Cyndeo Wealth Partners, LLC

Position in CRWD — CrowdStrike Holdings, Inc.

CIK 1950947 ST. PETERSBURG, FL

Position in CRWD

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$251,263

-$348,797 QoQ

Shares Held

5,268

-14.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,763

of 2,437 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Cyndeo Wealth Partners, LLC holds $109,536,288 across 7 Software - Infrastructure names. CRWD ranks #7 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	192,374	$71,759,349
2	ORCL	Oracle Corp	117,650	$17,241,607
3	PANW	Palo Alto Networks Inc	29,300	$9,991,886
4	PLTR	Palantir Technologies Inc.	81,766	$9,539,639
5	CRWV	CoreWeave, Inc.	4,202	$418,267
6	FTNT	Fortinet, Inc.	2,176	$334,277
7	CRWD	CrowdStrike Holdings, Inc. This page	5,268	$251,263

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$251,263	1,317	-14.3%	Shares	Sole	2026-07-21
2026-03-31	$600,060	1,537	-60.9%	Shares	Sole	2026-04-13
2025-12-31	$1,842,226	3,930	+8.2%	Shares	Sole	2026-01-07
2025-09-30	$1,781,060	3,632	+0.4%	Shares	Sole	2025-10-10
2025-06-30	$1,842,683	3,618	+174.5%	Shares	Sole	2025-07-24
2025-03-31	$464,700	1,318	-17.2%	Shares	Sole	2025-04-17
2024-12-31	$544,718	1,592	+0.3%	Shares	Sole	2025-01-21
2024-09-30	$445,105	1,587	-49.0%	Shares	Sole	2024-10-18
2024-06-30	$1,191,720	3,110	+146.0%	Shares	Sole	2024-07-30
2024-03-31	$405,225	1,264	—	Shares	Sole	2024-04-17
No filing history on record for this holder in this stock.