Clearstead Advisors, LLC

Position in BA — Boeing Co

CIK 842775 CLEVELAND, OH

Position in BA

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$7,071,641

+$2,635,263 QoQ

Shares Held

32,668

+46.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#174

of 1,575 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Clearstead Advisors, LLC holds $104,576,145 across 54 Aerospace & Defense names. BA ranks #4 (6.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	176,048	$33,401,587
2	SPCX	Space Exploration Technologies Corp	104,827	$17,910,741
3	GE	General Electric Co	40,495	$15,134,196
4	BA	Boeing Co This page	32,668	$7,071,641
5	LMT	Lockheed Martin Corp	13,629	$6,943,430
6	NOC	Northrop Grumman Corp /De/	9,373	$4,773,762
7	HONA	Honeywell Aerospace Inc.	16,083	$3,555,629
8	GD	General Dynamics Corp	8,301	$2,940,546

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,071,641	32,668	+46.6%	Shares	Sole	2026-08-06
2026-03-31	$4,436,378	22,290	+4.2%	Shares	Sole	2026-05-06
2025-12-31	$4,645,716	21,397	+12.6%	Shares	Sole	2026-02-09
2025-09-30	$4,100,554	18,999	-3.6%	Shares	Sole	2025-11-10
2025-06-30	$4,129,207	19,707	+107.5%	Shares	Sole	2025-08-08
2025-03-31	$1,619,542	9,496	+1.0%	Shares	Sole	2025-05-13
2024-12-31	$1,664,685	9,405	-20.0%	Shares	Sole	2025-02-10
2024-09-30	$1,787,382	11,756	-2.5%	Shares	Sole	2024-11-13
2024-06-30	$2,195,404	12,062	+642.7%	Shares	Sole	2024-08-12
2024-03-31	$313,415	1,624	-1.8%	Shares	Sole	2024-05-14
2023-12-31	$430,870	1,653	+17.3%	Shares	Sole	2024-02-12
2023-09-30	$270,077	1,409	+6.4%	Shares	Sole	2023-11-13
2023-06-30	$279,575	1,324	-43.4%	Shares	Sole	2023-08-07
2023-03-31	$496,661	2,338	-38.5%	Shares	Sole	2023-05-09
2022-12-31	$724,433	3,803	+12.0%	Shares	Sole	2023-02-14
2022-09-30	$411,308	3,397	-11.7%	Shares	Sole	2022-11-15
2022-06-30	$525,961	3,847	-11.6%	Shares	Sole	2022-08-12
2022-03-31	$833,791	4,354	+40.3%	Shares	Sole	2022-05-04
2021-12-31	$624,695	3,103	-2.3%	Shares	Sole	2022-02-14
2021-09-30	$698,309	3,175	-25.3%	Shares	Sole	2021-11-12
2021-06-30	$1,018,609	4,252	+3.1%	Shares	Sole	2021-08-12
2021-03-31	$1,050,720	4,125	+2.0%	Shares	Sole	2021-05-14
2020-12-31	$865,872	4,045	+12.7%	Shares	Sole	2021-02-11
2020-09-30	$593,118	3,589	-70.2%	Shares	Sole	2020-11-12
2020-06-30	$2,210,598	12,060	+156.9%	Shares	Sole	2020-08-11
2020-03-31	$700,063	4,694	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.