Foundations Investment Advisors, LLC

Endowment

Position in MO — Altria Group, Inc.

CIK 1743404 PHOENIX, AZ

Position in MO

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$26,907,355

+$4,166,310 QoQ

Shares Held

407,749

+3.4% QoQ

Ownership

0.024%

of shares outstanding

% of Portfolio

0.96%

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

Foundations Investment Advisors, LLC holds $51,298,537 across 4 Tobacco names. MO ranks #1 (52.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MO	Altria Group, Inc. This page	407,749	$26,907,355
2	PM	Philip Morris International Inc.	128,599	$21,262,557
3	UVV	Universal Corp /Va/	30,621	$1,613,726
4	BTI	British American Tobacco p.l.c.	25,909	$1,514,899

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$26,907,355	407,749	+3.4%	Shares	Other	2026-05-11
2025-12-31	$22,741,045	394,399	+20.1%	Shares	Other	2026-02-10
2025-09-30	$21,695,755	328,425	+4.7%	Shares	Sole	2025-11-03
2025-06-30	$18,382,908	313,541	+28.5%	Shares	Sole	2025-08-08
2025-03-31	$14,645,779	244,015	-5.6%	Shares	Sole	2025-05-07
2024-12-31	$13,522,716	258,610	+15.4%	Shares	Sole	2025-01-22
2024-09-30	$11,441,943	224,176	+117.5%	Shares	Sole	2024-10-21
2024-06-30	$4,695,886	103,093	+7.0%	Shares	Sole	2024-08-02
2024-03-31	$4,203,397	96,364	+1.7%	Shares	Sole	2024-05-13
2023-12-31	$3,822,457	94,756	-1.6%	Shares	Sole	2024-02-08
2023-09-30	$4,049,709	96,307	+9.7%	Shares	Sole	2023-10-05
2023-06-30	$3,975,618	87,762	+453.9%	Shares	Sole	2023-07-19
2023-03-31	$706,959	15,844	+1.3%	Shares	Sole	2023-04-25
2022-12-31	$715,041	15,643	+49.4%	Shares	Sole	2023-01-11
2022-09-30	$422,940	10,474	-9.1%	Shares	Sole	2022-10-19
2022-06-30	$481,148	11,519	+0.9%	Shares	Sole	2022-07-08
2022-03-31	$596,381	11,414	+3.8%	Shares	Sole	2022-04-19
2021-12-31	$520,958	10,993	+8.2%	Shares	Sole	2022-01-21
2021-09-30	$462,301	10,156	+10.4%	Shares	Sole	2021-10-13
2021-06-30	$438,465	9,196	-3.5%	Shares	Sole	2021-07-14
2021-03-31	$487,401	9,527	+3.0%	Shares	Sole	2021-04-09
2020-12-31	$379,332	9,252	+9.2%	Shares	Sole	2021-01-13
2020-09-30	$327,435	8,474	+19.7%	Shares	Sole	2020-10-07
2020-06-30	$277,929	7,081	+0.8%	Shares	Sole	2020-07-08
2020-03-31	$271,656	7,025	—	Shares	Sole	2020-04-06
No filing history on record for this holder in this stock.