Position in CW
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$211,415
-$20,846 QoQ
Shares Held
279
-18.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#786
of 944 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CW Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $37,167,031 across 17 Aerospace & Defense names. CW ranks #16 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
34,452 | $6,536,577 | |
| 2 | BA |
Boeing Co
|
25,316 | $5,480,154 | |
| 3 | LMT |
Lockheed Martin Corp
|
9,074 | $4,622,840 | |
| 4 | GD |
General Dynamics Corp
|
12,370 | $4,381,948 | |
| 5 | GE |
General Electric Co
|
11,539 | $4,312,470 | |
| 6 | SPCX |
Space Exploration Technologies Corp
|
21,029 | $3,593,014 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
7,318 | $2,126,537 | |
| 8 | HONA |
Honeywell Aerospace Inc.
|
7,948 | $1,754,918 |
All Filings in CW
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $211,415 | 279 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $232,261 | 341 | Shares | Sole | 2026-04-28 | |
| No filing history on record for this holder in this stock. | ||||||