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Livermore
Livermore
ZHEN

Xcel Wealth Management, LLC

SEC CIK
0001791002
Latest filing
Jul 24, 2026

CRWD holding history

CrowdStrike Holdings, Inc. in every 13F filed by Xcel Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CRWD overviewAll 13F holders of CRWDFull Q2 2026 holdings

Shares (Q2 2026)
5,140
Value
$3.92M
% of portfolio
0.9%
Quarters held
22
Since Q1 2021
Holdings of CRWD by Xcel Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,140$3.92M0.9%−1,795−25.9%ReducedHolders
Q1 20266,935$2.71M0.8%+1,095+18.8%AddedHolders
Q4 20255,840$2.74M0.7%+3+0.1%AddedHolders
Q3 20255,837$2.86M0.7%+75+1.3%AddedHolders
Q2 20255,762$2.93M0.8%+26+0.5%AddedHolders
Q1 20255,736$2.02M0.6%+336+6.2%AddedHolders
Q4 20245,400$1.85M0.5%+390+7.8%AddedHolders
Q3 20245,010$1.41M0.4%+2,585+106.6%AddedHolders
Q2 20242,425$929.2K0.3%00.0%UnchangedHolders
Q1 20242,425$777.4K0.2%+10+0.4%AddedHolders
Q4 20232,415$616.6K0.2%−290−10.7%ReducedHolders
Q3 20232,705$452.8K0.2%−6,447−70.4%ReducedHolders
Q2 20239,152$1.34M0.4%+565+6.6%AddedHolders
Q1 20238,587$1.18M0.4%−260−2.9%ReducedHolders
Q4 20228,847$931.5K0.4%+566+6.8%AddedHolders
Q3 20228,281$1.36M0.5%+1,054+14.6%AddedHolders
Q2 20227,227$1.22M0.4%−753−9.4%ReducedHolders
Q1 20227,980$1.81M0.5%+390+5.1%AddedHolders
Q4 20217,590$1.55M0.4%−401−5.0%ReducedHolders
Q3 20217,991$1.96M0.6%+1,135+16.6%AddedHolders
Q2 20216,856$1.72M0.5%+683+11.1%AddedHolders
Q1 20216,173$1.13M0.4%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.