San Luis Wealth Advisors LLC

Position in MO — Altria Group, Inc.

CIK 1844709 SAN LUIS OBISPO, CA

Position in MO

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$1,813,571

+$93,212 QoQ

Shares Held

25,206

-3.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.62%

of 13F equity value

Holder Rank

#791

of 2,535 holders

Holding Since

Dec 2020

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

San Luis Wealth Advisors LLC holds $4,182,652 across 3 Tobacco names. MO ranks #1 (43.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MO	Altria Group, Inc. This page	25,206	$1,813,571
2	PM	Philip Morris International Inc.	6,805	$1,231,092
3	BTI	British American Tobacco p.l.c.	18,426	$1,137,989

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,813,571	25,206	-3.3%	Shares	Sole	2026-07-16
2026-03-31	$1,720,359	26,070	+60.7%	Shares	Sole	2026-04-29
2025-12-31	$935,475	16,224	+25.7%	Shares	Sole	2026-01-26
2025-09-30	$852,966	12,912	+13.0%	Shares	Sole	2025-11-18
2025-06-30	$670,082	11,429	-10.1%	Shares	Sole	2025-07-17
2025-03-31	$763,154	12,715	-22.6%	Shares	Sole	2025-04-18
2024-12-31	$859,490	16,437	+18.7%	Shares	Sole	2025-01-14
2024-09-30	$706,852	13,849	+36.8%	Shares	Sole	2024-10-09
2024-06-30	$461,239	10,126	+0.0%	Shares	Sole	2024-07-12
2024-03-31	$441,521	10,122	+19.7%	Shares	Sole	2024-04-11
2023-12-31	$341,074	8,455	0.0%	Shares	Sole	2024-01-17
2023-09-30	$355,532	8,455	0.0%	Shares	Sole	2023-10-31
2023-06-30	$383,011	8,455	+28.3%	Shares	Sole	2023-08-02
2023-03-31	$293,956	6,588	-4.7%	Shares	Sole	2023-05-10
2022-12-31	$316,038	6,914	-60.2%	Shares	Sole	2023-02-02
2022-09-30	$701,440	17,371	+381.9%	Shares	Sole	2022-10-26
2022-03-31	$188,361	3,605	-69.7%	Shares	Sole	2022-05-10
2020-12-31	$488,064	11,904	—	Shares	Sole	2021-02-05
No filing history on record for this holder in this stock.