Position in AVGO
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,793,934
+$307,667 QoQ
Shares Held
4,749
-1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.29%
of 13F equity value
Holder Rank
#2,874
of 4,764 holders
Holding Since
Jun 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026GoalVest Advisory LLC holds $7,846,921 across 16 Semiconductors names. AVGO ranks #2 (22.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
21,878 | $4,377,569 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
4,749 | $1,793,934 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
1,274 | $740,079 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
647 | $308,987 | |
| 5 | INTC |
Intel Corp
|
1,501 | $209,584 | |
| 6 | MU |
Micron Technology Inc
|
101 | $116,583 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
315 | $93,835 | |
| 8 | NXPI |
NXP Semiconductors N.V.
|
225 | $63,231 |
All Filings in AVGO
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,793,934 | 4,749 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,486,267 | 4,802 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,657,819 | 4,790 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $1,445,665 | 4,382 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,237,726 | 8,118 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $2,093,712 | 12,505 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $2,865,542 | 12,360 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,259,405 | 13,098 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,990,857 | 1,240 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,671,342 | 1,261 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,415,405 | 1,268 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $1,202,679 | 1,448 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,180,572 | 1,361 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $760,224 | 1,185 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $1,118 | 2 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $2,664 | 6 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $614,549 | 1,265 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $896,664 | 1,424 | Shares | Sole | 2022-05-03 | |
| 2021-06-30 | $412,943 | 866 | Shares | Sole | 2021-09-01 | |
| No filing history on record for this holder in this stock. | ||||||