Fulcrum Wealth Advisors »

Visa shares owned by Fulcrum Wealth Advisors

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

Historical chart of Fulcrum Wealth Advisors investment in Visa

Tip: Access up to 7 years of quarterly data

All positions including Visa held by Fulcrum 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 Fulcrum Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $423k 1.2k 350.71

More positions owned by Fulcrum Wealth Advisors

Etfs Gold Tr Physcl Gold Shs (SGOL)
Sprott Asset Management Physical Gold Tr (PHYS)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Cummins (CMI)
International Business Machines (IBM)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Broadcom (AVGO)
Ge Aerospace Com New (GE)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG)
Apple (AAPL)

View all positions for Fulcrum Wealth Advisors

Top funds holding Visa

Vanguard Group
BlackRock
State Street Corporation
FMR
Geode Capital Management
TCI Fund Management
Capital World Investors
Capital Research and Management Company - Division 3
Alliancebernstein
Northern Trust
Goldman Sachs Group
Jpmorgan Chase & Co
UBS Group
Charles Schwab Investment Management
Ameriprise Financial

View all funds holding Visa