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Strategic Wealth Investment Group, LLC → AVGO

Strategic Wealth Investment Group, LLC AVGO Position History

Broadcom Inc.

Quarters held
5
Latest value
$21.8M
Q3 2026
Peak value
$33.7M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$33.7M
Q4 2025$24.4M
Q1 2026$21.8M
Q2 2026$24.2M
Q3 2026$21.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$21.8M62.2K——
Q2 2026$24.2M64.1K——
Q1 2026$21.8M70.5K——
Q4 2025$24.4M70.4K——
Q3 2025$33.7M102.1K——

Other funds holding AVGO

Other Strategic Wealth Investment Group, LLC positions

STT-PG

SPDR SERIES TRUST

$96.3M
STT-PG

SPDR SERIES TRUST

$64.1M
STT-PG

SPDR SERIES TRUST

$63.5M
STT-PG

SPDR SERIES TRUST

$63.4M
STT-PG

SPDR SERIES TRUST

$60.4M
VGES

VANGUARD SCOTTSDALE FDS

$52.3M
VGES

VANGUARD SCOTTSDALE FDS

$52.2M
VGES

VANGUARD SCOTTSDALE FDS

$49.2M