Integrated Wealth Concepts LLC

Position in AVGO — Broadcom Inc.

CIK 1737109 WALTHAM, MA

Position in AVGO

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$40,048,736

+$11,332,127 QoQ

Shares Held

129,394

+55.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Technology · as of Mar 31, 2026

Integrated Wealth Concepts LLC holds $358,167,113 across 27 Semiconductors names. AVGO ranks #2 (11.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	1,232,239	$214,902,481
2	AVGO	Broadcom Inc. This page	129,394	$40,048,736
3	QCOM	Qualcomm Inc/De	212,325	$27,343,213
4	AMD	Advanced Micro Devices Inc	79,625	$16,198,113
5	MU	Micron Technology Inc	44,384	$14,994,690
6	TSM	Taiwan Semiconductor Manufacturing Co Ltd	42,486	$14,358,143
7	INTC	Intel Corp	159,372	$7,033,086
8	MPWR	Monolithic Power Systems Inc	3,686	$4,030,088

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$40,048,736	129,394	+55.9%	Shares	Other	2026-05-15
2025-12-31	$28,716,609	82,972	-31.3%	Shares	Other	2026-02-13
2025-09-30	$39,841,251	120,764	+1.1%	Shares	Other	2025-11-14
2025-06-30	$32,942,104	119,507	+5.9%	Shares	Other	2025-08-14
2025-03-31	$18,897,154	112,866	-17.1%	Shares	Other	2025-05-15
2024-12-31	$31,561,770	136,136	+15.7%	Shares	Other	2025-02-14
2024-09-30	$20,296,522	117,661	+950.1%	Shares	Other	2024-11-14
2024-06-30	$1,798,996	11,205	+3.3%	Shares	Other	2024-08-14
2024-03-31	$1,438,334	10,852	+6.4%	Shares	Other	2024-05-15
2023-12-31	$1,138,463	10,199	+16.9%	Shares	Other	2024-02-13
2023-09-30	$724,681	8,725	-3.4%	Shares	Other	2023-11-15
2023-06-30	$783,549	9,033	+24.2%	Shares	Other	2023-08-15
2023-03-31	$466,592	7,273	-7.1%	Shares	Other	2023-05-03
2022-12-31	$437,854	7,831	+4.5%	Shares	Other	2023-02-13
2022-09-30	$332,696	7,493	+1.2%	Shares	Other	2022-11-14
2022-06-30	$359,839	7,407	+6.6%	Shares	Other	2022-08-08
2022-03-31	$437,375	6,946	+27.7%	Shares	Other	2022-05-12
2021-12-31	$361,849	5,438	+63.5%	Shares	Other	2022-02-15
2021-09-30	$161,287	3,326	+38.5%	Shares	Other	2021-11-15
2021-06-30	$114,489	2,401	+1.6%	Shares	Other	2021-08-13
2021-03-31	$109,609	2,364	-4.3%	Shares	Other	2021-05-13
2020-12-31	$108,148	2,470	+12.3%	Shares	Other	2021-02-12
2020-09-30	$80,150	2,200	-0.7%	Shares	Other	2020-11-13
2020-06-30	$69,907	2,215	-9.3%	Shares	Other	2020-07-30
2020-03-31	$57,899	2,442	—	Shares	Other	2020-05-18
No filing history on record for this holder in this stock.