Position in BA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$258,248
+$4,286 QoQ
Shares Held
1,193
-6.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,046
of 2,613 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Heritage Wealth Advisors holds $62,030,573 across 12 Aerospace & Defense names. BA ranks #5 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
312,800 | $59,347,544 | |
| 2 | GE |
General Electric Co
|
4,440 | $1,659,361 | |
| 3 | GD |
General Dynamics Corp
|
849 | $300,749 | |
| 4 | HONA |
Honeywell Aerospace Inc.
|
1,215 | $268,612 | |
| 5 | BA |
Boeing Co
This page
|
1,193 | $258,248 | |
| 6 | HEI |
Heico Corp
|
300 | $77,373 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
150 | $43,588 | |
| 8 | LMT |
Lockheed Martin Corp
|
50 | $25,473 |
All Filings in BA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $258,248 | 1,193 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $253,962 | 1,276 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $277,045 | 1,276 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $257,485 | 1,193 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $249,969 | 1,193 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $203,466 | 1,193 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $211,161 | 1,193 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $181,383 | 1,193 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $204,397 | 1,123 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $216,727 | 1,123 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $292,721 | 1,123 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $234,424 | 1,223 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $258,248 | 1,223 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $259,801 | 1,223 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $230,683 | 1,211 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $148,565 | 1,227 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $167,755 | 1,227 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $273,270 | 1,427 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $287,283 | 1,427 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $313,854 | 1,427 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $343,049 | 1,432 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $364,759 | 1,432 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $265,434 | 1,240 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $233,181 | 1,411 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $258,636 | 1,411 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $189,855 | 1,273 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||