Position in MO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$235,924
+$35,315 QoQ
Shares Held
3,279
+7.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#2,070
of 2,535 holders
Holding Since
Sep 2025
4 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, 2026Strata Wealth Advisors, LLC holds $782,272 across 2 Tobacco names. MO ranks #2 (30.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
3,020 | $546,348 | |
| 2 | MO |
Altria Group, Inc.
This page
|
3,279 | $235,924 |
All Filings in MO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $235,924 | 3,279 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $200,609 | 3,040 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $223,374 | 3,874 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $407,061 | 6,162 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||