Broadcom Inc.
US ˙ NasdaqGS ˙ US11135F1012

SecurityAVGO / Broadcom Inc.
InstitutionWetherby Asset Management Inc
Latest Disclosed Ownership95,236 shares
Latest Disclosed Value $ 31,419,430
Wetherby Asset Management Inc reports 4.78% increase in ownership of AVGO / Broadcom Inc.

On November 14, 2025 - Wetherby Asset Management Inc filed a 13F-HR form disclosing ownership of 95,236 shares of Broadcom Inc. (US:AVGO) valued at $31,419,309 USD as of September 30, 2025. The entity filed a previous 13F-HR on August 14, 2025 disclosing 90,889 shares of Broadcom Inc.. This represents a change in shares of 4.78% during the quarter. The current value of the position is $36,735,382 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2025-11-14 2025-09-30 13F BROADCOM COM 11135F101 95,236 4,347 4.78 31,419 25.41 1.2828
2025-08-14 2025-06-30 13F BROADCOM COM 11135F101 90,889 6,229 7.36 25,054 27.65 1.1152
2025-02-14 2024-12-31 13F BROADCOM COM 11135F101 84,660 -3,245 -3.69 19,628 29.44 0.9410
2024-11-14 2024-09-30 13F BROADCOM COM 11135F101 87,905 79,134 902.22 15,164 7.68 0.6933
2024-08-14 2024-06-30 13F BROADCOM COM 11135F101 8,771 205 2.39 14,083 24.04 0.6639
2024-05-15 2024-03-31 13F BROADCOM COM 11135F101 8,566 54 0.63 11,353 19.49 0.5410
2024-02-14 2023-12-31 13F BROADCOM COM 11135F101 8,512 299 3.64 9,502 39.29 0.4949
2023-11-14 2023-09-30 13F BROADCOM COM 11135F101 8,213 141 1.75 6,822 -2.57 0.3868
2023-08-14 2023-06-30 13F BROADCOM COM 11135F101 8,072 325 4.20 7,002 40.87 0.3771
2023-05-12 2023-03-31 13F BROADCOM COM 11135F101 7,747 455 6.24 4,970 21.90 0.2908
2023-02-14 2022-12-31 13F BROADCOM COM 11135F101 7,292 616 9.23 4,077 37.50 0.2619
2022-11-14 2022-09-30 13F BROADCOM COM 11135F101 6,676 -256 -3.69 2,965 -11.97 0.2091
2022-08-15 2022-06-30 13F BROADCOM COM 11135F101 6,932 58 0.84 3,368 -22.20 0.2299
2022-05-16 2022-03-31 13F BROADCOM COM 11135F101 6,874 626 10.02 4,329 4.11 0.2481
2022-02-14 2021-12-31 13F BROADCOM COM 11135F101 6,248 280 4.69 4,158 43.68 0.2335
2021-11-15 2021-09-30 13F BROADCOM COM 11135F101 5,968 -65 -1.08 2,894 0.63 0.1786
2021-08-16 2021-06-30 13F BROADCOM COM 11135F101 6,033 590 10.84 2,876 13.95 0.1755
2021-05-14 2021-03-31 13F BROADCOM COM 11135F101 5,443 -1,713 -23.94 2,524 -19.46 0.1924
2021-02-11 2020-12-31 13F BROADCOM COM 11135F101 7,156 849 13.46 3,134 36.38 0.2125
2020-12-16 2020-09-30 13F/A-01 BROADCOM COM 11135F101 6,307 78 1.25 2,298 16.89 0.2106
2020-11-13 2020-09-30 13F BROADCOM COM 11135F101 7,100 871 2,587 164,555.9153
2020-08-14 2020-06-30 13F BROADCOM COM 11135F101 6,229 1,429 29.77 1,966 72.76 0.1864
2020-05-06 2020-03-31 13F BROADCOM COM 11135F101 4,800 -800 -14.29 1,138 -35.71 0.1277
2020-01-28 2019-12-31 13F BROADCOM COM 11135F101 5,600 -90 -1.58 1,770 12.67 0.1743
2019-10-31 2019-09-30 13F BROADCOM COM 11135F101 5,690 204 3.72 1,571 -0.51 0.1640
2019-07-25 2019-06-30 13F BROADCOM COM 11135F101 5,486 -314 -5.41 1,579 -9.46 0.1728
2019-07-25 2019-03-31 13F/A-1 BROADCOM COM 11135F101 5,800 293 5.32 1,744 24.48 0.2172
2019-05-09 2019-03-31 13F BROADCOM COM 11135F101 5,800 293 1,744
2019-01-30 2018-12-31 13F BROADCOM COM 11135F101 5,507 -140 -2.48 1,401 0.57 0.1982
2018-11-07 2018-09-30 13F BROADCOM COM 11135F101 5,647 -119 -2.06 1,393 -0.43 0.1721
2018-07-24 2018-06-30 13F BROADCOM COM 11135F101 5,766 5,766 1,399 0.1894
2018-05-04 2018-03-31 13F BROADCOM SHS Y09827109 0 -6,399 -100.00 0 -100.00
2018-02-09 2017-12-31 13F BROADCOM SHS Y09827109 6,399 762 13.52 1,644 20.26 0.2281
2017-11-13 2017-09-30 13F BROADCOM SHS Y09827109 5,637 253 4.70 1,367 8.92 0.2033
2017-08-01 2017-06-30 13F BROADCOM SHS Y09827109 5,384 745 16.06 1,255 23.52 0.2135
2017-04-27 2017-03-31 13F BROADCOM SHS Y09827109 4,639 1,157 33.23 1,016 64.94 0.1827
2017-02-08 2016-12-31 13F BROADCOM SHS Y09827109 3,482 113 3.35 616 6.02 0.1206
2016-11-14 2016-09-30 13F BROADCOM SHS Y09827109 3,369 342 11.30 581 23.35 0.1175
2016-08-10 2016-06-30 13F BROADCOM SHS Y09827109 3,027 549 22.15 471 23.30 0.1044
2016-05-10 2016-03-31 13F BROADCOM SHS Y09827109 2,478 1,019 69.84 382 80.19 0.0900
2016-02-08 2015-12-31 13F AVAGO TECHNOLOGIES SHS Y0486S104 1,459 1,459 212 0.0508
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.