Vise Technologies, Inc. Top Holdings and 13F Report (2024) About Vise Technologies, Inc.Investment ActivityVise Technologies, Inc. has $785.87 million in total holdings as of September 30, 2024.Vise Technologies, Inc. owns shares of 588 different stocks, but just 192 companies or ETFs make up 80% of its holdings.Approximately 28.20% of the portfolio was purchased this quarter.About 4.06% of the portfolio was sold this quarter.This quarter, Vise Technologies, Inc. has purchased 423 new stocks and bought additional shares in 245 stocks.Vise Technologies, Inc. sold shares of 136 stocks and completely divested from 36 stocks this quarter.Largest Holdings Microsoft $20,682,325Vanguard Intermediate-Term Corporate Bond ETF $20,268,721Apple $19,658,751NVIDIA $19,567,181Amazon.com $17,168,074 Largest New Holdings this Quarter Vanguard Dividend Appreciation ETF $5,014,620 HoldingTaiwan Semiconductor Manufacturing $4,397,498 HoldingiShares Russell 1000 ETF $2,664,117 HoldingUnited Rentals $1,790,313 HoldingBuilders FirstSource $1,581,316 Holding Largest Purchases this Quarter Microsoft 20,799 shares (about $8.95M)Amazon.com 40,371 shares (about $7.52M)Broadcom 39,803 shares (about $6.87M)Apple 27,244 shares (about $6.35M)NVIDIA 43,355 shares (about $5.27M) Largest Sales this Quarter abrdn Bloomberg All Commodity Strategy K-1 Free ETF 40,830 shares (about $834.57K)Schwab U.S. REIT ETF 26,315 shares (about $609.72K)Vanguard Short-Term Treasury Index ETF 9,735 shares (about $574.56K)iShares 1-5 Year Investment Grade Corporate Bond ETF 10,872 shares (about $572.52K)Merck & Co., Inc. 4,790 shares (about $543.95K) 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 PortfolioSectorMSFTMicrosoft$20,682,325$8,949,790 ▲76.3%48,0652.6%Computer and TechnologyVCITVanguard Intermediate-Term Corporate Bond ETF$20,268,721$2,096,175 ▲11.5%242,0152.6%ETFAAPLApple$19,658,751$6,347,876 ▲47.7%84,3722.5%Computer and TechnologyNVDANVIDIA$19,567,181$5,265,042 ▲36.8%161,1262.5%Computer and TechnologyAMZNAmazon.com$17,168,074$7,522,329 ▲78.0%92,1382.2%Retail/WholesaleBNDXVanguard Total International Bond ETF$16,371,866$414,558 ▲2.6%325,6142.1%ETFVGITVanguard Intermediate-Term Treasury Index ETF$16,279,470$848,419 ▲5.5%269,4382.1%ETFMETAMeta Platforms$13,473,557$2,353,307 ▲21.2%23,5371.7%Computer and TechnologySCHCSchwab International Small-Cap Equity ETF$13,159,854$181,284 ▼-1.4%341,5481.7%ETFVWOVanguard FTSE Emerging Markets ETF$12,097,476$197,381 ▲1.7%252,8211.5%ETFVGSHVanguard Short-Term Treasury Index ETF$12,047,340$574,560 ▼-4.6%204,1231.5%ETFMBBiShares MBS ETF$11,709,888$86,708 ▼-0.7%122,2201.5%ETFGOOGLAlphabet$11,182,118$3,524,980 ▲46.0%67,4231.4%Computer and TechnologyJPMJPMorgan Chase & Co.