$407 Million is the total value of Vise Technologies, Inc.'s 331 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 22.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VGIT | Buy | VANGUARD SCOTTSDALE FDSinter term treas | $12,789,207 | -0.4% | 223,783 | +2.2% | 3.14% | +1.1% |
| AAPL | Buy | APPLE INC | $7,810,076 | -4.3% | 45,617 | +8.4% | 1.92% | -2.9% |
| BCI | Buy | ABRDN ETFS | $7,319,660 | +5.6% | 346,739 | +0.8% | 1.80% | +7.1% |
| MSFT | Buy | MICROSOFT CORP | $6,689,736 | +0.7% | 21,187 | +8.6% | 1.64% | +2.2% |
| AMZN | Buy | AMAZON COM INC | $6,280,236 | +0.7% | 49,404 | +3.2% | 1.54% | +2.2% |
| XOM | Buy | EXXON MOBIL CORP | $5,161,534 | +20.7% | 43,898 | +10.1% | 1.27% | +22.6% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $4,268,707 | +3.5% | 12,186 | +0.8% | 1.05% | +5.0% |
| WMT | Buy | WALMART INC | $4,018,088 | +18.1% | 25,124 | +16.1% | 0.99% | +19.9% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $3,961,161 | -9.4% | 25,413 | +4.2% | 0.97% | -7.9% |
| JPM | Buy | JPMORGAN CHASE & CO | $3,868,154 | +5.1% | 26,673 | +5.4% | 0.95% | +6.7% |
| TSLA | Buy | TESLA INC | $3,759,305 | +1.9% | 15,024 | +6.7% | 0.92% | +3.5% |
| MUB | Buy | ISHARES TRnational mun etf | $3,372,635 | +30.5% | 32,891 | +35.9% | 0.83% | +32.4% |
| JNJ | Buy | JOHNSON & JOHNSON | $3,321,071 | +11.7% | 21,323 | +18.7% | 0.82% | +13.3% |
| HD | Buy | HOME DEPOT INC | $3,310,947 | -0.1% | 10,958 | +2.7% | 0.81% | +1.4% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $3,233,384 | +16.7% | 6,413 | +11.3% | 0.80% | +18.5% |
| ORCL | Buy | ORACLE CORP | $3,218,216 | +31.6% | 30,383 | +48.0% | 0.79% | +33.6% |
| PEP | Buy | PEPSICO INC | $2,804,375 | +0.6% | 16,551 | +10.0% | 0.69% | +2.1% |
| ABBV | Buy | ABBVIE INC | $2,577,782 | +34.8% | 17,294 | +21.8% | 0.63% | +36.9% |
| IGIB | Buy | ISHARES TR | $2,341,309 | +43.5% | 48,126 | +49.2% | 0.58% | +45.8% |
| SCHR | Buy | SCHWAB STRATEGIC TRint-trm u.s tres | $2,311,523 | +40.8% | 48,217 | +44.7% | 0.57% | +42.7% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $2,257,730 | +16.2% | 16,092 | +10.9% | 0.56% | +18.1% |
| PFE | Buy | PFIZER INC | $2,258,241 | -5.5% | 68,081 | +4.5% | 0.56% | -4.0% |
| FDX | Buy | FEDEX CORP | $2,087,570 | +26.0% | 7,880 | +17.9% | 0.51% | +27.9% |
| SGOV | Buy | ISHARES TR0-3 mnth treasry | $2,074,909 | +293.3% | 20,611 | +293.2% | 0.51% | +298.4% |
| V | Buy | VISA INC | $2,064,872 | +3.8% | 8,977 | +7.2% | 0.51% | +5.4% |
| CVX | Buy | CHEVRON CORP NEW | $1,978,968 | +14.3% | 11,736 | +6.6% | 0.49% | +16.0% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $1,914,119 | +24.8% | 4,835 | +24.0% | 0.47% | +27.0% |
| IEMG | Buy | ISHARES INCcore msci emkt | $1,889,704 | +1.2% | 39,708 | +4.8% | 0.46% | +2.9% |
| AMGN | Buy | AMGEN INC | $1,835,101 | +42.3% | 6,828 | +17.6% | 0.45% | +44.6% |
| SHV | Buy | ISHARES TRshort treas bd | $1,828,610 | +247.6% | 16,553 | +247.5% | 0.45% | +254.3% |
