KINGSWOOD WEALTH ADVISORS, LLC

Position in BA — Boeing Co

CIK 1987855 SAN DIEGO, CA

Position in BA

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$5,480,154

+$431,560 QoQ

Shares Held

25,316

-0.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#558

of 2,613 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $37,167,031 across 17 Aerospace & Defense names. BA ranks #2 (14.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	34,452	$6,536,577
2	BA	Boeing Co This page	25,316	$5,480,154
3	LMT	Lockheed Martin Corp	9,074	$4,622,840
4	GD	General Dynamics Corp	12,370	$4,381,948
5	GE	General Electric Co	11,539	$4,312,470
6	SPCX	Space Exploration Technologies Corp	21,029	$3,593,014
7	LHX	L3harris Technologies, Inc. /De/	7,318	$2,126,537
8	HONA	Honeywell Aerospace Inc.	7,948	$1,754,918

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,480,154	25,316	-0.2%	Shares	Sole	2026-07-27
2026-03-31	$5,048,594	25,366	+12.9%	Shares	Sole	2026-04-28
2025-12-31	$4,877,383	22,464	+6.5%	Shares	Sole	2026-01-28
2025-09-30	$4,550,775	21,085	+3.4%	Shares	Sole	2025-10-23
2025-06-30	$4,270,849	20,383	+4.3%	Shares	Sole	2025-07-23
2025-03-31	$3,334,593	19,552	-10.9%	Shares	Sole	2025-07-25
2024-12-31	$3,884,796	21,948	+9.3%	Shares	Sole	2025-01-22
2024-09-30	$3,052,050	20,074	+3.2%	Shares	Sole	2024-10-21
2024-06-30	$3,539,002	19,444	+40.2%	Shares	Sole	2024-07-09
2024-03-31	$2,677,157	13,872	-37.4%	Shares	Sole	2024-04-15
2023-12-31	$5,779,874	22,174	+82.0%	Shares	Sole	2024-01-16
2023-09-30	$2,334,854	12,181	-36.2%	Shares	Sole	2023-10-24
2023-06-30	$4,034,422	19,106	—	Shares	Sole	2023-08-09
No filing history on record for this holder in this stock.