KINGSWOOD WEALTH ADVISORS, LLC

Position in PANW — Palo Alto Networks Inc

CIK 1987855 SAN DIEGO, CA

Position in PANW

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$3,145,568

+$1,778,039 QoQ

Shares Held

9,224

+8.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#1,167

of 2,893 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $59,981,681 across 14 Software - Infrastructure names. PANW ranks #4 (5.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	96,066	$35,834,539
2	PLTR	Palantir Technologies Inc.	96,574	$11,267,288
3	ORCL	Oracle Corp	29,634	$4,342,862
4	PANW	Palo Alto Networks Inc This page	9,224	$3,145,568
5	NET	Cloudflare, Inc.	4,487	$1,100,571
6	CRWD	CrowdStrike Holdings, Inc.	22,068	$1,052,560
7	CRWV	CoreWeave, Inc.	7,909	$787,261
8	FTNT	Fortinet, Inc.	3,154	$484,517

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,145,568	9,224	+8.1%	Shares	Sole	2026-07-27
2026-03-31	$1,367,529	8,530	+17.2%	Shares	Sole	2026-04-28
2025-12-31	$1,340,239	7,276	+0.8%	Shares	Sole	2026-01-28
2025-09-30	$1,469,729	7,218	+0.3%	Shares	Sole	2025-10-23
2025-06-30	$1,472,589	7,196	+75.9%	Shares	Sole	2025-07-23
2025-03-31	$698,088	4,091	-6.3%	Shares	Sole	2025-07-25
2024-12-31	$794,801	4,368	+61.8%	Shares	Sole	2025-01-22
2024-09-30	$922,860	2,700	+4.7%	Shares	Sole	2024-10-21
2024-06-30	$874,306	2,579	+4.8%	Shares	Sole	2024-07-09
2024-03-31	$699,243	2,461	-26.8%	Shares	Sole	2024-04-15
2023-12-31	$991,091	3,361	-54.3%	Shares	Sole	2024-01-16
2023-09-30	$1,722,899	7,349	+12.4%	Shares	Sole	2023-10-24
2023-06-30	$1,670,268	6,537	—	Shares	Sole	2023-08-09
No filing history on record for this holder in this stock.