Position in MU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,268,949
+$2,578,405 QoQ
Shares Held
2,832
+38.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,735
of 3,878 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 35%
Shared 0%
None 65%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Heritage Wealth Advisors holds $17,267,360 across 13 Semiconductors names. MU ranks #3 (18.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
18,444 | $3,690,459 | |
| 2 | AVGO |
Broadcom Inc.
|
8,909 | $3,365,374 | |
| 3 | MU |
Micron Technology Inc
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|
2,832 | $3,268,949 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
6,156 | $2,939,920 | |
| 5 | INTC |
Intel Corp
|
8,698 | $1,214,501 | |
| 6 | QCOM |
Qualcomm Inc/De
|
3,918 | $724,007 | |
| 7 | MCHP |
Microchip Technology Inc
|
7,612 | $694,214 | |
| 8 | TXN |
Texas Instruments Inc
|
2,284 | $680,791 |
All Filings in MU
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,268,949 | 2,832 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $690,544 | 2,044 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $583,378 | 2,044 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $342,002 | 2,044 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $251,923 | 2,044 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $177,603 | 2,044 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $172,696 | 2,052 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $211,983 | 2,044 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $263,586 | 2,004 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $247,215 | 2,097 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $171,021 | 2,004 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $136,332 | 2,004 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $126,472 | 2,004 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $120,921 | 2,004 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $277,738 | 5,557 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $268,385 | 5,357 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $296,134 | 5,357 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $417,256 | 5,357 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $499,004 | 5,357 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $380,239 | 5,357 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $455,237 | 5,357 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $296,120 | 3,357 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $252,379 | 3,357 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $62,785 | 1,337 | Shares | Sole | 2020-11-03 | |
| No filing history on record for this holder in this stock. | ||||||