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McKinley Carter Wealth Services, Inc. → AVGO

McKinley Carter Wealth Services, Inc. AVGO Position History

Broadcom Inc.

Quarters held
6
Latest value
$702K
Q3 2026
Peak value
$29.2M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$28.2M
Q4 2025$27.6M
Q1 2026$24.8M
Q2 2026$29.2M
Q3 2026$26.7M
Q3 2026$702K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$702K2.0K——
Q3 2026$26.7M76.1K——
Q2 2026$29.2M77.4K——
Q1 2026$24.8M80.1K——
Q4 2025$27.6M79.6K——
Q3 2025$28.2M85.4K——

Other funds holding AVGO

Other McKinley Carter Wealth Services, Inc. positions

CRDO

DIMENSIONAL ETF TRUST

$155.5M
CRDO

DIMENSIONAL ETF TRUST

$150M
CRDO

DIMENSIONAL ETF TRUST

$135.8M
ETHA

ISHARES TR

$133.5M
ETHA

ISHARES TR

$128.7M
VGES

VANGUARD STAR FDS

$126.4M
ETHA

ISHARES TR

$112M
FIS

FIDELITY MERRIMACK STR TR

$111.3M