Position in MO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,594,843
+$258,414 QoQ
Shares Held
22,166
+9.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#836
of 2,535 holders
Holding Since
Dec 2024
7 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, 2026Ethos Financial Group, LLC holds $1,922,832 across 2 Tobacco names. MO ranks #1 (82.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
22,166 | $1,594,843 | |
| 2 | PM |
Philip Morris International Inc.
|
1,813 | $327,989 |
All Filings in MO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,594,843 | 22,166 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,336,429 | 20,252 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,167,730 | 20,252 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,449,488 | 21,942 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,279,775 | 21,828 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,480,753 | 24,671 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $164,452 | 3,145 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||