Vise Technologies, Inc. Q4 2024 Filing

Filed February 18, 2025

Portfolio Value

$1200.3T

Holdings

816

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (816 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
161,375$40.4M0.00%
2
NVDANVIDIA CORPORATION
279,838$37.6M0.00%
3
MSFTMICROSOFT CORP
80,708$34.0M0.00%
4
AMZNAMAZON COM INC
137,661$30.2M0.00%
5
VCITVANGUARD SCOTTSDALE FDS
258,287$20.7M0.00%
6
METAMETA PLATFORMS INC
34,538$20.2M0.00%
7
GOOGLALPHABET INC
105,113$19.9M0.00%
8
VGITVANGUARD SCOTTSDALE FDS
293,678$17.0M0.00%
9
BNDXVANGUARD CHARLOTTE FDS
345,273$16.9M0.00%
10
VWOVANGUARD INTL EQUITY INDEX F
326,132$14.4M0.00%
11
AVGOBROADCOM INC
60,805$14.1M0.00%
12
TSLATESLA INC
34,038$13.7M0.00%
13
IVVISHARES TR
21,872$12.9M0.00%
14
SCHCSCHWAB STRATEGIC TR
366,588$12.6M0.00%
15
WMTWALMART INC
138,586$12.5M0.00%
16
VGSHVANGUARD SCOTTSDALE FDS
202,509$11.8M0.00%
17
MBBISHARES TR
126,919$11.6M0.00%
18
TSMTAIWAN SEMICONDUCTOR MFG LTD
56,317$11.1M0.00%
19
JPMJPMORGAN CHASE & CO.
46,233$11.1M0.00%
20
BRK/BBERKSHIRE HATHAWAY INC DEL
23,851$10.8M0.00%
21
VCSHVANGUARD SCOTTSDALE FDS
136,459$10.6M0.00%
22
VVISA INC
29,664$9.4M0.00%
23
LLYELI LILLY & CO
11,896$9.2M0.00%
24
MAMASTERCARD INCORPORATED
16,721$8.8M0.00%
25
VEAVANGUARD TAX-MANAGED FDS
180,852$8.6M0.00%
26
SCHHSCHWAB STRATEGIC TR
367,407$7.7M0.00%
27
VTWOVANGUARD SCOTTSDALE FDS
81,001$7.2M0.00%
28
NFLXNETFLIX INC
8,040$7.2M0.00%
29
SCHXSCHWAB STRATEGIC TR
296,158$6.9M0.00%
30
GOOGALPHABET INC
35,265$6.7M0.00%
31
CRMSALESFORCE INC
19,974$6.7M0.00%
32
HDHOME DEPOT INC
15,827$6.2M0.00%
33
XOMEXXON MOBIL CORP
55,411$6.0M0.00%
34
EMBISHARES TR
65,966$5.9M0.00%
35
HDBHDFC BANK LTD
88,405$5.6M0.00%
36
NOWSERVICENOW INC
5,194$5.5M0.00%
37
VTEBVANGUARD MUN BD FDS
105,835$5.3M0.00%
38
ORCLORACLE CORP
30,917$5.2M0.00%
39
ACNACCENTURE PLC IRELAND
14,434$5.1M0.00%
40
CATCATERPILLAR INC
13,776$5.0M0.00%
41
VIGVANGUARD SPECIALIZED FUNDS
25,450$5.0M0.00%
42
USHYISHARES TR
134,217$4.9M0.00%
43
UNHUNITEDHEALTH GROUP INC
9,625$4.9M0.00%
44
JNJJOHNSON & JOHNSON
33,211$4.8M0.00%
45
PGPROCTER AND GAMBLE CO
28,636$4.8M0.00%
46
COSTCOSTCO WHSL CORP NEW
5,174$4.7M0.00%
47
AXPAMERICAN EXPRESS CO
15,880$4.7M0.00%
