Valeo Financial Advisors, LLC

Position in MO — Altria Group, Inc.

CIK 1722641 CARMEL, IN

Position in MO

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$1,982,942

-$76,011 QoQ

Shares Held

27,560

-11.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#767

of 2,535 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Valeo Financial Advisors, LLC holds $8,535,404 across 3 Tobacco names. MO ranks #2 (23.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	32,723	$5,919,917
2	MO	Altria Group, Inc. This page	27,560	$1,982,942
3	BTI	British American Tobacco p.l.c.	10,242	$632,545

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,982,942	27,560	-11.7%	Shares	Sole	2026-07-08
2026-03-31	$2,058,953	31,201	-24.1%	Shares	Sole	2026-05-08
2025-12-31	$2,369,076	41,087	-1.6%	Shares	Sole	2026-02-04
2025-09-30	$2,757,938	41,749	-5.1%	Shares	Sole	2025-11-03
2025-06-30	$2,579,426	43,995	+5.3%	Shares	Sole	2025-09-12
2025-03-31	$2,507,875	41,784	-1.3%	Shares	Sole	2025-04-30
2024-12-31	$2,212,703	42,316	-2.6%	Shares	Sole	2025-01-30
2024-09-30	$2,217,330	43,443	-0.9%	Shares	Sole	2024-10-10
2024-06-30	$1,997,549	43,854	-4.0%	Shares	Sole	2024-07-10
2024-03-31	$1,992,954	45,689	+7.3%	Shares	Sole	2024-04-25
2023-12-31	$1,718,241	42,594	-12.4%	Shares	Sole	2024-01-29
2023-09-30	$2,044,555	48,622	+5.1%	Shares	Sole	2023-10-20
2023-06-30	$2,096,302	46,276	-1.7%	Shares	Sole	2023-07-14
2023-03-31	$2,101,111	47,089	+16.5%	Shares	Sole	2023-04-17
2022-12-31	$1,848,146	40,432	-5.8%	Shares	Sole	2023-02-09
2022-09-30	$1,733,836	42,938	+17.6%	Shares	Sole	2022-10-31
2022-06-30	$1,524,897	36,507	-17.7%	Shares	Sole	2022-08-03
2022-03-31	$2,317,548	44,355	+22.6%	Shares	Sole	2022-04-28
2021-12-31	$1,714,380	36,176	+2.4%	Shares	Sole	2022-01-07
2021-09-30	$1,608,039	35,326	+5.3%	Shares	Sole	2021-11-02
2021-06-30	$1,599,997	33,557	+4.6%	Shares	Sole	2021-07-22
2021-03-31	$1,640,598	32,068	+10.1%	Shares	Sole	2021-04-12
2020-12-31	$1,193,797	29,117	+16.7%	Shares	Sole	2021-02-11
2020-09-30	$964,068	24,950	-10.9%	Shares	Sole	2020-10-28
2020-06-30	$1,099,549	28,014	+2.1%	Shares	Sole	2020-07-20
2020-03-31	$1,061,066	27,439	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.