Paragon Private Wealth Management, LLC
Position in CRWD — CrowdStrike Holdings, Inc.
CIK 1922684
LEXINGTON, KY
Position in CRWD
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$444,910
+$170,453 QoQ
Shares Held
2,332
-17.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,502
of 2,437 holders
Holding Since
Jun 2024
6 quarters on record
Voting authority
Sole 63%
Shared 0%
None 37%
Common Shares in CRWD Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Paragon Private Wealth Management, LLC holds $18,456,270 across 6 Software - Infrastructure names. CRWD ranks #4 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
35,511 | $13,246,312 | |
| 2 | PANW |
Palo Alto Networks Inc
|
7,730 | $2,636,083 | |
| 3 | ORCL |
Oracle Corp
|
9,878 | $1,447,620 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
2,332 | $444,910 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
3,487 | $406,827 | |
| 6 | FTNT |
Fortinet, Inc.
|
1,787 | $274,518 |
All Filings in CRWD
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $444,910 | 583 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $274,457 | 703 | Shares | Defined | 2026-05-19 | |
| 2025-12-31 | $306,100 | 653 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $338,852 | 691 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $380,963 | 748 | Shares | Sole | 2025-08-14 | |
| 2024-06-30 | $225,698 | 589 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||