Soltis Investment Advisors LLC

Position in MA — Mastercard Inc

CIK 1802530 ST. GEORGE, UT

Position in MA

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$1,871,726

-$3,281,607 QoQ

Shares Held

3,746

-58.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 62.840363053924186.ToString("F0")% Shared 0.ToString("F0")% None 37.159636946075814.ToString("F0")%

Financial Services · as of Mar 31, 2026

Soltis Investment Advisors LLC holds $10,536,026 across 8 Credit Services names. MA ranks #2 (17.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	13,664	$4,129,807
2	MA	Mastercard Inc This page	3,746	$1,871,726
3	AXP	American Express Co	4,262	$1,289,169
4	COF	Capital One Financial Corp	7,008	$1,278,469
5	SOFI	SoFi Technologies, Inc.	68,922	$1,094,481
6	MFIN	Medallion Financial Corp	51,767	$443,125
7	PYPL	PayPal Holdings, Inc.	4,780	$216,199
8	OMF	OneMain Holdings, Inc.	3,983	$213,050

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,871,726	3,746	-58.5%	Shares	Sole	2026-04-27
2025-12-31	$5,153,333	9,027	+16.4%	Shares	Sole	2026-04-02
2025-09-30	$4,411,690	7,756	+3.5%	Shares	Sole	2025-11-12
2025-06-30	$4,211,740	7,495	-25.6%	Shares	Sole	2025-08-06
2025-03-31	$5,520,664	10,072	-3.8%	Shares	Sole	2025-05-13
2024-12-31	$5,513,187	10,470	-27.4%	Shares	Sole	2025-01-29
2024-09-30	$7,120,102	14,419	+5.9%	Shares	Sole	2025-01-03
2024-06-30	$6,004,628	13,611	+15.5%	Shares	Sole	2024-08-12
2024-03-31	$5,674,339	11,783	+9.3%	Shares	Sole	2024-05-29
2023-12-31	$4,597,351	10,779	+11.5%	Shares	Sole	2024-01-26
2023-09-30	$3,825,678	9,663	+19.1%	Shares	Sole	2023-11-08
2023-06-30	$3,191,629	8,115	+748.8%	Shares	Sole	2023-08-09
2023-03-31	$347,419	956	+10.9%	Shares	Sole	2023-05-03
2022-12-31	$299,743	862	+6.7%	Shares	Sole	2023-02-09
2022-09-30	$229,746	808	-89.1%	Shares	Sole	2022-11-14
2022-06-30	$2,341,177	7,421	+1031.2%	Shares	Sole	2022-08-11
2022-03-31	$234,441	656	+11.8%	Shares	Sole	2022-05-06
2021-12-31	$210,920	587	-4.6%	Shares	Sole	2022-02-09
2021-09-30	$213,823	615	-12.4%	Shares	Sole	2021-11-09
2021-06-30	$256,293	702	+0.6%	Shares	Sole	2021-08-04
2021-03-31	$248,522	698	-13.7%	Shares	Sole	2021-05-11
2020-12-31	$288,764	809	+25.0%	Shares	Sole	2021-02-10
2020-09-30	$218,795	647	—	Shares	Sole	2020-10-28
No filing history on record for this holder in this stock.