Cassaday & Co Wealth Management LLC
Position in CRWD — CrowdStrike Holdings, Inc.
CIK 1963612
MCLEAN, VA
Position in CRWD
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$132,446
-$23,416 QoQ
Shares Held
1,357
+2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in CRWD Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Cassaday & Co Wealth Management LLC holds $33,759,413 across 31 Software - Infrastructure names. CRWD ranks #8 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
70,338 | $26,037,017 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
18,703 | $2,735,874 | |
| 3 | ORCL |
Oracle Corp
|
15,498 | $2,279,910 | |
| 4 | PANW |
Palo Alto Networks Inc
|
6,531 | $1,047,049 | |
| 5 | TLS |
Telos Corp
|
126,223 | $528,874 | |
| 6 | FTNT |
Fortinet, Inc.
|
5,270 | $430,664 | |
| 7 | CHKP |
Check Point Software Technologies Ltd
|
1,632 | $233,131 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
1,357 | $132,446 |
All Filings in CRWD
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $132,446 | 1,357 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $155,862 | 1,330 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $142,945 | 1,166 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $128,473 | 1,009 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $88,938 | 1,009 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $83,743 | 979 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $76,708 | 1,094 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $84,780 | 885 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||