Position in AVGO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,797,520
+$638,661 QoQ
Shares Held
10,053
-1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#2,238
of 4,778 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)
Position in Semiconductors
Technology · as of Jun 30, 2026Waldron Private Wealth LLC holds $30,459,182 across 10 Semiconductors names. AVGO ranks #3 (12.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
63,504 | $12,706,515 | |
| 2 | QCOM |
Qualcomm Inc/De
|
25,802 | $4,767,951 | |
| 3 | AVGO |
Broadcom Inc.
This page
|
10,053 | $3,797,520 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
4,981 | $2,378,776 | |
| 5 | INTC |
Intel Corp
|
16,953 | $2,367,147 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
3,829 | $2,224,304 | |
| 7 | MU |
Micron Technology Inc
|
651 | $751,442 | |
| 8 | TXN |
Texas Instruments Inc
|
1,815 | $540,997 |
All Filings in AVGO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,797,520 | 10,053 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $3,158,859 | 10,206 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $3,319,791 | 9,592 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $3,357,164 | 10,176 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,196,103 | 7,967 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,337,933 | 7,991 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $11,180,251 | 48,224 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $4,074,967 | 23,623 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $3,360,374 | 2,093 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,771,432 | 2,091 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,255,941 | 2,021 | Shares | Sole | 2024-08-29 | |
| 2023-09-30 | $1,564,812 | 1,884 | Shares | Sole | 2024-08-29 | |
| 2023-06-30 | $1,617,756 | 1,865 | Shares | Sole | 2024-08-29 | |
| 2023-03-31 | $1,242,021 | 1,936 | Shares | Sole | 2024-08-29 | |
| 2022-12-31 | $750 | 1,689 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $749,932 | 1,689 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $711,225 | 1,464 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $817,324 | 1,298 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $767,217 | 1,153 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $559,124 | 1,153 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $444,891 | 933 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $409,411 | 883 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $389,248 | 889 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $348,289 | 956 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $268,899 | 852 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $223,348 | 942 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||