PENSION & WEALTH MANAGEMENT ADVISORS, INC.

Pension

Position in AVGO — Broadcom Inc.

CIK 2145782 WALTHAM, MA

Position in AVGO

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

Position Value

$440,834

+$154,847 QoQ

Shares Held

1,167

+26.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#4,090

of 4,778 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $6,048,294 across 11 Semiconductors names. AVGO ranks #2 (7.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	21,362	$4,274,322
2	AVGO	Broadcom Inc. This page	1,167	$440,834
3	ALMU	Aeluma, Inc.	15,900	$351,072
4	CRDO	Credo Technology Group Holding Ltd	964	$262,159
5	INTC	Intel Corp	1,696	$236,812
6	AMD	Advanced Micro Devices Inc	241	$139,999
7	MPWR	Monolithic Power Systems, Inc.	63	$87,088
8	TSM	Taiwan Semiconductor Manufacturing Co Ltd	182	$86,917

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$440,834	1,167	+26.3%	Shares	Sole	2026-08-07
2026-03-31	$285,987	924	-24.4%	Shares	Sole	2026-08-07
2025-12-31	$423,280	1,223	+11.5%	Shares	Sole	2026-08-07
2025-09-30	$361,911	1,097	+28.2%	Shares	Sole	2026-08-07
2025-06-30	$235,956	856	-41.8%	Shares	Sole	2026-08-07
2025-03-31	$246,289	1,471	+28.7%	Shares	Sole	2026-08-07
2024-12-31	$264,993	1,143	+69.1%	Shares	Sole	2026-08-07
2024-09-30	$116,610	676	+1548.8%	Shares	Sole	2026-08-07
2024-06-30	$65,826	41	-19.6%	Shares	Sole	2026-08-07
2024-03-31	$67,595	51	-28.2%	Shares	Sole	2026-08-07
2023-12-31	$79,253	71	-1.4%	Shares	Sole	2026-08-07
2023-09-30	$59,801	72	-5.3%	Shares	Sole	2026-08-07
2023-06-30	$65,924	76	-30.3%	Shares	Sole	2026-08-07
2023-03-31	$69,927	109	-18.7%	Shares	Sole	2026-08-07
2022-12-31	$74,923	134	—	Shares	Sole	2026-08-07
No filing history on record for this holder in this stock.