Position in BA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$231,406
+$24,415 QoQ
Shares Held
1,069
+2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,130
of 2,613 holders
Holding Since
Jun 2020
25 quarters on record
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026N.E.W. Advisory Services LLC holds $2,302,229 across 14 Aerospace & Defense names. BA ranks #3 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
5,590 | $1,060,590 | |
| 2 | GE |
General Electric Co
|
1,083 | $404,749 | |
| 3 | BA |
Boeing Co
This page
|
1,069 | $231,406 | |
| 4 | LMT |
Lockheed Martin Corp
|
354 | $180,348 | |
| 5 | NOC |
Northrop Grumman Corp /De/
|
285 | $145,153 | |
| 6 | KTOS |
Kratos Defense & Security Solutions, Inc.
|
1,725 | $86,008 | |
| 7 | RCAT |
Red Cat Holdings, Inc.
|
7,031 | $74,880 | |
| 8 | HWM |
Howmet Aerospace Inc.
|
166 | $44,630 |
All Filings in BA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $231,406 | 1,069 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $206,991 | 1,040 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $244,911 | 1,128 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $332,378 | 1,540 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $313,037 | 1,494 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $334,278 | 1,960 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $281,607 | 1,591 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $213,768 | 1,406 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $292,308 | 1,606 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $403,542 | 2,091 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $529,400 | 2,031 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $385,468 | 2,011 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $438,790 | 2,078 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $421,885 | 1,986 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $435,841 | 2,288 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $221,939 | 1,833 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $232,560 | 1,701 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $286,867 | 1,498 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $382,910 | 1,902 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $431,522 | 1,962 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $334,904 | 1,398 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $381,570 | 1,498 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $205,925 | 962 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $203,435 | 1,231 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $219,410 | 1,197 | Shares | Sole | 2020-07-09 | |
| No filing history on record for this holder in this stock. | ||||||