Strategic Wealth Investment Group, LLC / AVGO
Strategic Wealth Investment Group, LLC’s Broadcom Inc Position
Does Strategic Wealth Investment Group, LLC own Broadcom Inc (AVGO)? Yes — 70.5K shares worth $22M (+2.77% of its 13F portfolio) as of Q1 2026, up from 70.4K shares the prior filed quarter.
Position Value
$22M
Q1 2026
Shares
70.5K
% of Portfolio
+2.77%
Quarters Held
15
currently held
Position History AVGO
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 70.5K | $22M | +2.77% |
| Q4 2025 | 70.4K | $24M | +2.99% |
| Q3 2025 | 102.1K | $34M | +2.83% |
| Q2 2025 | 7.5K | $2M | +2.97% |
| Q1 2025 | 7.0K | $1M | +2.05% |
| Q4 2024 | 222.2K | $61M | +2.25% |
| Q3 2024 | 107.9K | $18M | +1.94% |
| Q2 2024 | 144 | $236,345 | +0.03% |
| Q4 2023 | 342 | $381,758 | +0.06% |
| Q3 2023 | 330 | $274,091 | +0.05% |
| Q2 2023 | 409 | $354,779 | +0.06% |
| Q1 2023 | 360 | $230,954 | +0.04% |
| Q4 2022 | 500 | $287,145 | +0.07% |
| Q1 2022 | 331 | $208,000 | +0.05% |
| Q4 2021 | 307 | $204,000 | +0.05% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Strategic Wealth Investment Group, LLC’s full portfolio or all institutional holders of AVGO.