New England Capital Financial Advisors LLC

Position in MO — Altria Group, Inc.

CIK 1964652 MERIDEN, CT

Position in MO

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$74,684

+$7,111 QoQ

Shares Held

1,038

+1.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#2,332

of 2,535 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

New England Capital Financial Advisors LLC holds $223,211 across 2 Tobacco names. MO ranks #2 (33.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PM	Philip Morris International Inc.	821	$148,527
2	MO	Altria Group, Inc. This page	1,038	$74,684

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$74,684	1,038	+1.4%	Shares	Sole	2026-07-27
2026-03-31	$67,573	1,024	+1.7%	Shares	Sole	2026-04-27
2025-12-31	$58,063	1,007	+1.5%	Shares	Sole	2026-02-02
2025-09-30	$65,531	992	+1.5%	Shares	Sole	2025-10-22
2025-06-30	$57,281	977	-43.8%	Shares	Sole	2025-08-08
2025-03-31	$104,374	1,739	+1.9%	Shares	Sole	2025-05-05
2024-12-31	$89,259	1,707	+1.9%	Shares	Sole	2025-02-04
2024-09-30	$85,492	1,675	+2.0%	Shares	Sole	2024-10-30
2024-06-30	$74,793	1,642	+2.1%	Shares	Sole	2024-07-29
2024-03-31	$70,140	1,608	+2.2%	Shares	Sole	2024-05-02
2023-12-31	$63,495	1,574	+2.2%	Shares	Sole	2024-02-01
2023-09-30	$64,757	1,540	+1.9%	Shares	Sole	2023-11-06
2023-06-30	$68,493	1,512	+1.9%	Shares	Sole	2023-08-02
2023-03-31	$66,216	1,484	0.0%	Shares	Sole	2023-05-04
2022-12-31	$67,833	1,484	—	Shares	Sole	2023-02-06
No filing history on record for this holder in this stock.