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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
2026-06-30 $204k 593 343.09
2025-12-31 $208k 594 350.71

More positions owned by Serenus Wealth Advisors

Wisdomtree Floating Rate Treasury Fund Etf (USFR)
State Street Spdr S&p 500 Etf 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)
State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY)
Vanguard Morningstar Total Stock Market Etf Etf (VTI)
Vanguard S&p 500 Etf Etf (VOO)
Invesco S&p 500 Quality Etf Etf (SPHQ)
State Street Technology Select Sector Spdr Etf Etf (XLK)
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)

View all positions for Serenus Wealth Advisors

Top funds holding Visa

BlackRock
Vanguard Capital Management
State Street Corporation
Morgan Stanley
Geode Capital Management
FMR
T. Rowe Price Associates
Vanguard Portfolio Management
TCI Fund Management
Capital World Investors
Capital Research and Management Company - Division 3
Bank of America Corporation
Alliancebernstein
Northern Trust
Goldman Sachs Group

View all funds holding Visa