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Visa shares owned by Serenus Wealth Advisors

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

Historical chart of Serenus Wealth Advisors investment in Visa

Tip: Access up to 7 years of quarterly data

All positions including Visa held by Serenus Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Visa by Serenus Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $208k 594 350.71

More positions owned by Serenus Wealth Advisors

Wisdomtree Floating Rate Treasury Fund Etf (USFR)
Spdr S&p 500 Etf Trust Etf (SPY)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Core S&p 500 Etf Etf (IVV)
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Spdr S&p Midcap 400 Etf Trust Etf (MDY)
Vanguard S&p 500 Etf Etf (VOO)
State Street Technology Select Sector Spdr Etf Etf (XLK)
Vanguard Total Stock Market Etf Etf (VTI)
Ishares Core S&p Small Cap Etf Etf (IJR)
Ishares Russell 1000 Growth Etf Etf (IWF)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Apple Stock (AAPL)
Invesco S&p 500 Quality Etf Etf (SPHQ)

View all positions for Serenus 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
Charles Schwab Investment Management
UBS Group
Ameriprise Financial

View all funds holding Visa