Paragon Private Wealth Management, LLC

Position in AVGO — Broadcom Inc.

CIK 1922684 LEXINGTON, KY

Position in AVGO

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$7,823,579

+$1,134,140 QoQ

Shares Held

20,711

-4.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

3.03%

of 13F equity value

Holder Rank

#1,677

of 4,764 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 45% Shared 0% None 55%

Technology · as of Jun 30, 2026

Paragon Private Wealth Management, LLC holds $34,634,792 across 10 Semiconductors names. AVGO ranks #2 (22.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	89,548	$17,917,658
2	AVGO	Broadcom Inc. This page	20,711	$7,823,579
3	MU	Micron Technology Inc	1,526	$1,761,446
4	AMD	Advanced Micro Devices Inc	2,964	$1,721,816
5	ADI	Analog Devices Inc	4,293	$1,705,050
6	INTC	Intel Corp	8,023	$1,120,251
7	QCOM	Qualcomm Inc/De	5,723	$1,057,553
8	TXN	Texas Instruments Inc	2,124	$633,099

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,823,579	20,711	-4.2%	Shares	Sole	2026-07-28
2026-03-31	$6,689,439	21,613	+9.3%	Shares	Sole	2026-05-19
2025-12-31	$6,843,434	19,773	+29.5%	Shares	Sole	2026-02-11
2025-09-30	$5,039,045	15,274	+21.5%	Shares	Sole	2025-11-03
2025-06-30	$3,465,471	12,572	+10.7%	Shares	Defined	2025-08-14
2025-03-31	$1,901,502	11,357	+21.4%	Shares	Defined	2025-05-15
2024-12-31	$2,168,399	9,353	+17.5%	Shares	Sole	2025-02-07
2024-09-30	$1,373,100	7,960	+1192.2%	Shares	Sole	2024-11-07
2024-06-30	$989,006	616	+7.5%	Shares	Sole	2024-08-12
2024-03-31	$759,459	573	+4.9%	Shares	Sole	2024-05-13
2023-12-31	$609,472	546	+33.8%	Shares	Sole	2024-02-09
2023-09-30	$338,876	408	+8.2%	Shares	Sole	2023-11-13
2023-06-30	$327,021	377	+2.2%	Shares	Sole	2023-08-03
2023-03-31	$236,728	369	—	Shares	Sole	2023-04-17
No filing history on record for this holder in this stock.