Position in WWD
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$505,848
-$30,316 QoQ
Shares Held
1,189
-20.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#486
of 754 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 76%
Shared 0%
None 24%
Common Shares in WWD Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Sound View Wealth Advisors Group, LLC holds $20,721,838 across 13 Aerospace & Defense names. WWD ranks #9 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
44,189 | $8,383,978 | |
| 2 | GD |
General Dynamics Corp
|
12,579 | $4,455,984 | |
| 3 | LMT |
Lockheed Martin Corp
|
3,230 | $1,645,555 | |
| 4 | GE |
General Electric Co
|
3,989 | $1,490,808 | |
| 5 | NOC |
Northrop Grumman Corp /De/
|
1,759 | $895,876 | |
| 6 | HONA |
Honeywell Aerospace Inc.
|
3,496 | $772,895 | |
| 7 | CW |
Curtiss Wright Corp
|
990 | $750,182 | |
| 8 | BYRN |
Byrna Technologies Inc.
|
98,258 | $659,311 |
All Filings in WWD
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $505,848 | 1,189 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $536,164 | 1,498 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $452,875 | 1,498 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $379,570 | 1,502 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $373,272 | 1,523 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $294,173 | 1,612 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $253,457 | 1,523 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $259,494 | 1,513 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||