Position in AVGO
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$41,164
-$3,482 QoQ
Shares Held
133
+3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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 Mar 31, 2026Cherry Tree Wealth Management, LLC holds $1,805,932 across 9 Semiconductors names. AVGO ranks #3 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
9,070 | $1,581,808 | |
| 2 | AMD |
Advanced Micro Devices Inc
|
235 | $47,806 | |
| 3 | AVGO |
Broadcom Inc.
This page
|
133 | $41,164 | |
| 4 | MRVL |
Marvell Technology, Inc.
|
303 | $30,012 | |
| 5 | QCOM |
Qualcomm Inc/De
|
222 | $28,589 | |
| 6 | 1,000 | $27,410 | |||
| 7 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
62 | $20,952 | |
| 8 | ADI |
Analog Devices Inc
|
52 | $16,543 |
All Filings in AVGO
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $41,164 | 133 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $44,646 | 129 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $29,361 | 89 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $24,532 | 89 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $36,834 | 220 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $33,848 | 146 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $23,287 | 135 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $22,477 | 14 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $6,627 | 5 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $5,581 | 5 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $4,152 | 5 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,337 | 5 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||