Cassaday & Co Wealth Management LLC

Position in CRWD — CrowdStrike Holdings, Inc.

CIK 1963612 MCLEAN, VA

Position in CRWD

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,010,397

+$480,611 QoQ

Shares Held

5,296

-2.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,131

of 2,437 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Cassaday & Co Wealth Management LLC holds $36,334,658 across 29 Software - Infrastructure names. CRWD ranks #5 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	71,044	$26,500,832
2	ORCL	Oracle Corp	15,825	$2,319,153
3	PANW	Palo Alto Networks Inc	6,532	$2,227,542
4	PLTR	Palantir Technologies Inc.	18,489	$2,157,111
5	CRWD	CrowdStrike Holdings, Inc. This page	5,296	$1,010,397
6	FTNT	Fortinet, Inc.	5,270	$809,577
7	TLS	Telos Corp	157,650	$725,190
8	CHKP	Check Point Software Technologies Ltd	1,631	$214,362

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,010,397	1,324	-2.4%	Shares	Sole	2026-08-10
2026-03-31	$529,786	1,357	+2.0%	Shares	Sole	2026-05-07
2025-12-31	$623,450	1,330	+14.1%	Shares	Sole	2026-02-03
2025-09-30	$571,783	1,166	+15.6%	Shares	Sole	2025-11-07
2025-06-30	$513,893	1,009	0.0%	Shares	Sole	2025-08-05
2025-03-31	$355,753	1,009	+3.1%	Shares	Sole	2025-05-05
2024-12-31	$334,974	979	-10.5%	Shares	Sole	2025-02-03
2024-09-30	$306,834	1,094	+23.6%	Shares	Sole	2024-11-07
2024-06-30	$339,123	885	—	Shares	Sole	2024-07-30
No filing history on record for this holder in this stock.