Everhart Financial Group Increases Broadcom Holdings

Institutional investor adds 2,428 shares of semiconductor manufacturer to portfolio

Mar. 22, 2026 at 7:51am

Got story updates? Submit your updates here. ›

Everhart Financial Group Inc. increased its holdings in Broadcom Inc. (NASDAQ:AVGO) by 7.8% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor now owns 33,465 shares of the semiconductor manufacturer's stock, valued at $11,582,000.

Why it matters

Broadcom is a major semiconductor company that supplies components and software solutions for a wide range of technology markets. Institutional investors like Everhart Financial closely monitor and adjust their holdings in Broadcom, which can provide insights into the overall investment landscape and sentiment around the stock.

The details

Everhart Financial Group added 2,428 shares of Broadcom stock to its portfolio during the fourth quarter, increasing its total holdings to 33,465 shares. This represents about 1.1% of the firm's total assets under management. Broadcom's stock price has fluctuated in recent months amid broader market volatility, but the company remains a major player in the semiconductor industry.

  • Everhart Financial Group increased its Broadcom holdings in the 4th quarter of 2025.

The players

Everhart Financial Group Inc.

An institutional investor that manages a portfolio of stocks, bonds, and other financial assets.

Broadcom Inc.

A global technology company that designs, develops, and supplies semiconductor and infrastructure software solutions for a broad range of markets.

Got photos? Submit your photos here. ›

The takeaway

Everhart Financial Group's increased stake in Broadcom reflects the semiconductor company's continued importance and relevance in the technology sector, despite recent market volatility. As a major institutional investor, Everhart's portfolio adjustments can provide insights into broader investment trends and sentiment around Broadcom.