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Altria shares owned by Kellett Schaffner Wealth Advisors

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

Historical chart of Kellett Schaffner Wealth Advisors investment in Altria

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Altria by Kellett Schaffner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $234k 4.1k 57.65
2025-09-30 $263k 4.0k 66.05
2025-06-30 $222k 3.8k 58.63

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Procter & Gamble Company (PG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)
Microsoft Corporation (MSFT)
Innovator Etfs Trust Us Eqty Ultra Bu (UNOV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)

View all positions for Kellett Schaffner Wealth Advisors

Top funds holding Altria

Vanguard Group
BlackRock
State Street Corporation
Charles Schwab Investment Management
Geode Capital Management
GQG Partners
Ameriprise Financial
Capital World Investors
Northern Trust
Bank of New York Mellon
Capital Research Global Investors
Jpmorgan Chase & Co
Arrowstreet Capital, Limited Partnership
Invesco
Goldman Sachs Group

View all funds holding Altria