Bell & Brown Wealth Advisors, LLC

Position in AVGO — Broadcom Inc.

CIK 1725362 NEWPORT BEACH, CA

Position in AVGO

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$19,021,223

+$2,177,999 QoQ

Shares Held

50,354

-7.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

5.77%

of 13F equity value

Holder Rank

#1,121

of 4,778 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Bell & Brown Wealth Advisors, LLC holds $29,503,990 across 5 Semiconductors names. AVGO ranks #1 (64.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AVGO	Broadcom Inc. This page	50,354	$19,021,223
2	QCOM	Qualcomm Inc/De	44,700	$8,260,113
3	NVDA	Nvidia Corp	5,459	$1,092,291
4	AMD	Advanced Micro Devices Inc	1,451	$842,900
5	MRVL	Marvell Technology, Inc.	965	$287,463

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$19,021,223	50,354	-7.5%	Shares	Sole	2026-08-10
2026-03-31	$16,843,224	54,419	-4.8%	Shares	Sole	2026-05-11
2025-12-31	$19,781,691	57,156	-7.1%	Shares	Sole	2026-05-13
2025-09-30	$20,300,681	61,534	-4.4%	Shares	Sole	2025-11-07
2025-06-30	$17,734,769	64,338	-7.2%	Shares	Sole	2025-07-29
2025-03-31	$11,603,736	69,305	-10.3%	Shares	Sole	2025-05-07
2024-12-31	$17,921,232	77,300	-4.5%	Shares	Sole	2025-05-07
2024-09-30	$13,961,632	80,937	+893.5%	Shares	Sole	2024-11-14
2024-06-30	$1,368,848	8,147	-2.9%	Shares	Sole	2024-08-13
2024-03-31	$11,117,539	8,388	-6.9%	Shares	Sole	2024-05-13
2023-12-31	$10,060,761	9,013	-3.7%	Shares	Sole	2024-02-12
2023-06-30	$8,114,807	9,355	-4.0%	Shares	Sole	2023-08-15
2023-03-31	$6,251,165	9,744	-3.8%	Shares	Sole	2023-04-14
2022-12-31	$5,661,750	10,126	-2.3%	Shares	Sole	2023-02-10
2022-09-30	$4,600,387	10,361	+0.3%	Shares	Sole	2022-10-26
2022-06-30	$5,017,445	10,328	-2.0%	Shares	Sole	2022-07-22
2022-03-31	$6,636,197	10,539	-2.0%	Shares	Sole	2022-05-02
2021-12-31	$7,155,153	10,753	-0.3%	Shares	Sole	2022-02-10
2021-09-30	$5,230,939	10,787	-3.0%	Shares	Sole	2021-11-12
2020-09-30	$4,050,874	11,119	+0.1%	Shares	Sole	2020-10-23
2020-06-30	$3,506,111	11,109	-2.3%	Shares	Defined	2020-08-07
2020-03-31	$2,695,115	11,367	—	Shares	Defined	2020-05-11
No filing history on record for this holder in this stock.