Position in HEI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$281,746
+$40,396 QoQ
Shares Held
791
-79.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#679
of 912 holders
Holding Since
Mar 2020
2 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in HEI Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $25,721,170 across 14 Aerospace & Defense names. HEI ranks #12 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
43,799 | $8,309,984 | |
| 2 | LMT |
Lockheed Martin Corp
|
6,716 | $3,421,533 | |
| 3 | GE |
General Electric Co
|
7,993 | $2,987,223 | |
| 4 | GD |
General Dynamics Corp
|
7,941 | $2,813,019 | |
| 5 | HONA |
Honeywell Aerospace Inc.
|
8,870 | $1,958,496 | |
| 6 | BA |
Boeing Co
|
7,644 | $1,654,696 | |
| 7 | SPCX |
Space Exploration Technologies Corp
|
8,185 | $1,398,489 | |
| 8 | AXON |
Axon Enterprise, Inc.
|
1,670 | $936,218 |
All Filings in HEI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $281,746 | 791 | Shares | Sole | 2026-07-24 | |
| 2020-03-31 HEI-A | $241,350 | 3,777 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||