Position in AVGO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$8,591,923
+$1,556,452 QoQ
Shares Held
22,745
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.06%
of 13F equity value
Holder Rank
#1,573
of 4,682 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Derivatives in AVGO
reported options exposure · as of Dec 31, 2024CallValue
$231,840
CallShares
1,000
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, 2026Institute for Wealth Management, LLC. holds $200,499,834 across 25 Semiconductors names. AVGO ranks #3 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
739,474 | $147,961,352 | |
| 2 | AMD |
Advanced Micro Devices Inc
|
27,331 | $15,876,851 | |
| 3 | AVGO |
Broadcom Inc.
This page
|
22,745 | $8,591,923 | |
| 4 | TXN |
Texas Instruments Inc
|
28,671 | $8,545,964 | |
| 5 | MU |
Micron Technology Inc
|
6,939 | $8,009,618 | |
| 6 | MRVL |
Marvell Technology, Inc.
|
20,311 | $6,050,443 | |
| 7 | QCOM |
Qualcomm Inc/De
|
11,886 | $2,196,413 | |
| 8 | INTC |
Intel Corp
|
10,336 | $1,443,215 |
All Filings in AVGO
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,591,923 | 22,745 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $7,035,471 | 22,731 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $7,885,888 | 22,785 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $7,558,238 | 22,910 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $6,297,499 | 22,846 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $4,070,223 | 24,310 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $5,583,634 | 24,084 | Shares | Sole | 2025-01-23 | |
| 2024-12-31 | $231,840 | 1,000 | Call | Sole | 2025-01-23 | |
| 2024-09-30 | $4,153,800 | 24,080 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,842,033 | 2,393 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $3,216,770 | 2,427 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,791,741 | 2,501 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $2,103,859 | 2,533 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,222,355 | 2,562 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,608,340 | 2,507 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,409,007 | 2,520 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,125,565 | 2,535 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $1,231,528 | 2,535 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,583,645 | 2,515 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,656,205 | 2,489 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,192,442 | 2,459 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,178,748 | 2,472 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,145,703 | 2,471 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $993,481 | 2,269 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $773,087 | 2,122 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $666,568 | 2,112 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $205,091 | 865 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||