GUARDIAN WEALTH ADVISORS, LLC / NC

Position in MA — Mastercard Inc

CIK 1901403 RALEIGH, NC

Position in MA

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,168,440

+$32,214 QoQ

Shares Held

2,275

+0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,939

of 3,563 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 4% Shared 0% None 96%

Financial Services · as of Jun 30, 2026

GUARDIAN WEALTH ADVISORS, LLC / NC holds $9,808,876 across 4 Credit Services names. MA ranks #2 (11.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	21,544	$7,391,530
2	MA	Mastercard Inc This page	2,275	$1,168,440
3	AXP	American Express Co	2,888	$976,866
4	COF	Capital One Financial Corp	1,356	$272,040

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,168,440	2,275	+0.0%	Shares	Sole	2026-08-14
2026-03-31	$1,136,226	2,274	-2.4%	Shares	Sole	2026-05-15
2025-12-31	$1,329,579	2,329	-3.0%	Shares	Sole	2026-02-17
2025-09-30	$1,366,281	2,402	-0.2%	Shares	Sole	2025-11-14
2025-06-30	$1,352,589	2,407	+0.2%	Shares	Sole	2025-08-14
2025-03-31	$1,317,132	2,403	+5.3%	Shares	Sole	2025-05-15
2024-12-31	$1,202,159	2,283	+21.0%	Shares	Sole	2025-02-14
2024-09-30	$931,800	1,887	-1.6%	Shares	Sole	2024-11-14
2024-06-30	$845,703	1,917	-0.3%	Shares	Sole	2024-08-14
2024-03-31	$925,577	1,922	-1.6%	Shares	Sole	2024-05-15
2023-12-31	$833,400	1,954	-9.3%	Shares	Sole	2024-02-14
2023-09-30	$853,186	2,155	+9.0%	Shares	Sole	2023-11-14
2023-06-30	$777,554	1,977	+15.0%	Shares	Sole	2023-08-14
2023-03-31	$624,701	1,719	-11.5%	Shares	Sole	2023-05-15
2022-12-31	$675,291	1,942	-3.5%	Shares	Sole	2023-02-14
2022-09-30	$572,092	2,012	+7.6%	Shares	Sole	2022-11-14
2022-06-30	$589,947	1,870	+32.4%	Shares	Sole	2022-08-15
2022-03-31	$504,620	1,412	-4.5%	Shares	Sole	2022-05-16
2021-12-31	$531,434	1,479	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.