SEC 13F Intelligence

Taylor & Morgan Wealth Management, LLC / AVGO

Taylor & Morgan Wealth Management, LLC’s Broadcom Inc Position

Does Taylor & Morgan Wealth Management, LLC own Broadcom Inc (AVGO)? Yes11.8K shares worth $4M (+2.09% of its 13F portfolio) as of Q1 2026, down from 12.4K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
11.8K
% of Portfolio
+2.09%
Quarters Held
18
currently held

Position History AVGO

Reported value by quarter
Q4 ’21: $938,000Q4 ’21Q1 ’22: $1MQ2 ’22: $1MQ3 ’22: $920,000Q3 ’22Q4 ’22: $1MQ1 ’23: $1MQ2 ’23: $2MQ2 ’23Q3 ’23: $1MQ4 ’23: $2MQ1 ’24: $2MQ1 ’24Q2 ’24: $3MQ3 ’24: $2MQ4 ’24: $3MQ4 ’24Q1 ’25: $2MQ2 ’25: $3MQ3 ’25: $4MQ3 ’25Q4 ’25: $4MQ1 ’26: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202611.8K$4M+2.09%
Q4 202512.4K$4M+2.40%
Q3 202512.1K$4M+2.45%
Q2 202512.1K$3M+2.25%
Q1 202512.1K$2M+1.53%
Q4 202412.5K$3M+2.03%
Q3 202414.1K$2M+1.63%
Q2 20241.6K$3M+1.85%
Q1 20241.7K$2M+1.63%
Q4 20231.7K$2M+1.53%
Q3 20231.6K$1M+1.18%
Q2 20231.8K$2M+1.31%
Q1 20232.0K$1M+1.13%
Q4 20222.1K$1M+1.08%
Q3 20222.1K$920,000+0.92%
Q2 20222.1K$1M+0.95%
Q1 20222.0K$1M+1.05%
Q4 20211.4K$938,000+0.76%

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