Position in MO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$755,475
+$54,068 QoQ
Shares Held
10,500
-1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,230
of 2,535 holders
Holding Since
Sep 2024
8 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, 2026Providence Wealth Advisors, LLC holds $755,475 across 1 Tobacco name. MO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
10,500 | $755,475 |
All Filings in MO
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $755,475 | 10,500 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $701,407 | 10,629 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $612,868 | 10,629 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $783,339 | 11,858 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $744,718 | 12,702 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $509,089 | 8,482 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $443,523 | 8,482 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $432,921 | 8,482 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||