Sound Income Strategies, LLC

Position in PANW — Palo Alto Networks Inc

CIK 1730960 Ft Lauderdale, FL

Position in PANW

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$354,788

-$69,608 QoQ

Shares Held

2,213

-3.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2022

15 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

Sound Income Strategies, LLC holds $19,546,923 across 46 Software - Infrastructure names. PANW ranks #5 (1.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	34,747	$12,862,296
2	GEN	Gen Digital Inc.	212,736	$4,005,818
3	PLTR	Palantir Technologies Inc.	5,726	$837,599
4	ORCL	Oracle Corp	4,618	$679,353
5	PANW	Palo Alto Networks Inc This page	2,213	$354,788
6	FTNT	Fortinet, Inc.	1,611	$131,650
7	CRWV	CoreWeave, Inc.	1,603	$124,184
8	CRWD	CrowdStrike Holdings, Inc.	1,034	$100,920

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$354,788	2,213	-3.9%	Shares	Sole	2026-04-27
2025-12-31	$424,396	2,304	+933.2%	Shares	Sole	2026-01-21
2025-09-30	$45,407	223	+14.4%	Shares	Sole	2025-10-10
2025-06-30	$39,904	195	0.0%	Shares	Sole	2025-07-17
2025-03-31	$33,274	195	+14.0%	Shares	Sole	2025-04-17
2024-12-31	$31,115	171	+98.8%	Shares	Sole	2025-01-21
2024-09-30	$14,697	86	+352.6%	Shares	Sole	2024-10-10
2024-06-30	$3,220	19	0.0%	Shares	Sole	2024-07-12
2024-03-31	$2,699	19	+111.1%	Shares	Sole	2024-04-15
2023-12-31	$1,326	9	0.0%	Shares	Sole	2024-01-10
2023-09-30	$1,054	9	-76.3%	Shares	Sole	2023-10-12
2023-06-30	$4,854	38	+322.2%	Shares	Sole	2023-07-10
2023-03-31	$898	9	0.0%	Shares	Sole	2023-04-10
2022-12-31	$627	9	0.0%	Shares	Sole	2023-01-11
2022-09-30	$737	9	—	Shares	Sole	2022-10-18
No filing history on record for this holder in this stock.