Position in EVTL
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$2,431
-$3,432 QoQ
Shares Held
1,100
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 quarters on record
Common Shares in EVTL Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026Spire Wealth Management holds $22,157,104 across 32 Aerospace & Defense names. EVTL ranks #28 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BWXT |
BWX Technologies, Inc.
|
24,899 | $5,091,595 | |
| 2 | LMT |
Lockheed Martin Corp
|
7,247 | $4,380,013 | |
| 3 | GE |
General Electric Co
|
8,831 | $2,505,972 | |
| 4 | RTX |
RTX Corp
|
11,275 | $2,174,947 | |
| 5 | BA |
Boeing Co
|
9,645 | $1,919,644 | |
| 6 | HWM |
Howmet Aerospace Inc.
|
6,752 | $1,556,065 | |
| 7 | GD |
General Dynamics Corp
|
3,016 | $1,035,151 | |
| 8 | LHX |
L3harris Technologies, Inc. /De/
|
2,203 | $760,365 |
All Filings in EVTL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,431 | 1,100 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $5,863 | 1,100 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $519 | 100 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $677 | 100 | Shares | Sole | 2025-08-04 | |
| 2024-12-31 | $1,258 | 100 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||