WILLNER & HELLER, LLC

Position in AVGO — Broadcom Inc.

CIK 1927796 ENCINO, CA

Position in AVGO

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$2,292,942

+$367,171 QoQ

Shares Held

6,070

-2.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.35%

of 13F equity value

Holder Rank

#2,668

of 4,764 holders

Holding Since

Dec 2021

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

WILLNER & HELLER, LLC holds $22,407,155 across 10 Semiconductors names. AVGO ranks #4 (10.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	43,052	$8,614,274
2	AMD	Advanced Micro Devices Inc	8,327	$4,837,237
3	ARM	Arm Holdings PLC /Uk	9,021	$3,198,575
4	AVGO	Broadcom Inc. This page	6,070	$2,292,942
5	TSM	Taiwan Semiconductor Manufacturing Co Ltd	2,373	$1,133,273
6	MU	Micron Technology Inc	788	$909,580
7	SYNA	SYNAPTICS Inc	4,190	$520,523
8	NXPI	NXP Semiconductors N.V.	1,584	$445,151

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,292,942	6,070	-2.4%	Shares	Sole	2026-07-07
2026-03-31	$1,925,771	6,222	+0.8%	Shares	Sole	2026-04-17
2025-12-31	$2,136,821	6,174	-29.4%	Shares	Sole	2026-01-12
2025-09-30	$2,886,052	8,748	-0.5%	Shares	Sole	2025-10-16
2025-06-30	$2,424,066	8,794	-0.9%	Shares	Sole	2025-07-22
2025-03-31	$1,485,438	8,872	+3.7%	Shares	Sole	2025-05-05
2024-12-31	$1,983,159	8,554	-4.0%	Shares	Sole	2025-01-16
2024-09-30	$1,537,320	8,912	+891.3%	Shares	Sole	2024-10-10
2024-06-30	$1,443,371	899	+0.3%	Shares	Sole	2024-07-19
2024-03-31	$1,187,567	896	-2.2%	Shares	Sole	2024-07-19
2023-12-31	$1,022,485	916	-13.7%	Shares	Sole	2024-03-06
2022-12-31	$593,796	1,062	-16.8%	Shares	Sole	2023-02-14
2022-09-30	$566,556	1,276	+0.9%	Shares	Sole	2022-10-24
2022-06-30	$614,549	1,265	+1.5%	Shares	Sole	2022-07-22
2022-03-31	$784,581	1,246	+0.6%	Shares	Sole	2022-07-05
2021-12-31	$824,442	1,239	—	Shares	Sole	2022-06-06
No filing history on record for this holder in this stock.