Position in AVGO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,549,530
+$279,920 QoQ
Shares Held
4,102
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#3,009
of 4,764 holders
Holding Since
Mar 2024
10 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, 2026Aries Wealth Management holds $8,159,129 across 7 Semiconductors names. AVGO ranks #4 (19.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TXN |
Texas Instruments Inc
|
6,482 | $1,932,089 | |
| 2 | NVDA |
Nvidia Corp
|
8,286 | $1,657,945 | |
| 3 | INTC |
Intel Corp
|
11,131 | $1,554,221 | |
| 4 | AVGO |
Broadcom Inc.
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|
4,102 | $1,549,530 | |
| 5 | NXPI |
NXP Semiconductors N.V.
|
2,182 | $613,207 | |
| 6 | PI |
Impinj Inc
|
4,000 | $572,920 | |
| 7 | QCOM |
Qualcomm Inc/De
|
1,511 | $279,217 |
All Filings in AVGO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,549,530 | 4,102 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,269,610 | 4,102 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,504,842 | 4,348 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,288,298 | 3,905 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,229,399 | 4,460 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $746,737 | 4,460 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,043,280 | 4,500 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $776,250 | 4,500 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $293,811 | 183 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $238,573 | 180 | Shares | Sole | 2024-05-03 | |
| No filing history on record for this holder in this stock. | ||||||