcom share count unchanged in Q1 2025.
Broadcom made up 0.1% of US Financial Advisors's portfolio in Q1 2025, its #70 holding.
US Financial Advisors first reported a position in Broadcom in Q4 2014 and has held it in 11 quarters since.
US Financial Advisors's Broadcom position peaked at $457K in Q4 2024.
3,816 funds tracked by Wall St. Rank held Broadcom as of Q1 2025.

Based on US Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.