Provenance Wealth Advisors, LLC
Position in PANW — Palo Alto Networks Inc
CIK 2081584
FORT LAUDERDALE, FL
Position in PANW
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$248,603
+$66,159 QoQ
Shares Held
729
-35.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#2,503
of 2,893 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Provenance Wealth Advisors, LLC holds $5,173,284 across 13 Software - Infrastructure names. PANW ranks #3 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
11,567 | $4,314,722 | |
| 2 | ORCL |
Oracle Corp
|
1,721 | $252,212 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
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 |
All Filings in PANW
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $248,603 | 729 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $182,444 | 1,138 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $123,598 | 671 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $234,773 | 1,153 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $235,949 | 1,153 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $126,956 | 744 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $129,555 | 712 | Shares | Sole | 2025-08-15 | |
| 2024-09-30 | $121,680 | 356 | Shares | Sole | 2025-08-15 | |
| 2024-06-30 | $44,410 | 131 | Shares | Sole | 2025-08-15 | |
| 2024-03-31 | $101,150 | 356 | Shares | Sole | 2025-08-15 | |
| 2023-12-31 | $45,411 | 154 | Shares | Sole | 2025-08-15 | |
| 2023-09-30 | $174,657 | 745 | Shares | Sole | 2025-08-15 | |
| No filing history on record for this holder in this stock. | ||||||