Vise Technologies, Inc. Q3 2024 Filing
Filed November 13, 2024
Portfolio Value
$785.9T
Holdings
588
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (588 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 48,065 | $20.7M | 0.00% | |
| 2 | VCITVANGUARD SCOTTSDALE FDS | 242,015 | $20.3M | 0.00% | |
| 3 | AAPLAPPLE INC | 84,372 | $19.7M | 0.00% | |
| 4 | NVDANVIDIA CORPORATION | 161,126 | $19.6M | 0.00% | |
| 5 | AMZNAMAZON COM INC | 92,138 | $17.2M | 0.00% | |
| 6 | BNDXVANGUARD CHARLOTTE FDS | 325,614 | $16.4M | 0.00% | |
| 7 | VGITVANGUARD SCOTTSDALE FDS | 269,438 | $16.3M | 0.00% | |
| 8 | METAMETA PLATFORMS INC | 23,537 | $13.5M | 0.00% | |
| 9 | SCHCSCHWAB STRATEGIC TR | 341,548 | $13.2M | 0.00% | |
| 10 | VWOVANGUARD INTL EQUITY INDEX F | 252,821 | $12.1M | 0.00% | |
| 11 | VGSHVANGUARD SCOTTSDALE FDS | 204,123 | $12.0M | 0.00% | |
| 12 | MBBISHARES TR | 122,220 | $11.7M | 0.00% | |
| 13 | GOOGLALPHABET INC | 67,423 | $11.2M | 0.00% | |
| 14 | JPMJPMORGAN CHASE & CO. | 51,102 | $10.8M | 0.00% | |
| 15 | VCSHVANGUARD SCOTTSDALE FDS | 126,764 | $10.1M | 0.00% | |
| 16 | WMTWALMART INC | 105,921 | $8.6M | 0.00% | |
| 17 | BRK/BBERKSHIRE HATHAWAY INC DEL | 18,105 | $8.3M | 0.00% | |
| 18 | VEAVANGUARD TAX-MANAGED FDS | 157,722 | $8.3M | 0.00% | |
| 19 | SCHHSCHWAB STRATEGIC TR | 350,874 | $8.1M | 0.00% | |
| 20 | AVGOBROADCOM INC | 42,928 | $7.4M | 0.00% | |
| 21 | VTWOVANGUARD SCOTTSDALE FDS | 80,281 | $7.2M | 0.00% | |
| 22 | LLYELI LILLY & CO | 7,566 | $6.7M | 0.00% | |
| 23 | SCHXSCHWAB STRATEGIC TR | 90,448 | $6.1M | 0.00% | |
| 24 | TSLATESLA INC | 21,696 | $5.7M | 0.00% | |
| 25 | EMBISHARES TR | 60,033 | $5.6M | 0.00% | |
| 26 | VVISA INC | 20,191 | $5.6M | 0.00% | |
| 27 | IVVISHARES TR | 9,229 | $5.3M | 0.00% | |
| 28 | MAMASTERCARD INCORPORATED | 10,202 | $5.0M | 0.00% | |
| 29 | VIGVANGUARD SPECIALIZED FUNDS | 25,319 | $5.0M | 0.00% | |
| 30 | XOMEXXON MOBIL CORP | 42,706 | $5.0M | 0.00% | |
| 31 | JNJJOHNSON & JOHNSON | 30,735 | $5.0M | 0.00% | |
| 32 | HDHOME DEPOT INC | 12,082 | $4.9M | 0.00% | |
| 33 | USHYISHARES TR | 126,424 | $4.8M | 0.00% | |
| 34 | ORCLORACLE CORP | 27,883 | $4.8M | 0.00% | |
| 35 | VTEBVANGUARD MUN BD FDS | 91,054 | $4.7M | 0.00% | |
| 36 | SCHPSCHWAB STRATEGIC TR | 83,669 | $4.5M | 0.00% | |
| 37 | ADBEADOBE INC | 8,540 | $4.4M | 0.00% | |
| 38 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 25,321 | $4.4M | 0.00% | |
| 39 | CRMSALESFORCE INC | 15,416 | $4.2M | 0.00% | |
| 40 | BCIABRDN ETFS | 203,683 | $4.2M | 0.00% | |
| 41 | ABBVABBVIE INC | 20,445 | $4.0M | 0.00% | |
| 42 | UNHUNITEDHEALTH GROUP INC | 6,648 | $3.9M | 0.00% | |
| 43 | ACNACCENTURE PLC IRELAND | 10,676 | $3.8M | 0.00% | |
| 44 | PEPPEPSICO INC | 21,543 | $3.7M | 0.00% | |
| 45 | VTVVANGUARD INDEX FDS | 20,736 | $3.6M | 0.00% | |
| 46 | CATCATERPILLAR INC | 9,028 | $3.5M | 0.00% | |
| 47 | QCOMQUALCOMM INC | 20,637 | $3.5M | 0.00% | |
| 48 | NFLXNETFLIX INC | 4,939 | $3.5M | 0.00% | |
