SEC 13F Intelligence

Aaron Wealth Advisors LLC / AVGO

Aaron Wealth Advisors LLC’s Broadcom Inc Position

Does Aaron Wealth Advisors LLC own Broadcom Inc (AVGO)? Yes44.1K shares worth $14M (+0.77% of its 13F portfolio) as of Q1 2026, down from 53.2K shares the prior filed quarter.

Position Value
$14M
Q1 2026
Shares
44.1K
% of Portfolio
+0.77%
Quarters Held
18
currently held

Position History AVGO

Reported value by quarter
Q4 ’21: $338,000Q4 ’21Q1 ’22: $508,000Q2 ’22: $336,000Q3 ’22: $320,000Q3 ’22Q4 ’22: $329,887Q1 ’23: $490,778Q2 ’23: $735,581Q2 ’23Q3 ’23: $720,113Q4 ’23: $952,161Q1 ’24: $2MQ1 ’24Q2 ’24: $2MQ3 ’24: $3MQ4 ’24: $5MQ4 ’24Q1 ’25: $4MQ2 ’25: $7MQ3 ’25: $14MQ3 ’25Q4 ’25: $18MQ1 ’26: $14Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202644.1K$14M+0.77%
Q4 202553.2K$18M+1.01%
Q3 202543.1K$14M+0.84%
Q2 202525.6K$7M+0.72%
Q1 202523.2K$4M+0.45%
Q4 202421.4K$5M+0.57%
Q3 202419.3K$3M+0.40%
Q2 20241.4K$2M+0.32%
Q1 20241.4K$2M+0.27%
Q4 2023853$952,161+0.16%
Q3 2023867$720,113+0.09%
Q2 2023848$735,581+0.10%
Q1 2023765$490,778+0.07%
Q4 2022590$329,887+0.05%
Q3 2022720$320,000+0.06%
Q2 2022692$336,000+0.08%
Q1 2022319.9K$508,000+0.01%
Q4 2021509$338,000+0.09%

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