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Visa shares owned by Levy Wealth Management Group

Quarter-by-quarter ownership of Visa (V) shares owned by Levy Wealth Management Group from 13F filings

Historical chart of Levy Wealth Management Group investment in Visa

Tip: Access up to 7 years of quarterly data

All positions including Visa held by Levy Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Visa by Levy Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $246k 939 262.44
2024-03-31 $242k 931 260.29
2023-12-31 $242k 931 260.29
2023-09-30 $214k 930 230.05
2023-06-30 $221k 930 237.39
2023-03-31 $211k 934 225.47

More positions owned by Levy Wealth Management Group

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Ishares Tr Russell 3000 Etf (IWV)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Spdr Ser Tr Portfolio S&p400 (SPMD)

View all positions for Levy Wealth Management Group

Top funds holding Visa

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
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
Charles Schwab Investment Management
UBS Group

View all funds holding Visa