SEC 13F Intelligence

Endurance Wealth Management, Inc. / AVGO

Endurance Wealth Management, Inc.’s Broadcom Inc Position

Does Endurance Wealth Management, Inc. own Broadcom Inc (AVGO)? Yes — 15.3K shares worth $13M (+1.81% of its 13F portfolio) as of Q2 2023, up from 15.2K shares the prior filed quarter.

Position Value
$13M
Q2 2023
Shares
15.3K
% of Portfolio
+1.81%
Quarters Held
18
currently held

Position History AVGO

Reported value by quarter
Q1 ’19: $2MQ1 ’19Q2 ’19: $2MQ3 ’19: $2MQ4 ’19: $3MQ4 ’19Q1 ’20: $2MQ2 ’20: $3MQ3 ’20: $4MQ3 ’20Q4 ’20: $5MQ1 ’21: $5MQ2 ’21: $5MQ2 ’21Q3 ’21: $5MQ4 ’21: $4MQ1 ’22: $5MQ1 ’22Q2 ’22: $4MQ3 ’22: $4MQ4 ’22: $9MQ4 ’22Q1 ’23: $10MQ2 ’23: $13Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202315.3K$13M+1.81%
Q1 202315.2K$10M+1.38%
Q4 202215.4K$9M+1.30%
Q3 20228.9K$4M+0.65%
Q2 20228.9K$4M+0.65%
Q1 20228.7K$5M+0.71%
Q4 20216.1K$4M+0.44%
Q3 202111.1K$5M+0.60%
Q2 202111.1K$5M+0.59%
Q1 202110.7K$5M+0.58%
Q4 202010.4K$5M+0.57%
Q3 202010.4K$4M+0.56%
Q2 202010.2K$3M+0.53%
Q1 202010.3K$2M+0.47%
Q4 20198.2K$3M+0.39%
Q3 20197.9K$2M+0.36%
Q2 20197.6K$2M+0.34%
Q1 20197.0K$2M+0.34%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Endurance Wealth Management, Inc.’s full portfolio or all institutional holders of AVGO.