Position in AVGO
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$1,132,806
+$569,356 QoQ
Shares Held
3,660
+124.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
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 Mar 31, 2026SHELTON WEALTH MANAGEMENT, LLC holds $9,318,721 across 5 Semiconductors names. AVGO ranks #5 (12.2% of the industry book) .
All Filings in AVGO
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $82,363 | 513 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $97,417 | 735 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $88,072 | 789 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $70,184 | 845 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $71,823 | 828 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $60,753 | 947 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $62,231 | 1,113 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $41,736 | 940 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $45,763 | 942 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $58,119 | 923 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $64,810 | 974 | Shares | Sole | 2022-01-26 | |
| No filing history on record for this holder in this stock. | ||||||