Phillips Wealth Planners LLC

Position in MO — Altria Group, Inc.

CIK 1962628 STARKVILLE, MS

Position in MO

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$207,359

New position

Shares Held

2,882

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#2,181

of 2,535 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Phillips Wealth Planners LLC holds $2,158,662 across 3 Tobacco names. MO ranks #3 (9.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	7,364	$1,332,221
2	BTI	British American Tobacco p.l.c.	10,024	$619,082
3	MO	Altria Group, Inc. This page	2,882	$207,359

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$207,359	2,882	—	Shares	Sole	2026-08-07
No filing history on record for this holder in this stock.