Capital Advisors Wealth Management »

Palo Alto Networks shares owned by Capital Advisors Wealth Management

Quarter-by-quarter ownership of Palo Alto Networks (PANW) shares owned by Capital Advisors Wealth Management from 13F filings

Historical chart of Capital Advisors Wealth Management investment in Palo Alto Networks

Tip: Access up to 7 years of quarterly data

All positions including Palo Alto Networks held by Capital Advisors Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Palo Alto Networks by Capital Advisors Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 3.7k 284.13
2023-12-31 $281k 954 294.88
2023-09-30 $223k 953 234.44
2023-06-30 $235k 919 255.51
2022-03-31 $251k 404 621.29
2021-12-31 $227k 408 556.37

More positions owned by Capital Advisors Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard World Inf Tech Etf (VGT)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Rus 1000 Grw Etf (IWF)
J P Morgan Exchange Traded F Income Etf (JPIE)
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Bd Index Fds Long Term Bond (BLV)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Microsoft Corporation (MSFT)

View all positions for Capital Advisors Wealth Management

Top funds holding Palo Alto Networks

Vanguard Group
Bank of America Corporation
Jpmorgan Chase & Co
Goldman Sachs Group
Norges Bank Investment Management
Citadel Advisors
Royal Bank of Canada
Barclays
Wells Fargo & Company
Millennium Management
UBS Group
ClearBridge Advisors
Legal & General Group
Citigroup
Jennison Associates

View all funds holding Palo Alto Networks