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KINGSWOOD WEALTH ADVISORS, LLC → AVGO

KINGSWOOD WEALTH ADVISORS, LLC AVGO Position History

Broadcom Inc.

Quarters held
4
Latest value
$28.2M
Q3 2026
Peak value
$29.8M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$27.6M
Q1 2026$24.5M
Q2 2026$29.8M
Q3 2026$28.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$28.2M80.4K——
Q2 2026$29.8M78.8K——
Q1 2026$24.5M79.0K——
Q4 2025$27.6M79.6K——

Other funds holding AVGO

Other KINGSWOOD WEALTH ADVISORS, LLC positions

AAPL

APPLE INCORPORATED

$108M
AAPL

APPLE INCORPORATED

$92.2M
AAPL

APPLE INCORPORATED

$84.8M
AAPL

APPLE INCORPORATED

$78.3M
NVDA

NVIDIA CORPORATION

$68.1M
SPY

SPDR S&P 500 ETF

$65.9M
SPY

SPDR S&P 500 ETF

$63.4M
NVDA

NVIDIA CORPORATION

$62.6M