Aventura Private Wealth, LLC

Position in PM — Philip Morris International Inc.

CIK 2074418 AVENTURA, FL

Position in PM

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$752,947

-$150,636 QoQ

Shares Held

4,162

-23.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#1,610

of 2,919 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Aventura Private Wealth, LLC holds $1,001,271 across 3 Tobacco names. PM ranks #1 (75.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc. This page	4,162	$752,947
2	MO	Altria Group, Inc.	2,314	$166,492
3	BTI	British American Tobacco p.l.c.	1,325	$81,832

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$752,947	4,162	-23.8%	Shares	Sole	2026-07-15
2026-03-31	$903,583	5,465	0.0%	Shares	Sole	2026-05-06
2025-12-31	$876,586	5,465	-0.8%	Shares	Sole	2026-01-07
2025-09-30	$893,722	5,510	+2.9%	Shares	Sole	2026-01-07
2025-06-30	$974,941	5,353	+0.2%	Shares	Sole	2026-01-07
2025-03-31	$848,253	5,344	+0.5%	Shares	Sole	2026-01-07
2024-12-31	$640,262	5,320	—	Shares	Sole	2026-01-07
No filing history on record for this holder in this stock.