Position in AVGO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,367,455
+$319,455 QoQ
Shares Held
3,620
+6.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#3,130
of 4,779 holders
Holding Since
Dec 2020
21 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, 2026CCG WEALTH MANAGEMENT, LLC holds $20,215,194 across 7 Semiconductors names. AVGO ranks #3 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
42,450 | $8,493,820 | |
| 2 | AMD |
Advanced Micro Devices Inc
|
13,796 | $8,014,234 | |
| 3 | AVGO |
Broadcom Inc.
This page
|
3,620 | $1,367,455 | |
| 4 | QCOM |
Qualcomm Inc/De
|
4,101 | $757,823 | |
| 5 | MU |
Micron Technology Inc
|
605 | $698,345 | |
| 6 | INTC |
Intel Corp
|
3,968 | $554,051 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
1,106 | $329,466 |
All Filings in AVGO
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,367,455 | 3,620 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,048,000 | 3,386 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,086,407 | 3,139 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,033,608 | 3,133 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $722,754 | 2,622 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $418,909 | 2,502 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $509,120 | 2,196 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $406,755 | 2,358 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $401,382 | 250 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $278,336 | 210 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $206,506 | 185 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $203,492 | 245 | Shares | Sole | 2023-10-10 | |
| 2022-12-31 | $253,845 | 454 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $213,124 | 480 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $226,873 | 467 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $295,319 | 469 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $319,396 | 480 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $235,191 | 485 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $224,591 | 471 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $211,892 | 457 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $200,097 | 457 | Shares | Sole | 2021-02-04 | |
| No filing history on record for this holder in this stock. | ||||||