Position in AVGO
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$1,967,555
-$139,155 QoQ
Shares Held
6,357
+4.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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 Mar 31, 2026Cassaday & Co Wealth Management LLC holds $35,386,323 across 23 Semiconductors names. AVGO ranks #2 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
160,320 | $27,959,808 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
6,357 | $1,967,555 | |
| 3 | TXN |
Texas Instruments Inc
|
6,506 | $1,263,074 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
4,893 | $995,382 | |
| 5 | QCOM |
Qualcomm Inc/De
|
7,345 | $945,889 | |
| 6 | MU |
Micron Technology Inc
|
2,053 | $693,585 | |
| 7 | INTC |
Intel Corp
|
12,009 | $529,957 | |
| 8 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,250 | $422,437 |
All Filings in AVGO
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,967,555 | 6,357 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $2,106,710 | 6,087 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,817,144 | 5,508 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,627,713 | 5,905 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $967,745 | 5,780 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,334,702 | 5,757 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $969,450 | 5,620 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $568,357 | 354 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $371,114 | 280 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $273,481 | 245 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $204,322 | 246 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $209,918 | 242 | Shares | Sole | 2023-08-07 | |
| No filing history on record for this holder in this stock. | ||||||