Benchmark Financial Wealth Advisors, LLC
Position in MO — Altria Group, Inc.
CIK 1757706
BOCA RATON, FL
Position in MO
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,338,701
+$114,851 QoQ
Shares Held
18,606
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.07%
of 13F equity value
Holder Rank
#921
of 2,535 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Benchmark Financial Wealth Advisors, LLC holds $1,833,128 across 2 Tobacco names. MO ranks #1 (73.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
18,606 | $1,338,701 | |
| 2 | PM |
Philip Morris International Inc.
|
2,733 | $494,427 |
All Filings in MO
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,338,701 | 18,606 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,223,850 | 18,546 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $995,730 | 17,269 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,030,469 | 15,599 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $907,181 | 15,473 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $891,297 | 14,850 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $715,013 | 13,674 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $651,474 | 12,764 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $524,963 | 11,525 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $426,952 | 9,788 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $322,477 | 7,994 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $292,962 | 6,967 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $284,529 | 6,281 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $278,116 | 6,233 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $281,893 | 6,167 | Shares | Sole | 2023-01-23 | |
| No filing history on record for this holder in this stock. | ||||||