Position in HEI
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$3,799
-$744 QoQ
Shares Held
18
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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, 2026Nova Wealth Management, Inc. holds $637,488 across 11 Aerospace & Defense names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
|
592 | $301,600 | |
| 2 | BA |
Boeing Co
|
509 | $110,183 | |
| 3 | GE |
General Electric Co
|
189 | $70,634 | |
| 4 | RTX |
RTX Corp
|
254 | $48,191 | |
| 5 | GD |
General Dynamics Corp
|
67 | $23,734 | |
| 6 | NOC |
Northrop Grumman Corp /De/
|
40 | $20,372 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
70 | $20,341 | |
| 8 | HWM |
Howmet Aerospace Inc.
|
74 | $19,895 |
All Filings in HEI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 HEI-A | $3,799 | 18 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 HEI-A | $4,543 | 18 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 HEI-A | $4,573 | 18 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 HEI-A | $4,657 | 18 | Shares | Sole | 2025-07-07 | |
| No filing history on record for this holder in this stock. | ||||||