SEC 13F Intelligence

Roi Financial Advisors, LLC / AVGO

Roi Financial Advisors, LLC’s Broadcom Inc Position

Does Roi Financial Advisors, LLC own Broadcom Inc (AVGO)? Yes — 30.8K shares worth $10M (+5.69% of its 13F portfolio) as of Q1 2026, down from 32.0K shares the prior filed quarter.

Position Value
$10M
Q1 2026
Shares
30.8K
% of Portfolio
+5.69%
Quarters Held
10
currently held

Position History AVGO

Reported value by quarter
Q4 ’23: $5MQ4 ’23Q1 ’24: $6MQ2 ’24: $7MQ2 ’24Q3 ’24: $7MQ4 ’24: $9MQ4 ’24Q1 ’25: $6MQ2 ’25: $11MQ2 ’25Q3 ’25: $11MQ4 ’25: $11MQ4 ’25Q1 ’26: $10Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202630.8K$10M+5.69%
Q4 202532.0K$11M+6.36%
Q3 202533.8K$11M+6.65%
Q2 202538.7K$11M+6.78%
Q1 202538.6K$6M+4.69%
Q4 202438.9K$9M+6.15%
Q3 202440.6K$7M+4.84%
Q2 20244.2K$7M+4.91%
Q1 20244.2K$6M+4.38%
Q4 20234.3K$5M+4.00%

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