Provenance Wealth Advisors, LLC
Position in PM — Philip Morris International Inc.
CIK 2081584
FORT LAUDERDALE, FL
Position in PM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$57,710
+$37,208 QoQ
Shares Held
319
+157.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,764
of 2,919 holders
Holding Since
Sep 2023
12 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, 2026Provenance Wealth Advisors, LLC holds $81,381 across 2 Tobacco names. PM ranks #1 (70.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
319 | $57,710 | |
| 2 | MO |
Altria Group, Inc.
|
329 | $23,671 |
All Filings in PM
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $57,710 | 319 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $20,502 | 124 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $49,242 | 307 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $49,795 | 307 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $55,913 | 307 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $270,952 | 1,707 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $710,907 | 5,907 | Shares | Sole | 2025-08-15 | |
| 2024-09-30 | $40,911 | 337 | Shares | Sole | 2025-08-15 | |
| 2024-06-30 | $34,148 | 337 | Shares | Sole | 2025-08-15 | |
| 2024-03-31 | $30,875 | 337 | Shares | Sole | 2025-08-15 | |
| 2023-12-31 | $31,704 | 337 | Shares | Sole | 2025-08-15 | |
| 2023-09-30 | $14,257 | 154 | Shares | Sole | 2025-08-15 | |
| No filing history on record for this holder in this stock. | ||||||