Question 1

How many shares of AVGO does Waverly Advisors, LLC own?

Accepted Answer

As of 2026-Q1, Waverly Advisors, LLC holds 270,142 shares of AVGO (BROADCOM INC).

Question 2

What is Waverly Advisors, LLC's AVGO position worth?

Accepted Answer

As of 2026-Q1, Waverly Advisors, LLC's AVGO position is worth $83.6M.

Question 3

Is Waverly Advisors, LLC buying or selling AVGO?

Accepted Answer

In 2026-Q1, Waverly Advisors, LLC increased their AVGO position (+3.8% change in shares).

Question 4

When did Waverly Advisors, LLC first buy AVGO?

Accepted Answer

Based on available 13F filings, Waverly Advisors, LLC first reported a position in AVGO in 2024-Q2. They have held the position across 14 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Increased	270,142	+3.8%	$83.6M	0.6%	$313.84	44
2025-Q4	Increased	260,187	+23.2%	$90.1M	0.7%	$349.85	51
2025-Q3	Decreased	211,214	-1.7%	$69.7M	0.7%	$327.27	0
2025-Q2	Decreased	214,937	-1.4%	$59.2M	0.7%	$268.38	0
2025-Q1	Increased	217,985	+156.3%	$36.5M	0.4%	$168.11	56
2024-Q4	Increased	85,059	+118.7%	$19.7M	0.3%	$233.47	55
2024-Q3	Increased	38,900	+894.4%	$6.7M	0.1%	$170.69	53
2024-Q2	Increased	3,912	+9.1%	$6.3M	0.1%	$158.17	36

AVGOShowing 8 of 14 quarters

AVGO
Showing 8 of 14 quarters