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Center for Wealth Management Advisory → AVGO

Center for Wealth Management Advisory AVGO Position History

Broadcom Inc.

Quarters held
4
Latest value
$3.2M
Q3 2026
Peak value
$3.2M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$2.7M
Q1 2026$2.6M
Q2 2026$3.2M
Q3 2026$3.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3.2M9.2K——
Q2 2026$3.2M8.6K——
Q1 2026$2.6M8.4K——
Q4 2025$2.7M7.9K——

Other funds holding AVGO

Other Center for Wealth Management Advisory positions

FPF

FIRST TR EXCHANGE-TRADED FD

$14.9M
FPF

FIRST TR EXCHANGE-TRADED FD

$14.4M
FPF

FIRST TR EXCHANGE-TRADED FD

$14.1M
FPF

FIRST TR EXCHANGE-TRADED FD

$12.6M
HODL

VANECK ETF TRUST

$10.5M
KHC

ISHARES TR

$10.2M
KHC

ISHARES TR

$9.7M
HODL

VANECK ETF TRUST

$9.3M