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Taylor & Morgan Wealth Management, LLC → AVGO

Taylor & Morgan Wealth Management, LLC AVGO Position History

Broadcom Inc.

Quarters held
5
Latest value
$4M
Q3 2026
Peak value
$4.4M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$4M
Q4 2025$4.3M
Q1 2026$3.7M
Q2 2026$4.4M
Q3 2026$4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4M11.4K——
Q2 2026$4.4M11.6K——
Q1 2026$3.7M11.8K——
Q4 2025$4.3M12.4K——
Q3 2025$4M12.1K——

Other funds holding AVGO

Other Taylor & Morgan Wealth Management, LLC positions

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SPY

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SPY

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$30M
ETHA

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$22.9M
ETHA

ISHARES TR

$21.7M
ETHA

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$19.7M