SEC 13F Intelligence

Lokken Investment Group LLC / AVGO

Lokken Investment Group LLC’s Broadcom Inc Position

Does Lokken Investment Group LLC own Broadcom Inc (AVGO)? Yes — 10.6K shares worth $3M (+1.20% of its 13F portfolio) as of Q3 2025, up from 10.3K shares the prior filed quarter.

Position Value
$3M
Q3 2025
Shares
10.6K
% of Portfolio
+1.20%
Quarters Held
10
currently held

Position History AVGO

Reported value by quarter
Q2 ’23: $858,756Q2 ’23Q3 ’23: $879,606Q4 ’23: $1MQ4 ’23Q1 ’24: $1MQ2 ’24: $2MQ2 ’24Q3 ’24: $2MQ4 ’24: $2MQ4 ’24Q1 ’25: $2MQ2 ’25: $3MQ2 ’25Q3 ’25: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 202510.6K$3M+1.20%
Q2 202510.3K$3M+1.09%
Q1 202510.0K$2M+0.71%
Q4 202410.3K$2M+1.03%
Q3 202410.3K$2M+0.74%
Q2 20241.0K$2M+0.79%
Q1 20241.0K$1M+0.69%
Q4 20231.1K$1M+0.67%
Q3 20231.1K$879,606+0.58%
Q2 2023990$858,756+0.56%

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