SEC 13F Intelligence

Pathway Financial Advisers, LLC / AVGO

Pathway Financial Advisers, LLC’s Broadcom Inc Position

Does Pathway Financial Advisers, LLC own Broadcom Inc (AVGO)? Yes — 37.2K shares worth $12M (+3.26% of its 13F portfolio) as of Q1 2026, up from 36.7K shares the prior filed quarter.

Position Value
$12M
Q1 2026
Shares
37.2K
% of Portfolio
+3.26%
Quarters Held
9
currently held

Position History AVGO

Reported value by quarter
Q1 ’24: $6MQ1 ’24Q2 ’24: $7MQ3 ’24: $42,232Q3 ’24Q4 ’24: $10MQ1 ’25: $7MQ1 ’25Q2 ’25: $11MQ3 ’25: $12MQ3 ’25Q4 ’25: $13MQ1 ’26: $12MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202637.2K$12M+3.26%
Q4 202536.7K$13M+3.68%
Q3 202537.4K$12M+3.59%
Q2 202539.4K$11M+3.52%
Q1 202539.2K$7M+2.25%
Q4 202441.8K$10M+3.25%
Q3 20247.28M$42,232+0.02%
Q2 20244.7K$7M+2.61%
Q1 20244.6K$6M+2.18%

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