Position in AVGO
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$21,707,403
+$3,554,642 QoQ
Shares Held
57,465
-2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.02%
of 13F equity value
Holder Rank
#432
of 2,759 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Derivatives in AVGO
reported options exposure · as of Jun 30, 2026CallValue
$302,200
CallShares
800
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductors
Technology · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $190,235,819 across 16 Semiconductors names. AVGO ranks #2 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
501,625 | $100,370,146 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
57,465 | $21,707,403 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
34,617 | $20,109,361 | |
| 4 | MU |
Micron Technology Inc
|
11,686 | $13,489,032 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
22,054 | $10,532,328 | |
| 6 | INTC |
Intel Corp
|
50,476 | $7,047,963 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
16,884 | $5,029,574 | |
| 8 | TXN |
Texas Instruments Inc
|
12,580 | $3,749,720 |
All Filings in AVGO
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $302,200 | 800 | Call | Sole | 2026-07-14 | |
| 2026-06-30 | $21,707,403 | 57,465 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $18,152,761 | 58,650 | Shares | Sole | 2026-04-27 | |
| 2026-03-31 | $146,705 | 50,000 | Call | Sole | 2026-04-27 | |
| 2025-12-31 | $22,112,675 | 63,891 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $2,086,983 | 6,030 | Call | Sole | 2026-02-17 | |
| 2025-09-30 | $21,921,199 | 66,446 | Shares | Sole | 2025-10-31 | |
| 2025-09-30 | $1,154,685 | 350,000 | Call | Sole | 2025-10-31 | |
| 2025-06-30 | $18,648,549 | 67,653 | Shares | Sole | 2025-08-19 | |
| 2025-06-30 | $110,260 | 400 | Call | Sole | 2025-08-19 | |
| 2024-12-31 | $26,920,565 | 116,117 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $23,923,507 | 138,687 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $30,720,211 | 19,134 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $35,980,905 | 27,147 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $30,322,931 | 27,165 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $22,547,755 | 27,147 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $23,320,855 | 26,885 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $18,374,988 | 28,642 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $15,966,516 | 28,556 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $12,339,036 | 27,790 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $10,568,309 | 21,754 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $14,969,382 | 23,773 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $16,735,726 | 25,151 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $10,850,793 | 22,376 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $10,324,062 | 21,651 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $8,381,580 | 18,077 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $4,270,349 | 9,753 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $5,926,757 | 16,268 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $4,046,434 | 12,821 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $2,897,598 | 12,221 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||