Heartwood Wealth Advisors LLC

Position in RTX — RTX Corp

CIK 1794935 RICHMOND, VA

Position in RTX

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$558,565

-$9,332 QoQ

Shares Held

2,944

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.56%

of 13F equity value

Holder Rank

#2,271

of 3,394 holders

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 6% Shared 0% None 94%

Industrials · as of Jun 30, 2026

Heartwood Wealth Advisors LLC holds $2,620,500 across 5 Aerospace & Defense names. RTX ranks #3 (21.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HWM	Howmet Aerospace Inc.	3,113	$836,961
2	CW	Curtiss Wright Corp	850	$644,096
3	RTX	RTX Corp This page	2,944	$558,565
4	GD	General Dynamics Corp	896	$317,399
5	GE	General Electric Co	705	$263,479

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$558,565	2,944	0.0%	Shares	Sole	2026-07-17
2026-03-31	$567,897	2,944	+6.0%	Shares	Sole	2026-04-07
2025-12-31	$509,301	2,777	0.0%	Shares	Sole	2026-01-12
2025-09-30	$464,675	2,777	0.0%	Shares	Sole	2025-10-06
2025-06-30	$405,497	2,777	+5.5%	Shares	Sole	2025-07-08
2025-03-31	$348,767	2,633	0.0%	Shares	Sole	2025-04-21
2024-12-31	$304,690	2,633	0.0%	Shares	Sole	2025-01-10
2024-09-30	$319,014	2,633	-9.3%	Shares	Sole	2024-10-07
2024-06-30	$291,432	2,903	+10.3%	Shares	Sole	2024-07-09
2024-03-31	$256,796	2,633	0.0%	Shares	Sole	2024-04-02
2023-12-31	$221,540	2,633	+17.9%	Shares	Sole	2024-01-17
2023-06-30	$218,744	2,233	—	Shares	Sole	2023-07-19
No filing history on record for this holder in this stock.