Position in AVGO
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$6,910,180
+$1,441,758 QoQ
Shares Held
18,293
+3.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.30%
of 13F equity value
Holder Rank
#1,772
of 4,778 holders
Holding Since
Jun 2020
25 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, 2026Castle Rock Wealth Management, LLC holds $56,062,724 across 11 Semiconductors names. AVGO ranks #3 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
109,063 | $21,822,415 | |
| 2 | MU |
Micron Technology Inc
|
7,595 | $8,766,832 | |
| 3 | AVGO |
Broadcom Inc.
This page
|
18,293 | $6,910,180 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
7,263 | $4,219,149 | |
| 5 | INTC |
Intel Corp
|
28,463 | $3,974,288 | |
| 6 | ARM |
Arm Holdings PLC /Uk
|
9,244 | $3,277,645 | |
| 7 | QCOM |
Qualcomm Inc/De
|
13,941 | $2,576,157 | |
| 8 | CRDO |
Credo Technology Group Holding Ltd
|
7,424 | $2,018,956 |
All Filings in AVGO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,910,180 | 18,293 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $5,468,422 | 17,668 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $6,228,069 | 17,995 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $6,017,888 | 18,241 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $5,005,528 | 18,159 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $3,945,320 | 23,564 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $8,184,879 | 35,304 | Shares | Sole | 2025-03-05 | |
| 2024-09-30 | $6,871,020 | 39,832 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $5,105,585 | 3,180 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $3,033,863 | 2,289 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,034,923 | 1,823 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $1,417,800 | 1,707 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,338,444 | 1,543 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $673,617 | 1,050 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $580,376 | 1,038 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $443,565 | 999 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $481,923 | 992 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $620,234 | 985 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $1,720,084 | 2,585 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,286,034 | 2,652 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,171,595 | 2,457 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $970,440 | 2,093 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $850,304 | 1,942 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $724,632 | 1,989 | Shares | Sole | 2020-12-07 | |
| 2020-06-30 | $358,848 | 1,137 | Shares | Sole | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||