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KINGSWOOD WEALTH ADVISORS, LLC

Position in AVGO — Broadcom Inc.

CIK 1987855 SAN DIEGO, CA

Position in AVGO

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$29,775,388
+$5,315,742 QoQ
Shares Held
78,823
-0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.32%
of 13F equity value
Holder Rank
#914
of 4,764 holders
Holding Since
Jun 2023
13 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, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $175,723,528 across 20 Semiconductors names. AVGO ranks #2 (16.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 AVGO
Broadcom Inc.
This page
78,823 $29,775,388

All Filings in AVGO

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13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $29,775,388 78,823
2026-03-31 $24,459,646 79,027
2025-12-31 $27,563,404 79,640
2025-09-30 $18,882,728 57,236
2025-06-30 $15,548,038 56,405
2025-03-31 $8,996,013 53,730
2024-12-31 $12,665,882 54,632
2024-09-30 $13,240,755 76,758
2024-06-30 $13,544,251 8,436
2024-03-31 $5,564,071 4,198
2023-12-31 $5,977,518 5,355
2023-09-30 $2,334,760 2,811
2023-06-30 $1,318,493 1,520