Amplius Wealth Advisors, LLC

Position in AVGO — Broadcom Inc.

CIK 1900584 BLUE BELL, PA

Position in AVGO

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$4,431,763

+$847,947 QoQ

Shares Held

11,732

+1.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.18%

of 13F equity value

Holder Rank

#2,136

of 4,764 holders

Holding Since

Dec 2021

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Amplius Wealth Advisors, LLC holds $9,463,096 across 7 Semiconductors names. AVGO ranks #1 (46.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AVGO	Broadcom Inc. This page	11,732	$4,431,763
2	NVDA	Nvidia Corp	15,145	$3,030,363
3	TSM	Taiwan Semiconductor Manufacturing Co Ltd	1,140	$544,429
4	INTC	Intel Corp	3,879	$541,624
5	ARM	Arm Holdings PLC /Uk	1,000	$354,570
6	MU	Micron Technology Inc	262	$302,423
7	AMD	Advanced Micro Devices Inc	444	$257,924

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,431,763	11,732	+1.3%	Shares	Sole	2026-07-17
2026-03-31	$3,583,816	11,579	+54.3%	Shares	Sole	2026-04-13
2025-12-31	$2,597,134	7,504	+6.5%	Shares	Sole	2026-01-12
2025-09-30	$2,324,875	7,047	-32.9%	Shares	Sole	2025-10-21
2025-06-30	$2,894,876	10,502	-2.5%	Shares	Sole	2025-08-04
2025-03-31	$1,803,890	10,774	-3.0%	Shares	Sole	2025-04-10
2024-12-31	$2,575,742	11,110	+1.2%	Shares	Sole	2025-01-16
2024-09-30	$1,893,360	10,976	+1200.5%	Shares	Sole	2024-10-16
2024-06-30	$1,355,067	844	+40.2%	Shares	Sole	2024-07-22
2024-03-31	$797,896	602	+43.7%	Shares	Sole	2024-04-17
2023-12-31	$467,708	419	+40.1%	Shares	Sole	2024-01-10
2023-09-30	$248,343	299	+21.1%	Shares	Sole	2023-10-17
2023-06-30	$214,255	247	+62.5%	Shares	Sole	2023-07-26
2021-12-31	$101,142	152	—	Shares	Sole	2022-01-28
No filing history on record for this holder in this stock.