Position in HEI
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$844
New position
Shares Held
4
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Strategic Wealth Partners, Ltd. holds $19,566,269 across 27 Aerospace & Defense names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
87,588 | $16,618,071 | |
| 2 | GE |
General Electric Co
|
1,969 | $735,874 | |
| 3 | LMT |
Lockheed Martin Corp
|
1,054 | $536,970 | |
| 4 | HONA |
Honeywell Aerospace Inc.
|
2,116 | $467,805 | |
| 5 | BA |
Boeing Co
|
1,487 | $321,890 | |
| 6 | GD |
General Dynamics Corp
|
577 | $204,396 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
299 | $152,283 | |
| 8 | LHX |
L3harris Technologies, Inc. /De/
|
367 | $106,646 |
All Filings in HEI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 HEI-A | $844 | 4 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||