Aventura Private Wealth, LLC

Position in MO — Altria Group, Inc.

CIK 2074418 AVENTURA, FL

Position in MO

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$166,492

+$15,837 QoQ

Shares Held

2,314

+1.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#2,232

of 2,535 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Aventura Private Wealth, LLC holds $1,001,271 across 3 Tobacco names. MO ranks #2 (16.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	4,162	$752,947
2	MO	Altria Group, Inc. This page	2,314	$166,492
3	BTI	British American Tobacco p.l.c.	1,325	$81,832

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$166,492	2,314	+1.4%	Shares	Sole	2026-07-15
2026-03-31	$150,655	2,283	-0.9%	Shares	Sole	2026-05-06
2025-12-31	$132,848	2,304	-4.6%	Shares	Sole	2026-01-07
2025-09-30	$159,600	2,416	-5.8%	Shares	Sole	2026-01-07
2025-06-30	$150,444	2,566	0.0%	Shares	Sole	2026-01-07
2025-03-31	$154,011	2,566	0.0%	Shares	Sole	2026-01-07
2024-12-31	$134,176	2,566	—	Shares	Sole	2026-01-07
No filing history on record for this holder in this stock.