Pacific Excel Wealth Advisors, Inc.
Position in MO — Altria Group, Inc.
CIK 2110884
WALNUT CREEK, CA
Position in MO
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$709,930
New position
Shares Held
9,867
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#1,272
of 2,535 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Pacific Excel Wealth Advisors, Inc. holds $1,770,062 across 2 Tobacco names. MO ranks #2 (40.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
5,860 | $1,060,132 | |
| 2 | MO |
Altria Group, Inc.
This page
|
9,867 | $709,930 |
All Filings in MO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $709,930 | 9,867 | Shares | Sole | 2026-07-06 | |
| No filing history on record for this holder in this stock. | ||||||