SEC 13F Intelligence

Eversource Wealth Advisors, LLC / AVGO

Eversource Wealth Advisors, LLC’s Broadcom Inc Position

Does Eversource Wealth Advisors, LLC own Broadcom Inc (AVGO)? Yes103.0K shares worth $32M (+0.97% of its 13F portfolio) as of Q1 2026, up from 93.1K shares the prior filed quarter.

Position Value
$32M
Q1 2026
Shares
103.0K
% of Portfolio
+0.97%
Quarters Held
18
currently held

Position History AVGO

Reported value by quarter
Q4 ’21: $722,000Q4 ’21Q1 ’22: $1MQ2 ’22: $1MQ3 ’22: $1MQ3 ’22Q4 ’22: $4MQ1 ’23: $4MQ2 ’23: $7MQ2 ’23Q3 ’23: $7MQ4 ’23: $9MQ1 ’24: $9MQ1 ’24Q2 ’24: $13MQ3 ’24: $14MQ4 ’24: $20MQ4 ’24Q1 ’25: $15MQ2 ’25: $26MQ3 ’25: $31MQ3 ’25Q4 ’25: $32MQ1 ’26: $32Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026103.0K$32M+0.97%
Q4 202593.1K$32M+1.19%
Q3 202593.2K$31M+1.22%
Q2 202594.3K$26M+1.17%
Q1 202587.2K$15M+0.80%
Q4 202484.3K$20M+1.10%
Q3 202480.5K$14M+0.88%
Q2 202481.2K$13M+0.87%
Q1 20248.2K$9M+0.84%
Q4 20238.2K$9M+0.84%
Q3 20238.0K$7M+0.70%
Q2 20237.6K$7M+0.72%
Q1 20237.0K$4M+0.56%
Q4 20226.7K$4M+0.57%
Q3 20222.7K$1M+0.27%
Q2 20222.3K$1M+0.28%
Q1 20222.0K$1M+0.32%
Q4 20211.1K$722,000+0.20%

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