SEC 13F Intelligence

Sheaff Brock Investment Advisors, LLC / AVGO

Sheaff Brock Investment Advisors, LLC’s Broadcom Inc Position

Does Sheaff Brock Investment Advisors, LLC own Broadcom Inc (AVGO)? Yes — 68.7K shares worth $12M (+1.06% of its 13F portfolio) as of Q1 2025, down from 75.9K shares the prior filed quarter.

Position Value
$12M
Q1 2025
Shares
68.7K
% of Portfolio
+1.06%
Quarters Held
25
currently held

Position History AVGO

Reported value by quarter
Q4 ’18: $325,000Q4 ’18Q1 ’19: $340,000Q2 ’19: $259,000Q4 ’19: $313,000Q1 ’20: $423,000Q1 ’20Q2 ’20: $281,000Q3 ’20: $397,000Q4 ’20: $6MQ1 ’21: $6MQ1 ’21Q2 ’21: $6MQ3 ’21: $6MQ4 ’21: $9MQ1 ’22: $8MQ1 ’22Q2 ’22: $6MQ3 ’22: $6MQ4 ’22: $7MQ1 ’23: $9MQ1 ’23Q2 ’23: $11MQ3 ’23: $10MQ4 ’23: $11MQ1 ’24: $12MQ1 ’24Q2 ’24: $14MQ3 ’24: $14MQ4 ’24: $18MQ1 ’25: $12MQ1 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202568.7K$12M+1.06%
Q4 202475.9K$18M+1.53%
Q3 202478.6K$14M+1.19%
Q2 20248.5K$14M+1.27%
Q1 20249.1K$12M+0.76%
Q4 20239.9K$11M+0.86%
Q3 202312.2K$10M+0.92%
Q2 202312.9K$11M+0.95%
Q1 202313.3K$9M+0.78%
Q4 202213.2K$7M+0.73%
Q3 202212.9K$6M+0.62%
Q2 202213.0K$6M+0.53%
Q1 202213.1K$8M+0.57%
Q4 202113.2K$9M+0.60%
Q3 202113.1K$6M+0.47%
Q2 202113.0K$6M+0.45%
Q1 202112.6K$6M+0.46%
Q4 202012.7K$6M+0.47%
Q3 20201.1K$397,000+0.04%
Q2 2020891$281,000+0.03%
Q1 20201.8K$423,000+0.06%
Q4 2019989$313,000+0.03%
Q2 2019899$259,000+0.03%
Q1 20191.1K$340,000+0.04%
Q4 20181.3K$325,000+0.05%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Sheaff Brock Investment Advisors, LLC’s full portfolio or all institutional holders of AVGO.