United Financial Planning Group LLC
Position in BWXT — BWX Technologies, Inc.
CIK 2088337
HAUPPAUGE, NY
Position in BWXT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$8,759
-$443 QoQ
Shares Held
45
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#771
of 841 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BWXT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026United Financial Planning Group LLC holds $315,426 across 15 Aerospace & Defense names. BWXT ranks #7 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
|
574 | $124,253 | |
| 2 | SPCX |
Space Exploration Technologies Corp
|
297 | $50,745 | |
| 3 | GE |
General Electric Co
|
73 | $27,282 | |
| 4 | LMT |
Lockheed Martin Corp
|
47 | $23,944 | |
| 5 | HWM |
Howmet Aerospace Inc.
|
85 | $22,853 | |
| 6 | NOC |
Northrop Grumman Corp /De/
|
42 | $21,391 | |
| 7 | BWXT |
BWX Technologies, Inc.
This page
|
45 | $8,759 | |
| 8 | GD |
General Dynamics Corp
|
19 | $6,730 |
All Filings in BWXT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,759 | 45 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $9,202 | 45 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $345 | 2 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||