Phillips Wealth Planners LLC / AVGO
Phillips Wealth Planners LLC’s Broadcom Inc Position
Does Phillips Wealth Planners LLC own Broadcom Inc (AVGO)? Yes — 6.8K shares worth $3M (+2.19% of its 13F portfolio) as of Q1 2026, up from 6.0K shares the prior filed quarter.
Position Value
$3M
Q1 2026
Shares
6.8K
% of Portfolio
+2.19%
Quarters Held
14
currently held
Position History AVGO
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 6.8K | $3M | +2.19% |
| Q4 2025 | 6.0K | $2M | +1.57% |
| Q3 2025 | 6.7K | $2M | +1.86% |
| Q2 2025 | 7.6K | $2M | +1.87% |
| Q1 2025 | 8.3K | $2M | +1.59% |
| Q4 2024 | 9.2K | $2M | +2.05% |
| Q3 2024 | 11.5K | $2M | +1.95% |
| Q2 2024 | 1.1K | $2M | +2.05% |
| Q1 2024 | 1.4K | $2M | +2.16% |
| Q4 2023 | 1.7K | $2M | +2.37% |
| Q3 2023 | 1.6K | $1M | +1.93% |
| Q2 2023 | 1.7K | $2M | +1.97% |
| Q1 2023 | 2.6K | $2M | +2.17% |
| Q4 2022 | 2.6K | $2M | +2.73% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Phillips Wealth Planners LLC’s full portfolio or all institutional holders of AVGO.