MINDSET WEALTH MANAGEMENT, LLC

Position in BA — Boeing Co

CIK 2044232 INDIANAPOLIS, IN

Position in BA

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$275,999

+$22,236 QoQ

Shares Held

1,275

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,987

of 2,613 holders

Holding Since

Dec 2024

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

MINDSET WEALTH MANAGEMENT, LLC holds $3,839,226 across 4 Aerospace & Defense names. BA ranks #4 (7.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	9,324	$1,769,042
2	LMT	Lockheed Martin Corp	2,114	$1,076,998
3	GE	General Electric Co	1,919	$717,187
4	BA	Boeing Co This page	1,275	$275,999

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$275,999	1,275	0.0%	Shares	Sole	2026-08-04
2026-03-31	$253,763	1,275	-6.2%	Shares	Sole	2026-04-22
2025-12-31	$295,283	1,360	+32.9%	Shares	Sole	2026-02-12
2025-09-30	$220,794	1,023	-14.0%	Shares	Sole	2025-11-14
2024-12-31	$210,453	1,189	—	Shares	Sole	2025-02-11
No filing history on record for this holder in this stock.