Position in BA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$234,653
+$23,483 QoQ
Shares Held
1,084
+2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,121
of 2,609 holders
Holding Since
Dec 2023
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, 2026ELEVATUS WELATH MANAGEMENT holds $9,632,415 across 7 Aerospace & Defense names. BA ranks #7 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CW |
Curtiss Wright Corp
|
8,225 | $6,232,576 | |
| 2 | SPCX |
Space Exploration Technologies Corp
|
6,184 | $1,056,598 | |
| 3 | HEI |
Heico Corp
|
2,636 | $679,850 | |
| 4 | RTX |
RTX Corp
|
3,372 | $639,769 | |
| 5 | LMT |
Lockheed Martin Corp
|
861 | $438,645 | |
| 6 | HWM |
Howmet Aerospace Inc.
|
1,303 | $350,324 | |
| 7 | BA |
Boeing Co
This page
|
1,084 | $234,653 |
All Filings in BA
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234,653 | 1,084 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $211,170 | 1,061 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $244,477 | 1,126 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $222,736 | 1,032 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $223,358 | 1,066 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $216,939 | 1,272 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $221,250 | 1,250 | Shares | Sole | 2025-02-13 | |
| 2023-12-31 | $202,532 | 777 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||