Soltis Investment Advisors LLC

Position in MO — Altria Group, Inc.

CIK 1802530 ST. GEORGE, UT

Position in MO

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$1,164,222

+$152,992 QoQ

Shares Held

16,181

+5.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#976

of 2,535 holders

Holding Since

Dec 2020

20 quarters on record

Voting authority Sole 25% Shared 0% None 75%

Consumer Defensive · as of Jun 30, 2026

Soltis Investment Advisors LLC holds $3,488,734 across 2 Tobacco names. MO ranks #2 (33.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PM	Philip Morris International Inc.	12,849	$2,324,512
2	MO	Altria Group, Inc. This page	16,181	$1,164,222

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,164,222	16,181	+5.6%	Shares	Sole	2026-07-31
2026-03-31	$1,011,230	15,324	-9.1%	Shares	Sole	2026-04-27
2025-12-31	$971,513	16,849	+14.8%	Shares	Sole	2026-04-02
2025-09-30	$969,562	14,677	+2.0%	Shares	Sole	2025-11-12
2025-06-30	$843,627	14,389	+141.8%	Shares	Sole	2025-08-06
2025-03-31	$357,179	5,951	+3.3%	Shares	Sole	2025-05-13
2024-12-31	$301,242	5,761	+24.3%	Shares	Sole	2025-01-29
2024-09-30	$236,570	4,635	-17.2%	Shares	Sole	2025-01-03
2024-06-30	$255,034	5,599	+21.8%	Shares	Sole	2024-08-12
2024-03-31	$200,564	4,598	-43.6%	Shares	Sole	2024-05-29
2023-12-31	$328,851	8,152	-15.9%	Shares	Sole	2024-01-26
2023-09-30	$407,800	9,698	+17.8%	Shares	Sole	2023-11-08
2023-06-30	$373,000	8,234	+3.3%	Shares	Sole	2023-08-09
2023-03-31	$355,799	7,974	+0.5%	Shares	Sole	2023-05-03
2022-12-31	$362,663	7,934	+99.1%	Shares	Sole	2023-02-09
2022-03-31	$208,164	3,984	-89.9%	Shares	Sole	2022-05-06
2021-09-30	$1,798,449	39,509	+4.3%	Shares	Sole	2021-11-09
2021-06-30	$1,805,403	37,865	+18.3%	Shares	Sole	2021-08-04
2021-03-31	$1,637,426	32,006	+19.6%	Shares	Sole	2021-05-11
2020-12-31	$1,097,119	26,759	—	Shares	Sole	2021-02-10
No filing history on record for this holder in this stock.