Long Run Wealth Advisors »

Visa shares owned by Long Run Wealth Advisors

Quarter-by-quarter ownership of Visa (V) shares owned by Long Run Wealth Advisors from 13F filings

Historical chart of Long Run Wealth Advisors investment in Visa

Tip: Access up to 7 years of quarterly data

All positions including Visa held by Long Run 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 Visa by Long Run Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $424k 1.5k 279.08
2023-12-31 $386k 1.5k 260.35

More positions owned by Long Run Wealth Advisors

Ishares Tr Usd Inv Grde Etf (USIG)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Ishares Tr Core Msci Eafe (IEFA)
Select Sector Spdr Tr Technology (XLK)
Vanguard Whitehall Fds High Div Yld (VYM)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Core Msci Emkt (IEMG)
Select Sector Spdr Tr Communication (XLC)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Select Sector Spdr Tr Financial (XLF)
First Tr Exchange-traded First Tr Enh New (FTSM)
Microsoft Corporation (MSFT)

View all positions for Long Run Wealth Advisors

Top funds holding Visa

Vanguard Group
T. Rowe Price Associates
Bank of America Corporation
Alliancebernstein
Massachusetts Financial Services
Goldman Sachs Group
Royal Bank of Canada
Wellington Management Company
Norges Bank Investment Management
Legal & General Group
Bank of New York Mellon
Jennison Associates
Jpmorgan Chase & Co
Charles Schwab Investment Management
Barclays

View all funds holding Visa