Position in BA
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$12,877,041
-$1,087,248 QoQ
Shares Held
64,699
+0.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 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 Mar 31, 2026U.S. Capital Wealth Advisors, LLC holds $97,033,499 across 19 Aerospace & Defense names. BA ranks #3 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
210,156 | $40,539,092 | |
| 2 | GD |
General Dynamics Corp
|
43,483 | $14,924,235 | |
| 3 | BA |
Boeing Co
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|
64,699 | $12,877,041 | |
| 4 | LMT |
Lockheed Martin Corp
|
13,736 | $8,301,901 | |
| 5 | GE |
General Electric Co
|
21,233 | $6,025,288 | |
| 6 | HWM |
Howmet Aerospace Inc.
|
17,164 | $3,955,615 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
2,953 | $2,014,654 | |
| 8 | HII |
Huntington Ingalls Industries, Inc.
|
3,899 | $1,481,230 |
All Filings in BA
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,877,041 | 64,699 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $13,964,289 | 64,316 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $13,534,267 | 62,708 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $13,039,890 | 62,234 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $10,205,370 | 59,838 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $5,957,112 | 33,656 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,155,656 | 7,601 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $794,837 | 4,367 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $868,262 | 4,499 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $4,108,262 | 15,761 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,135,123 | 11,139 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $2,177,904 | 10,314 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,044,638 | 9,625 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,775,176 | 9,319 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $2,361,544 | 19,504 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $2,501,155 | 18,294 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $4,919,252 | 25,688 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $5,054,339 | 25,106 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $7,144,970 | 32,486 | Shares | Sole | 2021-11-01 | |
| No filing history on record for this holder in this stock. | ||||||