Amplius Wealth Advisors, LLC

Position in MA — Mastercard Inc

CIK 1900584 BLUE BELL, PA

Position in MA

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$653,299

+$335,016 QoQ

Shares Held

1,272

+99.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#2,382

of 3,563 holders

Holding Since

Dec 2021

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Amplius Wealth Advisors, LLC holds $2,504,981 across 4 Credit Services names. MA ranks #2 (26.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co	2,512	$849,684
2	MA	Mastercard Inc This page	1,272	$653,299
3	V	Visa Inc.	1,637	$561,638
4	COF	Capital One Financial Corp	2,195	$440,360

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$653,299	1,272	+99.7%	Shares	Sole	2026-07-17
2026-03-31	$318,283	637	-7.1%	Shares	Sole	2026-04-13
2025-12-31	$391,623	686	-15.3%	Shares	Sole	2026-01-12
2025-09-30	$460,736	810	-25.5%	Shares	Sole	2025-10-21
2025-06-30	$610,828	1,087	-25.5%	Shares	Sole	2025-08-04
2025-03-31	$799,707	1,459	+3.6%	Shares	Sole	2025-04-10
2024-12-31	$741,410	1,408	+0.1%	Shares	Sole	2025-01-16
2024-09-30	$694,776	1,407	-0.4%	Shares	Sole	2024-10-16
2024-06-30	$622,917	1,412	0.0%	Shares	Sole	2024-07-22
2024-03-31	$679,976	1,412	+1.3%	Shares	Sole	2024-04-17
2023-12-31	$594,554	1,394	-1.8%	Shares	Sole	2024-01-10
2023-09-30	$562,192	1,420	+0.4%	Shares	Sole	2023-10-17
2023-06-30	$556,519	1,415	-0.7%	Shares	Sole	2023-07-26
2023-03-31	$517,859	1,425	+4.3%	Shares	Sole	2023-04-25
2022-12-31	$474,999	1,366	+3.3%	Shares	Sole	2023-01-19
2022-09-30	$375,897	1,322	+321.0%	Shares	Sole	2022-11-10
2021-12-31	$112,826	314	—	Shares	Sole	2022-01-28
No filing history on record for this holder in this stock.