Position in AVGO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$141,656
+$10,115 QoQ
Shares Held
375
-11.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#4,622
of 4,764 holders
Holding Since
Jun 2021
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026MARK SHEPTOFF FINANCIAL PLANNING, LLC holds $4,839,642 across 10 Semiconductors names. AVGO ranks #5 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
13,130 | $2,627,181 | |
| 2 | TXN |
Texas Instruments Inc
|
3,735 | $1,113,291 | |
| 3 | MU |
Micron Technology Inc
|
500 | $577,145 | |
| 4 | CRDO |
Credo Technology Group Holding Ltd
|
700 | $190,365 | |
| 5 | AVGO |
Broadcom Inc.
This page
|
375 | $141,656 | |
| 6 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
192 | $91,693 | |
| 7 | AMD |
Advanced Micro Devices Inc
|
100 | $58,091 | |
| 8 | STM |
STMicroelectronics N.V.
|
250 | $18,722 |
All Filings in AVGO
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $141,656 | 375 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $131,541 | 425 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $92,062 | 266 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $59,713 | 181 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $49,892 | 181 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $75,343 | 450 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $39,412 | 170 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $17,250 | 100 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $136,470 | 85 | Shares | Sole | 2024-08-12 | |
| 2021-12-31 | $139,736 | 210 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $101,835 | 210 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $100,136 | 210 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||