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Altria shares owned by United Financial Planning Group

Quarter-by-quarter ownership of Altria (MO) shares owned by United Financial Planning Group from 13F filings

Historical chart of United Financial Planning Group investment in Altria

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All positions including Altria held by United Financial Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Altria by United Financial Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $8.4k 128 65.99

More positions owned by United Financial Planning Group

Vanguard Value Index Etf (VTV)
Vanguard Ftse Developed Etf (VEA)
Vanguard Growth Index Etf (VUG)
Ishares Core S&p Mid-cap Etf (IJH)
Ishares Core S&p Etf (IJR)
Ishares Core Msci Etf (IEMG)
Vanguard Real Estate Etf (VNQ)
Vanguard Total Int Bond Etf (BNDX)
Vanguard Short-term Bond Etf (BSV)
Vanguard Mid-cap Index Etf (VO)
Abbvie (ABBV)
Vanguard Total Etf (VTI)
Ishares 1-5 Year Etf (IGSB)
Apple (AAPL)
Vanguard Small-cap Index Etf (VB)

View all positions for United Financial Planning Group

Top funds holding Altria

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Charles Schwab Investment Management
Geode Capital Management
Vanguard Portfolio Management
Capital Research Global Investors
Morgan Stanley
GQG Partners
Ameriprise Financial
Capital World Investors
Northern Trust
Bank of America Corporation
Goldman Sachs Group

View all funds holding Altria