Vise Technologies, Inc. Top Holdings and 13F Report (2024) → The #1 Crypto That You Don’t Own… Yet (From Crypto 101 Media) (Ad) About Vise Technologies, Inc.Investment ActivityVise Technologies, Inc. has $507.78 million in total holdings as of March 31, 2024.Vise Technologies, Inc. owns shares of 378 different stocks, but just 130 companies or ETFs make up 80% of its holdings.Approximately 10.32% of the portfolio was purchased this quarter.About 7.61% of the portfolio was sold this quarter.This quarter, Vise Technologies, Inc. has purchased 349 new stocks and bought additional shares in 150 stocks.Vise Technologies, Inc. sold shares of 171 stocks and completely divested from 26 stocks this quarter.Largest Holdings Vanguard Intermediate-Term Corporate Bond ETF $15,554,883Vanguard Intermediate-Term Treasury Index ETF $14,039,431Vanguard Total International Bond ETF $13,508,984NVIDIA $12,151,097Vanguard Short-Term Treasury Index ETF $11,563,985 Largest New Holdings this Quarter Vanguard S&P 500 ETF $720,822 HoldingiShares Biotechnology ETF $587,010 HoldingDay Hagan/Ned Davis Research Smart Sector ETF $520,260 HoldingCapital Group Global Growth Equity ETF $453,712 HoldingBITWISE BITCOIN ETF TR $439,552 Holding Largest Purchases this Quarter Walmart 70,827 shares (about $4.26M)Vanguard Total International Bond ETF 49,446 shares (about $2.43M)JPMorgan Chase & Co. 10,571 shares (about $2.12M)Vanguard Intermediate-Term Corporate Bond ETF 18,386 shares (about $1.48M)Ford Motor 108,000 shares (about $1.43M) Largest Sales this Quarter Meta Platforms 3,482 shares (about $1.69M)NVIDIA 1,721 shares (about $1.56M)abrdn Bloomberg All Commodity Strategy K-1 Free ETF 61,347 shares (about $1.21M)UnitedHealth Group 2,332 shares (about $1.15M)iShares Short Treasury Bond ETF 10,202 shares (about $1.13M) Sector Allocation Over TimeMap of 500 Largest Holdings ofVise Technologies, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVCITVanguard Intermediate-Term Corporate Bond ETF$15,554,883$1,480,260 ▲10.5%193,2043.1%ETFVGITVanguard Intermediate-Term Treasury Index ETF$14,039,431$965,666 ▲7.4%239,7852.8%ETFBNDXVanguard Total International Bond ETF$13,508,984$2,432,246 ▲22.0%274,6292.7%ETFNVDANVIDIA$12,151,097$1,555,030 ▼-11.3%13,4482.4%Computer and TechnologyVGSHVanguard Short-Term Treasury Index ETF$11,563,985$1,017,037 ▲9.6%199,1392.3%ETFSCHCSchwab International Small-Cap Equity ETF$11,101,086$897,578 ▲8.8%310,0862.2%ETFMSFTMicrosoft$10,034,210$40,389 ▼-0.4%23,8502.0%Computer and TechnologyMBBiShares MBS ETF$9,770,620$865,604 ▲9.7%105,7201.9%ETFMETAMeta Platforms$9,648,480$1,690,791 ▼-14.9%19,8701.9%Computer and TechnologyAMZNAmazon.com$9,290,021$208,839 ▲2.3%52,0021.8%Retail/WholesaleVCSHVanguard Short-Term Corporate Bond ETF$9,136,952$464,478 ▲5.4%118,1861.8%ETFAAPLApple$8,844,437$814,188 ▲10.1%51,5771.7%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$8,629,458$349,489 ▲4.2%206,5951.7%ETFJPMJPMorgan Chase & Co.