U.S. Capital Wealth Advisors, LLC
Position in CRWD — CrowdStrike Holdings, Inc.
CIK 1808915
AUSTIN, TX
Position in CRWD
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$1,773,339
-$299,048 QoQ
Shares Held
18,169
+2.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
17 quarters on record
Voting authority
Sole 0.011007760471132149.ToString("F0")%
Shared 0.ToString("F0")%
None 99.98899223952887.ToString("F0")%
Common Shares in CRWD Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026U.S. Capital Wealth Advisors, LLC holds $106,080,303 across 13 Software - Infrastructure names. CRWD ranks #5 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
138,169 | $51,146,018 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
263,561 | $38,553,703 | |
| 3 | ORCL |
Oracle Corp
|
48,932 | $7,198,386 | |
| 4 | CRWV |
CoreWeave, Inc.
|
26,148 | $2,025,685 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
18,169 | $1,773,339 | |
| 6 | PANW |
Palo Alto Networks Inc
|
9,191 | $1,473,501 | |
| 7 | XYZ |
Block, Inc.
|
19,608 | $1,180,009 | |
| 8 | FTNT |
Fortinet, Inc.
|
13,778 | $1,125,938 |
All Filings in CRWD
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,773,339 | 18,169 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $2,072,387 | 17,684 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,047,459 | 16,701 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $2,144,831 | 16,845 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,339,363 | 15,195 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,532,620 | 17,917 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,354,319 | 19,315 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $515,486 | 5,381 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $325,959 | 4,067 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $275,681 | 4,319 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $171,271 | 4,093 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $321,865 | 8,766 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $86,542 | 2,522 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $47,906 | 1,820 | Shares | Sole | 2023-02-03 | |
| 2022-03-31 | $87,823 | 1,547 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $93,929 | 1,835 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $109,372 | 1,780 | Shares | Sole | 2021-11-01 | |
| No filing history on record for this holder in this stock. | ||||||