Avidian Wealth Enterprises, LLC
Position in CRWD — CrowdStrike Holdings, Inc.
CIK 1471474
HOUSTON, TX
Position in CRWD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$260,803
-$195,976 QoQ
Shares Held
5,468
+16.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,752
of 2,437 holders
Holding Since
Mar 2022
9 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in CRWD Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $39,824,003 across 10 Software - Infrastructure names. CRWD ranks #8 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
71,580 | $26,700,771 | |
| 2 | PANW |
Palo Alto Networks Inc
|
15,354 | $5,236,021 | |
| 3 | ORCL |
Oracle Corp
|
18,292 | $2,680,692 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
21,912 | $2,556,473 | |
| 5 | FFIV |
F5, Inc.
|
3,003 | $1,249,127 | |
| 6 | XYZ |
Block, Inc.
|
5,704 | $433,504 | |
| 7 | FTNT |
Fortinet, Inc.
|
2,458 | $377,597 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
5,468 | $260,803 |
All Filings in CRWD
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $260,803 | 1,367 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $456,779 | 1,170 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $455,165 | 971 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $483,024 | 985 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $479,260 | 941 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $258,793 | 734 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $204,269 | 597 | Shares | Sole | 2025-01-29 | |
| 2022-09-30 | $286,769 | 1,740 | Shares | Sole | 2022-11-03 | |
| 2022-03-31 | $1,447,635 | 6,375 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||