SEC 13F Intelligence

Heritage Wealth Partners, LLC / AVGO

Heritage Wealth Partners, LLC’s Broadcom Inc Position

Does Heritage Wealth Partners, LLC own Broadcom Inc (AVGO)? Yes — 3.9K shares worth $652,889 (+1.00% of its 13F portfolio) as of Q1 2025, down from 6.7K shares the prior filed quarter.

Position Value
$652,889
Q1 2025
Shares
3.9K
% of Portfolio
+1.00%
Quarters Held
6
currently held

Position History AVGO

Reported value by quarter
Q4 ’23: $218,014Q4 ’23Q1 ’24: $218,014Q1 ’24Q2 ’24: $1MQ2 ’24Q3 ’24: $1MQ3 ’24Q4 ’24: $2MQ4 ’24Q1 ’25: $652,889Q1 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20253.9K$652,889+1.00%
Q4 20246.7K$2M+1.96%
Q3 20245.9K$1M+1.20%
Q2 2024718$1M+1.67%
Q1 2024195$218,014+0.44%
Q4 2023195$218,014+0.44%

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