Position in TDG
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$246,427
+$225,262 QoQ
Shares Held
185
+413.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#869
of 1,142 holders
Holding Since
Mar 2020
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TDG 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. TDG ranks #13 (1.0% 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
|
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 TDG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $246,427 | 185 | Shares | Sole | 2026-07-09 | |
| 2021-03-31 | $21,165 | 36 | Shares | Sole | 2021-04-30 | |
| 2020-03-31 | $8,004 | 25 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||