SEC 13F Intelligence

Journey Strategic Wealth LLC / AVGO

Journey Strategic Wealth LLC’s Broadcom Inc Position

Does Journey Strategic Wealth LLC own Broadcom Inc (AVGO)? Yes78.3K shares worth $24M (+0.60% of its 13F portfolio) as of Q1 2026, up from 77.0K shares the prior filed quarter.

Position Value
$24M
Q1 2026
Shares
78.3K
% of Portfolio
+0.60%
Quarters Held
18
currently held

Position History AVGO

Reported value by quarter
Q4 ’21: $679,000Q4 ’21Q1 ’22: $674,000Q2 ’22: $439,000Q3 ’22: $509,000Q3 ’22Q4 ’22: $754,141Q1 ’23: $757,282Q2 ’23: $807,269Q2 ’23Q3 ’23: $489,289Q4 ’23: $845,124Q1 ’24: $2MQ1 ’24Q2 ’24: $3MQ3 ’24: $4MQ4 ’24: $9MQ4 ’24Q1 ’25: $13MQ2 ’25: $22MQ3 ’25: $25MQ3 ’25Q4 ’25: $27MQ1 ’26: $24Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202678.3K$24M+0.60%
Q4 202577.0K$27M+0.70%
Q3 202576.5K$25M+0.71%
Q2 202578.9K$22M+0.71%
Q1 202578.3K$13M+0.46%
Q4 202439.9K$9M+0.35%
Q3 202422.1K$4M+0.14%
Q2 20242.0K$3M+0.13%
Q1 20241.9K$2M+0.11%
Q4 2023757$845,124+0.04%
Q3 2023589$489,289+0.02%
Q2 2023931$807,269+0.04%
Q1 20231.2K$757,282+0.08%
Q4 20221.3K$754,141+0.09%
Q3 20221.1K$509,000+0.07%
Q2 2022905$439,000+0.06%
Q1 20221.1K$674,000+0.07%
Q4 20211.0K$679,000+0.07%

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