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Moran Wealth Management, LLC

SEC CIK
0001965334
Latest filing
Aug 5, 2026

AVGO holding history

Broadcom Inc. in every 13F filed by Moran Wealth Management, 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)
174,797
Value
$66.0M
% of portfolio
1.8%
Quarters held
14
Since Q1 2023
Holdings of AVGO by Moran Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026174,797$66.0M1.8%−14,489−7.7%ReducedHolders
Q1 2026189,286$58.6M1.8%−15,837−7.7%ReducedHolders
Q4 2025205,123$71.0M2.2%−23,066−10.1%ReducedHolders
Q3 2025228,189$75.3M2.3%−46,145−16.8%ReducedHolders
Q2 2025274,334$75.6M2.3%−11,744−4.1%ReducedHolders
Q1 2025286,078$47.9M1.6%+21,093+8.0%AddedHolders
Q4 2024264,985$61.4M2.0%−6,744−2.5%ReducedHolders
Q3 2024271,729$46.9M1.4%−6,411−2.3%ReducedConverted for a 10-for-1 splitHolders
Q2 202427,814$44.7M1.5%−304−1.1%ReducedHolders
Q1 202428,118$37.3M1.2%+2,172+8.4%AddedHolders
Q4 202325,946$29.0M1.0%+6,368+32.5%AddedHolders
Q3 202319,578$16.3M0.6%−675−3.3%ReducedHolders
Q2 202320,253$17.6M0.7%+126+0.6%AddedHolders
Q1 202320,127$12.9M0.5%+20,127NewHolders