KINGSWOOD WEALTH ADVISORS, LLC

Position in TDG — TransDigm Group INC

CIK 1987855 SAN DIEGO, CA

Position in TDG

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$303,705

+$64,960 QoQ

Shares Held

228

+10.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#816

of 1,142 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $37,167,031 across 17 Aerospace & Defense names. TDG ranks #14 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	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

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$303,705	228	+10.7%	Shares	Sole	2026-07-27
2026-03-31	$238,745	206	-2.8%	Shares	Sole	2026-04-28
2025-12-31	$281,928	212	+1.9%	Shares	Sole	2026-01-28
2025-09-30	$274,148	208	-15.1%	Shares	Sole	2025-10-23
2025-06-30	$372,556	245	+15.0%	Shares	Sole	2025-07-23
2025-03-31	$294,640	213	0.0%	Shares	Sole	2025-07-25
2024-12-31	$269,930	213	-89.2%	Shares	Sole	2025-01-22
2024-09-30	$2,822,863	1,978	-6.4%	Shares	Sole	2024-10-21
2024-06-30	$2,700,867	2,114	-4.9%	Shares	Sole	2024-07-09
2024-03-31	$2,736,615	2,222	-2.9%	Shares	Sole	2024-04-15
2023-12-31	$2,314,540	2,288	-10.8%	Shares	Sole	2024-01-16
2023-09-30	$2,161,785	2,564	—	Shares	Sole	2023-10-24
No filing history on record for this holder in this stock.