Provenance Wealth Advisors, LLC

Position in MSFT — Microsoft Corp

CIK 2081584 FORT LAUDERDALE, FL

Position in MSFT

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$4,314,722

+$353,163 QoQ

Shares Held

11,567

+8.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

3.76%

of 13F equity value

Holder Rank

#3,533

of 6,179 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Provenance Wealth Advisors, LLC holds $5,173,284 across 13 Software - Infrastructure names. MSFT ranks #1 (83.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	11,567	$4,314,722
2	ORCL	Oracle Corp	1,721	$252,212
3	PANW	Palo Alto Networks Inc	729	$248,603
4	FTNT	Fortinet, Inc.	1,016	$156,077
5	ZS	Zscaler, Inc.	505	$71,280
6	FOUR	Shift4 Payments, Inc.	1,338	$65,080
7	CRWD	CrowdStrike Holdings, Inc.	820	$39,110
8	PLTR	Palantir Technologies Inc.	123	$14,350

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,314,722	11,567	+8.1%	Shares	Sole	2026-07-24
2026-03-31	$3,961,559	10,702	+0.0%	Shares	Sole	2026-04-20
2025-12-31	$5,174,734	10,700	-3.6%	Shares	Sole	2026-01-26
2025-09-30	$5,747,691	11,097	+0.3%	Shares	Sole	2025-11-12
2025-06-30	$5,501,354	11,060	+0.8%	Shares	Sole	2025-08-15
2025-03-31	$4,118,403	10,971	-10.1%	Shares	Sole	2025-08-15
2024-12-31	$5,146,515	12,210	-36.6%	Shares	Sole	2025-08-15
2024-09-30	$8,283,705	19,251	+2.8%	Shares	Sole	2025-08-15
2024-06-30	$8,366,904	18,720	+0.5%	Shares	Sole	2025-08-15
2024-03-31	$7,834,227	18,621	+1.6%	Shares	Sole	2025-08-15
2023-12-31	$6,888,676	18,319	+2.2%	Shares	Sole	2025-08-15
2023-09-30	$5,661,713	17,931	—	Shares	Sole	2025-08-15
No filing history on record for this holder in this stock.