Transform Wealth, LLC’s Broadcom Inc Position
Does Transform Wealth, LLC own Broadcom Inc (AVGO)? Yes — 170.8K shares worth $29M (+1.73% of its 13F portfolio) as of Q1 2025, down from 182.0K shares the prior filed quarter.
Position Value
$29M
Q1 2025
Shares
170.8K
% of Portfolio
+1.73%
Quarters Held
26
currently held
Position History AVGO
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2025 | 170.8K | $29M | +1.73% |
| Q4 2024 | 182.0K | $42M | +2.34% |
| Q3 2024 | 172.5K | $30M | +1.97% |
| Q2 2024 | 18.6K | $30M | +2.24% |
| Q1 2024 | 18.0K | $24M | +2.26% |
| Q4 2023 | 19.9K | $22M | +2.16% |
| Q3 2023 | 19.7K | $16M | +1.72% |
| Q2 2023 | 19.7K | $17M | +1.53% |
| Q1 2023 | 19.7K | $13M | +1.19% |
| Q4 2022 | 19.7K | $11M | +1.23% |
| Q3 2022 | 20.0K | $9M | +1.15% |
| Q2 2022 | 19.5K | $9M | +1.41% |
| Q1 2022 | 19.8K | $12M | +1.40% |
| Q4 2021 | 20.0K | $13M | +1.39% |
| Q3 2021 | 20.6K | $10M | +1.14% |
| Q2 2021 | 20.8K | $10M | +1.21% |
| Q1 2021 | 12.1K | $6M | +1.13% |
| Q4 2020 | 14.4K | $6M | +1.32% |
| Q3 2020 | 25.5K | $9M | +1.50% |
| Q2 2020 | 25.6K | $8M | +1.38% |
| Q1 2020 | 20.7K | $5M | +1.05% |
| Q4 2019 | 19.8K | $6M | +0.99% |
| Q3 2019 | 19.0K | $5M | +0.93% |
| Q2 2019 | 19.0K | $5M | +0.81% |
| Q1 2019 | 25.6K | $8M | +1.43% |
| Q4 2018 | 20.3K | $5M | +1.06% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Transform Wealth, LLC’s full portfolio or all institutional holders of AVGO.