KWAG
RTX icon

Kiely Wealth Advisory Group’s RTX Corp RTX Stock Holding History

Kiely Wealth Advisory Group’s Portfolio RTX Stock Details RTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$35.3K Hold
275
– – 0.02% 130
2024
Q3 		$33.9K Hold
275
– – 0.02% 139
2024
Q2 		$31.6K Buy
275
+75
+38% +$7.75K 0.02% 128
2024
Q1 		$20.4K Hold
200
– – 0.01% 136
2023
Q4 		$18.1K Buy
+200
New +$15.8K 0.01% 139

Other funds holding RTX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Kiely Wealth Advisory Group's RTX Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its RTX Corp (RTX) position steady in Q4 2024 at 275 shares worth $35.3K. The position accounts for 0.02% of the portfolio, ranked #130.

Kiely Wealth Advisory Group first reported a position in RTX in Q4 2023 and has held it in 5 quarters since. 2,826 funds tracked by Wall St. Rank hold RTX as of Q4 2024.

  • Kiely Wealth Advisory Group held 275 shares of RTX Corp worth $35.3K as of Q4 2024.
  • Kiely Wealth Advisory Group left its RTX Corp share count unchanged in Q4 2024.
  • RTX Corp made up 0.02% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #130 holding.
  • Kiely Wealth Advisory Group first reported a position in RTX Corp in Q4 2023 and has held it in 5 quarters since.
  • 2,826 funds tracked by Wall St. Rank held RTX Corp as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.