AVGO — BROADCOM INC

Ownership history in MINDSET WEALTH MANAGEMENT, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which MINDSET WEALTH MANAGEMENT, 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 — sourced directly from SEC EDGAR 13F filings.

Peak position
1.04% (2025 Q4)
Avg. % of fund
0.91%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 11,427 +128 +1.1% 1.04% $4.0M $346.10
2025 Q3 REDUCED 11,299 -2 -0.0% 1.02% $3.7M $329.28
2025 Q2 ADDED 11,301 +145 +1.3% 1.02% $3.1M $274.65
2025 Q1 ADDED 11,156 +184 +1.7% 0.73% $1.9M $166.43
2024 Q4 ADDED 10,972 +374 +3.5% 0.93% $2.5M $229.76
2024 Q3 INITIATED 10,598 — — 0.76% $1.8M $170.50
% of Fund (quarterly)    AVGO price (monthly, adj. close)

Other funds also holding AVGO

As of 2025 Q4 — 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%
← Back to MINDSET WEALTH MANAGEMENT, LLC Holdings