AVGO β€” BROADCOM INC

Ownership history in Paladin Wealth, LLC  Β·  6 quarters on record

This page tracks every 13F SEC filing in which Paladin Wealth, 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
1.36% (2025 Q3)
πŸ“Š Avg. % of fund
1.11%
πŸ“… First filed
2024 Q3
πŸ“… Last filed
2025 Q4
⏱ Quarters held
6

Position Intelligence

Paladin Wealth, LLC Γ— AVGO AI Analytics

πŸ“ˆ Paladin Wealth, LLC outperformed the S&P 500 by +61.9% annually on this AVGO position. Timing score: 40% (2/5 decisions correct). Average cost basis: $173.35. Maximum drawdown during holding period: –27.6%.

πŸ“ˆ Position Alpha vs SPY
+61.9%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 61.9% per year on this position.
5 quarters analyzed

⏱️ Timing Score
40%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
2 of 5 add/trim decisions correct

πŸ’° Entry Quality
$173.35
+99.2% vs current ($345.38)

Best entry: $166.08 (2025 Q1)  Β·  Worst: $229.28 (2024 Q4)

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
50%
buy-side decisions

3 adds Β· 3 trims. Bought during 1 of 1 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

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

πŸ“ˆ Paladin Wealth, LLC has been actively increasing its AVGO allocation β€” a bullish signal from insiders.
Currently 1.09% 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 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 4,623 -1,045 -18.4% 1.09% $1.6M $345.38
2025 Q3 REDUCED 5,668 -308 -5.2% 1.36% $1.9M $328.59
2025 Q2 REDUCED 5,976 -23 -0.4% 1.28% $1.6M $274.08
2025 Q1 ADDED 5,999 +65 +1.1% 0.90% $1.0M $166.08
2024 Q4 ADDED 5,934 +330 +5.9% 1.19% $1.4M $229.28
2024 Q3 INITIATED 5,604 β€” β€” 0.84% $967K $170.14

🏒 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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