SEC 13F Intelligence

Mgb Wealth Management, LLC / AVGO

Mgb Wealth Management, LLC’s Broadcom Inc Position

Does Mgb Wealth Management, LLC own Broadcom Inc (AVGO)? Yes — 31.5K shares worth $11M (+3.13% of its 13F portfolio) as of Q4 2025, down from 32.1K shares the prior filed quarter.

Position Value
$11M
Q4 2025
Shares
31.5K
% of Portfolio
+3.13%
Quarters Held
8
currently held

Position History AVGO

Reported value by quarter
Q1 ’24: $5MQ1 ’24Q2 ’24: $6MQ2 ’24Q3 ’24: $6MQ3 ’24Q4 ’24: $9MQ4 ’24Q1 ’25: $6MQ1 ’25Q2 ’25: $10MQ2 ’25Q3 ’25: $11MQ3 ’25Q4 ’25: $11MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202531.5K$11M+3.13%
Q3 202532.1K$11M+2.98%
Q2 202534.8K$10M+3.14%
Q1 202537.6K$6M+2.28%
Q4 202437.8K$9M+2.73%
Q3 202437.3K$6M+2.33%
Q2 20243.7K$6M+2.37%
Q1 20243.7K$5M+2.00%

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