$7,944,457$2,117,360 ▲36.3%39,6631.6%FinanceVEAVanguard FTSE Developed Markets ETF$7,217,016$660,941 ▲10.1%143,8511.4%ETFSCHHSchwab U.S. REIT ETF$6,869,166$642,454 ▲10.3%338,3831.4%ETFVTWOVanguard Russell 2000 ETF$6,811,492$212,819 ▲3.2%80,0791.3%ETFGOOGLAlphabet$6,524,402$621,530 ▲10.5%43,2281.3%Computer and TechnologyWMTWalmart$5,962,565$4,261,674 ▲250.6%99,0951.2%Retail/WholesaleBRK.BBerkshire Hathaway$5,476,567$74,854 ▼-1.3%13,0231.1%FinanceSCHXSchwab US Large-Cap ETF$5,222,737$510,693 ▼-8.9%84,1561.0%ETFBCIabrdn Bloomberg All Commodity Strategy K-1 Free ETF$5,005,744$1,212,830 ▼-19.5%253,1991.0%ETFSHViShares Short Treasury Bond ETF$4,669,873$1,127,729 ▼-19.5%42,2460.9%ETFLLYEli Lilly and Company$4,487,297$712,615 ▲18.9%5,7680.9%MedicalEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$4,395,860$593,790 ▲15.6%49,0230.9%ETFMRKMerck & Co., Inc.$4,343,615$407,193 ▼-8.6%32,9190.9%MedicalHDHome Depot$4,125,200$314,549 ▼-7.1%10,7540.8%Retail/WholesaleAVGOBroadcom$4,120,547$275,675 ▲7.2%3,1090.8%Computer and TechnologyADBEAdobe$4,060,012$139,774 ▲3.6%8,0460.8%Computer and TechnologyJNJJohnson & Johnson$3,871,284$411,458 ▲11.9%24,4720.8%MedicalUSHYiShares Broad USD High Yield Corporate Bond ETF$3,835,729$286,207 ▲8.1%104,8300.8%ETFXOMExxon Mobil$3,786,469$205,161 ▼-5.1%32,5750.7%Oils/EnergyVVisa$3,666,307$1,187,217 ▲47.9%13,1370.7%Business ServicesPEPPepsiCo$3,665,771$779,147 ▲27.0%20,9460.7%Consumer StaplesVTEBVanguard Tax-Exempt Bond ETF$3,647,362$87,387 ▲2.5%72,0820.7%ETFUPSUnited Parcel Service$3,535,570$134,360 ▼-3.7%23,7880.7%TransportationQCOMQUALCOMM$3,533,094$140,856 ▲4.2%20,8690.7%Computer and TechnologySCHPSchwab U.S. TIPS ETF$3,468,679$32,130 ▲0.9%66,5010.7%ETFTSLATesla$3,330,342$187,216 ▼-5.3%18,9450.7%Auto/Tires/TrucksMUBiShares National Muni Bond ETF$3,173,672$490,658 ▼-13.4%29,4950.6%ETFORCLOracle$2,912,835$823,356 ▼-22.0%23,1900.6%Computer and TechnologyABBVAbbVie$2,855,588$62,644 ▼-2.1%15,6810.6%MedicalSCHOSchwab Short-Term U.S. Treasury ETF$2,613,466$77,859 ▲3.1%54,2100.5%ETFWFCWells Fargo & Company$2,563,047$585,975 ▼-18.6%44,2210.5%FinanceNVONovo Nordisk A/S$2,531,286$82,305 ▼-3.1%19,7140.5%MedicalVUGVanguard Growth ETF$2,498,066$22,372 ▲0.9%7,2580.5%ETFAMATApplied Materials$2,494,058$602,583 ▼-19.5%12,0940.5%Computer and TechnologyCATCaterpillar$2,482,787$525,064 ▼-17.5%6,7760.5%Industrial ProductsIBMInternational Business Machines$2,441,964$220,938 ▼-8.3%12,7880.5%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$2,428,038$179,413 ▲8.0%47,0550.5%ETFCSCOCisco Systems$2,416,891$41,176 ▼-1.7%48,4250.5%Computer and TechnologyASMLASML$2,367,092$87,347 ▲3.8%2,4390.5%Computer and TechnologySHWSherwin-Williams$2,338,252$267,100 ▼-10.3%6,7320.5%ConstructionIAGGiShares Core International Aggregate Bond ETF$2,325,372$95,355 ▲4.3%46,5540.5%ETFUNHUnitedHealth Group$2,302,435$1,153,691 ▼-33.4%4,6540.5%MedicalIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$2,199,094$64,707 ▼-2.9%42,6180.4%ManufacturingBMYBristol-Myers