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JGP Wealth Management, LLC

Position in AVGO — Broadcom Inc.

CIK 1748278 BEND, OR

Position in AVGO

as of Jun 30, 2026 · filed Jul 7, 2026
Position Value
$1,453,959
+$310,320 QoQ
Shares Held
3,849
+4.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#3,063
of 4,764 holders
Holding Since
Dec 2020
18 quarters on record
Voting authority Sole 97% Shared 0% None 3%

Common Shares in AVGO Over Time

Shares Held

Position Value (USD)

Position in Semiconductors

Technology · as of Jun 30, 2026

JGP Wealth Management, LLC holds $55,639,108 across 10 Semiconductors names. AVGO ranks #7 (2.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
7 AVGO
Broadcom Inc.
This page
3,849 $1,453,959

All Filings in AVGO

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18 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,453,959 3,849
2026-03-31 $1,143,639 3,695
2025-12-31 $1,267,072 3,661
2025-09-30 $1,152,375 3,493
2025-06-30 $956,781 3,471
2025-03-31 $547,496 3,270
2024-12-31 $733,309 3,163
2024-09-30 $493,350 2,860
2024-06-30 $382,116 238
2024-03-31 $555,346 419
2023-12-31 $468,825 420
2023-09-30 $344,690 415
2023-06-30 $359,116 414
2021-12-31 $348,674 524
2021-09-30 $251,193 518
2021-06-30 $235,082 493
2021-03-31 $228,584 493
2020-12-31 $215,860 493