Position in MO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$9,137
-$1,025 QoQ
Shares Held
127
-17.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,478
of 2,535 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $16,916 across 2 Tobacco names. MO ranks #1 (54.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
127 | $9,137 | |
| 2 | PM |
Philip Morris International Inc.
|
43 | $7,779 |
All Filings in MO
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,137 | 127 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $10,162 | 154 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $4,728 | 82 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $2,246 | 34 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $13,015 | 255 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $5,739 | 126 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $5,496 | 126 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $2,138 | 53 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $2,228 | 53 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $6,693 | 150 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $6,856 | 150 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $6,057 | 150 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $6,265 | 150 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $7,837 | 150 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $7,108 | 150 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $6,828 | 150 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $7,152 | 150 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $7,674 | 150 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $6,150 | 150 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $5,796 | 150 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $5,887 | 150 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $5,800 | 150 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||