Position in MO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,432,734
+$1,092,069 QoQ
Shares Held
47,710
+34.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
#580
of 2,535 holders
Holding Since
Sep 2023
10 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, 2026PREVAIL INNOVATIVE WEALTH ADVISORS, LLC holds $3,636,076 across 2 Tobacco names. MO ranks #1 (94.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
47,710 | $3,432,734 | |
| 2 | PM |
Philip Morris International Inc.
|
1,124 | $203,342 |
All Filings in MO
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,432,734 | 47,710 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,340,665 | 35,470 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,590,551 | 27,585 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,587,421 | 24,030 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $830,611 | 14,167 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $746,288 | 12,434 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $215,225 | 4,116 | Shares | Sole | 2025-02-12 | |
| 2024-03-31 | $2,853,184 | 65,410 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,708,629 | 67,145 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,909,733 | 69,197 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||