Heritage Wealth Advisors

Position in MO — Altria Group, Inc.

CIK 1591122 RICHMOND, VA

Position in MO

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$5,391,053

+$336,809 QoQ

Shares Held

81,695

-6.8% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Mar 31, 2026

Heritage Wealth Advisors holds $17,263,933 across 4 Tobacco names. MO ranks #2 (31.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	65,521	$10,833,242
2	MO	Altria Group, Inc. This page	81,695	$5,391,053
3	UVV	Universal Corp /Va/	18,618	$981,168
4	BTI	British American Tobacco p.l.c.	1,000	$58,470

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,391,053	81,695	-6.8%	Shares	Sole	2026-05-14
2025-12-31	$5,054,244	87,656	-0.3%	Shares	Sole	2026-02-13
2025-09-30	$5,805,352	87,880	-0.6%	Shares	Sole	2025-11-13
2025-06-30	$5,183,185	88,405	-1.1%	Shares	Sole	2025-08-11
2025-03-31	$5,366,148	89,406	-0.2%	Shares	Sole	2025-05-08
2024-12-31	$4,682,883	89,556	-1.5%	Shares	Sole	2025-02-12
2024-09-30	$4,640,148	90,912	+0.2%	Shares	Sole	2024-11-12
2024-06-30	$4,131,567	90,704	-1.9%	Shares	Sole	2024-12-12
2024-03-31	$4,032,494	92,446	+0.1%	Shares	Sole	2024-12-12
2023-12-31	$3,723,745	92,309	+2.9%	Shares	Sole	2024-12-12
2023-09-30	$3,771,086	89,681	+3.0%	Shares	Sole	2024-12-12
2023-06-30	$3,945,992	87,108	+35.3%	Shares	Sole	2024-12-12
2023-03-31	$2,872,635	64,380	-2.5%	Shares	Sole	2023-05-04
2022-12-31	$3,019,511	66,058	0.0%	Shares	Sole	2024-12-12
2022-09-30	$2,667,422	66,058	+1.8%	Shares	Sole	2024-12-12
2022-06-30	$2,709,411	64,865	0.0%	Shares	Sole	2022-08-04
2022-03-31	$3,389,196	64,865	-3.4%	Shares	Sole	2022-05-11
2021-12-31	$3,183,660	67,180	-28.1%	Shares	Sole	2022-03-28
2021-09-30	$4,255,209	93,480	-0.2%	Shares	Sole	2021-11-02
2021-06-30	$4,464,612	93,637	-6.9%	Shares	Sole	2021-08-09
2021-03-31	$5,144,854	100,564	-9.4%	Shares	Sole	2021-04-27
2020-12-31	$4,548,950	110,950	+13.9%	Shares	Sole	2021-02-01
2020-09-30	$3,764,695	97,430	-0.6%	Shares	Sole	2020-11-03
2020-06-30	$3,849,051	98,065	-1.0%	Shares	Sole	2020-07-17
2020-03-31	$3,830,456	99,055	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.