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MBL Wealth, LLC

Position in AVGO — Broadcom Inc.

CIK 1845785 CHARLOTTE, NC

Position in AVGO

as of Jun 30, 2026 · filed Jul 15, 2026
Position Value
$5,633,385
+$204,580 QoQ
Shares Held
14,913
-15.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.23%
of 13F equity value
Holder Rank
#960
of 2,759 holders
Holding Since
Dec 2020
20 quarters on record
Voting authority Sole 65% Shared 0% None 35%

Common Shares in AVGO Over Time

Shares Held

Position Value (USD)

Position in Semiconductors

Technology · as of Jun 30, 2026

MBL Wealth, LLC holds $36,020,442 across 15 Semiconductors names. AVGO ranks #3 (15.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 AVGO
Broadcom Inc.
This page
14,913 $5,633,385

All Filings in AVGO

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20 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $5,633,385 14,913
2026-03-31 $5,428,805 17,540
2025-12-31 $5,887,160 17,010
2025-09-30 $4,186,227 12,689
2025-06-30 $3,601,642 13,066
2025-03-31 $2,198,187 13,129
2024-12-31 $2,438,260 10,517
2024-09-30 $1,841,782 10,677
2024-06-30 $1,774,109 1,105
2024-03-31 $1,533,498 1,157
2023-12-31 $1,542,657 1,382
2023-09-30 $888,719 1,070
2023-06-30 $936,823 1,080
2023-03-31 $706,976 1,102
2022-12-31 $612 1,095
2022-09-30 $476 1,072
2022-06-30 $484 998
2022-03-31 $625,901 994
2021-03-31 $458,096 988
2020-12-31 $267,526 611