Avidian Wealth Enterprises, LLC

Position in MO — Altria Group, Inc.

CIK 1471474 HOUSTON, TX

Position in MO

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$1,622,400

+$197,610 QoQ

Shares Held

22,549

+4.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#830

of 2,535 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 4% Shared 0% None 96%

Consumer Defensive · as of Jun 30, 2026

Avidian Wealth Enterprises, LLC holds $7,133,136 across 3 Tobacco names. MO ranks #2 (22.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	25,407	$4,596,380
2	MO	Altria Group, Inc. This page	22,549	$1,622,400
3	BTI	British American Tobacco p.l.c.	14,805	$914,356

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,622,400	22,549	+4.4%	Shares	Sole	2026-07-24
2026-03-31	$1,424,790	21,591	+15.2%	Shares	Sole	2026-05-07
2025-12-31	$1,080,433	18,738	+3.6%	Shares	Sole	2026-02-02
2025-09-30	$1,195,157	18,092	+9.3%	Shares	Sole	2025-10-30
2025-06-30	$970,385	16,551	+20.0%	Shares	Sole	2025-07-30
2025-03-31	$827,795	13,792	-24.1%	Shares	Sole	2025-04-25
2024-12-31	$949,795	18,164	+7.9%	Shares	Sole	2025-01-29
2024-09-30	$859,564	16,841	+1.6%	Shares	Sole	2024-10-30
2024-06-30	$754,717	16,569	+62.2%	Shares	Sole	2024-08-06
2024-03-31	$445,491	10,213	+3.3%	Shares	Sole	2024-05-03
2023-12-31	$398,639	9,882	+24.7%	Shares	Sole	2024-02-06
2023-09-30	$333,162	7,923	-15.7%	Shares	Sole	2023-10-13
2023-06-30	$425,548	9,394	-20.9%	Shares	Sole	2023-08-03
2023-03-31	$530,085	11,880	+1.2%	Shares	Sole	2023-05-08
2022-12-31	$536,452	11,736	+3.3%	Shares	Sole	2023-02-06
2022-09-30	$458,716	11,360	+3.2%	Shares	Sole	2022-11-03
2022-06-30	$459,804	11,008	+3.5%	Shares	Sole	2022-07-29
2022-03-31	$555,469	10,631	-28.3%	Shares	Sole	2022-05-10
2021-12-31	$703,078	14,836	+0.4%	Shares	Sole	2022-02-14
2021-09-30	$672,375	14,771	+12.0%	Shares	Sole	2021-11-10
2021-06-30	$628,708	13,186	+11.7%	Shares	Sole	2021-08-09
2021-03-31	$603,841	11,803	-17.8%	Shares	Sole	2021-05-05
2020-12-31	$588,719	14,359	+7.4%	Shares	Sole	2021-02-09
2020-09-30	$516,578	13,369	+18.1%	Shares	Sole	2021-02-03
2020-06-30	$444,388	11,322	+33.3%	Shares	Sole	2020-08-10
2020-03-31	$328,424	8,493	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.