Position in AVGO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$8,888,079
+$1,208,517 QoQ
Shares Held
23,529
-5.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.30%
of 13F equity value
Holder Rank
#1,572
of 4,764 holders
Holding Since
Jun 2020
25 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, 2026Xcel Wealth Management, LLC holds $38,887,608 across 7 Semiconductors names. AVGO ranks #2 (22.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
85,544 | $17,116,498 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
23,529 | $8,888,079 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
8,765 | $5,091,676 | |
| 4 | INTC |
Intel Corp
|
19,789 | $2,763,138 | |
| 5 | MRVL |
Marvell Technology, Inc.
|
6,755 | $2,012,246 | |
| 6 | MU |
Micron Technology Inc
|
1,464 | $1,689,880 | |
| 7 | ARM |
Arm Holdings PLC /Uk
|
3,740 | $1,326,091 |
All Filings in AVGO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,888,079 | 23,529 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $7,679,562 | 24,812 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $8,930,764 | 25,804 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $8,475,057 | 25,689 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $7,381,631 | 26,779 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $4,292,402 | 25,637 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $4,993,601 | 21,539 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $3,742,560 | 21,696 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $4,278,737 | 2,665 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $3,518,963 | 2,655 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $2,959,178 | 2,651 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $2,304,859 | 2,775 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $4,157,591 | 4,793 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $3,074,901 | 4,793 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $3,031,602 | 5,422 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $2,493,116 | 5,615 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $2,727,823 | 5,615 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $4,905,207 | 7,790 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $6,457,138 | 9,704 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $4,704,305 | 9,701 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $4,649,666 | 9,751 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $4,509,557 | 9,726 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $4,231,382 | 9,664 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $3,506,215 | 9,624 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $3,191,448 | 10,112 | Shares | Sole | 2020-07-10 | |
| No filing history on record for this holder in this stock. | ||||||