KINGSWOOD WEALTH ADVISORS, LLC

Position in MO — Altria Group, Inc.

CIK 1987855 SAN DIEGO, CA

Position in MO

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

Position Value

$2,826,196

+$548,552 QoQ

Shares Held

39,280

+13.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#638

of 2,535 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $6,264,958 across 3 Tobacco names. MO ranks #1 (45.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MO	Altria Group, Inc. This page	39,280	$2,826,196
2	PM	Philip Morris International Inc.	12,826	$2,320,351
3	BTI	British American Tobacco p.l.c.	18,109	$1,118,411

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,826,196	39,280	+13.8%	Shares	Sole	2026-07-27
2026-03-31	$2,277,644	34,515	+35.4%	Shares	Sole	2026-04-28
2025-12-31	$1,470,157	25,497	-14.8%	Shares	Sole	2026-01-28
2025-09-30	$1,976,581	29,921	+18.9%	Shares	Sole	2025-10-23
2025-06-30	$1,475,130	25,160	+32.3%	Shares	Sole	2025-07-23
2025-03-31	$1,141,100	19,012	-15.6%	Shares	Sole	2025-07-25
2024-12-31	$1,178,459	22,537	-17.0%	Shares	Sole	2025-01-22
2024-09-30	$1,386,042	27,156	+48.4%	Shares	Sole	2024-10-21
2024-06-30	$833,337	18,295	+64.6%	Shares	Sole	2024-07-09
2024-03-31	$484,967	11,118	-28.0%	Shares	Sole	2024-04-15
2023-12-31	$622,728	15,437	+125.2%	Shares	Sole	2024-01-16
2023-09-30	$288,210	6,854	—	Shares	Sole	2023-10-24
No filing history on record for this holder in this stock.