AVGO β€” BROADCOM INC

Ownership history in Fiduciary Planning LLC  Β·  12 quarters on record

This page tracks every 13F SEC filing in which Fiduciary Planning LLC reported a position in BROADCOM INC (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.

πŸ” Peak position
1.17% (2025 Q4)
πŸ“Š Avg. % of fund
0.78%
πŸ“… First filed
2023 Q1
πŸ“… Last filed
2025 Q4
⏱ Quarters held
12

Position Intelligence

Fiduciary Planning LLC Γ— AVGO AI Analytics

πŸ“ˆ Fiduciary Planning LLC outperformed the S&P 500 by +56.6% annually on this AVGO position. Timing score: 36% (4/11 decisions correct). Average cost basis: $157.36. Maximum drawdown during holding period: –27.6%.

πŸ“ˆ Position Alpha vs SPY
+56.6%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 56.6% per year on this position.
11 quarters analyzed

⏱️ Timing Score
36%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
4 of 11 add/trim decisions correct

πŸ’° Entry Quality
$157.36
+119.5% vs current ($345.38)

Best entry: $61.65 (2023 Q1)  Β·  Worst: $170.14 (2024 Q3)

πŸ›‘οΈ Drawdown Resilience
–27.6%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
33%
buy-side decisions

4 adds Β· 8 trims. Bought during 1 of 2 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ Fiduciary Planning LLC has been actively increasing its AVGO allocation β€” a bullish signal from insiders.
Currently 1.17% of portfolio

⚠ 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.

% of Fund (quarterly)    AVGO price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 11,161 -6 -0.1% 1.17% $3.9M $345.38
2025 Q3 REDUCED 11,167 -223 -2.0% 1.13% $3.7M $328.59
2025 Q2 REDUCED 11,390 -1,421 -11.1% 1.04% $3.1M $274.08
2025 Q1 ADDED 12,811 +40 +0.3% 0.71% $2.1M $166.08
2024 Q4 REDUCED 12,771 -5 -0.0% 0.96% $3.0M $229.28
2024 Q3 ADDED 12,776 +11,507 +906.8% 0.75% $2.2M $170.14
2024 Q2 REDUCED 1,269 -14 -1.1% 0.73% $2.0M $157.84
2024 Q1 REDUCED 1,283 -5 -0.4% 0.64% $1.7M $129.89
2023 Q4 REDUCED 1,288 -41 -3.1% 0.61% $1.4M $108.93
2023 Q3 REDUCED 1,329 -250 -15.8% 0.52% $1.1M $80.68
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding AVGO

As of 2025 Q4 β€” sorted by position size

Kirkoswald Asset Management LLC 3Y 36.56% Oxbow Capital Management (HK) Ltd 3Y 23.89% Milestone Resources Group Ltd 3Y 7Y 20.46% CSU Producer Resources, Inc. 3Y 7Y 19.66% Crescent Park Management, L.P. 3Y 7Y 19.38% Grand Alliance Asset Management Ltd 16.04% Integrated Financial Solutions, Inc. 15.28% Carmel Capital Management L.L.C. 3Y 14.99% Investment Insight Wealth Management, LLC 14.86% Glass Wealth Management Co LLC 13.38%
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