Position in AVGO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$54,424,709
+$9,158,253 QoQ
Shares Held
144,076
-1.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
4.64%
of 13F equity value
Holder Rank
#707
of 4,778 holders
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026IBEX WEALTH ADVISORS holds $302,556,586 across 8 Semiconductors names. AVGO ranks #3 (18.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
685,019 | $137,065,451 | |
| 2 | MU |
Micron Technology Inc
|
63,705 | $73,534,044 | |
| 3 | AVGO |
Broadcom Inc.
This page
|
144,076 | $54,424,709 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
37,777 | $18,041,161 | |
| 5 | INTC |
Intel Corp
|
91,282 | $12,745,705 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
10,429 | $6,058,310 | |
| 7 | ON |
On Semiconductor Corp
|
5,000 | $472,700 | |
| 8 | TSEM |
Tower Semiconductor Ltd
|
823 | $214,506 |
All Filings in AVGO
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,424,709 | 144,076 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $45,266,456 | 146,252 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $58,232,709 | 168,254 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $56,541,625 | 171,385 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $46,661,480 | 169,278 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $25,427,426 | 151,869 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $39,453,835 | 170,177 | Shares | Sole | 2025-01-23 | |
| 2024-06-30 | $33,920,032 | 21,127 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $10,097 | 18,058 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $20,092 | 18 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $15,094,960 | 18,174 | Shares | Sole | 2023-11-07 | |
| 2023-03-31 | $11,663,838 | 18,181 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $10,096,769 | 18,058 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $6,545,595 | 14,742 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $7,225,937 | 14,874 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $11,086,775 | 17,607 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $9,318,401 | 14,004 | Shares | Sole | 2022-02-22 | |
| 2021-09-30 | $6,665,362 | 13,745 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $6,436,863 | 13,499 | Shares | Sole | 2021-08-20 | |
| 2021-03-31 | $6,083,682 | 13,121 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $5,562,008 | 12,703 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $4,488,786 | 12,321 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $3,798,997 | 12,037 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||