WMG Financial Advisors, LLC

Position in AVGO — Broadcom Inc.

CIK 1906711 Knoxville, TN

Position in AVGO

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$988,948

+$22,040 QoQ

Shares Held

2,618

-16.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.20%

of 13F equity value

Holder Rank

#3,405

of 4,778 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 15% None 85%

Technology · as of Jun 30, 2026

WMG Financial Advisors, LLC holds $7,063,252 across 4 Semiconductors names. AVGO ranks #2 (14.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	26,930	$5,388,422
2	AVGO	Broadcom Inc. This page	2,618	$988,948
3	MRVL	Marvell Technology, Inc.	1,419	$422,705
4	MU	Micron Technology Inc	228	$263,177

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$988,948	2,618	-16.2%	Shares	Defined	2026-07-23
2026-03-31	$966,908	3,124	+6.8%	Shares	Defined	2026-04-23
2025-12-31	$1,012,687	2,926	-63.2%	Shares	Defined	2026-01-28
2025-09-30	$2,622,124	7,948	-3.2%	Shares	Defined	2025-10-23
2025-06-30	$2,262,809	8,209	+1.1%	Shares	Other	2025-07-24
2025-03-31	$1,359,697	8,121	-3.6%	Shares	Sole	2025-05-06
2024-12-31	$1,952,091	8,420	+4.5%	Shares	Sole	2025-02-06
2024-09-30	$1,390,521	8,061	+973.4%	Shares	Defined	2024-10-31
2024-06-30	$1,205,752	751	+25.2%	Shares	Other	2024-07-30
2024-03-31	$795,244	600	+6.0%	Shares	Defined	2024-05-07
2023-12-31	$631,797	566	+14.1%	Shares	Other	2024-02-08
2023-09-30	$411,967	496	-3.3%	Shares	Other	2023-11-14
2023-06-30	$444,991	513	0.0%	Shares	Defined	2023-08-03
2023-03-31	$329,109	513	+9.6%	Shares	Defined	2023-04-18
2022-12-31	$261,672	468	-0.2%	Shares	Sole	2023-02-10
2022-09-30	$208,240	469	+0.6%	Shares	Sole	2022-10-18
2022-06-30	$226,387	466	+10.4%	Shares	Sole	2022-08-08
2022-03-31	$265,724	422	-15.8%	Shares	Defined	2022-08-04
2021-12-31	$333,370	501	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.