Skip to main content

EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

AVGO holding history

Broadcom Inc. in every 13F filed by EverSource Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AVGO overviewAll 13F holders of AVGOFull Q2 2026 holdings

Shares (Q2 2026)
87,009
Value
$32.9M
% of portfolio
1.1%
Quarters held
19
Since Q4 2021
Holdings of AVGO by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202687,009$32.9M1.1%−15,970−15.5%ReducedHolders
Q1 2026102,979$31.9M1.0%+9,882+10.6%AddedHolders
Q4 202593,097$32.2M1.2%−124−0.1%ReducedHolders
Q3 202593,221$30.8M1.2%−1,124−1.2%ReducedHolders
Q2 202594,345$26.0M1.2%+7,143+8.2%AddedHolders
Q1 202587,202$14.6M0.8%+2,886+3.4%AddedHolders
Q4 202484,316$19.5M1.1%+3,857+4.8%AddedHolders
Q3 202480,459$13.9M0.9%−731,791−90.1%ReducedConverted for a 10-for-1 splitHolders
Q2 202481,225$13.1M0.9%+73,134+903.9%AddedHolders
Q1 20248,091$10.5M0.8%−86−1.1%ReducedHolders
Q4 20238,177$9.13M0.8%+183+2.3%AddedHolders
Q3 20237,994$6.64M0.7%+440+5.8%AddedHolders
Q2 20237,554$6.55M0.7%+557+8.0%AddedHolders
Q1 20236,997$4.49M0.6%+265+3.9%AddedHolders
Q4 20226,732$3.76M0.6%+4,080+153.8%AddedHolders
Q3 20222,652$1.18M0.3%+377+16.6%AddedHolders
Q2 20222,275$1.10M0.3%+289+14.6%AddedHolders
Q1 20221,986$1.25M0.3%+902+83.2%AddedHolders
Q4 20211,084$722.0K0.2%–No prior filingHolders