Sax Wealth Advisors »

MasterCard Incorporated shares owned by Sax Wealth Advisors

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

Historical chart of Sax Wealth Advisors investment in MasterCard Incorporated

Tip: Access up to 7 years of quarterly data

All positions including MasterCard Incorporated held by Sax 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 MasterCard Incorporated by Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $458k 1.0k 441.16

More positions owned by Sax Wealth Advisors

Dimensional Etf Trust Us Equity Etf (DFUS)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Dimensional Etf Trust Intl High Profit (DIHP)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Sax Wealth Advisors

Top funds holding MasterCard Incorporated

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Capital Research and Management Company - Division 3
FMR
T. Rowe Price Associates
Geode Capital Management
Morgan Stanley
Capital Research Global Investors
Wellington Management Company
Bank of New York Mellon
Northern Trust
Nuveen Asset Management
Legal & General Group

View all funds holding MasterCard Incorporated