Position in AVGO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$22,269,118
+$5,846,827 QoQ
Shares Held
58,952
+11.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#1,036
of 4,764 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $139,701,927 across 17 Semiconductors names. AVGO ranks #2 (15.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
357,676 | $71,567,390 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
58,952 | $22,269,118 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
18,254 | $10,603,931 | |
| 4 | QCOM |
Qualcomm Inc/De
|
32,307 | $5,970,010 | |
| 5 | MU |
Micron Technology Inc
|
4,754 | $5,487,494 | |
| 6 | INTC |
Intel Corp
|
38,941 | $5,437,331 | |
| 7 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
9,738 | $4,650,576 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
13,136 | $3,913,083 |
All Filings in AVGO
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,269,118 | 58,952 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $16,422,291 | 53,059 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $17,398,100 | 50,269 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $16,090,700 | 48,773 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $13,004,064 | 47,176 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,602,326 | 45,406 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $10,542,460 | 45,473 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $8,163,045 | 47,322 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $7,142,171 | 44,485 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,794,435 | 43,718 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $4,816,618 | 4,315 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $3,297,402 | 3,970 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $3,460,178 | 3,989 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $2,517,402 | 3,924 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,778,033 | 3,180 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $1,324,925 | 2,984 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,577,910 | 3,248 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,761,844 | 2,798 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,620,938 | 2,436 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,082,848 | 2,233 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,008,993 | 2,116 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $970,904 | 2,094 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||