Position in AVGO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$23,444,676
+$4,796,699 QoQ
Shares Held
62,064
+3.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.51%
of 13F equity value
Holder Rank
#1,013
of 4,763 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Derivatives in AVGO
reported options exposure · as of Jun 30, 2026CallValue
$755,500
CallShares
2,000
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, 2026Avidian Wealth Enterprises, LLC holds $162,620,572 across 14 Semiconductors names. AVGO ranks #2 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
505,177 | $101,080,865 | |
| 2 | AVGO |
Broadcom Inc.
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|
62,064 | $23,444,676 | |
| 3 | MU |
Micron Technology Inc
|
7,886 | $9,102,730 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
12,939 | $7,516,394 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
10,941 | $5,225,093 | |
| 6 | QCOM |
Qualcomm Inc/De
|
27,707 | $5,119,976 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
12,929 | $3,851,419 | |
| 8 | INTC |
Intel Corp
|
18,733 | $2,615,688 |
All Filings in AVGO
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $755,500 | 2,000 | Call | Sole | 2026-07-24 | |
| 2026-06-30 | $23,444,676 | 62,064 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $18,647,977 | 60,250 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $9,255,060 | 26,741 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $8,592,835 | 26,046 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $6,574,252 | 23,850 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $4,097,346 | 24,472 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $5,452,413 | 23,518 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $3,589,897 | 20,811 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $3,235,142 | 2,015 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $2,425,500 | 1,830 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,794,930 | 1,608 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,236,733 | 1,489 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,404,369 | 1,619 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $2,471,853 | 3,853 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,878,117 | 3,359 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,414,171 | 3,185 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,568,680 | 3,229 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $2,902,195 | 4,609 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,939,781 | 4,418 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,229,297 | 2,535 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,140,124 | 2,391 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,037,207 | 2,237 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $932,182 | 2,129 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $707,145 | 1,941 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $586,087 | 1,857 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $346,877 | 1,463 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||