Moran Wealth Management, LLC

Position in MA — Mastercard Inc

CIK 1965334 Naples, FL

Position in MA

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$14,579,049

+$187,343 QoQ

Shares Held

28,386

-1.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#745

of 3,581 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 97% Shared 3% None 0%

Financial Services · as of Jun 30, 2026

Moran Wealth Management, LLC holds $88,346,956 across 8 Credit Services names. MA ranks #3 (16.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	79,975	$27,438,622
2	AXP	American Express Co	55,870	$18,898,027
3	MA	Mastercard Inc This page	28,386	$14,579,049
4	PYPL	PayPal Holdings, Inc.	211,795	$9,145,307
5	BFH	Bread Financial Holdings, Inc.	69,285	$7,507,029
6	COF	Capital One Financial Corp	34,876	$6,996,822
7	ENVA	Enova International, Inc.	14,373	$3,460,012
8	EZPW	Ezcorp Inc	9,317	$322,088

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,579,049	28,386	-1.4%	Shares	Sole	2026-08-05
2026-03-31	$14,391,706	28,803	-2.9%	Shares	Sole	2026-04-27
2025-12-31	$16,942,005	29,677	-2.3%	Shares	Sole	2026-01-26
2025-09-30	$17,286,135	30,390	-6.6%	Shares	Sole	2025-10-23
2025-06-30	$18,275,974	32,523	-3.0%	Shares	Sole	2025-07-28
2025-03-31	$18,381,751	33,536	-3.5%	Shares	Defined	2025-04-23
2024-12-31	$18,308,838	34,770	+0.0%	Shares	Sole	2025-02-07
2024-09-30	$17,164,488	34,760	-0.7%	Shares	Sole	2024-11-08
2024-06-30	$15,437,070	34,992	+0.3%	Shares	Sole	2024-08-13
2024-03-31	$16,797,643	34,881	-0.8%	Shares	Sole	2024-05-15
2023-12-31	$14,997,797	35,164	+0.7%	Shares	Sole	2024-02-08
2023-09-30	$13,826,760	34,924	-1.2%	Shares	Sole	2023-11-13
2023-06-30	$13,896,862	35,334	-1.7%	Shares	Sole	2023-08-10
2023-03-31	$13,056,231	35,927	+1.5%	Shares	Sole	2023-05-10
2022-12-31	$12,305,469	35,388	—	Shares	Sole	2023-02-13
No filing history on record for this holder in this stock.