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Cypress Wealth Services, LLC

Position in AVGO — Broadcom Inc.

CIK 1721527 PALM DESERT, CA

Position in AVGO

as of Jun 30, 2026 · filed Jul 13, 2026
Position Value
$4,906,594
+$946,414 QoQ
Shares Held
12,989
+1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.78%
of 13F equity value
Holder Rank
#2,050
of 4,764 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in AVGO Over Time

Shares Held

Position Value (USD)

Position in Semiconductors

Technology · as of Jun 30, 2026

Cypress Wealth Services, LLC holds $24,588,971 across 12 Semiconductors names. AVGO ranks #2 (20.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 AVGO
Broadcom Inc.
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12,989 $4,906,594

All Filings in AVGO

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11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $4,906,594 12,989
2026-03-31 $3,960,180 12,795
2025-12-31 $4,468,151 12,910
2025-09-30 $2,693,055 8,163
2025-06-30 $1,737,146 6,302
2025-03-31 $932,082 5,567
2024-12-31 $1,247,067 5,379
2024-09-30 $792,465 4,594
2024-06-30 $651,845 406
2024-03-31 $498,354 376
2023-12-31 $235,528 211