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, 2026Cypress 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 |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
48,975 | $9,799,407 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
12,989 | $4,906,594 | |
| 3 | MU |
Micron Technology Inc
|
2,434 | $2,809,541 | |
| 4 | TXN |
Texas Instruments Inc
|
5,715 | $1,703,470 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
2,032 | $1,180,409 | |
| 6 | INTC |
Intel Corp
|
7,516 | $1,049,459 | |
| 7 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,760 | $840,523 | |
| 8 | QCOM |
Qualcomm Inc/De
|
3,873 | $715,691 |
All Filings in AVGO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,906,594 | 12,989 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $3,960,180 | 12,795 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $4,468,151 | 12,910 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,693,055 | 8,163 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,737,146 | 6,302 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $932,082 | 5,567 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,247,067 | 5,379 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $792,465 | 4,594 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $651,845 | 406 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $498,354 | 376 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $235,528 | 211 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||