Position in MO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$740,869
+$45,269 QoQ
Shares Held
10,297
-2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,242
of 2,535 holders
Holding Since
Jun 2024
8 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, 2026Unique Wealth Strategies, LLC holds $2,567,336 across 2 Tobacco names. MO ranks #2 (28.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
10,096 | $1,826,467 | |
| 2 | MO |
Altria Group, Inc.
This page
|
10,297 | $740,869 |
All Filings in MO
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $740,869 | 10,297 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $695,600 | 10,541 | Shares | Sole | 2026-07-15 | |
| 2025-12-31 | $654,325 | 11,348 | Shares | Sole | 2026-07-14 | |
| 2025-09-30 | $712,655 | 10,788 | Shares | Sole | 2026-07-14 | |
| 2025-03-31 | $729,963 | 12,162 | Shares | Sole | 2026-07-14 | |
| 2024-12-31 | $617,283 | 11,805 | Shares | Sole | 2026-07-14 | |
| 2024-09-30 | $530,713 | 10,398 | Shares | Sole | 2026-07-14 | |
| 2024-06-30 | $83,629 | 1,836 | Shares | Sole | 2024-07-24 | |
| No filing history on record for this holder in this stock. | ||||||