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MasterCard Incorporated shares owned by Phillips Financial Management

Quarter-by-quarter ownership of MasterCard Incorporated (MA) shares owned by Phillips Financial Management from 13F filings

Historical chart of Phillips Financial Management investment in MasterCard Incorporated

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All positions including MasterCard Incorporated held by Phillips Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in MasterCard Incorporated by Phillips Financial Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $321k 666 481.57
2023-12-31 $278k 651 426.51
2023-09-30 $243k 613 395.91
2023-06-30 $237k 603 393.30
2023-03-31 $206k 567 363.41

More positions owned by Phillips Financial Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr U S Equity Factr (LRGF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)

View all positions for Phillips Financial Management

Top funds holding MasterCard Incorporated

Vanguard Group
Jpmorgan Chase & Co
T. Rowe Price Associates
Wellington Management Company
Norges Bank Investment Management
Bank of New York Mellon
Henderson Group
Legal & General Group
Jennison Associates
Massachusetts Financial Services
Franklin Resources
Bank of America Corporation
Goldman Sachs Group
Royal Bank of Canada
Akre Capital Management

View all funds holding MasterCard Incorporated