Strata Wealth Advisors, LLC

SEC CIK: 0001946237
Latest filing: Aug 5, 2026

SEC filings (opens in a new tab)

PM holding history

Philip Morris International Inc. in every 13F filed by Strata Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PM overview All 13F holders of PM Full Q2 2026 holdings

Shares (Q2 2026): 3,020
Value: $546.3K
% of portfolio: 0.1%
Quarters held: 4; Since Q3 2025

Holdings of PM by Strata Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	3,020	$546.3K	0.1%	+125+4.3%	Added	Holders
Q1 2026	2,895	$478.6K	0.1%	−10−0.3%	Reduced	Holders
Q4 2025	2,905	$465.9K	0.1%	−1,178−28.9%	Reduced	Holders
Q3 2025	4,083	$662.3K	0.2%	+4,083	New	Holders