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Integrated Wealth Concepts LLC

Position in AVGO — Broadcom Inc.

CIK 1737109 WALTHAM, MA

Position in AVGO

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$94,594,644
+$54,545,908 QoQ
Shares Held
250,416
+93.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.32%
of 13F equity value
Holder Rank
#539
of 4,764 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, 2026

Integrated Wealth Concepts LLC holds $665,172,502 across 59 Semiconductors names. AVGO ranks #2 (14.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 AVGO
Broadcom Inc.
This page
250,416 $94,594,644

All Filings in AVGO

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $94,594,644 250,416
2026-03-31 $40,048,736 129,394
2025-12-31 $28,716,609 82,972
2025-09-30 $39,841,251 120,764
2025-06-30 $32,942,104 119,507
2025-03-31 $18,897,154 112,866
2024-12-31 $31,561,770 136,136
2024-09-30 $20,296,522 117,661
2024-06-30 $17,989,963 11,205
2024-03-31 $14,383,349 10,852
2023-12-31 $11,384,633 10,199
2023-09-30 $7,246,810 8,725
2023-06-30 $7,835,495 9,033
2023-03-31 $4,665,920 7,273
2022-12-31 $4,378,547 7,831
2022-09-30 $3,326,966 7,493
2022-06-30 $3,598,394 7,407
2022-03-31 $4,373,757 6,946
2021-12-31 $3,618,499 5,438
2021-09-30 $1,612,877 3,326
2021-06-30 $1,144,892 2,401
2021-03-31 $1,096,092 2,364
2020-12-31 $1,081,489 2,470
2020-09-30 $801,504 2,200
2020-06-30 $699,076 2,215
2020-03-31 $578,998 2,442