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MN Wealth Advisors, LLC → AVGO

MN Wealth Advisors, LLC AVGO Position History

Broadcom Inc.

Quarters held
4
Latest value
$2.8M
Q3 2026
Peak value
$3.3M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$2.2M
Q1 2026$2.3M
Q2 2026$3.3M
Q3 2026$2.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.8M8.0K——
Q2 2026$3.3M8.8K——
Q1 2026$2.3M7.5K——
Q4 2025$2.2M6.5K——

Other funds holding AVGO

Other MN Wealth Advisors, LLC positions

JPM-PM

JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF

$11.7M
JPM-PM

JPMORGAN ACTIVE GROWTH ETF

$11.4M
JPM-PM

JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF

$10.1M
JPM-PM

JPMORGAN ACTIVE GROWTH ETF

$9.3M
JPM-PM

JPMORGAN ACTIVE GROWTH ETF

$9.2M
JPM-PM

JPMORGAN ACTIVE GROWTH ETF

$8.7M
JPM-PM

JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF

$8.5M
JPM-PM

JPMORGAN CORE PLUS BOND ETF

$7.9M