Position in AVGO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,365,374
+$1,650,689 QoQ
Shares Held
8,909
+60.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#2,331
of 4,778 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 29%
Shared 0%
None 71%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Heritage Wealth Advisors holds $17,267,360 across 13 Semiconductors names. AVGO ranks #2 (19.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
18,444 | $3,690,459 | |
| 2 | AVGO |
Broadcom Inc.
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|
8,909 | $3,365,374 | |
| 3 | MU |
Micron Technology Inc
|
2,832 | $3,268,949 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
6,156 | $2,939,920 | |
| 5 | INTC |
Intel Corp
|
8,698 | $1,214,501 | |
| 6 | QCOM |
Qualcomm Inc/De
|
3,918 | $724,007 | |
| 7 | MCHP |
Microchip Technology Inc
|
7,612 | $694,214 | |
| 8 | TXN |
Texas Instruments Inc
|
2,284 | $680,791 |
All Filings in AVGO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,365,374 | 8,909 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,714,685 | 5,540 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,107,173 | 3,199 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,055,382 | 3,199 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $892,279 | 3,237 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $550,174 | 3,286 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $761,826 | 3,286 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $554,932 | 3,217 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $276,151 | 172 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $227,970 | 172 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $191,995 | 172 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $76,413 | 92 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $79,803 | 92 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $75,060 | 117 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $51,439 | 92 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $40,848 | 92 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $68,985 | 142 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $57,930 | 92 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $61,217 | 92 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $44,613 | 92 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $43,869 | 92 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $42,656 | 92 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $43,785 | 100 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $36,432 | 100 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $31,561 | 100 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $34,142 | 144 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||