Position in MO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,531,887
+$125,443 QoQ
Shares Held
21,291
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#849
of 2,535 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Resurgent Financial Advisors LLC holds $1,835,273 across 2 Tobacco names. MO ranks #1 (83.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
21,291 | $1,531,887 | |
| 2 | PM |
Philip Morris International Inc.
|
1,677 | $303,386 |
All Filings in MO
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,531,887 | 21,291 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,406,444 | 21,313 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,168,998 | 20,274 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $917,044 | 13,882 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $813,843 | 13,881 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $832,597 | 13,872 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $731,641 | 13,992 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $713,437 | 13,978 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $644,395 | 14,147 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $617,790 | 14,163 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $567,099 | 14,058 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $585,167 | 13,916 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $622,784 | 13,748 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $624,367 | 13,993 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $686,427 | 15,017 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $596,856 | 14,781 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $584,153 | 13,985 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $745,032 | 14,259 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $641,044 | 13,527 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||