Avidian Wealth Enterprises, LLC

Position in MA — Mastercard Inc

CIK 1471474 HOUSTON, TX

Position in MA

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$3,895,656

+$408,529 QoQ

Shares Held

7,585

+8.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#1,296

of 3,560 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 6% Shared 0% None 94%

Financial Services · as of Jun 30, 2026

Avidian Wealth Enterprises, LLC holds $13,594,420 across 5 Credit Services names. MA ranks #2 (28.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	18,359	$6,298,789
2	MA	Mastercard Inc This page	7,585	$3,895,656
3	COF	Capital One Financial Corp	9,487	$1,903,281
4	AXP	American Express Co	2,865	$969,086
5	SOFI	SoFi Technologies, Inc.	29,426	$527,608

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,895,656	7,585	+8.7%	Shares	Sole	2026-07-24
2026-03-31	$3,487,127	6,979	+152.4%	Shares	Sole	2026-05-07
2025-12-31	$1,578,483	2,765	+2.2%	Shares	Sole	2026-02-02
2025-09-30	$1,539,199	2,706	+20.0%	Shares	Sole	2025-10-30
2025-06-30	$1,267,174	2,255	+11.7%	Shares	Sole	2025-07-30
2025-03-31	$1,106,654	2,019	+6.6%	Shares	Sole	2025-04-25
2024-12-31	$997,323	1,894	+10.3%	Shares	Sole	2025-01-29
2024-09-30	$847,854	1,717	+6.4%	Shares	Sole	2024-10-30
2024-06-30	$711,591	1,613	+69.3%	Shares	Sole	2024-08-06
2024-03-31	$458,936	953	+78.8%	Shares	Sole	2024-05-03
2023-12-31	$227,329	533	-50.0%	Shares	Sole	2024-02-06
2023-09-30	$421,644	1,065	-11.2%	Shares	Sole	2023-10-13
2023-06-30	$471,566	1,199	-31.5%	Shares	Sole	2023-08-03
2023-03-31	$635,967	1,750	-8.9%	Shares	Sole	2023-05-08
2022-12-31	$668,337	1,922	+103.0%	Shares	Sole	2023-02-06
2022-09-30	$269,269	947	-18.9%	Shares	Sole	2022-11-03
2022-06-30	$368,165	1,167	-7.2%	Shares	Sole	2022-07-29
2022-03-31	$449,584	1,258	-0.5%	Shares	Sole	2022-05-10
2021-12-31	$454,180	1,264	+20.5%	Shares	Sole	2022-02-14
2021-09-30	$364,716	1,049	-3.5%	Shares	Sole	2021-11-10
2021-06-30	$396,852	1,087	-6.1%	Shares	Sole	2021-08-09
2021-03-31	$412,305	1,158	-1.6%	Shares	Sole	2021-05-05
2020-12-31	$420,118	1,177	+2.8%	Shares	Sole	2021-02-09
2020-09-30	$387,204	1,145	+7.4%	Shares	Sole	2021-02-03
2020-06-30	$315,216	1,066	+3.4%	Shares	Sole	2020-08-10
2020-03-31	$249,048	1,031	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.