SEC 13F Intelligence

Heritage Wealth Management, LLC / AVGO

Heritage Wealth Management, LLC’s Broadcom Inc Position

Does Heritage Wealth Management, LLC own Broadcom Inc (AVGO)? Yes — 1.4K shares worth $2M (+1.27% of its 13F portfolio) as of Q2 2024, down from 1.8K shares the prior filed quarter.

Position Value
$2M
Q2 2024
Shares
1.4K
% of Portfolio
+1.27%
Quarters Held
8
currently held

Position History AVGO

Reported value by quarter
Q2 ’21: $1MQ2 ’21Q3 ’21: $2MQ3 ’21Q2 ’22: $3MQ2 ’22Q3 ’22: $2MQ3 ’22Q4 ’22: $6MQ4 ’22Q4 ’23: $2MQ4 ’23Q1 ’24: $2MQ1 ’24Q2 ’24: $2MQ2 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20241.4K$2M+1.27%
Q1 20241.8K$2M+1.22%
Q4 20232.1K$2M+1.30%
Q4 202210.5K$6M+0.84%
Q3 20224.8K$2M+0.68%
Q2 20224.8K$3M+0.82%
Q3 20213.2K$2M+0.55%
Q2 20212.8K$1M+0.50%

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