High Net Worth Advisory Group LLC

Position in CRWD — CrowdStrike Holdings, Inc.

CIK 1919142 NAPLES, FL

Position in CRWD

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$953,925

+$387,831 QoQ

Shares Held

5,000

-13.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#1,149

of 2,437 holders

Holding Since

Dec 2021

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

High Net Worth Advisory Group LLC holds $7,505,743 across 6 Software - Infrastructure names. CRWD ranks #2 (12.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	13,851	$5,166,700
2	CRWD	CrowdStrike Holdings, Inc. This page	5,000	$953,925
3	OKTA	Okta, Inc.	4,012	$547,437
4	ORCL	Oracle Corp	2,306	$337,944
5	PANW	Palo Alto Networks Inc	839	$286,115
6	PLTR	Palantir Technologies Inc.	1,831	$213,622

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$953,925	1,250	-13.8%	Shares	Sole	2026-07-29
2026-03-31	$566,094	1,450	+2.3%	Shares	Sole	2026-04-17
2025-12-31	$664,701	1,418	-10.3%	Shares	Sole	2026-01-23
2025-09-30	$775,290	1,581	+7.3%	Shares	Sole	2025-10-29
2025-06-30	$750,213	1,473	0.0%	Shares	Sole	2025-07-10
2025-03-31	$519,350	1,473	+15.4%	Shares	Sole	2025-04-09
2024-12-31	$436,596	1,276	+38.1%	Shares	Sole	2025-01-21
2024-09-30	$259,154	924	+68.0%	Shares	Sole	2024-10-11
2024-06-30	$210,754	550	-53.0%	Shares	Sole	2024-07-17
2022-12-31	$123,189	1,170	-37.4%	Shares	Sole	2023-02-14
2022-09-30	$308,194	1,870	+43.8%	Shares	Sole	2022-10-24
2022-06-30	$219,128	1,300	+6.1%	Shares	Sole	2022-08-10
2022-03-31	$278,173	1,225	-21.0%	Shares	Sole	2022-08-10
2021-12-31	$317,362	1,550	—	Shares	Sole	2022-08-10
No filing history on record for this holder in this stock.