Position in HWM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,384,250
+$2,374,549 QoQ
Shares Held
8,868
-8.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#595
of 1,603 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HWM Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026SOA Wealth Advisors, LLC. holds $4,783,854 across 14 Aerospace & Defense names. HWM ranks #1 (49.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HWM |
Howmet Aerospace Inc.
This page
|
8,868 | $2,384,250 | |
| 2 | SPCX |
Space Exploration Technologies Corp
|
5,229 | $893,426 | |
| 3 | LMT |
Lockheed Martin Corp
|
1,206 | $614,408 | |
| 4 | GE |
General Electric Co
|
1,026 | $383,446 | |
| 5 | BA |
Boeing Co
|
1,353 | $292,883 | |
| 6 | HONA |
Honeywell Aerospace Inc.
|
314 | $69,331 | |
| 7 | TXT |
Textron Inc
|
439 | $40,269 | |
| 8 | ARXS |
Arxis, Inc.
|
600 | $27,684 |
All Filings in HWM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,384,250 | 8,868 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $9,701 | 9,701 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $9,701 | 9,701 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $9,701 | 9,701 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $9,701 | 9,701 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $10,071 | 10,071 | Shares | Sole | 2025-04-14 | |
| No filing history on record for this holder in this stock. | ||||||