Position in HEI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$20,659
+$113 QoQ
Shares Held
58
-27.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#812
of 912 holders
Holding Since
Jun 2024
9 quarters on record
Common Shares in HEI Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Financial Network Wealth Advisors LLC holds $789,607 across 12 Aerospace & Defense names. HEI ranks #6 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
1,742 | $330,509 | |
| 2 | BA |
Boeing Co
|
817 | $176,855 | |
| 3 | GD |
General Dynamics Corp
|
295 | $104,500 | |
| 4 | GE |
General Electric Co
|
228 | $85,210 | |
| 5 | LMT |
Lockheed Martin Corp
|
80 | $40,756 | |
| 6 | HEI |
Heico Corp
This page
|
58 | $20,659 | |
| 7 | CW |
Curtiss Wright Corp
|
23 | $17,428 | |
| 8 | ACHR |
Archer Aviation Inc.
|
1,000 | $4,730 |
All Filings in HEI
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,659 | 58 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 HEI-A | $4,643 | 22 | Shares | Sole | 2026-05-14 | |
| 2026-03-31 | $15,903 | 58 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 HEI-A | $5,553 | 22 | Shares | Sole | 2026-02-13 | |
| 2025-12-31 | $18,768 | 58 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 HEI-A | $7,622 | 30 | Shares | Sole | 2025-10-27 | |
| 2025-09-30 | $18,723 | 58 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 HEI-A | $7,762 | 30 | Shares | Sole | 2025-08-14 | |
| 2025-06-30 | $19,024 | 58 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 HEI-A | $6,329 | 30 | Shares | Sole | 2025-05-13 | |
| 2025-03-31 | $15,497 | 58 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 HEI-A | $2,419 | 13 | Shares | Sole | 2025-02-14 | |
| 2024-12-31 | $13,788 | 58 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 HEI-A | $17,523 | 86 | Shares | Sole | 2024-11-15 | |
| 2024-09-30 | $15,950 | 61 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 HEI-A | $21,122 | 119 | Shares | Sole | 2024-08-14 | |
| 2024-06-30 | $12,969 | 58 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||