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Altria shares owned by Benchmark Financial Wealth Advisors

Quarter-by-quarter ownership of Altria (MO) shares owned by Benchmark Financial Wealth Advisors from 13F filings

Historical chart of Benchmark Financial Wealth Advisors investment in Altria

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All positions including Altria held by Benchmark Financial Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Altria by Benchmark Financial Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $652k 13k 51.04
2024-06-30 $525k 12k 45.55
2024-03-31 $427k 9.8k 43.62
2023-12-31 $323k 8.0k 40.34
2023-09-30 $293k 7.0k 42.05
2023-06-30 $285k 6.3k 45.30
2023-03-31 $278k 6.2k 44.62
2022-12-31 $282k 6.2k 45.71

More positions owned by Benchmark Financial Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Russell 2000 Etf (IWM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Microsoft Corporation (MSFT)

View all positions for Benchmark Financial Wealth Advisors

Top funds holding Altria

BlackRock
Capital World Investors
Charles Schwab Investment Management
Geode Capital Management
Arrowstreet Capital, Limited Partnership
Northern Trust
Bank of New York Mellon
Bank of America Corporation
Capital Research Global Investors
Invesco
Pacer Advisors
Jpmorgan Chase & Co
Van Eck Associates Corp.
Barclays
Royal Bank of Canada

View all funds holding Altria