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Strata Wealth Advisors, LLC

SEC CIK
0001946237
Latest filing
Aug 5, 2026

AVGO holding history

Broadcom Inc. in every 13F filed by Strata 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)
2,844
Value
$1.07M
% of portfolio
0.3%
Quarters held
8
Since Q3 2024
Holdings of AVGO by Strata Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,844$1.07M0.3%+298+11.7%AddedHolders
Q1 20262,546$788.0K0.2%+72+2.9%AddedHolders
Q4 20252,474$856.3K0.2%+359+17.0%AddedHolders
Q3 20252,115$697.8K0.2%+36+1.7%AddedHolders
Q2 20252,079$573.1K0.2%+837+67.4%AddedHolders
Q1 20251,242$207.9K0.1%+2+0.2%AddedHolders
Q4 20241,240$287.5K0.1%+68+5.8%AddedHolders
Q3 20241,172$202.2K0.1%+1,172NewHolders