Position in MA
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$14,391,706
-$2,550,299 QoQ
Shares Held
28,803
-2.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 99.49310835676839.ToString("F0")%
Shared 0.5068916432316078.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026Moran Wealth Management, LLC holds $83,548,607 across 10 Credit Services names. MA ranks #3 (17.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
84,584 | $25,564,668 | |
| 2 | AXP |
American Express Co
|
58,097 | $17,573,180 | |
| 3 | MA |
Mastercard Inc
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|
28,803 | $14,391,706 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
216,457 | $9,790,349 | |
| 5 | COF |
Capital One Financial Corp
|
35,962 | $6,560,547 | |
| 6 | BFH |
Bread Financial Holdings, Inc.
|
73,814 | $5,527,930 | |
| 7 | ENVA |
Enova International, Inc.
|
16,032 | $2,177,626 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
35,948 | $1,647,137 |
All Filings in MA
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,391,706 | 28,803 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $16,942,005 | 29,677 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $17,286,135 | 30,390 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $18,275,974 | 32,523 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $18,381,751 | 33,536 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $18,308,838 | 34,770 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $17,164,488 | 34,760 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $15,437,070 | 34,992 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $16,797,643 | 34,881 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $14,997,797 | 35,164 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $13,826,760 | 34,924 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $13,896,862 | 35,334 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $13,056,231 | 35,927 | 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. | ||||||