SAX WEALTH ADVISORS, LLC

Position in AVGO — Broadcom Inc.

CIK 1846150 PARSIPPANY, NJ

Position in AVGO

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$4,670,878

+$1,786,245 QoQ

Shares Held

12,365

+32.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.24%

of 13F equity value

Holder Rank

#2,092

of 4,764 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Technology · as of Jun 30, 2026

SAX WEALTH ADVISORS, LLC holds $47,836,388 across 11 Semiconductors names. AVGO ranks #4 (9.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	106,898	$21,389,220
2	ADI	Analog Devices Inc	12,845	$5,101,648
3	MRVL	Marvell Technology, Inc.	16,069	$4,786,794
4	AVGO	Broadcom Inc. This page	12,365	$4,670,878
5	AMD	Advanced Micro Devices Inc	5,552	$3,225,212
6	INTC	Intel Corp	21,328	$2,978,028
7	MU	Micron Technology Inc	2,096	$2,419,391
8	TSM	Taiwan Semiconductor Manufacturing Co Ltd	2,986	$1,426,024

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,670,878	12,365	+32.7%	Shares	Sole	2026-07-09
2026-03-31	$2,884,633	9,320	-12.9%	Shares	Sole	2026-04-08
2025-12-31	$3,703,270	10,700	+12.9%	Shares	Sole	2026-01-12
2025-09-30	$3,126,557	9,477	+8.6%	Shares	Sole	2025-10-20
2025-06-30	$2,405,046	8,725	+9.7%	Shares	Sole	2025-07-23
2025-03-31	$1,331,570	7,953	+42.3%	Shares	Sole	2025-05-14
2024-12-31	$1,295,521	5,588	+6.0%	Shares	Sole	2025-01-15
2024-09-30	$909,075	5,270	+1207.7%	Shares	Sole	2024-10-17
2024-06-30	$647,028	403	+49.8%	Shares	Sole	2024-07-12
2024-03-31	$356,535	269	0.0%	Shares	Sole	2024-05-14
2023-12-31	$300,271	269	+1.1%	Shares	Sole	2024-02-14
2023-09-30	$220,934	266	—	Shares	Sole	2023-11-07
No filing history on record for this holder in this stock.