Position in AVGO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,464,063
+$568,934 QoQ
Shares Held
6,523
+6.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#2,599
of 4,764 holders
Holding Since
Jun 2020
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Derivatives in AVGO
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$151,100
PutShares
400
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductors
Technology · as of Jun 30, 2026Focused Wealth Management, Inc holds $29,094,721 across 8 Semiconductors names. AVGO ranks #3 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
92,033 | $18,414,882 | |
| 2 | INTC |
Intel Corp
|
30,878 | $4,311,495 | |
| 3 | AVGO |
Broadcom Inc.
This page
|
6,523 | $2,464,063 | |
| 4 | MRVL |
Marvell Technology, Inc.
|
6,298 | $1,876,111 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
1,546 | $898,086 | |
| 6 | MU |
Micron Technology Inc
|
565 | $652,173 | |
| 7 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
702 | $335,254 | |
| 8 | QCOM |
Qualcomm Inc/De
|
772 | $142,657 |
All Filings in AVGO
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,464,063 | 6,523 | Shares | Sole | 2026-08-07 | |
| 2026-06-30 | $151,100 | 400 | Put | Sole | 2026-08-07 | |
| 2026-03-31 | $1,895,129 | 6,123 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,946,466 | 5,624 | Shares | Sole | 2026-01-29 | |
| 2025-03-31 | $83,882 | 501 | Shares | Sole | 2025-05-01 | |
| 2025-03-31 | $669,720 | 4,000 | Put | Sole | 2025-05-01 | |
| 2023-12-31 | $41,301 | 37 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $28,239 | 34 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $21,685 | 25 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $26,944 | 42 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $22,924 | 41 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $18,204 | 41 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $19,918 | 41 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $25,187 | 40 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $26,616 | 40 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $19,397 | 40 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $15,735 | 33 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $15,300 | 33 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $14,449 | 33 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $13,844 | 38 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $11,677 | 37 | Shares | Sole | 2020-07-24 | |
| No filing history on record for this holder in this stock. | ||||||