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Financial Symmetry Inc

Position in AVGO — Broadcom Inc.

CIK 2004843 RALEIGH, NC

Position in AVGO

as of Jun 30, 2026 · filed Jul 14, 2026
Position Value
$412,125
+$137,281 QoQ
Shares Held
1,091
+22.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.47%
of 13F equity value
Holder Rank
#4,131
of 4,764 holders
Holding Since
Jun 2024
8 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

Financial Symmetry Inc holds $2,186,352 across 3 Semiconductors names. AVGO ranks #2 (18.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 AVGO
Broadcom Inc.
This page
1,091 $412,125

All Filings in AVGO

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8 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $412,125 1,091
2026-03-31 $274,844 888
2025-12-31 $288,647 834
2025-09-30 $262,938 797
2025-03-31 $231,388 1,382
2024-12-31 $460,202 1,985
2024-09-30 $554,070 3,212
2024-06-30 $598,862 373