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Pacific Excel Wealth Advisors, Inc.

SEC CIK
0002110884
Latest filing
Jul 6, 2026

PM holding history

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

PM overviewAll 13F holders of PMFull Q2 2026 holdings

Shares (Q2 2026)
5,860
Value
$1.06M
% of portfolio
0.4%
Quarters held
2
Since Q1 2026
Holdings of PM by Pacific Excel Wealth Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,860$1.06M0.4%+4,093+231.6%AddedHolders
Q1 20261,767$292.2K0.3%+1,767NewHolders