Position in RTX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$8,309,984
-$37,377 QoQ
Shares Held
43,799
+1.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#697
of 3,386 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in RTX Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $25,721,170 across 14 Aerospace & Defense names. RTX ranks #1 (32.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
This page
|
43,799 | $8,309,984 | |
| 2 | LMT |
Lockheed Martin Corp
|
6,716 | $3,421,533 | |
| 3 | GE |
General Electric Co
|
7,993 | $2,987,223 | |
| 4 | GD |
General Dynamics Corp
|
7,941 | $2,813,019 | |
| 5 | HONA |
Honeywell Aerospace Inc.
|
8,870 | $1,958,496 | |
| 6 | BA |
Boeing Co
|
7,644 | $1,654,696 | |
| 7 | SPCX |
Space Exploration Technologies Corp
|
8,185 | $1,398,489 | |
| 8 | AXON |
Axon Enterprise, Inc.
|
1,670 | $936,218 |
All Filings in RTX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,309,984 | 43,799 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $8,347,361 | 43,273 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $2,558,430 | 13,950 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,125,927 | 12,705 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,701,133 | 11,650 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,500,771 | 11,330 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,486,307 | 12,844 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,804,435 | 14,893 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,437,685 | 14,321 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,408,138 | 14,438 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,194,451 | 14,196 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,117,190 | 15,523 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,121,323 | 21,655 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $3,532,824 | 36,075 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $3,322,488 | 32,922 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $2,051,820 | 25,065 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,266,369 | 23,581 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $1,994,873 | 20,136 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,613,366 | 18,747 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,317,079 | 15,322 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,132,319 | 13,273 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $975,920 | 12,630 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $923,122 | 12,909 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $490,183 | 8,519 | Shares | Sole | 2021-02-03 | |
| 2020-06-30 | $342,052 | 5,551 | Shares | Sole | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||