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Primoris Wealth Advisors, LLC

SEC CIK
0001909619
Latest filing
Jul 29, 2026

CRWD holding history

CrowdStrike Holdings, Inc. in every 13F filed by Primoris Wealth Advisors, 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)
1,242
Value
$947.8K
% of portfolio
0.4%
Quarters held
7
Since Q4 2024
Holdings of CRWD by Primoris Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,242$947.8K0.4%−152−10.9%ReducedHolders
Q1 20261,394$544.2K0.4%−6,661−82.7%ReducedHolders
Q4 20258,055$3.78M2.3%−673−7.7%ReducedHolders
Q3 20258,728$4.28M2.7%−856−8.9%ReducedHolders
Q2 20259,584$4.88M3.3%−2,241−19.0%ReducedHolders
Q1 202511,825$4.17M3.2%+5,494+86.8%AddedHolders
Q4 20246,331$2.17M1.7%+6,331NewHolders