Position in CW
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$301,588
New position
Shares Held
398
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#699
of 944 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026LVW Advisors, LLC holds $9,235,277 across 10 Aerospace & Defense names. CW ranks #9 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GD |
General Dynamics Corp
|
8,447 | $2,992,265 | |
| 2 | RTX |
RTX Corp
|
10,297 | $1,953,649 | |
| 3 | GE |
General Electric Co
|
3,311 | $1,237,420 | |
| 4 | LMT |
Lockheed Martin Corp
|
1,225 | $624,088 | |
| 5 | LHX |
L3harris Technologies, Inc. /De/
|
1,932 | $561,419 | |
| 6 | EMBJ |
Embraer S.A.
|
7,184 | $458,339 | |
| 7 | BA |
Boeing Co
|
1,916 | $414,756 | |
| 8 | AXON |
Axon Enterprise, Inc.
|
739 | $414,290 |
All Filings in CW
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $301,588 | 398 | Shares | Sole | 2026-07-15 | |
| No filing history on record for this holder in this stock. | ||||||