Kellett Wealth Advisors, LLC
Position in PM — Philip Morris International Inc.
CIK 1910381
CINCINNATI, OH
Position in PM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$244,771
New position
Shares Held
1,353
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#2,474
of 2,919 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Kellett Wealth Advisors, LLC holds $572,719 across 2 Tobacco names. PM ranks #2 (42.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
|
4,558 | $327,948 | |
| 2 | PM |
Philip Morris International Inc.
This page
|
1,353 | $244,771 |
All Filings in PM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $244,771 | 1,353 | Shares | Sole | 2026-07-23 | |
| No filing history on record for this holder in this stock. | ||||||