SEC 13F Intelligence

Tower View Wealth Management LLC / AVGO

Tower View Wealth Management LLC’s Broadcom Inc Position

Does Tower View Wealth Management LLC own Broadcom Inc (AVGO)? Yes — 9.1K shares worth $3M (+1.44% of its 13F portfolio) as of Q1 2026, up from 8.3K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
9.1K
% of Portfolio
+1.44%
Quarters Held
12
currently held

Position History AVGO

Reported value by quarter
Q2 ’23: $7Q2 ’23Q3 ’23: $7Q4 ’23: $9Q4 ’23Q1 ’24: $10,604Q2 ’24: $12,845Q2 ’24Q3 ’24: $13,800Q4 ’24: $18,594Q4 ’24Q1 ’25: $13,477Q2 ’25: $22,236Q2 ’25Q3 ’25: $26,661Q4 ’25: $3MQ4 ’25Q1 ’26: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20269.1K$3M+1.44%
Q4 20258.3K$3M+1.42%
Q3 202581$26,661+0.01%
Q2 202581$22,236+0.01%
Q1 202580$13,477+0.01%
Q4 202480$18,594+0.01%
Q3 202480$13,800+0.01%
Q2 20248$12,845+0.01%
Q1 20248$10,604+0.01%
Q4 20238$9+0.01%
Q3 20238$70.00%
Q2 20238$70.00%

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