Position in AVGO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$587,023
+$105,735 QoQ
Shares Held
1,554
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#3,855
of 4,763 holders
Holding Since
Dec 2023
11 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, 2026Private Wealth Management Group, LLC holds $4,840,095 across 27 Semiconductors names. AVGO ranks #3 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
12,892 | $2,579,560 | |
| 2 | AMD |
Advanced Micro Devices Inc
|
1,176 | $683,150 | |
| 3 | AVGO |
Broadcom Inc.
This page
|
1,554 | $587,023 | |
| 4 | INTC |
Intel Corp
|
1,513 | $211,260 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
400 | $191,028 | |
| 6 | QCOM |
Qualcomm Inc/De
|
996 | $184,050 | |
| 7 | TXN |
Texas Instruments Inc
|
287 | $85,546 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
221 | $65,833 |
All Filings in AVGO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $587,023 | 1,554 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $481,288 | 1,555 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $536,108 | 1,549 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $614,952 | 1,864 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $512,157 | 1,858 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $310,917 | 1,857 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $269,398 | 1,162 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $200,445 | 1,162 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $186,241 | 116 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $155,072 | 117 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $146,228 | 131 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||