Position in AVGO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$42,606,799
+$7,901,443 QoQ
Shares Held
112,791
+0.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
3.19%
of 13F equity value
Holder Rank
#792
of 4,764 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 66%
Shared 34%
None 0%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Venturi Wealth Management, LLC holds $279,063,874 across 19 Semiconductors names. AVGO ranks #3 (15.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
340,034 | $68,037,402 | |
| 2 | MU |
Micron Technology Inc
|
58,328 | $67,327,426 | |
| 3 | AVGO |
Broadcom Inc.
This page
|
112,791 | $42,606,799 | |
| 4 | TXN |
Texas Instruments Inc
|
106,151 | $31,640,428 | |
| 5 | QCOM |
Qualcomm Inc/De
|
128,649 | $23,773,047 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
34,664 | $20,136,663 | |
| 7 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
25,402 | $12,131,233 | |
| 8 | ALAB |
Astera Labs, Inc.
|
6,798 | $3,283,569 |
All Filings in AVGO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,606,799 | 112,791 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $34,705,356 | 112,130 | Shares | Other | 2026-04-21 | |
| 2025-12-31 | $40,449,052 | 116,871 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $37,967,361 | 115,084 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $32,817,510 | 119,055 | Shares | Other | 2025-07-23 | |
| 2025-03-31 | $21,047,290 | 125,708 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $31,682,790 | 136,658 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $20,932,702 | 121,349 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $5,616,143 | 3,498 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $3,955,022 | 2,984 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $3,315,261 | 2,970 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $1,528,267 | 1,840 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $1,171,897 | 1,351 | Shares | Other | 2023-07-24 | |
| 2023-03-31 | $323,336 | 504 | Shares | Other | 2023-05-02 | |
| 2022-12-31 | $282,360 | 505 | Shares | Other | 2023-01-31 | |
| 2022-09-30 | $225,113 | 507 | Shares | Other | 2022-11-14 | |
| 2020-03-31 | $489,137 | 2,063 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||