Position in MA
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$7,244,570
-$828,244 QoQ
Shares Held
14,499
+2.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026U.S. Capital Wealth Advisors, LLC holds $52,175,914 across 8 Credit Services names. MA ranks #3 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
66,519 | $20,104,702 | |
| 2 | PYPL |
PayPal Holdings, Inc.
|
263,292 | $11,908,697 | |
| 3 | MA |
Mastercard Inc
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|
14,499 | $7,244,570 | |
| 4 | SOFI |
SoFi Technologies, Inc.
|
380,821 | $6,047,437 | |
| 5 | AXP |
American Express Co
|
10,457 | $3,163,033 | |
| 6 | COF |
Capital One Financial Corp
|
13,005 | $2,372,502 | |
| 7 | KLAR |
Klarna Group plc
|
84,748 | $1,109,351 | |
| 8 | SYF |
Synchrony Financial
|
3,317 | $225,622 |
All Filings in MA
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,244,570 | 14,499 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $8,072,814 | 14,141 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $7,956,514 | 13,988 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $7,885,142 | 14,032 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $8,825,828 | 16,102 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $9,013,825 | 17,118 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $7,484,526 | 15,157 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $6,830,039 | 15,482 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $8,143,830 | 16,911 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $7,631,969 | 17,894 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $7,293,454 | 18,422 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $7,379,094 | 18,762 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $6,919,326 | 19,040 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $6,567,228 | 18,886 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $5,804,801 | 20,415 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $6,448,411 | 20,440 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $7,628,633 | 21,346 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $8,002,775 | 22,272 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $8,039,752 | 23,124 | Shares | Sole | 2021-11-01 | |
| No filing history on record for this holder in this stock. | ||||||