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MasterCard Incorporated shares owned by Capital Advisors Wealth Management

Quarter-by-quarter ownership of MasterCard Incorporated (MA) shares owned by Capital Advisors Wealth Management from 13F filings

Historical chart of Capital Advisors Wealth Management investment in MasterCard Incorporated

Tip: Access up to 7 years of quarterly data

All positions including MasterCard Incorporated held by Capital Advisors Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in MasterCard Incorporated by Capital Advisors Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $217k 451 482.00
2021-03-31 $208k 583 356.78

More positions owned by Capital Advisors Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard World Inf Tech Etf (VGT)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Rus 1000 Grw Etf (IWF)
J P Morgan Exchange Traded F Income Etf (JPIE)
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Bd Index Fds Long Term Bond (BLV)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Microsoft Corporation (MSFT)

View all positions for Capital Advisors Wealth 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
Jennison Associates
Legal & General Group
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