Sound View Wealth Advisors Group, LLC
Position in CRWD — CrowdStrike Holdings, Inc.
CIK 1784777
SAVANNAH, GA
Position in CRWD
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,066,106
+$520,313 QoQ
Shares Held
5,588
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,110
of 2,429 holders
Holding Since
Sep 2021
17 quarters on record
Voting authority
Sole 53%
Shared 0%
None 47%
Common Shares in CRWD Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Sound View Wealth Advisors Group, LLC holds $44,273,141 across 7 Software - Infrastructure names. CRWD ranks #4 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
93,606 | $34,916,910 | |
| 2 | PANW |
Palo Alto Networks Inc
|
11,984 | $4,086,783 | |
| 3 | ORCL |
Oracle Corp
|
23,040 | $3,376,512 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
5,588 | $1,066,106 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
2,782 | $324,575 | |
| 6 | AEVA |
Aeva Technologies, Inc.
|
9,684 | $278,124 | |
| 7 | FTNT |
Fortinet, Inc.
|
1,459 | $224,131 |
All Filings in CRWD
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,066,106 | 1,397 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $545,793 | 1,398 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $677,358 | 1,445 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $710,070 | 1,448 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $835,268 | 1,640 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $597,623 | 1,695 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $568,669 | 1,662 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $440,618 | 1,571 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $567,887 | 1,482 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $350,404 | 1,093 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $253,788 | 994 | Shares | Sole | 2024-02-08 | |
| 2022-12-31 | $104,658 | 994 | Shares | Sole | 2024-02-13 | |
| 2022-09-30 | $242,435 | 1,471 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $247,951 | 1,471 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $368,550 | 1,623 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $283,988 | 1,387 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $334,015 | 1,359 | Shares | Sole | 2021-10-21 | |
| No filing history on record for this holder in this stock. | ||||||