Trace Wealth Advisors »

Altria shares owned by Trace Wealth Advisors

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

Historical chart of Trace Wealth Advisors investment in Altria

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Altria by Trace Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $403k 6.1k 66.06
2025-06-30 $354k 6.0k 58.63

More positions owned by Trace Wealth Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Procter & Gamble Company (PG)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Flexshares Tr Mornstar Usmkt (TILT)
Apple (AAPL)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Qualcomm (QCOM)
Costco Wholesale Corporation (COST)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Internatnal Val (DFIV)
Flexshares Tr Mstar Emkt Fac (TLTE)

View all positions for Trace Wealth Advisors

Top funds holding Altria

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

View all funds holding Altria