GUARDIAN WEALTH ADVISORS, LLC / NC

Position in PM — Philip Morris International Inc.

CIK 1901403 RALEIGH, NC

Position in PM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$764,706

+$83,175 QoQ

Shares Held

4,227

+2.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,593

of 2,919 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 4% Shared 0% None 96%

Consumer Defensive · as of Jun 30, 2026

GUARDIAN WEALTH ADVISORS, LLC / NC holds $1,060,852 across 2 Tobacco names. PM ranks #1 (72.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PM	Philip Morris International Inc. This page	4,227	$764,706
2	MO	Altria Group, Inc.	4,116	$296,146

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$764,706	4,227	+2.5%	Shares	Sole	2026-08-14
2026-03-31	$681,531	4,122	+0.6%	Shares	Sole	2026-05-15
2025-12-31	$657,479	4,099	+3.3%	Shares	Sole	2026-02-17
2025-09-30	$643,609	3,968	-12.7%	Shares	Sole	2025-11-14
2025-06-30	$828,145	4,547	-1.3%	Shares	Sole	2025-08-14
2025-03-31	$731,427	4,608	+9.0%	Shares	Sole	2025-05-15
2024-12-31	$508,960	4,229	+40.0%	Shares	Sole	2025-02-14
2024-09-30	$366,628	3,020	-0.7%	Shares	Sole	2024-11-14
2024-06-30	$308,043	3,040	-37.1%	Shares	Sole	2024-08-14
2024-03-31	$442,616	4,831	+27.2%	Shares	Sole	2024-05-15
2023-12-31	$357,315	3,798	-28.1%	Shares	Sole	2024-02-14
2023-09-30	$489,100	5,283	-0.2%	Shares	Sole	2023-11-14
2023-06-30	$516,897	5,295	+6.2%	Shares	Sole	2023-08-14
2023-03-31	$484,694	4,984	-2.4%	Shares	Sole	2023-05-15
2022-12-31	$517,081	5,109	0.0%	Shares	Sole	2023-02-14
2022-09-30	$424,098	5,109	+35.9%	Shares	Sole	2022-11-14
2022-06-30	$371,262	3,760	+46.3%	Shares	Sole	2022-08-15
2022-03-31	$241,425	2,570	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.