Position in MO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$577,326
+$103,584 QoQ
Shares Held
8,024
+11.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#1,403
of 2,535 holders
Holding Since
Dec 2024
6 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, 2026Bridgewealth Advisory Group, LLC holds $577,326 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
|
8,024 | $577,326 |
All Filings in MO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $577,326 | 8,024 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $473,742 | 7,179 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $409,674 | 7,105 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $437,911 | 6,629 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $404,019 | 6,891 | Shares | Sole | 2025-08-04 | |
| 2024-12-31 | $341,767 | 6,536 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||