Empirical Financial Services, LLC d/b/a Empirical Wealth Management »

Altria shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter-by-quarter ownership of Altria (MO) shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management from 13F filings

Historical chart of Empirical Financial Services, LLC d/b/a Empirical Wealth Management investment in Altria

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All positions including Altria held by Empirical Financial Services, LLC d/b/a Empirical Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Altria by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.0M 39k 51.04
2024-06-30 $1.6M 35k 45.55
2024-03-31 $1.8M 40k 43.62
2023-12-31 $1.4M 34k 40.34
2023-09-30 $1.3M 31k 42.06
2023-06-30 $1.4M 31k 45.30
2023-03-31 $1.4M 32k 44.62
2022-12-31 $1.2M 26k 45.72
2022-09-30 $890k 22k 40.38
2022-06-30 $938k 23k 41.77
2022-03-31 $585k 11k 52.25
2021-12-31 $614k 13k 47.38
2021-09-30 $623k 14k 45.51
2021-06-30 $843k 18k 47.68
2021-03-31 $658k 13k 51.19
2020-12-31 $571k 14k 40.99
2020-09-30 $528k 14k 38.61
2020-06-30 $526k 13k 39.24
2020-03-31 $554k 14k 38.68
2019-12-31 $918k 18k 49.90
2019-09-30 $587k 14k 40.87
2019-06-30 $693k 15k 47.36
2019-03-31 $728k 13k 57.40
2018-12-31 $573k 12k 49.36
2018-09-30 $688k 11k 60.34
2018-06-30 $613k 11k 56.83
2018-03-31 $490k 22k 21.97
2017-12-31 $614k 8.6k 71.46
2017-09-30 $234k 3.7k 63.36
2017-06-30 $260k 3.5k 74.43
2014-09-30 $225k 4.9k 45.92

More positions owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Intl Qualty (IQLT)
Apple (AAPL)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)
Microsoft Corporation (MSFT)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
Dimensional Etf Trust Internatnal Val (DFIV)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Short Term Treas (VGSH)

View all positions for Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Top funds holding Altria

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Capital World Investors
Charles Schwab Investment Management
Geode Capital Management
Arrowstreet Capital, Limited Partnership
Morgan Stanley
Goldman Sachs Group
Northern Trust
Bank of New York Mellon
Bank of America Corporation
Capital Research Global Investors
Invesco

View all funds holding Altria