Daner Wealth Management, LLC

Position in AVGO — Broadcom Inc.

CIK 1956649 ALPHARETTA, GA

Position in AVGO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$263,291

+$50,658 QoQ

Shares Held

697

+1.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.06%

of 13F equity value

Holder Rank

#4,427

of 4,764 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Daner Wealth Management, LLC holds $3,103,685 across 5 Semiconductors names. AVGO ranks #5 (8.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	4,669	$934,220
2	MRVL	Marvell Technology, Inc.	3,081	$917,799
3	AMD	Advanced Micro Devices Inc	1,098	$637,839
4	TSM	Taiwan Semiconductor Manufacturing Co Ltd	734	$350,536
5	AVGO	Broadcom Inc. This page	697	$263,291

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$263,291	697	+1.5%	Shares	Sole	2026-08-14
2026-03-31	$212,633	687	-12.1%	Shares	Sole	2026-05-13
2025-12-31	$270,650	782	-19.6%	Shares	Sole	2026-02-11
2025-09-30	$321,002	973	+20.7%	Shares	Sole	2025-10-21
2025-06-30	$222,173	806	—	Shares	Sole	2025-08-13
No filing history on record for this holder in this stock.