Position in BA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,654,696
+$372,744 QoQ
Shares Held
7,644
+18.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#961
of 2,609 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Derivatives in BA
reported options exposure · as of Dec 31, 2021CallValue
$20,132
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $25,721,170 across 14 Aerospace & Defense names. BA ranks #6 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
43,799 | $8,309,984 | |
| 2 | LMT |
Lockheed Martin Corp
|
6,716 | $3,421,533 | |
| 3 | GE |
General Electric Co
|
7,993 | $2,987,223 | |
| 4 | GD |
General Dynamics Corp
|
7,941 | $2,813,019 | |
| 5 | HONA |
Honeywell Aerospace Inc.
|
8,870 | $1,958,496 | |
| 6 | BA |
Boeing Co
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|
7,644 | $1,654,696 | |
| 7 | SPCX |
Space Exploration Technologies Corp
|
8,185 | $1,398,489 | |
| 8 | AXON |
Axon Enterprise, Inc.
|
1,670 | $936,218 |
All Filings in BA
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,654,696 | 7,644 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,281,952 | 6,441 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,273,191 | 5,864 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,205,194 | 5,584 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $909,779 | 4,342 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $697,378 | 4,089 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $757,560 | 4,280 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $624,732 | 4,109 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $744,602 | 4,091 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $968,230 | 5,017 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,274,106 | 4,888 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $936,931 | 4,888 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,175,316 | 5,566 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $4,981,483 | 23,450 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $3,484,824 | 18,294 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,661,459 | 13,722 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,895,896 | 13,867 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $2,532,013 | 13,222 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,736,341 | 13,592 | Shares | Sole | 2022-02-14 | |
| 2021-12-31 | $20,132 | 100 | Call | Sole | 2022-02-14 | |
| 2021-09-30 | $2,521,172 | 11,463 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,881,188 | 12,027 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $2,910,685 | 11,427 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $2,386,126 | 11,147 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,000 | 100 | Call | Sole | 2020-11-06 | |
| 2020-09-30 | $1,733,742 | 10,491 | Shares | Sole | 2021-02-03 | |
| 2020-06-30 | $2,857,830 | 15,591 | Shares | Sole | 2020-08-10 | |
| 2020-06-30 | $3,000 | 100 | Call | Sole | 2020-08-10 | |
| 2020-03-31 | $12,619,481 | 84,615 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||