Position in HWM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$465,665
+$66,970 QoQ
Shares Held
1,732
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#953
of 1,573 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HWM Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Physician Wealth Advisors, Inc. holds $2,233,558 across 43 Aerospace & Defense names. HWM ranks #2 (20.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
1,517 | $566,948 | |
| 2 | HWM |
Howmet Aerospace Inc.
This page
|
1,732 | $465,665 | |
| 3 | BA |
Boeing Co
|
1,293 | $279,895 | |
| 4 | AXON |
Axon Enterprise, Inc.
|
364 | $204,062 | |
| 5 | RTX |
RTX Corp
|
1,049 | $199,026 | |
| 6 | SPCX |
Space Exploration Technologies Corp
|
641 | $109,521 | |
| 7 | GD |
General Dynamics Corp
|
187 | $66,242 | |
| 8 | HONA |
Honeywell Aerospace Inc.
|
273 | $60,278 |
All Filings in HWM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $465,665 | 1,732 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $398,695 | 1,730 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $346,073 | 1,688 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $381,078 | 1,942 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $353,088 | 1,897 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $242,724 | 1,871 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $204,521 | 1,870 | Shares | Sole | 2025-02-12 | |
| 2024-06-30 | $196,093 | 2,526 | Shares | Sole | 2024-07-17 | |
| No filing history on record for this holder in this stock. | ||||||