Position in HEI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$30,276
-$49,590 QoQ
Shares Held
85
-74.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#798
of 912 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in HEI Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Spire Wealth Management holds $23,867,412 across 36 Aerospace & Defense names. HEI ranks #19 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BWXT |
BWX Technologies, Inc.
|
25,433 | $4,950,533 | |
| 2 | LMT |
Lockheed Martin Corp
|
7,122 | $3,628,373 | |
| 3 | HWM |
Howmet Aerospace Inc.
|
13,362 | $3,592,506 | |
| 4 | GE |
General Electric Co
|
9,469 | $3,538,849 | |
| 5 | BA |
Boeing Co
|
9,662 | $2,091,533 | |
| 6 | RTX |
RTX Corp
|
10,351 | $1,963,895 | |
| 7 | CW |
Curtiss Wright Corp
|
936 | $709,263 | |
| 8 | GD |
General Dynamics Corp
|
1,915 | $678,369 |
All Filings in HEI
Export CSV
43 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,276 | 85 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 HEI-A | $40,107 | 190 | Shares | Sole | 2026-04-22 | |
| 2026-03-31 | $39,759 | 145 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 HEI-A | $51,243 | 203 | Shares | Sole | 2026-01-14 | |
| 2025-12-31 | $46,920 | 145 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 HEI-A | $82,579 | 325 | Shares | Sole | 2025-10-23 | |
| 2025-09-30 | $46,808 | 145 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 HEI-A | $84,093 | 325 | Shares | Sole | 2025-08-04 | |
| 2025-06-30 | $44,280 | 135 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 HEI-A | $68,565 | 325 | Shares | Sole | 2025-04-23 | |
| 2025-03-31 | $52,369 | 196 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 HEI-A | $61,964 | 333 | Shares | Sole | 2025-01-24 | |
| 2024-12-31 | $147,874 | 622 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 HEI-A | $67,852 | 333 | Shares | Sole | 2024-10-15 | |
| 2024-09-30 | $79,228 | 303 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 HEI-A | $12,603 | 71 | Shares | Sole | 2024-07-31 | |
| 2024-06-30 | $69,989 | 313 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 HEI-A | $56,495 | 367 | Shares | Sole | 2024-04-24 | |
| 2024-03-31 | $70,097 | 367 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 HEI-A | $10,967 | 77 | Shares | Sole | 2024-02-06 | |
| 2023-12-31 | $43,465 | 243 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 HEI-A | $9,949 | 77 | Shares | Sole | 2023-11-08 | |
| 2023-09-30 | $39,348 | 243 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 HEI-A | $10,826 | 77 | Shares | Sole | 2023-08-09 | |
| 2023-06-30 | $43,173 | 244 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 HEI-A | $61,426 | 452 | Shares | Sole | 2023-05-09 | |
| 2023-03-31 | $61,403 | 359 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 HEI-A | $54,172 | 452 | Shares | Sole | 2023-02-03 | |
| 2022-12-31 | $55,156 | 359 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 HEI-A | $56,278 | 491 | Shares | Sole | 2022-11-07 | |
| 2022-09-30 | $35,131 | 244 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 HEI-A | $51,741 | 491 | Shares | Sole | 2022-07-22 | |
| 2022-06-30 | $53,759 | 410 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 HEI-A | $62,273 | 491 | Shares | Sole | 2022-04-18 | |
| 2022-03-31 | $431,447 | 2,810 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 HEI-A | $129,933 | 1,011 | Shares | Sole | 2022-01-14 | |
| 2021-12-31 | $486,454 | 3,373 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 HEI-A | $63,596 | 537 | Shares | Sole | 2021-10-22 | |
| 2021-09-30 | $396,533 | 3,007 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 HEI-A | $66,684 | 537 | Shares | Sole | 2021-07-26 | |
| 2021-06-30 | $423,418 | 3,037 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 HEI-A | $117,803 | 1,037 | Shares | Sole | 2021-05-21 | |
| 2021-03-31 | $493,261 | 3,921 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||