Position in CW
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$48,496
+$5,586 QoQ
Shares Held
64
+1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#838
of 944 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CW Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Physician Wealth Advisors, Inc. holds $2,233,558 across 43 Aerospace & Defense names. CW ranks #10 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
1,517 | $566,948 | |
| 2 | HWM |
Howmet Aerospace Inc.
|
1,732 | $465,665 | |
| 3 | BA |
Boeing Co
|
1,293 | $279,895 | |
| 4 | AXON |
Axon Enterprise, Inc.
|
364 | $204,062 | |
| 5 | RTX |
RTX Corp
|
1,049 | $199,026 | |
| 6 | SPCX |
Space Exploration Technologies Corp
|
641 | $109,521 | |
| 7 | GD |
General Dynamics Corp
|
187 | $66,242 | |
| 8 | HONA |
Honeywell Aerospace Inc.
|
273 | $60,278 |
All Filings in CW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $48,496 | 64 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $42,910 | 63 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $34,730 | 63 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $33,662 | 62 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $29,313 | 60 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $19,988 | 63 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $21,292 | 60 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||