EverSource Wealth Advisors, LLC
Position in CRWD — CrowdStrike Holdings, Inc.
CIK 1710537
BIRMINGHAM, AL
Position in CRWD
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$1,607,701
-$300,967 QoQ
Shares Held
16,472
+1.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CRWD Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026EverSource Wealth Advisors, LLC holds $75,284,138 across 97 Software - Infrastructure names. CRWD ranks #5 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
95,488 | $35,346,784 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
135,699 | $19,850,044 | |
| 3 | PANW |
Palo Alto Networks Inc
|
36,503 | $5,852,155 | |
| 4 | ORCL |
Oracle Corp
|
24,375 | $3,585,796 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
16,472 | $1,607,701 | |
| 6 | IIIV |
i3 Verticals, Inc.
|
47,626 | $1,064,915 | |
| 7 | NET |
Cloudflare, Inc.
|
4,186 | $863,732 | |
| 8 | FTNT |
Fortinet, Inc.
|
10,129 | $827,734 |
All Filings in CRWD
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,607,701 | 16,472 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,908,668 | 16,287 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,015,580 | 16,441 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,081,801 | 16,350 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,530,547 | 17,364 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,427,231 | 16,685 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,158,197 | 16,518 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,430,062 | 14,928 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,164,058 | 14,524 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $1,017,447 | 15,940 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $643,489 | 15,378 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $470,201 | 12,806 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $350,353 | 10,210 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $214,290 | 8,141 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $77,665 | 1,885 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $12,641 | 300 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $16,065 | 283 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $14,946 | 292 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||