Position in HONA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$268,612
New position
Shares Held
1,215
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,420
of 1,870 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 14%
Shared 0%
None 86%
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Heritage Wealth Advisors holds $62,030,573 across 12 Aerospace & Defense names. HONA ranks #4 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
312,800 | $59,347,544 | |
| 2 | GE |
General Electric Co
|
4,440 | $1,659,361 | |
| 3 | GD |
General Dynamics Corp
|
849 | $300,749 | |
| 4 | HONA |
Honeywell Aerospace Inc.
This page
|
1,215 | $268,612 | |
| 5 | BA |
Boeing Co
|
1,193 | $258,248 | |
| 6 | HEI |
Heico Corp
|
300 | $77,373 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
150 | $43,588 | |
| 8 | LMT |
Lockheed Martin Corp
|
50 | $25,473 |
All Filings in HONA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $268,612 | 1,215 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||