Physician Wealth Advisors, Inc.
Position in CRWD — CrowdStrike Holdings, Inc.
CIK 1795173
MIDVALE, UT
Position in CRWD
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$103,023
+$53,051 QoQ
Shares Held
540
+5.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
7 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, 2026Physician Wealth Advisors, Inc. holds $6,830,873 across 69 Software - Infrastructure names. CRWD ranks #5 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
15,262 | $5,693,031 | |
| 2 | ORCL |
Oracle Corp
|
2,070 | $303,358 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
1,476 | $172,204 | |
| 4 | PANW |
Palo Alto Networks Inc
|
392 | $133,679 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
540 | $103,023 | |
| 6 | VRSN |
Verisign Inc/Ca
|
266 | $66,914 | |
| 7 | FTNT |
Fortinet, Inc.
|
314 | $48,236 | |
| 8 | NET |
Cloudflare, Inc.
|
191 | $46,848 |
All Filings in CRWD
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $103,023 | 135 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $49,972 | 128 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $12,656 | 27 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $12,749 | 26 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $15,279 | 30 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $69,810 | 198 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $68,089 | 199 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||