LVW Advisors, LLC

Position in MA — Mastercard Inc

CIK 1576053 PITTSFORD, NY

Position in MA

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$3,085,708

+$21,294 QoQ

Shares Held

6,008

-2.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.66%

of 13F equity value

Holder Rank

#1,428

of 3,560 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

LVW Advisors, LLC holds $14,482,789 across 7 Credit Services names. MA ranks #2 (21.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	20,704	$7,103,335
2	MA	Mastercard Inc This page	6,008	$3,085,708
3	AXP	American Express Co	4,246	$1,436,209
4	SYF	Synchrony Financial	17,965	$1,366,238
5	COF	Capital One Financial Corp	4,497	$902,188
6	CACC	Credit Acceptance Corp	610	$388,411
7	PYPL	PayPal Holdings, Inc.	4,648	$200,700

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,085,708	6,008	-2.0%	Shares	Sole	2026-07-15
2026-03-31	$3,064,414	6,133	-9.7%	Shares	Sole	2026-04-20
2025-12-31	$3,878,558	6,794	-2.3%	Shares	Sole	2026-01-14
2025-09-30	$3,956,073	6,955	-11.5%	Shares	Sole	2025-10-20
2025-06-30	$4,416,848	7,860	+10.3%	Shares	Sole	2025-07-17
2025-03-31	$3,904,806	7,124	+2.9%	Shares	Sole	2025-04-09
2024-12-31	$3,646,497	6,925	+6.5%	Shares	Sole	2025-01-16
2024-09-30	$3,211,675	6,504	+11.1%	Shares	Sole	2024-10-09
2024-06-30	$2,583,432	5,856	+0.5%	Shares	Sole	2024-07-15
2024-03-31	$2,804,663	5,824	+4.9%	Shares	Sole	2024-04-18
2023-12-31	$2,368,410	5,553	+1.1%	Shares	Sole	2024-01-16
2023-09-30	$2,174,733	5,493	+26.6%	Shares	Sole	2023-10-11
2023-06-30	$1,706,135	4,338	-2.3%	Shares	Sole	2023-07-14
2023-03-31	$1,612,813	4,438	+0.7%	Shares	Sole	2023-05-03
2022-12-31	$1,532,793	4,408	-1.1%	Shares	Sole	2023-01-19
2022-09-30	$1,267,019	4,456	-13.8%	Shares	Sole	2022-10-14
2022-06-30	$1,631,031	5,170	-5.2%	Shares	Sole	2022-07-22
2022-03-31	$1,949,507	5,455	+7.3%	Shares	Sole	2022-05-02
2021-12-31	$1,826,423	5,083	-16.4%	Shares	Sole	2022-01-26
2021-09-30	$2,113,894	6,080	+1.4%	Shares	Sole	2021-11-02
2021-06-30	$2,189,079	5,996	-5.4%	Shares	Sole	2021-07-15
2021-03-31	$2,255,576	6,335	+6.2%	Shares	Sole	2021-04-19
2020-12-31	$2,128,790	5,964	+22.0%	Shares	Sole	2021-02-04
2020-09-30	$1,653,651	4,890	-1.9%	Shares	Sole	2020-10-29
2020-06-30	$1,473,768	4,984	+17.3%	Shares	Sole	2020-08-11
2020-03-31	$1,026,630	4,250	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.