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Xcel Wealth Management, LLC → AVGO

Xcel Wealth Management, LLC AVGO Position History

Broadcom Inc.

Quarters held
5
Latest value
$8.2M
Q3 2026
Peak value
$8.9M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$8.5M
Q4 2025$8.9M
Q1 2026$7.7M
Q2 2026$8.9M
Q3 2026$8.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$8.2M23.3K——
Q2 2026$8.9M23.5K——
Q1 2026$7.7M24.8K——
Q4 2025$8.9M25.8K——
Q3 2025$8.5M25.7K——

Other funds holding AVGO

Other Xcel Wealth Management, LLC positions

AMZN

AMAZON COM INC

$32.6M
AMZN

AMAZON COM INC

$31.5M
AMZN

AMAZON COM INC

$31.1M
AMZN

AMAZON COM INC

$30M
AMZN

AMAZON COM INC

$27.9M
RH

RH

$26M
RH

RH

$25.5M
RH

RH

$19.7M