Position in RTX
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$4,386,178
-$464,099 QoQ
Shares Held
23,118
-8.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#974
of 3,392 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RTX Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Wealthcare Advisory Partners LLC holds $24,879,312 across 16 Aerospace & Defense names. RTX ranks #3 (17.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
|
11,043 | $5,625,966 | |
| 2 | GE |
General Electric Co
|
12,472 | $4,661,160 | |
| 3 | RTX |
RTX Corp
This page
|
23,118 | $4,386,178 | |
| 4 | BA |
Boeing Co
|
13,479 | $2,917,799 | |
| 5 | GD |
General Dynamics Corp
|
6,585 | $2,332,670 | |
| 6 | RKLB |
Rocket Lab Corp
|
11,666 | $1,185,848 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
1,681 | $856,150 | |
| 8 | AXON |
Axon Enterprise, Inc.
|
1,330 | $745,611 |
All Filings in RTX
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,386,178 | 23,118 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $4,850,277 | 25,144 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $4,302,013 | 23,457 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,432,810 | 14,539 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,986,018 | 13,601 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,784,766 | 13,474 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,499,268 | 12,956 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,635,175 | 13,496 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,429,754 | 14,242 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,267,597 | 12,997 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $976,781 | 11,609 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,144,394 | 15,901 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $1,095,192 | 11,180 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,151,167 | 11,755 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,198,525 | 11,876 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $847,169 | 10,349 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $992,431 | 10,326 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $987,232 | 9,965 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $756,639 | 8,792 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $669,112 | 7,784 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $565,690 | 6,631 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $488,114 | 6,317 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $396,808 | 5,549 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $280,162 | 4,869 | Shares | Sole | 2020-10-29 | |
| No filing history on record for this holder in this stock. | ||||||