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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

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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
2024-03-31 $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 Bd Index Fds Short Trm Bond (BSV)
Vanguard Specialized Funds Div App Etf (VIG)
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)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Ishares Tr Russell 3000 Etf (IWV)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)

View all positions for Levy Wealth Management Group

Top funds holding Visa

Vanguard Group
T. Rowe Price Associates
Bank of America Corporation
Alliancebernstein
Massachusetts Financial Services
Goldman Sachs Group
Royal Bank of Canada
Wellington Management Company
Norges Bank Investment Management
Legal & General Group
Bank of New York Mellon
Jennison Associates
Jpmorgan Chase & Co
Barclays
Charles Schwab Investment Management

View all funds holding Visa