Xcel Wealth Management, LLC

Position in RTX — RTX Corp

CIK 1791002 Holly Hill, FL

Position in RTX

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$1,473,443

-$475,039 QoQ

Shares Held

7,766

-23.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#836

of 1,991 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Xcel Wealth Management, LLC holds $20,292,722 across 5 Aerospace & Defense names. RTX ranks #4 (7.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BA	Boeing Co	53,394	$11,558,199
2	SPCX	Space Exploration Technologies Corp	29,302	$5,006,539
3	GE	General Electric Co	4,836	$1,807,358
4	RTX	RTX Corp This page	7,766	$1,473,443
5	TXT	Textron Inc	4,875	$447,183

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,473,443	7,766	-23.1%	Shares	Sole	2026-07-24
2026-03-31	$1,948,482	10,101	+3.2%	Shares	Sole	2026-04-21
2025-12-31	$1,794,569	9,785	0.0%	Shares	Sole	2026-01-26
2025-09-30	$1,637,324	9,785	+4.9%	Shares	Sole	2025-10-29
2025-06-30	$1,361,928	9,327	-2.9%	Shares	Sole	2025-07-15
2025-03-31	$1,272,278	9,605	-58.3%	Shares	Sole	2025-04-28
2024-12-31	$2,665,031	23,030	-2.2%	Shares	Sole	2025-02-05
2024-09-30	$2,852,712	23,545	-9.7%	Shares	Sole	2024-10-21
2024-06-30	$2,618,171	26,080	-5.2%	Shares	Sole	2024-07-23
2024-03-31	$2,684,025	27,520	-0.9%	Shares	Sole	2024-04-22
2023-12-31	$2,336,988	27,775	-1.2%	Shares	Sole	2024-01-29
2023-09-30	$2,023,580	28,117	-5.1%	Shares	Sole	2023-10-17
2023-06-30	$2,900,889	29,613	-6.6%	Shares	Sole	2023-07-26
2023-03-31	$3,106,437	31,721	-0.2%	Shares	Sole	2023-04-26
2022-12-31	$3,208,751	31,795	-24.1%	Shares	Sole	2023-02-15
2022-09-30	$3,427,150	41,866	+1.8%	Shares	Sole	2022-10-20
2022-06-30	$3,954,157	41,142	+0.4%	Shares	Sole	2022-07-26
2022-03-31	$4,060,383	40,985	-11.4%	Shares	Sole	2022-04-29
2021-12-31	$3,983,114	46,283	+1.6%	Shares	Sole	2022-02-03
2021-09-30	$3,914,704	45,541	0.0%	Shares	Sole	2021-10-21
2021-06-30	$3,885,102	45,541	+0.0%	Shares	Sole	2021-07-15
2021-03-31	$3,517,716	45,525	+9.4%	Shares	Sole	2021-04-15
2020-12-31	$2,974,959	41,602	-0.7%	Shares	Sole	2021-01-13
2020-09-30	$2,409,602	41,877	—	Shares	Sole	2020-10-27
No filing history on record for this holder in this stock.