| 49 | CSCOCISCO SYS INC | 65,314 | $3.5M | 0.00% | |
| 50 | MUBISHARES TR | 31,455 | $3.4M | 0.00% | |
| 51 | GOOGALPHABET INC | 20,412 | $3.4M | 0.00% | |
| 52 | MRKMERCK & CO INC | 28,306 | $3.2M | 0.00% | |
| 53 | IBMINTERNATIONAL BUSINESS MACHS | 14,518 | $3.2M | 0.00% | |
| 54 | NOWSERVICENOW INC | 3,553 | $3.2M | 0.00% | |
| 55 | WFCWELLS FARGO CO NEW | 54,391 | $3.1M | 0.00% | |
| 56 | KOCOCA COLA CO | 42,557 | $3.1M | 0.00% | |
| 57 | AXPAMERICAN EXPRESS CO | 11,211 | $3.0M | 0.00% | |
| 58 | IGIBISHARES TR | 55,919 | $3.0M | 0.00% | |
| 59 | VOOVANGUARD INDEX FDS | 5,642 | $3.0M | 0.00% | |
| 60 | AMATAPPLIED MATLS INC | 14,722 | $3.0M | 0.00% | |
| 61 | LOWLOWES COS INC | 10,630 | $2.9M | 0.00% | |
| 62 | UBERUBER TECHNOLOGIES INC | 36,636 | $2.8M | 0.00% | |
| 63 | VUGVANGUARD INDEX FDS | 7,018 | $2.7M | 0.00% | |
| 64 | PGPROCTER AND GAMBLE CO | 15,519 | $2.7M | 0.00% | |
| 65 | IWBISHARES TR | 8,474 | $2.7M | 0.00% | |
| 66 | IEMGISHARES INC | 46,055 | $2.6M | 0.00% | |
| 67 | SAPSAP SE | 11,497 | $2.6M | 0.00% | |
| 68 | COSTCOSTCO WHSL CORP NEW | 2,923 | $2.6M | 0.00% | |
| 69 | SCHRSCHWAB STRATEGIC TR | 49,551 | $2.5M | 0.00% | |
| 70 | BACVERIZON COMMUNICATIONS INC | 55,841 | $2.5M | 0.00% | |
| 71 | SCHOSCHWAB STRATEGIC TR | 50,167 | $2.5M | 0.00% | |
| 72 | CVXCHEVRON CORP NEW | 16,566 | $2.4M | 0.00% | |
| 73 | AMDADVANCED MICRO DEVICES INC | 14,624 | $2.4M | 0.00% | |
| 74 | NVONOVO-NORDISK A S | 19,581 | $2.3M | 0.00% | |
| 75 | SCHFSCHWAB STRATEGIC TR | 56,573 | $2.3M | 0.00% | |
| 76 | IAGGISHARES TR | 43,613 | $2.3M | 0.00% | |
| 77 | GEGE AEROSPACE | 11,880 | $2.2M | 0.00% | |
| 78 | DWDMORGAN STANLEY | 21,213 | $2.2M | 0.00% | |
| 79 | SCZISHARES TR | 32,335 | $2.2M | 0.00% | |
| 80 | TJXTJX COS INC NEW | 18,608 | $2.2M | 0.00% | |
| 81 | 4I1PHILIP MORRIS INTL INC | 17,835 | $2.2M | 0.00% | |
| 82 | NEENEXTERA ENERGY INC | 25,525 | $2.2M | 0.00% | |
| 83 | MRSHMARSH & MCLENNAN COS INC | 9,365 | $2.1M | 0.00% | |
| 84 | BACBANK AMERICA CORP | 52,494 | $2.1M | 0.00% | |
| 85 | INTUINTUIT | 3,247 | $2.0M | 0.00% | |
| 86 | ASMLASML HOLDING N V | 2,395 | $2.0M | 0.00% | |
| 87 | SHWSHERWIN WILLIAMS CO | 5,200 | $2.0M | 0.00% | |
| 88 | PFEPFIZER INC | 68,089 | $2.0M | 0.00% | |
| 89 | CMCSACOMCAST CORP NEW | 47,021 | $2.0M | 0.00% | |
| 90 | NVSNNOVARTIS AG | 16,705 | $1.9M | 0.00% | |
| 91 | TMUST-MOBILE US INC | 8,883 | $1.8M | 0.00% | |
| 92 | UPSUNITED PARCEL SERVICE INC | 13,174 | $1.8M | 0.00% | |
| 93 | GSKGSK PLC | 43,863 | $1.8M | 0.00% | |
| 94 | URIUNITED RENTALS INC | 2,211 | $1.8M | 0.00% | |
| 95 | ABTABBOTT LABS | 15,648 | $1.8M | 0.00% | |
| 96 | TMTOYOTA MOTOR CORP | 9,821 | $1.8M | 0.00% | |
| 97 | GILDGILEAD SCIENCES INC | 20,562 | $1.7M | 0.00% | |
| 98 | BMYBRISTOL-MYERS SQUIBB CO | 33,255 | $1.7M | 0.00% | |
| 99 | AZNASTRAZENECA PLC | 21,544 | $1.7M | 0.00% | |
| 100 | RELXRELX PLC | 34,992 | $1.7M | 0.00% |
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