Position in BA
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$279,895
+$26,729 QoQ
Shares Held
1,293
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,940
of 2,561 holders
Holding Since
Jun 2020
20 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, 2026Physician Wealth Advisors, Inc. holds $2,233,558 across 43 Aerospace & Defense names. BA ranks #3 (12.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
1,517 | $566,948 | |
| 2 | HWM |
Howmet Aerospace Inc.
|
1,732 | $465,665 | |
| 3 | BA |
Boeing Co
This page
|
1,293 | $279,895 | |
| 4 | AXON |
Axon Enterprise, Inc.
|
364 | $204,062 | |
| 5 | RTX |
RTX Corp
|
1,049 | $199,026 | |
| 6 | SPCX |
Space Exploration Technologies Corp
|
641 | $109,521 | |
| 7 | GD |
General Dynamics Corp
|
187 | $66,242 | |
| 8 | HONA |
Honeywell Aerospace Inc.
|
273 | $60,278 |
All Filings in BA
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $279,895 | 1,293 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $253,166 | 1,272 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $242,740 | 1,118 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $290,723 | 1,347 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $254,578 | 1,215 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $197,155 | 1,156 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $204,612 | 1,156 | Shares | Sole | 2025-02-12 | |
| 2024-06-30 | $210,949 | 1,159 | Shares | Sole | 2024-07-17 | |
| 2023-12-31 | $329,995 | 1,266 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $242,666 | 1,266 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $267,962 | 1,269 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $262,138 | 1,234 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $235,064 | 1,234 | Shares | Sole | 2023-01-25 | |
| 2022-06-30 | $168,712 | 1,234 | Shares | Sole | 2022-08-02 | |
| 2021-12-31 | $257,286 | 1,278 | Shares | Sole | 2022-01-11 | |
| 2021-09-30 | $281,083 | 1,278 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $306,157 | 1,278 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $326,805 | 1,283 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $274,638 | 1,283 | Shares | Sole | 2021-02-19 | |
| 2020-06-30 | $235,173 | 1,283 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||