WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in MO — Altria Group, Inc.
CIK 1632972
PLYMOUTH, MN
Position in MO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$55,265,010
+$9,966,241 QoQ
Shares Held
768,103
+11.9% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#124
of 2,535 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Derivatives in MO
reported options exposure · as of Jun 30, 2026CallValue
$1,784,360
CallShares
24,800
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $144,637,975 across 4 Tobacco names. MO ranks #2 (38.2% of the industry book) .
All Filings in MO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,265,010 | 768,103 | Shares | Sole | 2026-07-15 | |
| 2026-06-30 | $1,784,360 | 24,800 | Call | Sole | 2026-07-15 | |
| 2026-03-31 | $45,298,769 | 686,449 | Shares | Sole | 2026-04-08 | |
| 2026-03-31 | $1,636,552 | 24,800 | Call | Sole | 2026-04-08 | |
| 2025-12-31 | $52,371,770 | 908,286 | Shares | Sole | 2026-01-08 | |
| 2025-12-31 | $952,197 | 16,514 | Call | Sole | 2026-01-08 | |
| 2025-09-30 | $12 | 24,529 | Call | Sole | 2025-10-29 | |
| 2025-09-30 | $56,827,520 | 860,241 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $45,712,169 | 779,672 | Shares | Sole | 2025-07-10 | |
| 2025-06-30 | $12 | 24,800 | Call | Sole | 2025-07-10 | |
| 2025-03-31 | $39,446,884 | 657,229 | Shares | Sole | 2025-04-16 | |
| 2025-03-31 | $12 | 24,800 | Call | Sole | 2025-04-16 | |
| 2024-12-31 | $12 | 24,800 | Call | Sole | 2025-03-17 | |
| 2024-12-31 | $25,211,257 | 482,143 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $18,096,078 | 354,547 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $16,344,159 | 358,818 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $16,939,696 | 388,347 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $15,204,831 | 376,917 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $13,532,741 | 321,825 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,500,469 | 55,198 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $2,191,868 | 49,123 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,717,233 | 37,568 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $4,393,101 | 108,794 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $5,007,930 | 119,893 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,610,449 | 30,822 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,406,914 | 29,688 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||