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ADVISORTRUST PARTNERS, LLC → AVGO

ADVISORTRUST PARTNERS, LLC AVGO Position History

Broadcom Inc.

Quarters held
4
Latest value
$13.3M
Q3 2026
Peak value
$15.2M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$15.2M
Q1 2026$11.6M
Q2 2026$14M
Q3 2026$13.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$13.3M37.9K——
Q2 2026$14M37.1K——
Q1 2026$11.6M37.3K——
Q4 2025$15.2M44.0K——

Other funds holding AVGO

Other ADVISORTRUST PARTNERS, LLC positions

QQQ

INVESCO QQQ TR

$16.7M
SPY

STATE STR SPDR S&P 500 ETF T

$16.5M
SPY

STATE STR SPDR S&P 500 ETF T

$15.9M
QQQ

INVESCO QQQ TR

$14.8M
IVZ

INVESCO ACTVELY MNGD ETC FD

$12.4M
ETHA

ISHARES TR

$12.2M
MCD

ISHARES TR

$11.5M
GLD

SPDR GOLD TR

$11.3M