Position in BA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,023,037
+$4,402 QoQ
Shares Held
4,726
-7.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,138
of 2,613 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026GUARDIAN WEALTH ADVISORS, LLC / NC holds $5,265,180 across 8 Aerospace & Defense names. BA ranks #2 (19.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
8,638 | $1,638,887 | |
| 2 | BA |
Boeing Co
This page
|
4,726 | $1,023,037 | |
| 3 | GE |
General Electric Co
|
2,319 | $866,679 | |
| 4 | LMT |
Lockheed Martin Corp
|
1,202 | $612,370 | |
| 5 | LHX |
L3harris Technologies, Inc. /De/
|
1,219 | $354,229 | |
| 6 | GD |
General Dynamics Corp
|
801 | $283,746 | |
| 7 | HONA |
Honeywell Aerospace Inc.
|
1,241 | $274,360 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
416 | $211,872 |
All Filings in BA
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,023,037 | 4,726 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,018,635 | 5,118 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,071,270 | 4,934 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,042,890 | 4,832 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $982,276 | 4,688 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $764,746 | 4,484 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $786,411 | 4,443 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $657,877 | 4,327 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $754,431 | 4,145 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $460,667 | 2,387 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $370,919 | 1,423 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $294,420 | 1,536 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $255,503 | 1,210 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $230,911 | 1,087 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $297,735 | 1,563 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $214,553 | 1,772 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||