Position in BA
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$802,887
-$316,855 QoQ
Shares Held
3,709
-34.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#1,277
of 2,609 holders
Holding Since
Sep 2024
8 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, 2026Alliance Wealth Advisors, LLC /UT holds $4,815,421 across 9 Aerospace & Defense names. BA ranks #2 (16.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CW |
Curtiss Wright Corp
|
1,466 | $1,110,876 | |
| 2 | BA |
Boeing Co
This page
|
3,709 | $802,887 | |
| 3 | RTX |
RTX Corp
|
3,500 | $664,055 | |
| 4 | GE |
General Electric Co
|
1,642 | $613,664 | |
| 5 | KRMN |
Karman Holdings Inc.
|
9,784 | $488,417 | |
| 6 | GD |
General Dynamics Corp
|
1,220 | $432,172 | |
| 7 | LMT |
Lockheed Martin Corp
|
509 | $259,315 | |
| 8 | SPCX |
Space Exploration Technologies Corp
|
1,393 | $238,007 |
All Filings in BA
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $802,887 | 3,709 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $1,119,742 | 5,626 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,793,411 | 8,260 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,231,898 | 10,341 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,724,222 | 8,229 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,066,790 | 6,255 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $807,120 | 4,560 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $274,280 | 1,804 | Shares | Sole | 2024-11-08 | |
| No filing history on record for this holder in this stock. | ||||||