Position in MO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$59,286
+$5,571 QoQ
Shares Held
824
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,356
of 2,535 holders
Holding Since
Dec 2020
23 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, 2026SOA Wealth Advisors, LLC. holds $6,657,978 across 2 Tobacco names. MO ranks #2 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
36,475 | $6,598,692 | |
| 2 | MO |
Altria Group, Inc.
This page
|
824 | $59,286 |
All Filings in MO
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,286 | 824 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $53,715 | 814 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $67,231 | 1,166 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $65,795 | 996 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $57,750 | 985 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $40,933 | 682 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $40,524 | 775 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $41,546 | 814 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $36,622 | 804 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $42,529 | 975 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $38,887 | 964 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $40,115 | 954 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $47,338 | 1,045 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $46,270 | 1,037 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $47,035 | 1,029 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $39,168 | 970 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $40,140 | 961 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $65,051 | 1,245 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $58,668 | 1,238 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $95,045 | 2,088 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $99,698 | 2,091 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $114,342 | 2,235 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $81,918 | 1,998 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||