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Bogart Wealth, LLC

Position in AVGO — Broadcom Inc.

CIK 1715740 MCLEAN, VA

Position in AVGO

as of Jun 30, 2026 · filed Jul 24, 2026
Position Value
$27,090,341
+$5,213,556 QoQ
Shares Held
71,715
+1.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.44%
of 13F equity value
Holder Rank
#952
of 4,764 holders
Holding Since
Dec 2020
19 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, 2026

Bogart Wealth, LLC holds $106,669,427 across 35 Semiconductors names. AVGO ranks #2 (25.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 AVGO
Broadcom Inc.
This page
71,715 $27,090,341

All Filings in AVGO

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19 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $27,090,341 71,715
2026-03-31 $21,876,785 70,682
2025-12-31 $11,842,503 34,217
2025-09-30 $9,548,255 28,942
2025-06-30 $10,219,999 37,076
2025-03-31 $12,819,445 76,566
2024-12-31 $10,103,587 43,580
2024-09-30 $15,822,045 91,722
2024-06-30 $11,797,434 7,348
2024-03-31 $7,386,509 5,573
2023-12-31 $332,642 298
2023-09-30 $226,748 273
2023-06-30 $239,410 276
2023-03-31 $157,818 246
2022-12-31 $154,319 276
2022-09-30 $89,246 201
2022-06-30 $89,874 185
2022-03-31 $105,786 168
2020-12-31 $0 0