4wealth Advisors »

Curtiss-Wright shares owned by 4wealth Advisors

Quarter-by-quarter ownership of Curtiss-Wright (CW) shares owned by 4wealth Advisors from 13F filings

Historical chart of 4wealth Advisors investment in Curtiss-Wright

Tip: Access up to 7 years of quarterly data

All positions including Curtiss-Wright held by 4wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Curtiss-Wright by 4wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $719k 1.3k 551.28
2025-09-30 $709k 1.3k 542.94
2025-06-30 $638k 1.3k 488.55
2025-03-31 $432k 1.4k 317.27

More positions owned by 4wealth Advisors

J P Morgan Exchange Traded F Equity Premium (JEPI)
Northern Lts Fd Tr Iv Monarch Procap I (MPRO)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Apple (AAPL)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Us Treas Bd Etf (GOVT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Johnson & Johnson (JNJ)
Ishares Tr 0-3 Mnth Treasry (SGOV)

View all positions for 4wealth Advisors

Top funds holding Curtiss-Wright

BlackRock
Vanguard Group
State Street Corporation
Invesco
Geode Capital Management
TD Asset Management
Massachusetts Financial Services
Van Eck Associates Corp.
PRIMECAP Management Company
Norges Bank Investment Management
Franklin Resources
AQR Capital Management
American Century Companies
CI Private Wealth
Bank of New York Mellon

View all funds holding Curtiss-Wright