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Palo Alto Networks shares owned by Beacon Financial Advisory

Quarter-by-quarter ownership of Palo Alto Networks (PANW) shares owned by Beacon Financial Advisory from 13F filings

Historical chart of Beacon Financial Advisory investment in Palo Alto Networks

Tip: Access up to 7 years of quarterly data

All positions including Palo Alto Networks held by Beacon Financial Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Palo Alto Networks by Beacon Financial Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $234k 1.5k 160.32

More positions owned by Beacon Financial Advisory

J P Morgan Exchange Traded F Equity Premium (JEPI)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Tcw Etf Trust Flexible Income (FLXR)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
First Tr Exchange-traded SHS (FVD)
T Rowe Price Etf Cap Appreciation (TCAF)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Vanguard Specialized Funds Div App Etf (VIG)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Spdr Series Trust State Street Spd (SPYM)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)

View all positions for Beacon Financial Advisory

Top funds holding Palo Alto Networks

BlackRock
Vanguard Group
Vanguard Capital Management
Morgan Stanley
State Street Corporation
Bank of America Corporation
Vanguard Portfolio Management
Geode Capital Management
Susquehanna International
UBS Group
FMR
Ubs Global Asset Management Americas
Nuveen
Royal Bank of Canada
Northern Trust

View all funds holding Palo Alto Networks