Avidian Wealth Enterprises, LLC

Position in PM — Philip Morris International Inc.

CIK 1471474 HOUSTON, TX

Position in PM

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$4,596,380

+$575,973 QoQ

Shares Held

25,407

+4.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

#710

of 2,919 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Consumer Defensive · as of Jun 30, 2026

Avidian Wealth Enterprises, LLC holds $7,133,136 across 3 Tobacco names. PM ranks #1 (64.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc. This page	25,407	$4,596,380
2	MO	Altria Group, Inc.	22,549	$1,622,400
3	BTI	British American Tobacco p.l.c.	14,805	$914,356

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,596,380	25,407	+4.5%	Shares	Sole	2026-07-24
2026-03-31	$4,020,407	24,316	+410.0%	Shares	Sole	2026-05-07
2025-12-31	$764,787	4,768	+12.3%	Shares	Sole	2026-02-02
2025-09-30	$688,539	4,245	+4.1%	Shares	Sole	2025-10-30
2025-06-30	$742,726	4,078	+9.8%	Shares	Sole	2025-07-30
2025-03-31	$589,364	3,713	-22.0%	Shares	Sole	2025-04-25
2024-12-31	$572,625	4,758	-22.5%	Shares	Sole	2025-01-29
2024-09-30	$745,031	6,137	+59.4%	Shares	Sole	2024-10-30
2024-06-30	$390,120	3,850	-28.8%	Shares	Sole	2024-08-06
2023-03-31	$525,636	5,405	+0.6%	Shares	Sole	2023-05-08
2022-12-31	$543,801	5,373	+29.4%	Shares	Sole	2023-02-06
2022-09-30	$344,574	4,151	+3.7%	Shares	Sole	2022-11-03
2022-06-30	$395,256	4,003	+0.3%	Shares	Sole	2022-07-29
2022-03-31	$374,914	3,991	-19.9%	Shares	Sole	2022-05-10
2021-12-31	$473,195	4,981	+13.1%	Shares	Sole	2022-02-14
2021-09-30	$417,549	4,405	+41.0%	Shares	Sole	2021-11-10
2021-06-30	$309,619	3,124	-0.3%	Shares	Sole	2021-08-09
2021-03-31	$278,111	3,134	-0.6%	Shares	Sole	2021-05-05
2020-12-31	$261,119	3,154	+0.1%	Shares	Sole	2021-02-09
2020-09-30	$236,293	3,151	+2.1%	Shares	Sole	2021-02-03
2020-06-30	$216,135	3,085	-4.2%	Shares	Sole	2020-08-10
2020-03-31	$234,931	3,220	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.