OneDigital Investment Advisors LLC

Position in MO — Altria Group, Inc.

CIK 1690370 OVERLAND PARK, KS

Position in MO

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$3,479,573

+$268,764 QoQ

Shares Held

48,361

-0.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#575

of 2,535 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Consumer Defensive · as of Jun 30, 2026

OneDigital Investment Advisors LLC holds $11,518,994 across 3 Tobacco names. MO ranks #2 (30.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	36,929	$6,680,825
2	MO	Altria Group, Inc. This page	48,361	$3,479,573
3	BTI	British American Tobacco p.l.c.	21,998	$1,358,596

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,479,573	48,361	-0.6%	Shares	Sole	2026-08-07
2026-03-31	$3,210,809	48,656	+0.1%	Shares	Sole	2026-05-08
2025-12-31	$2,801,526	48,587	+3.0%	Shares	Sole	2026-02-13
2025-09-30	$3,117,173	47,187	-1.9%	Shares	Sole	2025-11-10
2025-06-30	$2,819,458	48,089	+9.9%	Shares	Sole	2025-08-07
2025-03-31	$2,627,015	43,769	-18.5%	Shares	Sole	2025-04-29
2024-12-31	$2,808,914	53,718	-3.0%	Shares	Sole	2025-02-13
2024-09-30	$2,826,850	55,385	+7.7%	Shares	Sole	2024-11-06
2024-06-30	$2,341,725	51,410	+25.0%	Shares	Sole	2024-08-02
2024-03-31	$1,794,134	41,131	-4.4%	Shares	Sole	2024-05-10
2023-12-31	$1,735,184	43,014	+17.6%	Shares	Sole	2024-02-13
2023-09-30	$1,537,474	36,563	-1.4%	Shares	Sole	2023-11-14
2023-06-30	$1,679,497	37,075	-0.5%	Shares	Sole	2023-08-07
2023-03-31	$1,663,388	37,279	+1.1%	Shares	Sole	2023-05-10
2022-12-31	$1,685,419	36,872	+12.2%	Shares	Sole	2023-02-02
2022-09-30	$1,326,604	32,853	+25.5%	Shares	Sole	2022-11-08
2022-06-30	$1,093,287	26,174	+18.5%	Shares	Sole	2022-08-08
2022-03-31	$1,154,411	22,094	+6.3%	Shares	Sole	2022-05-05
2021-12-31	$984,764	20,780	+10.7%	Shares	Sole	2022-02-23
2021-09-30	$854,820	18,779	+18.4%	Shares	Sole	2021-11-05
2021-06-30	$756,395	15,864	+14.9%	Shares	Sole	2021-08-09
2021-03-31	$706,161	13,803	-9.5%	Shares	Sole	2021-05-10
2020-12-31	$625,373	15,253	+0.6%	Shares	Sole	2021-02-08
2020-09-30	$586,130	15,169	-11.3%	Shares	Sole	2020-10-09
2020-06-30	$671,214	17,101	+8.1%	Shares	Sole	2020-08-14
2020-03-31	$611,759	15,820	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.