SEC 13F Intelligence

Wambolt & Associates, LLC / AVGO

Wambolt & Associates, LLC’s Broadcom Inc Position

Does Wambolt & Associates, LLC own Broadcom Inc (AVGO)? Yes — 11.4K shares worth $3M (+1.02% of its 13F portfolio) as of Q2 2025, down from 12.2K shares the prior filed quarter.

Position Value
$3M
Q2 2025
Shares
11.4K
% of Portfolio
+1.02%
Quarters Held
9
currently held

Position History AVGO

Reported value by quarter
Q2 ’23: $229,869Q2 ’23Q3 ’23: $251,320Q4 ’23: $400,734Q4 ’23Q1 ’24: $476,642Q2 ’24: $595,610Q2 ’24Q3 ’24: $791,128Q4 ’24: $2MQ4 ’24Q1 ’25: $2MQ2 ’25: $3MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202511.4K$3M+1.02%
Q1 202512.2K$2M+0.70%
Q4 202410.7K$2M+0.79%
Q3 20244.7K$791,128+0.22%
Q2 2024363$595,610+0.17%
Q1 2024353$476,642+0.14%
Q4 2023359$400,734+0.13%
Q3 2023301$251,320+0.09%
Q2 2023265$229,869+0.08%

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