Position in BA
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$41,562
New position
Shares Held
192
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,432
of 2,590 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Allied Private Wealth LLC holds $741,853 across 15 Aerospace & Defense names. BA ranks #5 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
1,473 | $279,472 | |
| 2 | NOC |
Northrop Grumman Corp /De/
|
287 | $146,171 | |
| 3 | GD |
General Dynamics Corp
|
260 | $92,102 | |
| 4 | GE |
General Electric Co
|
244 | $91,190 | |
| 5 | BA |
Boeing Co
This page
|
192 | $41,562 | |
| 6 | LMT |
Lockheed Martin Corp
|
79 | $40,247 | |
| 7 | TDG |
TransDigm Group INC
|
14 | $18,648 | |
| 8 | ELMT |
Elmet Group Co.
|
564 | $11,133 |
All Filings in BA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,562 | 192 | Shares | Sole | 2026-07-09 | |
| No filing history on record for this holder in this stock. | ||||||