SEC 13F Intelligence

Heritage Wealth Management, Inc. /Ca/ / AVGO

Heritage Wealth Management, Inc. /Ca/’s Broadcom Inc Position

Does Heritage Wealth Management, Inc. /Ca/ own Broadcom Inc (AVGO)? Yes — 14.8K shares worth $5M (+2.53% of its 13F portfolio) as of Q1 2026, down from 14.8K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
14.8K
% of Portfolio
+2.53%
Quarters Held
6
currently held

Position History AVGO

Reported value by quarter
Q4 ’24: $345,210Q4 ’24Q1 ’25: $3MQ1 ’25Q2 ’25: $5MQ2 ’25Q3 ’25: $5MQ3 ’25Q4 ’25: $5MQ4 ’25Q1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202614.8K$5M+2.53%
Q4 202514.8K$5M+3.26%
Q3 202516.1K$5M+3.56%
Q2 202518.7K$5M+3.44%
Q1 202518.7K$3M+2.35%
Q4 20241.5K$345,210+0.25%

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