Bell & Brown Wealth Advisors, LLC

Position in BA — Boeing Co

CIK 1725362 NEWPORT BEACH, CA

Position in BA

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

Position Value

$7,982,331

+$682,707 QoQ

Shares Held

36,875

+0.5% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

2.42%

of 13F equity value

Holder Rank

#446

of 2,613 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Bell & Brown Wealth Advisors, LLC holds $15,083,124 across 5 Aerospace & Defense names. BA ranks #1 (52.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BA	Boeing Co This page	36,875	$7,982,331
2	RTX	RTX Corp	26,269	$4,984,017
3	GE	General Electric Co	3,567	$1,333,094
4	SPCX	Space Exploration Technologies Corp	3,138	$536,158
5	NOC	Northrop Grumman Corp /De/	486	$247,524

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,982,331	36,875	+0.5%	Shares	Sole	2026-08-10
2026-03-31	$7,299,624	36,676	+1.1%	Shares	Sole	2026-05-11
2025-12-31	$7,873,422	36,263	+0.4%	Shares	Sole	2026-05-13
2025-09-30	$7,799,017	36,135	-1.2%	Shares	Sole	2025-11-07
2025-06-30	$7,662,721	36,571	-0.1%	Shares	Sole	2025-07-29
2025-03-31	$6,240,765	36,592	+0.8%	Shares	Sole	2025-05-07
2024-12-31	$6,422,445	36,285	-2.6%	Shares	Sole	2025-05-07
2024-09-30	$5,662,121	37,241	+0.7%	Shares	Sole	2024-11-14
2024-06-30	$6,732,367	36,989	+1.7%	Shares	Sole	2024-08-13
2024-03-31	$7,020,011	36,375	+18.8%	Shares	Sole	2024-05-13
2023-12-31	$7,980,887	30,618	-0.7%	Shares	Sole	2024-02-12
2023-06-30	$6,510,907	30,834	+0.7%	Shares	Sole	2023-08-15
2023-03-31	$6,501,845	30,607	-2.9%	Shares	Sole	2023-04-14
2022-12-31	$6,007,102	31,535	+1.4%	Shares	Sole	2023-02-10
2022-09-30	$3,766,193	31,105	+1.2%	Shares	Sole	2022-10-26
2022-06-30	$4,201,679	30,732	+3.3%	Shares	Sole	2022-07-22
2022-03-31	$5,699,423	29,762	+1.9%	Shares	Sole	2022-05-02
2021-12-31	$5,881,765	29,216	+15.9%	Shares	Sole	2022-02-10
2021-09-30	$5,543,807	25,206	+10.3%	Shares	Sole	2021-11-12
2020-09-30	$3,775,695	22,847	+7.6%	Shares	Sole	2020-10-23
2020-06-30	$3,893,475	21,241	+4.7%	Shares	Defined	2020-08-07
2020-03-31	$3,025,752	20,288	—	Shares	Defined	2020-05-11
No filing history on record for this holder in this stock.