Position in EMBJ
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$595,951
-$24,447 QoQ
Shares Held
10,043
+4.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
14 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in EMBJ Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $17,450,977 across 16 Aerospace & Defense names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
|
18,176 | $3,934,558 | |
| 2 | RTX |
RTX Corp
|
15,525 | $2,945,558 | |
| 3 | GE |
General Electric Co
|
6,915 | $2,584,342 | |
| 4 | GD |
General Dynamics Corp
|
6,121 | $2,168,303 | |
| 5 | CW |
Curtiss Wright Corp
|
1,127 | $853,995 | |
| 6 | LHX |
L3harris Technologies, Inc. /De/
|
2,581 | $750,012 | |
| 7 | HWM |
Howmet Aerospace Inc.
|
2,475 | $665,428 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
1,142 | $581,632 |
All Filings in EMBJ
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $595,951 | 10,043 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $620,398 | 9,638 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $539,758 | 8,929 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $517,653 | 9,096 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $396,534 | 8,583 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $326,488 | 8,901 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $311,751 | 8,814 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $214,346 | 8,308 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $225,294 | 8,457 | Shares | Defined | 2024-05-13 | |
| 2023-06-30 | $155,697 | 10,071 | Shares | Defined | 2023-08-10 | |
| 2022-03-31 | $282,161 | 22,376 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $379,512 | 21,381 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $363,409 | 21,377 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $330,990 | 21,862 | Shares | Defined | 2021-07-22 | |
| No filing history on record for this holder in this stock. | ||||||