UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC
Position in AVGO — Broadcom Inc.
CIK 2011649
PITTSBURGH, PA
Position in AVGO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,556,707
+$281,217 QoQ
Shares Held
4,121
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.55%
of 13F equity value
Holder Rank
#3,006
of 4,764 holders
Holding Since
Sep 2024
8 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, 2026UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC holds $15,107,425 across 8 Semiconductors names. AVGO ranks #4 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
35,735 | $7,150,216 | |
| 2 | MU |
Micron Technology Inc
|
2,189 | $2,526,740 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
2,700 | $1,568,457 | |
| 4 | AVGO |
Broadcom Inc.
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|
4,121 | $1,556,707 | |
| 5 | TXN |
Texas Instruments Inc
|
2,615 | $779,453 | |
| 6 | INTC |
Intel Corp
|
5,066 | $707,365 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
1,581 | $470,964 | |
| 8 | ADI |
Analog Devices Inc
|
875 | $347,523 |
All Filings in AVGO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,556,707 | 4,121 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,275,490 | 4,121 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,406,896 | 4,065 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,358,569 | 4,118 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $1,133,748 | 4,113 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $653,981 | 3,906 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $731,455 | 3,155 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $302,220 | 1,752 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||