Position in AVGO
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,455,093
+$322,287 QoQ
Shares Held
3,852
+5.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.20%
of 13F equity value
Holder Rank
#3,072
of 4,778 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Derivatives in AVGO
reported options exposure · as of Jun 30, 2025CallValue
$992,340
CallShares
3,600
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductors
Technology · as of Jun 30, 2026SHELTON WEALTH MANAGEMENT, LLC holds $14,576,492 across 7 Semiconductors names. AVGO ranks #5 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMD |
Advanced Micro Devices Inc
|
7,152 | $4,154,668 | |
| 2 | NVDA |
Nvidia Corp
|
15,004 | $3,002,150 | |
| 3 | MU |
Micron Technology Inc
|
2,465 | $2,845,324 | |
| 4 | MRVL |
Marvell Technology, Inc.
|
7,892 | $2,350,947 | |
| 5 | AVGO |
Broadcom Inc.
This page
|
3,852 | $1,455,093 | |
| 6 | CRDO |
Credo Technology Group Holding Ltd
|
2,109 | $573,542 | |
| 7 | QCOM |
Qualcomm Inc/De
|
1,054 | $194,768 |
All Filings in AVGO
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,455,093 | 3,852 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,132,806 | 3,660 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $563,450 | 1,628 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $548,970 | 1,664 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $992,340 | 3,600 | Call | Sole | 2025-07-11 | |
| 2025-06-30 | $1,475,830 | 5,354 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $927,227 | 5,538 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,258,427 | 5,428 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $906,832 | 5,257 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $823,636 | 513 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $974,176 | 735 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $880,721 | 789 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $701,840 | 845 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $718,232 | 828 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $607,538 | 947 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $622,311 | 1,113 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $417,369 | 940 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $457,633 | 942 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $581,194 | 923 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $648,109 | 974 | Shares | Sole | 2022-01-26 | |
| No filing history on record for this holder in this stock. | ||||||