KINGSWOOD WEALTH ADVISORS, LLC

Position in PM — Philip Morris International Inc.

CIK 1987855 SAN DIEGO, CA

Position in PM

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$2,320,351

+$344,208 QoQ

Shares Held

12,826

+7.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#968

of 2,919 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $6,264,958 across 3 Tobacco names. PM ranks #2 (37.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MO	Altria Group, Inc.	39,280	$2,826,196
2	PM	Philip Morris International Inc. This page	12,826	$2,320,351
3	BTI	British American Tobacco p.l.c.	18,109	$1,118,411

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,320,351	12,826	+7.3%	Shares	Sole	2026-07-27
2026-03-31	$1,976,143	11,952	-2.8%	Shares	Sole	2026-04-28
2025-12-31	$1,971,636	12,292	+14.2%	Shares	Sole	2026-01-28
2025-09-30	$1,745,920	10,764	+18.1%	Shares	Sole	2025-10-23
2025-06-30	$1,659,386	9,111	-29.8%	Shares	Sole	2025-07-23
2025-03-31	$2,061,426	12,987	+94.6%	Shares	Sole	2025-07-25
2024-12-31	$803,215	6,674	-64.8%	Shares	Sole	2025-01-22
2024-09-30	$2,299,801	18,944	+40.1%	Shares	Sole	2024-10-21
2024-06-30	$1,370,082	13,521	+35.8%	Shares	Sole	2024-07-09
2024-03-31	$912,260	9,957	-42.8%	Shares	Sole	2024-04-15
2023-12-31	$1,636,992	17,400	+570.0%	Shares	Sole	2024-01-16
2023-09-30	$240,430	2,597	—	Shares	Sole	2023-10-24
No filing history on record for this holder in this stock.