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Clearstead Trust, LLC

Position in AVGO — Broadcom Inc.

CIK 1708001 PORTLAND, ME

Position in AVGO

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$17,180,447
+$3,052,245 QoQ
Shares Held
45,481
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.31%
of 13F equity value
Holder Rank
#1,172
of 4,764 holders
Holding Since
Sep 2022
16 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, 2026

Clearstead Trust, LLC holds $54,588,499 across 25 Semiconductors names. AVGO ranks #2 (31.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 AVGO
Broadcom Inc.
This page
45,481 $17,180,447

All Filings in AVGO

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16 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $17,180,447 45,481
2026-03-31 $14,128,202 45,647
2025-12-31 $15,922,330 46,005
2025-09-30 $16,375,412 49,636
2025-06-30 $12,446,975 45,155
2025-03-31 $6,570,790 39,245
2024-12-31 $8,776,998 37,858
2024-09-30 $6,468,405 37,498
2024-06-30 $5,832,890 3,633
2024-03-31 $4,197,573 3,167
2023-12-31 $2,954,713 2,647
2023-09-30 $1,640,395 1,975
2023-06-30 $159,607 184
2023-03-31 $102,646 160
2022-12-31 $88,901 159
2022-09-30 $70,153 158