Avantax Planning Partners, Inc.

Position in AVGO — Broadcom Inc.

CIK 1005441 DUBUQUE, IA

Position in AVGO

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$16,918,289

+$2,708,376 QoQ

Shares Held

44,787

-2.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.58%

of 13F equity value

Holder Rank

#1,182

of 4,764 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Avantax Planning Partners, Inc. holds $64,367,287 across 11 Semiconductors names. AVGO ranks #2 (26.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	88,322	$17,672,348
2	AVGO	Broadcom Inc. This page	44,787	$16,918,289
3	TXN	Texas Instruments Inc	46,385	$13,825,976
4	AMD	Advanced Micro Devices Inc	10,701	$6,216,317
5	QCOM	Qualcomm Inc/De	21,750	$4,019,182
6	INTC	Intel Corp	13,283	$1,854,705
7	MU	Micron Technology Inc	1,525	$1,760,292
8	TSM	Taiwan Semiconductor Manufacturing Co Ltd	2,471	$1,180,075

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,918,289	44,787	-2.4%	Shares	Sole	2026-07-28
2026-03-31	$14,209,913	45,911	-2.3%	Shares	Sole	2026-05-04
2025-12-31	$16,255,624	46,968	-1.0%	Shares	Sole	2026-02-05
2025-09-30	$15,652,909	47,446	-10.8%	Shares	Sole	2025-10-31
2025-06-30	$14,661,272	53,188	+1.3%	Shares	Sole	2025-08-11
2025-03-31	$8,794,093	52,524	-5.1%	Shares	Sole	2025-04-29
2024-12-31	$12,832,807	55,352	+2.6%	Shares	Sole	2025-02-07
2024-09-30	$9,308,962	53,965	+420.7%	Shares	Sole	2024-11-14
2024-06-30	$16,638,107	10,363	-6.4%	Shares	Sole	2024-08-09
2024-03-31	$14,681,566	11,077	+46.1%	Shares	Sole	2024-05-03
2023-12-31	$8,465,640	7,584	-8.7%	Shares	Sole	2024-02-09
2023-09-30	$6,897,966	8,305	-4.4%	Shares	Sole	2023-11-06
2023-06-30	$7,537,099	8,689	+0.0%	Shares	Sole	2023-07-18
2023-03-31	$5,573,057	8,687	+13.0%	Shares	Sole	2023-04-21
2022-12-31	$4,300,268	7,691	-3.1%	Shares	Sole	2023-02-10
2022-09-30	$3,524,107	7,937	+3.8%	Shares	Sole	2022-10-14
2022-06-30	$3,715,960	7,649	+20.0%	Shares	Sole	2022-07-18
2022-03-31	$4,012,950	6,373	+12.6%	Shares	Sole	2022-05-09
2021-12-31	$3,767,551	5,662	-8.9%	Shares	Sole	2022-01-28
2021-09-30	$3,015,294	6,218	+89.2%	Shares	Sole	2021-10-27
2021-06-30	$1,567,373	3,287	-4.5%	Shares	Sole	2021-08-10
2021-03-31	$1,595,454	3,441	+3.7%	Shares	Sole	2021-05-06
2020-12-31	$1,452,786	3,318	-8.1%	Shares	Sole	2021-02-04
2020-09-30	$1,314,830	3,609	+4.9%	Shares	Sole	2020-10-28
2020-06-30	$1,085,698	3,440	+26.5%	Shares	Sole	2020-07-15
2020-03-31	$644,674	2,719	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.