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Finivi Inc. → AVGO

Finivi Inc. AVGO Position History

Broadcom Inc.

Quarters held
13
Latest value
$6.3M
Q3 2026
Peak value
$7.1M
First seen
Q4 2021

Dollar value over time

Show data table
PeriodPosition value
Q4 2021$218K
Q4 2023$2.7M
Q1 2024$3M
Q2 2024$3.9M
Q3 2024$4.2M
Q4 2024$5.4M
Q1 2025$4M
Q2 2025$6.6M
Q3 2025$7.1M
Q4 2025$6.9M
Q1 2026$6.3M
Q2 2026$6.7M
Q3 2026$6.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$6.3M18.0K——
Q2 2026$6.7M17.8K——
Q1 2026$6.3M20.4K——
Q4 2025$6.9M19.8K——
Q3 2025$7.1M21.5K——
Q2 2025$6.6M24.0K——
Q1 2025$4M23.7K——
Q4 2024$5.4M23.3K——
Q3 2024$4.2M24.5K——
Q2 2024$3.9M2.4K——
Q1 2024$3M2.3K——
Q4 2023$2.7M2.4K——
Q4 2021$218K402——

Other funds holding AVGO

Other Finivi Inc. positions

VGES

VANGUARD BD INDEX FDS

$13.6M
NOC

JANUS DETROIT STR TR

$11.7M
STT-PG

SSGA ACTIVE ETF TR

$10.5M
STT-PG

SSGA ACTIVE ETF TR

$10.3M
QQQ

INVESCO QQQ TR

$10.3M
VGES

VANGUARD SCOTTSDALE FDS

$10.2M
VGES

VANGUARD SCOTTSDALE FDS

$10.2M
QQQ

INVESCO QQQ TR

$10.1M