48
ABBVABBVIE INC
26,275$4.7M0.00%
49
WFCWELLS FARGO CO NEW
63,590$4.5M0.00%
50
CSCOCISCO SYS INC
73,949$4.4M0.00%
51
WNS HLDGS LTD
90,953$4.3M0.00%
52
ADBEADOBE INC
9,566$4.3M0.00%
53
CLSCELESTICA INC
44,564$4.1M0.00%
54
SCHPSCHWAB STRATEGIC TR
157,161$4.1M0.00%
55
IMTMISHARES TR
105,847$4.0M0.00%
56
IBMINTERNATIONAL BUSINESS MACHS
17,898$3.9M0.00%
57
DWDMORGAN STANLEY
30,740$3.9M0.00%
58
MRKMERCK & CO INC
38,518$3.8M0.00%
59
CVXCHEVRON CORP NEW
26,259$3.8M0.00%
60
BCIABRDN ETFS
191,194$3.8M0.00%
61
FNDFSCHWAB STRATEGIC TR
112,823$3.7M0.00%
62
KOCOCA COLA CO
59,656$3.7M0.00%
63
LOWLOWES COS INC
14,806$3.7M0.00%
64
AGGISHARES TR
37,377$3.6M0.00%
65
QUALISHARES TR
19,956$3.6M0.00%
66
VTVVANGUARD INDEX FDS
20,966$3.5M0.00%
67
IGIBISHARES TR
68,403$3.5M0.00%
68
VTIVANGUARD INDEX FDS
12,082$3.5M0.00%
69
QCOMQUALCOMM INC
22,761$3.5M0.00%
70
UBERUBER TECHNOLOGIES INC
55,682$3.4M0.00%
71
TJXTJX COS INC NEW
27,721$3.3M0.00%
72
URIUNITED RENTALS INC
4,579$3.2M0.00%
73
BACVERIZON COMMUNICATIONS INC
80,542$3.2M0.00%
74
VOOVANGUARD INDEX FDS
5,862$3.2M0.00%
75
BACBANK AMERICA CORP
70,317$3.1M0.00%
76
DWASINVESCO EXCH TRADED FD TR II
33,778$3.1M0.00%
77
SAPSAP SE
12,221$3.0M0.00%
78
AMATAPPLIED MATLS INC
18,498$3.0M0.00%
79
PEPPEPSICO INC
19,568$3.0M0.00%
80
SCHRSCHWAB STRATEGIC TR
122,079$3.0M0.00%
81
BKNGBOOKING HOLDINGS INC
578$2.9M0.00%
82
GEGE AEROSPACE
17,171$2.9M0.00%
83
VUGVANGUARD INDEX FDS
6,911$2.8M0.00%
84
MUBISHARES TR
26,542$2.8M0.00%
85
INFYINFOSYS LTD
127,534$2.8M0.00%
86
IWBISHARES TR
8,533$2.7M0.00%
87
INTUINTUIT
4,356$2.7M0.00%
88
NEENEXTERA ENERGY INC
38,155$2.7M0.00%
89
SPYSPDR S&P 500 ETF TR
4,608$2.7M0.00%
90
LINLINDE PLC
6,435$2.7M0.00%
91
MRSHMARSH & MCLENNAN COS INC
12,543$2.7M0.00%
92
4I1PHILIP MORRIS INTL INC
22,074$2.7M0.00%
93
SSUSSTRATEGY SHS
63,024$2.7M0.00%
94
ABTABBOTT LABS
23,153$2.6M0.00%
95
TKCTURKCELL ILETISIM HIZMETLERI
395,681$2.6M0.00%
96
ISRGINTUITIVE SURGICAL INC
4,925$2.6M0.00%
97
TMUST-MOBILE US INC
11,615$2.6M0.00%
98
GSGOLDMAN SACHS GROUP INC
4,468$2.6M0.00%
99
BMYBRISTOL-MYERS SQUIBB CO
44,870$2.5M0.00%
100
IBNICICI BANK LIMITED
84,370$2.5M0.00%
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