| NVO | Buy | NOVO-NORDISK A Sadr | $1,766,788 | +9.5% | 19,428 | +94.8% | 0.43% | +11.0% |
| PG | Buy | PROCTER AND GAMBLE CO | $1,748,601 | +8.5% | 11,988 | +12.9% | 0.43% | +10.3% |
| AMAT | Buy | APPLIED MATLS INC | $1,669,506 | +18.1% | 12,059 | +23.3% | 0.41% | +19.9% |
| TJX | Buy | TJX COS INC NEW | $1,651,737 | +8.3% | 18,584 | +3.3% | 0.41% | +10.0% |
| IAGG | Buy | ISHARES TRcore intl aggr | $1,626,179 | +6.7% | 33,337 | +7.8% | 0.40% | +8.4% |
| VMBS | Buy | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $1,612,461 | +35.3% | 36,831 | +42.2% | 0.40% | +37.0% |
| GILD | Buy | GILEAD SCIENCES INC | $1,601,456 | +2.8% | 21,370 | +5.8% | 0.39% | +4.5% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $1,592,064 | +117.1% | 3,707 | +125.3% | 0.39% | +119.7% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $1,542,098 | -5.8% | 26,570 | +3.8% | 0.38% | -4.5% |
| WFC | Buy | WELLS FARGO CO NEW | $1,514,823 | +11.8% | 37,073 | +16.7% | 0.37% | +13.4% |
| BAC | Buy | BANK AMERICA CORP | $1,460,671 | +7.5% | 53,348 | +12.7% | 0.36% | +9.1% |
| TFI | Buy | SPDR SER TRnuveen blmbrg mu | $1,455,822 | +0.7% | 33,314 | +6.3% | 0.36% | +2.3% |
| USRT | Buy | ISHARES TRcre u s reit etf | $1,400,916 | +0.4% | 29,693 | +9.4% | 0.34% | +1.8% |
| TM | Buy | TOYOTA MOTOR CORPads | $1,303,552 | +13.5% | 7,252 | +1.5% | 0.32% | +15.1% |
| DE | Buy | DEERE & CO | $1,248,373 | +89.4% | 3,308 | +103.3% | 0.31% | +91.9% |
| PAGP | Buy | PLAINS GP HLDGS L Pltd partnr int a | $1,217,502 | +11.2% | 75,527 | +2.3% | 0.30% | +12.8% |
| TXN | Buy | TEXAS INSTRS INC | $1,214,461 | +33.6% | 7,638 | +51.2% | 0.30% | +35.9% |
| Buy | GSK PLCsponsored adr | $1,187,003 | +3.8% | 32,745 | +2.1% | 0.29% | +5.4% | |
| LRCX | Buy | LAM RESEARCH CORP | $1,111,266 | +3.5% | 1,773 | +6.2% | 0.27% | +5.0% |
| UNP | Buy | UNION PAC CORP | $1,097,167 | +20.7% | 5,388 | +21.3% | 0.27% | +22.7% |
| ADBE | Buy | ADOBE INC | $1,078,439 | +66.3% | 2,115 | +59.5% | 0.26% | +68.8% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $1,062,914 | +11.6% | 31,299 | +17.1% | 0.26% | +13.0% |
| NKE | Buy | NIKE INCcl b | $1,055,021 | -4.0% | 11,033 | +10.8% | 0.26% | -2.6% |
| PM | Buy | PHILIP MORRIS INTL INC | $1,025,147 | +16.6% | 11,073 | +22.9% | 0.25% | +18.3% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $1,011,028 | +44.6% | 3,801 | +49.6% | 0.25% | +47.3% |
| MPC | Buy | MARATHON PETE CORP | $992,499 | +31.5% | 6,558 | +1.3% | 0.24% | +33.3% |
| KO | Buy | COCA COLA CO | $986,572 | -4.5% | 17,624 | +2.8% | 0.24% | -2.8% |
| TTE | Buy | TOTALENERGIES SEsponsored ads | $964,117 | +16.6% | 14,661 | +2.2% | 0.24% | +18.5% |
| PDCO | Buy | PATTERSON COS INC | $941,913 | -9.8% | 31,778 | +1.3% | 0.23% | -8.3% |
| T | Buy | AT&T INC | $920,741 | +0.0% | 61,301 | +6.2% | 0.23% | +1.3% |
| SPIB | Buy | SPDR SER TRportfolio intrmd | $920,730 | +2.4% | 29,276 | +4.6% | 0.23% | +3.7% |
