Strata Wealth Advisors, LLC
Position in PM — Philip Morris International Inc.
CIK 1946237
DALLAS, TX
Position in PM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$546,348
+$67,689 QoQ
Shares Held
3,020
+4.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#1,841
of 2,919 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PM Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Strata Wealth Advisors, LLC holds $782,272 across 2 Tobacco names. PM ranks #1 (69.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
3,020 | $546,348 | |
| 2 | MO |
Altria Group, Inc.
|
3,279 | $235,924 |
All Filings in PM
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $546,348 | 3,020 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $478,659 | 2,895 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $465,962 | 2,905 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $662,262 | 4,083 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||