Position in HEI
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$326,628
+$82,276 QoQ
Shares Held
1,414
+46.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HEI Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Mosley Wealth Management holds $713,717 across 13 Aerospace & Defense names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
|
733 | $158,672 | |
| 2 | RKLB |
Rocket Lab Corp
|
1,103 | $112,119 | |
| 3 | NOC |
Northrop Grumman Corp /De/
|
207 | $105,427 | |
| 4 | RTX |
RTX Corp
|
492 | $93,347 | |
| 5 | HONA |
Honeywell Aerospace Inc.
|
373 | $82,358 | |
| 6 | SPCX |
Space Exploration Technologies Corp
|
355 | $60,655 | |
| 7 | GE |
General Electric Co
|
153 | $57,180 | |
| 8 | AXON |
Axon Enterprise, Inc.
|
42 | $23,545 |
All Filings in HEI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 HEI-A | $204,335 | 968 | Shares | Sole | 2026-04-27 | |
| 2026-03-31 | $122,293 | 446 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 HEI-A | $244,352 | 968 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||