Position in AVGO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,074,321
+$286,309 QoQ
Shares Held
2,844
+11.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#3,314
of 4,764 holders
Holding Since
Sep 2024
8 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, 2026Strata Wealth Advisors, LLC holds $12,602,831 across 7 Semiconductors names. AVGO ranks #4 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
25,600 | $5,122,304 | |
| 2 | ADI |
Analog Devices Inc
|
10,202 | $4,051,928 | |
| 3 | MU |
Micron Technology Inc
|
1,268 | $1,463,639 | |
| 4 | AVGO |
Broadcom Inc.
This page
|
2,844 | $1,074,321 | |
| 5 | MRVL |
Marvell Technology, Inc.
|
1,122 | $334,232 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
548 | $318,338 | |
| 7 | INTC |
Intel Corp
|
1,705 | $238,069 |
All Filings in AVGO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,074,321 | 2,844 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $788,012 | 2,546 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $856,251 | 2,474 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $697,759 | 2,115 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $573,076 | 2,079 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $207,948 | 1,242 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $287,481 | 1,240 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $202,170 | 1,172 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||