Position in MO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$843,325
+$59,892 QoQ
Shares Held
11,721
-1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,156
of 2,535 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Serenus Wealth Advisors, LLC holds $1,305,550 across 2 Tobacco names. MO ranks #1 (64.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
11,721 | $843,325 | |
| 2 | PM |
Philip Morris International Inc.
|
2,555 | $462,225 |
All Filings in MO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $843,325 | 11,721 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $783,433 | 11,872 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $684,943 | 11,879 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $784,726 | 11,879 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $696,348 | 11,877 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $712,557 | 11,872 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $612,943 | 11,722 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||