SEC 13F Intelligence

Everhart Financial Group, Inc. / AVGO

Everhart Financial Group, Inc.’s Broadcom Inc Position

Does Everhart Financial Group, Inc. own Broadcom Inc (AVGO)? Yes35.9K shares worth $14M (+0.87% of its 13F portfolio) as of Q2 2026, down from 39.5K shares the prior filed quarter.

Position Value
$14M
Q2 2026
Shares
35.9K
% of Portfolio
+0.87%
Quarters Held
19
currently held

Position History AVGO

Reported value by quarter
Q4 ’21: $379,000Q4 ’21Q1 ’22: $536,000Q2 ’22: $384,000Q3 ’22: $388,000Q3 ’22Q4 ’22: $552,980Q1 ’23: $702,487Q2 ’23: $1MQ2 ’23Q3 ’23: $1MQ4 ’23: $2MQ1 ’24: $2MQ1 ’24Q2 ’24: $3MQ3 ’24: $4MQ4 ’24: $6MQ4 ’24Q1 ’25: $4MQ2 ’25: $8MQ3 ’25: $10MQ3 ’25Q4 ’25: $12MQ1 ’26: $12MQ2 ’26: $14MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202635.9K$14M+0.87%
Q1 202639.5K$12M+1.04%
Q4 202533.5K$12M+1.07%
Q3 202531.0K$10M+1.03%
Q2 202529.4K$8M+0.94%
Q1 202526.6K$4M+0.61%
Q4 202425.5K$6M+1.22%
Q3 202423.9K$4M+0.91%
Q2 20242.1K$3M+0.86%
Q1 20241.7K$2M+0.65%
Q4 20231.5K$2M+0.61%
Q3 20231.3K$1M+0.46%
Q2 20231.2K$1M+0.43%
Q1 20231.1K$702,487+0.32%
Q4 2022989$552,980+0.28%
Q3 2022874$388,000+0.21%
Q2 2022789$384,000+0.23%
Q1 2022851$536,000+0.31%
Q4 2021569$379,000+0.23%

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