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Pacific Excel Wealth Advisors, Inc.

SEC CIK
0002110884
Latest filing
Jul 6, 2026

AVGO holding history

Broadcom Inc. in every 13F filed by Pacific Excel Wealth Advisors, Inc., 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)
8,981
Value
$3.39M
% of portfolio
1.3%
Quarters held
3
Since Q4 2025
Holdings of AVGO by Pacific Excel Wealth Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,981$3.39M1.3%+5,964+197.7%AddedHolders
Q1 20263,017$933.8K1.0%+899+42.4%AddedHolders
Q4 20252,118$731.2K1.4%–No prior filingHolders