$10,775,420$2,371,765 ▲28.2%51,1021.4%FinanceVCSHVanguard Short-Term Corporate Bond ETF$10,067,564$460,952 ▼-4.4%126,7641.3%ETFWMTWalmart$8,553,138$920,956 ▲12.1%105,9211.1%Retail/WholesaleBRK.BBerkshire Hathaway$8,333,155$1,935,888 ▲30.3%18,1051.1%FinanceVEAVanguard FTSE Developed Markets ETF$8,329,300$33,429 ▲0.4%157,7221.1%ETFSCHHSchwab U.S. REIT ETF$8,129,754$609,719 ▼-7.0%350,8741.0%ETFAVGOBroadcom$7,405,096$6,866,032 ▲1,273.7%42,9280.9%Computer and TechnologyVTWOVanguard Russell 2000 ETF$7,173,930$398,547 ▼-5.3%80,2810.9%ETFLLYEli Lilly and Company$6,703,051$1,489,272 ▲28.6%7,5660.9%MedicalSCHXSchwab US Large-Cap ETF$6,136,912$578,830 ▲10.4%90,4480.8%ETFTSLATesla$5,676,324$926,432 ▲19.5%21,6960.7%Auto/Tires/TrucksEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$5,617,856$171,905 ▲3.2%60,0330.7%ETFVVisa$5,551,590$1,781,700 ▲47.3%20,1910.7%Business ServicesIVViShares Core S&P 500 ETF$5,323,491$357,053 ▼-6.3%9,2290.7%ETFMAMastercard$5,037,778$2,371,242 ▲88.9%10,2020.6%Business ServicesVIGVanguard Dividend Appreciation ETF$5,014,620$5,014,620 ▲New Holding25,3190.6%ETFXOMExxon Mobil$5,005,973$363,615 ▲7.8%42,7060.6%Oils/EnergyJNJJohnson & Johnson$4,980,838$888,886 ▲21.7%30,7350.6%MedicalHDHome Depot$4,895,431$177,065 ▲3.8%12,0820.6%Retail/WholesaleUSHYiShares Broad USD High Yield Corporate Bond ETF$4,759,868$71,046 ▲1.5%126,4240.6%ETFORCLOracle$4,751,280$877,734 ▲22.7%27,8830.6%Computer and TechnologyVTEBVanguard Tax-Exempt Bond ETF$4,654,661$7,106 ▲0.2%91,0540.6%ETFSCHPSchwab U.S. TIPS ETF$4,487,151$70,791 ▲1.6%83,6690.6%ETFADBEAdobe$4,421,841$622,372 ▲16.4%8,5400.6%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$4,397,498$4,397,498 ▲New Holding25,3210.6%Computer and TechnologyCRMSalesforce$4,219,513$3,137,264 ▲289.9%15,4160.5%Computer and TechnologyBCIabrdn Bloomberg All Commodity Strategy K-1 Free ETF$4,163,289$834,567 ▼-16.7%203,6830.5%ETFABBVAbbVie$4,037,390$616,717 ▲18.0%20,4450.5%MedicalUNHUnitedHealth Group$3,887,105$1,386,915 ▲55.5%6,6480.5%MedicalACNAccenture$3,773,622$2,010,878 ▲114.1%10,6760.5%Computer and TechnologyPEPPepsiCo$3,663,379$42,853 ▼-1.2%21,5430.5%Consumer StaplesVTVVanguard Value ETF$3,619,935$2,690,511 ▲289.5%20,7360.5%ETFCATCaterpillar$3,531,122$793,212 ▲29.0%9,0280.4%Industrial ProductsQCOMQUALCOMM$3,509,326$159,847 ▼-4.4%20,6370.4%Computer and TechnologyNFLXNetflix$3,503,085$2,452,656 ▲233.5%4,9390.4%Consumer DiscretionaryCSCOCisco Systems$3,476,038$471,639 ▲15.7%65,3140.4%Computer and TechnologyMUBiShares National Muni Bond ETF$3,416,914$19,879 ▲0.6%31,4550.4%ETFGOOGAlphabet$3,412,689$3,157,724 ▲1,238.5%20,4120.4%Computer and TechnologyMRKMerck & Co., Inc.$3,214,420$543,951 ▼-14.5%28,3060.4%MedicalIBMInternational Business Machines$3,209,593$374,946 ▲13.2%14,5180.4%Computer and TechnologyNOWServiceNow$3,177,768$2,274,434 ▲251.8%3,5530.4%Computer and TechnologyWFCWells Fargo & Company$3,072,554$579,815 ▲23.3%54,3910.4%FinanceKOCoca-Cola$3,058,162$1,068,204 ▲53.7%42,5570.4%Consumer StaplesAXPAmerican Express$3,040,504$929,698 ▲44.0%11,2110.4%FinanceIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$3,003,965$57,212 ▲1.9%55,9190.4%ManufacturingVOOVanguard