Advyzon Investment Management, LLC

Position in MO — Altria Group, Inc.

CIK 2011872 LISLE, IL

Position in MO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,551,313

+$496,794 QoQ

Shares Held

21,561

+34.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#844

of 2,535 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Advyzon Investment Management, LLC holds $7,141,098 across 3 Tobacco names. MO ranks #2 (21.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	24,164	$4,371,508
2	MO	Altria Group, Inc. This page	21,561	$1,551,313
3	BTI	British American Tobacco p.l.c.	19,726	$1,218,277

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,551,313	21,561	+34.9%	Shares	Other	2026-08-14
2026-03-31	$1,054,519	15,980	+1.7%	Shares	Sole	2026-05-12
2025-12-31	$905,607	15,706	+44.2%	Shares	Other	2026-02-13
2025-09-30	$719,723	10,895	+70.3%	Shares	Sole	2025-11-10
2025-06-30	$374,997	6,396	+20.2%	Shares	Sole	2025-08-08
2025-03-31	$319,245	5,319	—	Shares	Sole	2025-05-09
No filing history on record for this holder in this stock.