RTX — RAYTHEON TECHNOLOGIES CORP

Ownership history in Burt Wealth Advisors  ·  7 quarters on record

This page tracks every 13F SEC filing in which Burt Wealth Advisors reported a position in RAYTHEON TECHNOLOGIES CORP (RTX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.06% (2024 Q1)
Avg. % of fund
0.05%
First filed
2020 Q2
Last filed
2025 Q2
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q2 UNCHANGED 1,655 — 0% 0.06% $242K $144.33
2025 Q1 REDUCED 1,655 -32 -1.9% 0.05% $219K $130.26
2024 Q3 REDUCED 1,687 -566 -25.1% 0.05% $204K $117.92
2024 Q1 ADDED 2,253 +628 +38.6% 0.06% $220K $93.85
2020 Q4 UNCHANGED 1,625 — 0% 0.04% $116K $63.55
2020 Q3 REDUCED 1,625 -45 -2.7% 0.04% $94K $50.76
2020 Q2 INITIATED 1,670 — — 0.04% $103K $53.96
% of Fund (quarterly)    RTX price (monthly, adj. close)

Other funds also holding RTX

As of 2025 Q4 — sorted by position size

AdviceOne Advisory Services, LLC 67.04% Rings Capital Management LLC 3Y 7Y 15.04% Framtiden Holdings Management Co LLC 14.92% Gladstone Capital Management LLP 3Y 7Y 12.32% PROSPECTOR PARTNERS LLC 3Y 7Y 9.1% CSU Producer Resources, Inc. 3Y 7Y 8.22% KRAEMATON INVESTMENT ADVISORS, INC 3Y 5.77% J. Stern & Co. LLP 5.32% Capital Wealth Planning, LLC 3Y 7Y 5.14% Founders Capital Management 3Y 7Y 5.12%
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