4WEALTH ADVISORS, INC.

Position in CW — Curtiss Wright Corp

CIK 2056676 Burr Ridge, IL

Position in CW

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$866,119

+$31,747 QoQ

Shares Held

1,143

-6.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.45%

of 13F equity value

Holder Rank

#77

of 228 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

4WEALTH ADVISORS, INC. holds $2,302,121 across 4 Aerospace & Defense names. CW ranks #2 (37.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BA	Boeing Co	4,279	$926,275
2	CW	Curtiss Wright Corp This page	1,143	$866,119
3	GD	General Dynamics Corp	1,096	$388,247
4	CODA	Coda Octopus Group, Inc.	12,434	$121,480

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$866,119	1,143	-6.7%	Shares	Sole	2026-07-17
2026-03-31	$834,372	1,225	-6.1%	Shares	Sole	2026-04-27
2025-12-31	$719,407	1,305	0.0%	Shares	Sole	2026-01-21
2025-09-30	$708,536	1,305	0.0%	Shares	Sole	2025-10-28
2025-06-30	$637,557	1,305	-4.1%	Shares	Sole	2025-08-04
2025-03-31	$431,804	1,361	0.0%	Shares	Sole	2025-05-05
2024-12-31	$482,978	1,361	—	Shares	Sole	2025-02-14
No filing history on record for this holder in this stock.