Position in BA
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$211,058
-$30,763 QoQ
Shares Held
975
-19.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,212
of 2,609 holders
Holding Since
Mar 2022
6 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, 2026San Luis Wealth Advisors LLC holds $4,934,206 across 7 Aerospace & Defense names. BA ranks #6 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKLB |
Rocket Lab Corp
|
19,010 | $1,932,366 | |
| 2 | SPCX |
Space Exploration Technologies Corp
|
7,303 | $1,247,790 | |
| 3 | HEI |
Heico Corp
|
1,798 | $640,429 | |
| 4 | RTX |
RTX Corp
|
2,143 | $406,591 | |
| 5 | NOC |
Northrop Grumman Corp /De/
|
571 | $290,816 | |
| 6 | BA |
Boeing Co
This page
|
975 | $211,058 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
706 | $205,156 |
All Filings in BA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $211,058 | 975 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $241,821 | 1,215 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $252,293 | 1,162 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $278,852 | 1,292 | Shares | Sole | 2025-11-18 | |
| 2023-12-31 | $203,314 | 780 | Shares | Sole | 2024-01-17 | |
| 2022-03-31 | $115,474 | 603 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||