S&P 500 ETF$2,976,864$23,743 ▲0.8%5,6420.4%ETFAMATApplied Materials$2,974,520$652,002 ▲28.1%14,7220.4%Computer and TechnologyLOWLowe's Companies$2,879,077$712,863 ▲32.9%10,6300.4%Retail/WholesaleUBERUber Technologies$2,753,562$592,336 ▲27.4%36,6360.4%Computer and TechnologyVUGVanguard Growth ETF$2,694,519$107,888 ▲4.2%7,0180.3%ETFPGProcter & Gamble$2,687,872$468,330 ▲21.1%15,5190.3%Consumer StaplesIWBiShares Russell 1000 ETF$2,664,117$2,664,117 ▲New Holding8,4740.3%ETFIEMGiShares Core MSCI Emerging Markets ETF$2,644,018$81,981 ▼-3.0%46,0550.3%ETFSAPSAP$2,634,008$150,063 ▲6.0%11,4970.3%Computer and TechnologyCOSTCostco Wholesale$2,590,863$696,688 ▲36.8%2,9230.3%Retail/WholesaleVZVerizon Communications$2,507,838$580,197 ▲30.1%55,8410.3%Computer and TechnologySCHRSchwab Intermediate-Term U.S. Treasury ETF$2,507,281$116,178 ▼-4.4%49,5510.3%ETFSCHOSchwab Short-Term U.S. Treasury ETF$2,457,183$314,060 ▼-11.3%50,1670.3%ETFCVXChevron$2,439,654$226,205 ▲10.2%16,5660.3%Oils/EnergyAMDAdvanced Micro Devices$2,399,506$1,309,030 ▲120.0%14,6240.3%Computer and TechnologyNVONovo Nordisk A/S$2,331,533$77,634 ▼-3.2%19,5810.3%MedicalSCHFSchwab International Equity ETF$2,326,288$502,693 ▲27.6%56,5730.3%ETFIAGGiShares Core International Aggregate Bond ETF$2,260,026$501,566 ▼-18.2%43,6130.3%ETFGEGeneral Electric$2,240,335$1,291,021 ▲136.0%11,8800.3%TransportationMSMorgan Stanley$2,211,243$626,065 ▲39.5%21,2130.3%FinanceSCZiShares MSCI EAFE Small-Cap ETF$2,189,092$328,415 ▲17.7%32,3350.3%ETFTJXTJX Companies$2,187,163$528,220 ▲31.8%18,6080.3%Retail/WholesalePMPhilip Morris International$2,165,159$293,301 ▲15.7%17,8350.3%Consumer StaplesNEENextEra Energy$2,157,598$803,700 ▲59.4%25,5250.3%UtilitiesMMCMarsh & McLennan Companies$2,089,291$127,611 ▼-5.8%9,3650.3%FinanceBACBank of America$2,082,974$637,026 ▲44.1%52,4940.3%FinanceINTUIntuit$2,016,387$818,478 ▲68.3%3,2470.3%Computer and TechnologyASMLASML$1,995,742$31,665 ▼-1.6%2,3950.3%Computer and TechnologySHWSherwin-Williams$1,984,623$324,410 ▼-14.0%5,2000.3%Basic MaterialsPFEPfizer$1,970,487$481,473 ▲32.3%68,0890.3%MedicalCMCSAComcast$1,964,081$828,514 ▲73.0%47,0210.2%Consumer DiscretionaryNVSNovartis$1,921,389$39,106 ▲2.1%16,7050.2%MedicalTMUST-Mobile US$1,833,130$927,605 ▲102.4%8,8830.2%Computer and TechnologyUPSUnited Parcel Service$1,796,196$378,218 ▼-17.4%13,1740.2%TransportationGSKGSK$1,793,127$240,335 ▲15.5%43,8630.2%MedicalURIUnited Rentals$1,790,313$1,790,313 ▲New Holding2,2110.2%ConstructionABTAbbott Laboratories$1,784,069$1,083,234 ▲154.6%15,6480.2%MedicalTMToyota Motor$1,753,768$302,325 ▲20.8%9,8210.2%Auto/Tires/TrucksGILDGilead Sciences$1,723,886$197,943 ▼-10.3%20,5620.2%MedicalBMYBristol-Myers Squibb$1,720,636$26,491 ▼-1.5%33,2550.2%MedicalAZNAstraZeneca$1,678,516$337,121 ▲25.1%21,5440.2%MedicalRELXRelx$1,660,710$259,889 ▲18.6%34,9920.2%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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