Position in RTX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$6,536,577
+$5,755 QoQ
Shares Held
34,452
+1.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#805
of 3,392 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RTX Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $37,167,031 across 17 Aerospace & Defense names. RTX ranks #1 (17.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
This page
|
34,452 | $6,536,577 | |
| 2 | BA |
Boeing Co
|
25,316 | $5,480,154 | |
| 3 | LMT |
Lockheed Martin Corp
|
9,074 | $4,622,840 | |
| 4 | GD |
General Dynamics Corp
|
12,370 | $4,381,948 | |
| 5 | GE |
General Electric Co
|
11,539 | $4,312,470 | |
| 6 | SPCX |
Space Exploration Technologies Corp
|
21,029 | $3,593,014 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
7,318 | $2,126,537 | |
| 8 | HONA |
Honeywell Aerospace Inc.
|
7,948 | $1,754,918 |
All Filings in RTX
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,536,577 | 34,452 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $6,530,822 | 33,856 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $6,193,234 | 33,769 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $5,567,403 | 33,272 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $4,746,234 | 32,504 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $4,572,254 | 34,518 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $4,471,305 | 38,639 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $6,090,713 | 50,270 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $4,971,915 | 49,526 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $3,615,144 | 37,067 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $3,618,777 | 43,009 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $2,152,982 | 29,915 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $3,005,902 | 30,685 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||