Squibb$2,124,593$328,963 ▲18.3%39,1770.4%MedicalMAMastercard$2,080,409$49,602 ▲2.4%4,3200.4%Business ServicesSCHRSchwab Intermediate-Term U.S. Treasury ETF$2,066,477$123,066 ▼-5.6%42,1300.4%ETFLOWLowe's Companies$2,036,946$728,827 ▲55.7%7,9960.4%Retail/WholesaleFDXFedEx$2,014,538$296,111 ▼-12.8%6,9530.4%TransportationTMToyota Motor$1,947,261$69,464 ▲3.7%7,7370.4%Auto/Tires/TrucksSAPSAP$1,915,802$56,949 ▲3.1%9,8230.4%Computer and TechnologyMMCMarsh & McLennan Companies$1,901,010$55,409 ▲3.0%9,2290.4%FinanceFFord Motor$1,855,280$1,434,238 ▲340.6%139,7050.4%Auto/Tires/TrucksAXPAmerican Express$1,843,197$624,342 ▼-25.3%8,0950.4%FinanceIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$1,839,314$13,230 ▼-0.7%35,8680.4%ManufacturingIVViShares Core S&P 500 ETF$1,820,166$176,128 ▼-8.8%3,4620.4%ETFCVXChevron$1,727,471$157,588 ▲10.0%10,9510.3%Oils/EnergyPGProcter & Gamble$1,725,009$590,903 ▼-25.5%10,6320.3%Consumer StaplesGILDGilead Sciences$1,650,843$70,320 ▼-4.1%22,5370.3%MedicalACNAccenture$1,637,979$703,575 ▲75.3%4,7260.3%Business ServicesVMBSVanguard Mortgage-Backed Securities ETF$1,619,467$121,778 ▼-7.0%35,5070.3%ETFBPBP$1,609,986$27,732 ▲1.8%42,7280.3%Oils/EnergyBACBank of America$1,577,168$689,082 ▼-30.4%41,5920.3%FinanceUBERUber Technologies$1,576,755$842,963 ▲114.9%20,4800.3%Computer and TechnologySCZiShares MSCI EAFE Small-Cap ETF$1,564,516$156,236 ▼-9.1%24,7040.3%ETFVZVerizon Communications$1,535,040$298,968 ▼-16.3%36,5830.3%Computer and TechnologySTLAStellantis$1,525,596$238,512 ▼-13.5%53,9080.3%Auto/Tires/TrucksGSKGSK$1,521,204$83,897 ▲5.8%35,4840.3%MedicalNVSNovartis$1,516,642$62,004 ▼-3.9%15,6790.3%MedicalIWFiShares Russell 1000 Growth ETF$1,515,377$143,583 ▲10.5%4,4960.3%ETFTJXTJX Companies$1,496,299$315,934 ▼-17.4%14,7530.3%Retail/WholesaleCOSTCostco Wholesale$1,406,619$132,603 ▲10.4%1,9200.3%Retail/WholesaleKOCoca-Cola$1,310,013$182,504 ▲16.2%21,4120.3%Consumer StaplesPFEPfizer$1,303,571$219,140 ▼-14.4%46,9760.3%MedicalSHELShell$1,301,870$61,611 ▲5.0%19,4190.3%Oils/EnergyMSMorgan Stanley$1,273,710$3,107 ▼-0.2%13,5270.3%FinanceSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$1,265,149$59,823 ▲5.0%38,7010.2%ETFMMM3M$1,264,719$182,447 ▲16.9%11,9230.2%Multi-Sector ConglomeratesUBSUBS Group$1,241,672$74,220 ▲6.4%40,4190.2%FinanceAMGNAmgen$1,212,399$414,274 ▼-25.5%4,2640.2%MedicalNKENIKE$1,210,890$56,668 ▼-4.5%12,8850.2%Consumer DiscretionaryPMPhilip Morris International$1,201,165$44,712 ▲3.9%13,1100.2%Consumer StaplesUNPUnion Pacific$1,176,539$166,004 ▼-12.4%4,7840.2%TransportationCOPConocoPhillips$1,165,919$116,719 ▼-9.1%9,1600.2%Oils/EnergyCMCSAComcast$1,163,306$674,314 ▼-36.7%26,8350.2%Consumer DiscretionaryDEDeere & Company$1,129,137$473,589 ▼-29.5%2,7490.2%Industrial ProductsCVSCVS Health$1,112,185$93,400 ▲9.2%13,9440.2%Retail/WholesaleTFISPDR Nuveen Barclays Municipal Bond ETF$1,111,549$200,372 ▼-15.3%23,9150.2%FinanceShowing largest 100 holdings. 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