Clearstead Advisors, LLC

Position in MO — Altria Group, Inc.

CIK 842775 CLEVELAND, OH

Position in MO

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$15,500,764

+$411,821 QoQ

Shares Held

215,438

-5.8% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#255

of 2,535 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Clearstead Advisors, LLC holds $23,511,025 across 4 Tobacco names. MO ranks #1 (65.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MO	Altria Group, Inc. This page	215,438	$15,500,764
2	PM	Philip Morris International Inc.	43,913	$7,944,300
3	BTI	British American Tobacco p.l.c.	1,068	$65,959
4	ISPR	Ispire Technology Inc.	2	$2

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,500,764	215,438	-5.8%	Shares	Sole	2026-08-06
2026-03-31	$15,088,943	228,655	+10.3%	Shares	Sole	2026-05-06
2025-12-31	$11,952,860	207,299	-2.9%	Shares	Sole	2026-02-09
2025-09-30	$14,109,755	213,590	+0.6%	Shares	Sole	2025-11-10
2025-06-30	$12,450,197	212,352	+261.3%	Shares	Sole	2025-08-08
2025-03-31	$3,527,315	58,769	+4.8%	Shares	Sole	2025-05-13
2024-12-31	$2,933,678	56,104	-4.1%	Shares	Sole	2025-02-10
2024-09-30	$2,985,891	58,501	-23.2%	Shares	Sole	2024-11-13
2024-06-30	$3,471,183	76,206	+47.6%	Shares	Sole	2024-08-12
2024-03-31	$2,252,318	51,635	-3.2%	Shares	Sole	2024-05-14
2023-12-31	$2,150,767	53,316	-0.3%	Shares	Sole	2024-02-12
2023-09-30	$2,248,791	53,479	+0.6%	Shares	Sole	2023-11-07
2023-06-30	$2,407,604	53,148	+2.5%	Shares	Sole	2023-08-07
2023-03-31	$2,312,966	51,837	+0.2%	Shares	Sole	2023-05-09
2022-12-31	$2,364,075	51,719	-0.6%	Shares	Sole	2023-02-14
2022-09-30	$2,100,931	52,029	+0.2%	Shares	Sole	2022-11-15
2022-06-30	$2,168,155	51,907	-0.9%	Shares	Sole	2022-08-12
2022-03-31	$2,735,496	52,354	+2.3%	Shares	Sole	2022-05-04
2021-12-31	$2,424,661	51,164	-3.5%	Shares	Sole	2022-02-14
2021-09-30	$2,414,653	53,046	+186.0%	Shares	Sole	2021-11-12
2021-06-30	$884,416	18,549	+6.0%	Shares	Sole	2021-08-12
2021-03-31	$895,095	17,496	+0.2%	Shares	Sole	2021-05-14
2020-12-31	$716,229	17,469	-5.7%	Shares	Sole	2021-02-11
2020-09-30	$715,496	18,517	+12.7%	Shares	Sole	2020-11-12
2020-06-30	$644,916	16,431	+0.1%	Shares	Sole	2020-08-11
2020-03-31	$635,000	16,421	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.