Position in AVGO
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$41,930
+$7,575 QoQ
Shares Held
111
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#4,690
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, 2026Carolina Wealth Advisors, LLC holds $11,777,967 across 11 Semiconductors names. AVGO ranks #7 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TXN |
Texas Instruments Inc
|
17,316 | $5,161,380 | |
| 2 | NVDA |
Nvidia Corp
|
12,828 | $2,566,754 | |
| 3 | MU |
Micron Technology Inc
|
1,746 | $2,015,390 | |
| 4 | QCOM |
Qualcomm Inc/De
|
9,495 | $1,754,581 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
128 | $74,356 | |
| 6 | MXL |
Maxlinear, Inc
|
371 | $47,499 | |
| 7 | AVGO |
Broadcom Inc.
This page
|
111 | $41,930 | |
| 8 | INTC |
Intel Corp
|
267 | $37,281 |
All Filings in AVGO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,930 | 111 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $34,355 | 111 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $4,499 | 13 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $3,629 | 11 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $3,032 | 11 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,997,499 | 17,903 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $7,245,927 | 31,254 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $5,565,367 | 32,263 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $10,962,558 | 6,828 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $8,874,945 | 6,696 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $8,086,115 | 7,244 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $6,030,841 | 7,261 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $8,653,481 | 9,976 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $6,411,550 | 9,994 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $5,545,451 | 9,918 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $4,475,176 | 10,079 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $4,847,412 | 9,978 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $7,091,456 | 11,262 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $9,806,812 | 14,738 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $7,292,377 | 15,038 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $7,009,071 | 14,699 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $6,583,044 | 14,198 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $6,382,101 | 14,576 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $5,728,203 | 15,723 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $4,939,296 | 15,650 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $3,655,607 | 15,418 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||