Position in MO
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$6,599
+$833 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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 Mar 31, 2026North Ridge Wealth Advisors, Inc. holds $23,133 across 2 Tobacco names. MO ranks #2 (28.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
100 | $16,534 | |
| 2 | MO |
Altria Group, Inc.
This page
|
100 | $6,599 |
All Filings in MO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,599 | 100 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,766 | 100 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,606 | 100 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,863 | 100 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $6,002 | 100 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||