Marshall & Sterling Wealth Advisors Inc.
Position in AVGO — Broadcom Inc.
CIK 2056315
POUGHKEEPSIE, NY
Position in AVGO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$608,933
+$110,932 QoQ
Shares Held
1,612
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.90%
of 13F equity value
Holder Rank
#3,826
of 4,764 holders
Holding Since
Mar 2025
6 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, 2026Marshall & Sterling Wealth Advisors Inc. holds $2,160,153 across 11 Semiconductors names. AVGO ranks #2 (28.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
6,124 | $1,225,351 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
1,612 | $608,933 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
155 | $90,041 | |
| 4 | MRVL |
Marvell Technology, Inc.
|
194 | $57,790 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
117 | $55,875 | |
| 6 | INTC |
Intel Corp
|
330 | $46,077 | |
| 7 | ADI |
Analog Devices Inc
|
82 | $32,567 | |
| 8 | TXN |
Texas Instruments Inc
|
79 | $23,547 |
All Filings in AVGO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $608,933 | 1,612 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $498,001 | 1,609 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $615,365 | 1,778 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $715,889 | 2,170 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $696,550 | 2,527 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $346,063 | 2,067 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||