EverSource Wealth Advisors, LLC
Position in BWXT — BWX Technologies, Inc.
CIK 1710537
BIRMINGHAM, AL
Position in BWXT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$89,146
-$8,183 QoQ
Shares Held
458
-3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#671
of 841 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BWXT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $20,218,129 across 63 Aerospace & Defense names. BWXT ranks #24 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
9,641 | $3,603,126 | |
| 2 | RTX |
RTX Corp
|
11,749 | $2,229,133 | |
| 3 | AXON |
Axon Enterprise, Inc.
|
3,666 | $2,055,191 | |
| 4 | LMT |
Lockheed Martin Corp
|
3,795 | $1,933,395 | |
| 5 | BA |
Boeing Co
|
7,008 | $1,517,015 | |
| 6 | SPCX |
Space Exploration Technologies Corp
|
7,496 | $1,280,763 | |
| 7 | GD |
General Dynamics Corp
|
3,435 | $1,216,808 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
1,370 | $697,748 |
All Filings in BWXT
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $89,146 | 458 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $97,329 | 476 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $19,700 | 114 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $25,072 | 136 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $17,142 | 119 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,367 | 24 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,009 | 36 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,281 | 21 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,805 | 19 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,745 | 56 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $16,265 | 212 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $599 | 8 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $572 | 8 | Shares | Sole | 2023-08-04 | |
| No filing history on record for this holder in this stock. | ||||||