4WEALTH ADVISORS, INC.

Position in BA — Boeing Co

CIK 2056676 Burr Ridge, IL

Position in BA

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$926,275

+$89,155 QoQ

Shares Held

4,279

+1.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.55%

of 13F equity value

Holder Rank

#310

of 850 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

4WEALTH ADVISORS, INC. holds $2,302,121 across 4 Aerospace & Defense names. BA ranks #1 (40.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BA	Boeing Co This page	4,279	$926,275
2	CW	Curtiss Wright Corp	1,143	$866,119
3	GD	General Dynamics Corp	1,096	$388,247
4	CODA	Coda Octopus Group, Inc.	12,434	$121,480

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$926,275	4,279	+1.7%	Shares	Sole	2026-07-17
2026-03-31	$837,120	4,206	-12.4%	Shares	Sole	2026-04-27
2025-12-31	$1,043,044	4,804	+80.3%	Shares	Sole	2026-01-21
2025-09-30	$575,186	2,665	-29.5%	Shares	Sole	2025-10-28
2025-06-30	$791,813	3,779	-38.7%	Shares	Sole	2025-08-04
2025-03-31	$1,050,588	6,160	+16.1%	Shares	Sole	2025-05-05
2024-12-31	$939,516	5,308	—	Shares	Sole	2025-02-14
No filing history on record for this holder in this stock.