Xcel Wealth Management, LLC
Position in CRWD — CrowdStrike Holdings, Inc.
CIK 1791002
Holly Hill, FL
Position in CRWD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$980,634
-$1,726,859 QoQ
Shares Held
20,560
-25.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,141
of 2,437 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRWD Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Xcel Wealth Management, LLC holds $14,882,223 across 7 Software - Infrastructure names. CRWD ranks #5 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
|
22,945 | $7,824,703 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
17,343 | $2,023,407 | |
| 3 | MSFT |
Microsoft Corp
|
4,090 | $1,525,651 | |
| 4 | SNPS |
Synopsys Inc
|
3,348 | $1,493,442 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
20,560 | $980,634 | |
| 6 | MDB |
MongoDB, Inc.
|
2,295 | $770,890 | |
| 7 | ORCL |
Oracle Corp
|
1,798 | $263,496 |
All Filings in CRWD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $980,634 | 5,140 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,707,493 | 6,935 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,737,558 | 5,840 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,862,348 | 5,837 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,934,644 | 5,762 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $2,022,398 | 5,736 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,847,664 | 5,400 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,405,154 | 5,010 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $929,235 | 2,425 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $777,430 | 2,425 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $616,597 | 2,415 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $452,762 | 2,705 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $1,344,154 | 9,152 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,178,651 | 8,587 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $931,500 | 8,847 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,364,791 | 8,281 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $1,218,183 | 7,227 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $1,812,098 | 7,980 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,554,052 | 7,590 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $1,964,027 | 7,991 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $1,722,981 | 6,856 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $1,126,634 | 6,173 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $1,041,942 | 4,919 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $539,392 | 3,928 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $205,594 | 2,050 | Shares | Sole | 2020-07-10 | |
| No filing history on record for this holder in this stock. | ||||||