ROI Financial Advisors, LLC

Position in AVGO — Broadcom Inc.

CIK 2011633 Beaverton, OR

Position in AVGO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$11,510,042

+$1,990,753 QoQ

Shares Held

30,470

-0.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

6.40%

of 13F equity value

Holder Rank

#1,411

of 4,764 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

ROI Financial Advisors, LLC holds $44,241,277 across 7 Semiconductors names. AVGO ranks #3 (26.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSM	Taiwan Semiconductor Manufacturing Co Ltd	25,460	$12,158,932
2	NVDA	Nvidia Corp	58,432	$11,691,658
3	AVGO	Broadcom Inc. This page	30,470	$11,510,042
4	INTC	Intel Corp	37,718	$5,266,564
5	ARM	Arm Holdings PLC /Uk	5,185	$1,838,445
6	MU	Micron Technology Inc	953	$1,100,038
7	AMD	Advanced Micro Devices Inc	1,163	$675,598

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,510,042	30,470	-0.9%	Shares	Sole	2026-08-14
2026-03-31	$9,519,289	30,756	-3.9%	Shares	Sole	2026-05-15
2025-12-31	$11,073,123	31,994	-5.2%	Shares	Sole	2026-02-13
2025-09-30	$11,138,091	33,761	-12.7%	Shares	Sole	2025-11-10
2025-06-30	$10,663,795	38,686	+0.3%	Shares	Sole	2025-08-06
2025-03-31	$6,460,788	38,588	-0.9%	Shares	Sole	2025-05-09
2024-12-31	$9,029,704	38,948	-4.0%	Shares	Sole	2025-02-13
2024-09-30	$7,001,430	40,588	+863.6%	Shares	Sole	2024-11-06
2024-06-30	$6,762,492	4,212	+0.2%	Shares	Sole	2024-08-12
2024-03-31	$5,573,349	4,205	-2.9%	Shares	Sole	2024-05-13
2023-12-31	$4,834,478	4,331	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.