AVGO β€” BROADCOM INC

Ownership history in PFG Private Wealth Management, LLC  Β·  14 quarters on record

AI Ownership Summary

PFG Private Wealth Management, LLC reported BROADCOM INC (AVGO) in 14 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.13% in 2025 Q3. The latest visible filing shows AVGO at 0.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AVGO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PFG Private Wealth Management, LLC's position in BROADCOM INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

AVGO was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How PFG Private Wealth Management, LLC held AVGO β€” position size vs. price
% of Fund (quarterly)    AVGO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 870 +664 +322.3% 0.13% $287K 2025-11-06 $354.17
2025 Q1 ADDED 206 +86 +71.7% 0.02% $34K 2025-05-13 $230.55
2024 Q4 UNCHANGED 120 β€” 0% 0.02% $28K 2025-02-06 $228.81
2024 Q3 ADDED 120 +108 +900.0% 0.01% $21K 2024-11-05 $171.52
2024 Q2 UNCHANGED 12 β€” 0% 0.01% $19K 2024-07-15 $168.52
2024 Q1 UNCHANGED 12 β€” 0% 0.01% $16K 2024-04-23 $122.42
2023 Q4 REDUCED 12 -44 -78.6% 0.01% $13K 2024-01-22 $119.10
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About PFG Private Wealth Management, LLC and AVGO

These are the practical questions this page is built to answer before you even open the full history table.

How long has PFG Private Wealth Management, LLC reported owning AVGO?

PFG Private Wealth Management, LLC reported AVGO across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported AVGO position in PFG Private Wealth Management, LLC's portfolio?

The largest reported portfolio weight for AVGO was 0.13% in 2025 Q3.

What is the latest reported AVGO position on this page?

The most recent filing on this page is 2025 Q3, when PFG Private Wealth Management, LLC reported 870 shares, equal to 0.13% of portfolio, with an estimated market value of $287K.

What does the chart on this AVGO ownership page compare?

The chart compares PFG Private Wealth Management, LLC's quarterly AVGO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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