Ownership history in Bellwether Advisors, LLC Β· 18 quarters on record
This page tracks every 13F SEC filing in which Bellwether Advisors, LLC reported a position in BROADCOM INC COM (AVGO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Bellwether Advisors, LLC outperformed the S&P 500 by +48.8% annually on this AVGO position. Timing score: 50% (5/10 decisions correct). Average cost basis: $172.14. Maximum drawdown during holding period: β31.7%.
π₯ Exceptional β beat the S&P 500 by 48.8% per year on this position.
17 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
5 of 10 add/trim decisions correct
Best entry: $41.95 (2021 Q1) Β· Worst: $345.38 (2025 Q4)
πͺ Held through 2 major drawdowns (>20%).
7 adds Β· 4 trims. Bought during 1 of 4 down-price quarters. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 2.48% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size