Serenus Wealth Advisors, LLC
Position in PM — Philip Morris International Inc.
CIK 2053695
SANTA MONICA, CA
Position in PM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$462,225
+$39,782 QoQ
Shares Held
2,555
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,981
of 2,919 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PM Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Serenus Wealth Advisors, LLC holds $1,305,550 across 2 Tobacco names. PM ranks #2 (35.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
|
11,721 | $843,325 | |
| 2 | PM |
Philip Morris International Inc.
This page
|
2,555 | $462,225 |
All Filings in PM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $462,225 | 2,555 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $422,443 | 2,555 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $409,822 | 2,555 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $414,421 | 2,555 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $465,342 | 2,555 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $405,555 | 2,555 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $289,441 | 2,405 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||