Opal Wealth Advisors, LLC

Position in MO — Altria Group, Inc.

CIK 1844201 JERICHO, NY

Position in MO

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$536,387

+$85,280 QoQ

Shares Held

7,455

+9.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#1,461

of 2,535 holders

Holding Since

Mar 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Opal Wealth Advisors, LLC holds $1,678,290 across 2 Tobacco names. MO ranks #2 (32.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PM	Philip Morris International Inc.	6,312	$1,141,903
2	MO	Altria Group, Inc. This page	7,455	$536,387

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$536,387	7,455	+9.1%	Shares	Sole	2026-07-20
2026-03-31	$451,107	6,836	-1.4%	Shares	Sole	2026-04-14
2025-12-31	$399,641	6,931	-0.8%	Shares	Sole	2026-01-26
2025-09-30	$461,561	6,987	+4.0%	Shares	Sole	2025-10-24
2025-06-30	$393,759	6,716	-11.0%	Shares	Sole	2025-07-14
2025-03-31	$453,030	7,548	+33.4%	Shares	Sole	2025-04-16
2024-12-31	$295,961	5,660	-2.6%	Shares	Sole	2025-01-29
2024-09-30	$296,593	5,811	+1.9%	Shares	Sole	2024-10-15
2024-06-30	$259,771	5,703	-7.6%	Shares	Sole	2024-07-12
2024-03-31	$269,222	6,172	-16.4%	Shares	Sole	2024-04-11
2023-12-31	$297,668	7,379	-1.9%	Shares	Sole	2024-01-22
2023-09-30	$316,300	7,522	+4.7%	Shares	Sole	2023-10-18
2023-06-30	$325,525	7,186	+2.1%	Shares	Sole	2023-07-27
2023-03-31	$314,124	7,040	+1.5%	Shares	Sole	2023-04-19
2022-12-31	$316,998	6,935	+1.1%	Shares	Sole	2023-02-03
2022-09-30	$277,087	6,862	-0.2%	Shares	Sole	2022-10-17
2022-06-30	$287,335	6,879	+43.2%	Shares	Sole	2022-08-10
2022-03-31	$251,009	4,804	+11.2%	Shares	Sole	2022-05-09
2021-12-31	$204,724	4,320	+2.9%	Shares	Sole	2022-01-31
2021-03-31	$214,872	4,200	—	Shares	Sole	2021-04-29
No filing history on record for this holder in this stock.