EVOLVE PRIVATE WEALTH, LLC

Position in MO — Altria Group, Inc.

CIK 2111131 LOS ANGELES, CA

Position in MO

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$4,562,133

+$87,550 QoQ

Shares Held

63,407

-6.5% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#502

of 2,535 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Consumer Defensive · as of Jun 30, 2026

EVOLVE PRIVATE WEALTH, LLC holds $7,054,817 across 3 Tobacco names. MO ranks #1 (64.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MO	Altria Group, Inc. This page	63,407	$4,562,133
2	BTI	British American Tobacco p.l.c.	23,588	$1,456,794
3	PM	Philip Morris International Inc.	5,726	$1,035,890

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,562,133	63,407	-6.5%	Shares	Defined	2026-08-12
2026-03-31	$4,474,583	67,807	-0.3%	Shares	Sole	2026-04-16
2025-12-31	$3,922,552	68,029	—	Shares	Defined	2026-02-17
No filing history on record for this holder in this stock.