Position in AVGO
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$4,281,040
+$3,200,232 QoQ
Shares Held
11,333
+224.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
4.64%
of 13F equity value
Holder Rank
#2,152
of 4,764 holders
Holding Since
Dec 2024
7 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, 2026StoneCrest Wealth Management, Inc. holds $33,966,904 across 7 Semiconductors names. AVGO ranks #3 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
64,534 | $12,912,608 | |
| 2 | MU |
Micron Technology Inc
|
10,383 | $11,984,993 | |
| 3 | AVGO |
Broadcom Inc.
This page
|
11,333 | $4,281,040 | |
| 4 | MRVL |
Marvell Technology, Inc.
|
9,997 | $2,978,006 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,812 | $865,356 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
1,141 | $662,818 | |
| 7 | ALAB |
Astera Labs, Inc.
|
584 | $282,083 |
All Filings in AVGO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,281,040 | 11,333 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,080,808 | 3,492 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,249,767 | 3,611 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $990,059 | 3,001 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $835,219 | 3,030 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $467,631 | 2,793 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $504,715 | 2,177 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||