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MasterCard Incorporated shares owned by Beacon Financial Advisory

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

Historical chart of Beacon Financial Advisory investment in MasterCard Incorporated

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in MasterCard Incorporated by Beacon Financial Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $244k 488 499.20
2025-12-31 $289k 507 570.38
2025-09-30 $343k 603 568.98
2025-06-30 $315k 561 561.89
2025-03-31 $256k 468 547.79
2024-12-31 $219k 415 527.20

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Tcw Etf Trust Flexible Income (FLXR)
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First Tr Exchange-traded SHS (FVD)
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Apple (AAPL)
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NVIDIA Corporation (NVDA)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Vanguard Specialized Funds Div App Etf (VIG)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Spdr Series Trust State Street Spd (SPYM)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)

View all positions for Beacon Financial Advisory

Top funds holding MasterCard Incorporated

Vanguard Group
BlackRock
Mastercard Foundation Asset Management Corp
Vanguard Capital Management
State Street Corporation
FMR
Geode Capital Management
Vanguard Portfolio Management
Morgan Stanley
Capital Research Global Investors
Wellington Management Company
Capital Research and Management Company - Division 3
Northern Trust
Goldman Sachs Group
Nuveen

View all funds holding MasterCard Incorporated