Position in AVGO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,560,485
+$228,984 QoQ
Shares Held
4,131
-4.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.30%
of 13F equity value
Holder Rank
#3,004
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, 2026Medallion Wealth Advisors, LLC holds $15,015,353 across 20 Semiconductors names. AVGO ranks #2 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
45,125 | $9,029,061 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
4,131 | $1,560,485 | |
| 3 | TXN |
Texas Instruments Inc
|
4,194 | $1,250,105 | |
| 4 | INTC |
Intel Corp
|
5,798 | $809,574 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
1,384 | $803,979 | |
| 6 | MCHP |
Microchip Technology Inc
|
8,638 | $787,785 | |
| 7 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
573 | $273,647 | |
| 8 | QCOM |
Qualcomm Inc/De
|
1,405 | $259,629 |
All Filings in AVGO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,560,485 | 4,131 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,331,501 | 4,302 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,371,931 | 3,964 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $1,358,889 | 4,119 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $1,133,190 | 4,111 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $684,614 | 4,089 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 | $937,555 | 4,044 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||