Comprehensive Financial Planning, Inc./PA
Position in AVGO — Broadcom Inc.
CIK 2044855
EAST PETERSBURG, PA
Position in AVGO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$831,427
+$172,790 QoQ
Shares Held
2,201
+3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.08%
of 13F equity value
Holder Rank
#3,541
of 4,764 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Comprehensive Financial Planning, Inc./PA holds $19,608,013 across 12 Semiconductors names. AVGO ranks #4 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
42,423 | $8,488,418 | |
| 2 | MU |
Micron Technology Inc
|
6,416 | $7,405,924 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
2,686 | $1,560,324 | |
| 4 | AVGO |
Broadcom Inc.
This page
|
2,201 | $831,427 | |
| 5 | ALAB |
Astera Labs, Inc.
|
1,186 | $572,861 | |
| 6 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
736 | $351,491 | |
| 7 | ARM |
Arm Holdings PLC /Uk
|
701 | $248,553 | |
| 8 | QCOM |
Qualcomm Inc/De
|
600 | $110,874 |
All Filings in AVGO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $831,427 | 2,201 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $658,637 | 2,128 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $735,116 | 2,124 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $567,115 | 1,719 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $450,412 | 1,634 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $175,299 | 1,047 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $766,231 | 3,305 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||