GUARDIAN WEALTH ADVISORS, LLC / NC
Position in CRWD — CrowdStrike Holdings, Inc.
CIK 1901403
RALEIGH, NC
Position in CRWD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$562,434
+$293,052 QoQ
Shares Held
2,948
+6.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,400
of 2,429 holders
Holding Since
Dec 2021
9 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in CRWD Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026GUARDIAN WEALTH ADVISORS, LLC / NC holds $19,959,004 across 7 Software - Infrastructure names. CRWD ranks #4 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
41,054 | $15,313,963 | |
| 2 | ORCL |
Oracle Corp
|
11,957 | $1,752,298 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
10,627 | $1,239,852 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
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|
2,948 | $562,434 | |
| 5 | PANW |
Palo Alto Networks Inc
|
1,283 | $437,528 | |
| 6 | SNPS |
Synopsys Inc
|
776 | $346,150 | |
| 7 | FTNT |
Fortinet, Inc.
|
1,997 | $306,779 |
All Filings in CRWD
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $562,434 | 737 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $269,382 | 690 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $300,943 | 642 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $492,341 | 1,004 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $496,577 | 975 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $222,125 | 630 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $232,668 | 680 | Shares | Sole | 2025-02-14 | |
| 2022-03-31 | $341,074 | 1,502 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $298,730 | 1,459 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||