CREATIVE FINANCIAL DESIGNS INC /ADV

Position in MO — Altria Group, Inc.

CIK 819864 KOKOMO, IN

Position in MO

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$125,480

+$10,526 QoQ

Shares Held

1,744

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#2,270

of 2,530 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

CREATIVE FINANCIAL DESIGNS INC /ADV holds $1,340,824 across 4 Tobacco names. MO ranks #4 (9.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	3,759	$680,040
2	BTI	British American Tobacco p.l.c.	4,335	$267,729
3	TPB	Turning Point Brands, Inc.	3,155	$267,575
4	MO	Altria Group, Inc. This page	1,744	$125,480

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$125,480	1,744	+0.1%	Shares	Sole	2026-07-28
2026-03-31	$114,954	1,742	+14.1%	Shares	Sole	2026-04-13
2025-12-31	$88,046	1,527	-11.2%	Shares	Sole	2026-02-06
2025-09-30	$113,623	1,720	-2.4%	Shares	Sole	2025-11-12
2025-06-30	$103,306	1,762	-4.2%	Shares	Sole	2025-08-04
2025-03-31	$110,436	1,840	-60.0%	Shares	Sole	2025-04-23
2024-12-31	$240,534	4,600	-2.6%	Shares	Sole	2025-02-10
2024-09-30	$241,061	4,723	-10.5%	Shares	Sole	2024-10-28
2024-06-30	$240,367	5,277	+15.0%	Shares	Sole	2024-08-06
2024-03-31	$200,084	4,587	-37.8%	Shares	Sole	2024-05-01
2023-12-31	$297,668	7,379	+4.1%	Shares	Sole	2024-01-10
2023-09-30	$297,966	7,086	+6.4%	Shares	Sole	2023-11-14
2023-06-30	$301,698	6,660	-0.8%	Shares	Sole	2023-07-26
2023-03-31	$299,489	6,712	-29.0%	Shares	Sole	2023-04-25
2022-12-31	$431,913	9,449	-15.4%	Shares	Sole	2023-02-01
2022-09-30	$451,165	11,173	+47.4%	Shares	Sole	2022-11-01
2022-06-30	$316,658	7,581	+50.1%	Shares	Sole	2022-08-01
2022-03-31	$263,914	5,051	+15.2%	Shares	Sole	2022-04-15
2021-12-31	$207,852	4,386	-0.2%	Shares	Sole	2022-01-26
2021-09-30	$200,014	4,394	+51.7%	Shares	Sole	2021-10-08
2021-06-30	$138,081	2,896	-0.9%	Shares	Sole	2021-07-27
2021-03-31	$149,540	2,923	+9.3%	Shares	Sole	2021-04-19
2020-12-31	$109,634	2,674	-58.1%	Shares	Sole	2021-01-08
2020-09-30	$246,484	6,379	+39.2%	Shares	Sole	2020-10-06
2020-06-30	$179,882	4,583	+136.1%	Shares	Sole	2020-07-23
2020-03-31	$75,058	1,941	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.