Clearstead Advisors, LLC

Position in CW — Curtiss Wright Corp

CIK 842775 CLEVELAND, OH

Position in CW

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$574,382

-$131,258 QoQ

Shares Held

758

-26.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#571

of 944 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Clearstead Advisors, LLC holds $104,576,145 across 54 Aerospace & Defense names. CW ranks #17 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	176,048	$33,401,587
2	SPCX	Space Exploration Technologies Corp	104,827	$17,910,741
3	GE	General Electric Co	40,495	$15,134,196
4	BA	Boeing Co	32,668	$7,071,641
5	LMT	Lockheed Martin Corp	13,629	$6,943,430
6	NOC	Northrop Grumman Corp /De/	9,373	$4,773,762
7	HONA	Honeywell Aerospace Inc.	16,083	$3,555,629
8	GD	General Dynamics Corp	8,301	$2,940,546

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$574,382	758	-26.8%	Shares	Sole	2026-08-06
2026-03-31	$705,640	1,036	0.0%	Shares	Sole	2026-05-06
2025-12-31	$571,115	1,036	-2.9%	Shares	Sole	2026-02-09
2025-09-30	$579,316	1,067	+1.6%	Shares	Sole	2025-11-10
2025-06-30	$512,977	1,050	+99.2%	Shares	Sole	2025-08-08
2025-03-31	$167,201	527	+6.5%	Shares	Sole	2025-05-13
2024-12-31	$175,660	495	+4.9%	Shares	Sole	2025-02-10
2024-09-30	$155,141	472	+1.9%	Shares	Sole	2024-11-13
2024-06-30	$125,463	463	+54.3%	Shares	Sole	2024-08-12
2024-03-31	$76,782	300	0.0%	Shares	Sole	2024-05-14
2023-12-31	$66,837	300	0.0%	Shares	Sole	2024-02-12
2023-09-30	$58,689	300	0.0%	Shares	Sole	2023-11-07
2023-06-30	$55,098	300	0.0%	Shares	Sole	2023-08-07
2023-03-31	$52,878	300	0.0%	Shares	Sole	2023-05-09
2022-12-31	$50,097	300	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.