| FNDC | Buy | SCHWAB STRATEGIC TRschwb fdt int sc | $905,673 | +29.9% | 28,179 | +34.2% | 0.22% | +32.0% |
| HSBC | Buy | HSBC HLDGS PLCspon adr new | $905,928 | +4.3% | 22,958 | +4.7% | 0.22% | +6.2% |
| MMC | Buy | MARSH & MCLENNAN COS INC | $893,278 | +24.5% | 4,694 | +23.0% | 0.22% | +26.4% |
| DUK | Buy | DUKE ENERGY CORP NEW | $868,191 | +2.9% | 9,837 | +4.7% | 0.21% | +4.4% |
| SIG | Buy | SIGNET JEWELERS LIMITED | $853,400 | +11.5% | 11,884 | +1.3% | 0.21% | +13.5% |
| CVS | Buy | CVS HEALTH CORP | $819,733 | +27.5% | 11,741 | +26.2% | 0.20% | +29.5% |
| PSX | Buy | PHILLIPS 66 | $807,843 | +43.0% | 6,724 | +13.5% | 0.20% | +45.3% |
| ANTM | Buy | ELEVANCE HEALTH INC | $762,427 | +9.7% | 1,751 | +11.9% | 0.19% | +11.3% |
| Buy | EA SERIES TRUSTalpha arch 1-3 | $754,479 | +10.0% | 7,277 | +8.6% | 0.18% | +11.4% | |
| RELX | Buy | RELX PLCsponsored adr | $746,897 | +8.2% | 22,163 | +7.3% | 0.18% | +10.2% |
| MO | Buy | ALTRIA GROUP INC | $709,310 | +8.0% | 16,868 | +16.3% | 0.17% | +9.4% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $682,737 | +1.4% | 16,483 | +7.2% | 0.17% | +3.1% |
| AMN | Buy | AMN HEALTHCARE SVCS INC | $685,103 | +28.3% | 8,043 | +64.4% | 0.17% | +30.2% |
| D | Buy | DOMINION ENERGY INC | $669,073 | +51.7% | 14,978 | +75.8% | 0.16% | +53.3% |
| Buy | THOMSON REUTERS CORP. | $650,921 | -7.1% | 5,321 | +2.5% | 0.16% | -5.9% | |
| INTC | Buy | INTEL CORP | $641,317 | +8.0% | 18,040 | +1.6% | 0.16% | +9.7% |
| New | CRH PLCord | $625,844 | – | 11,435 | +100.0% | 0.15% | – | |
| ACN | Buy | ACCENTURE PLC IRELAND | $616,518 | +22.5% | 2,007 | +23.1% | 0.15% | +24.6% |
| CI | Buy | THE CIGNA GROUP | $605,047 | +17.7% | 2,115 | +15.4% | 0.15% | +20.2% |
| BTI | Buy | BRITISH AMERN TOB PLCsponsored adr | $593,214 | -4.5% | 18,886 | +0.9% | 0.15% | -2.7% |
| PXD | Buy | PIONEER NAT RES CO | $589,949 | +49.0% | 2,570 | +34.5% | 0.14% | +51.0% |
| PINC | Buy | PREMIER INCcl a | $583,643 | +101.3% | 27,146 | +159.0% | 0.14% | +104.3% |
| R | Buy | RYDER SYS INC | $575,926 | +88.3% | 5,385 | +49.3% | 0.14% | +91.9% |
| TMUS | Buy | T-MOBILE US INC | $564,962 | +180.3% | 4,034 | +178.0% | 0.14% | +183.7% |
| New | SYLVAMO CORP | $566,738 | – | 12,898 | +100.0% | 0.14% | – | |
| EQNR | Buy | EQUINOR ASAsponsored adr | $567,247 | +30.7% | 17,299 | +16.4% | 0.14% | +32.4% |
| SU | Buy | SUNCOR ENERGY INC NEW | $543,363 | +29.2% | 15,805 | +10.2% | 0.13% | +31.4% |
| VUG | New | VANGUARD INDEX FDSgrowth etf | $529,661 | – | 1,945 | +100.0% | 0.13% | – |
| NCR | Buy | NCR CORP NEW | $514,992 | +7.2% | 19,095 | +0.2% | 0.13% | +9.5% |
| KFY | Buy | KORN FERRY | $507,234 | +18.6% | 10,692 | +23.8% | 0.12% | +20.2% |
| New | ENOVIS CORPORATION | $492,129 | – | 9,333 | +100.0% | 0.12% | – | |
| RNG | Buy | RINGCENTRAL INCcl a | $488,688 | -9.1% | 16,493 | +0.4% | 0.12% | -7.7% |
| CRM | Buy | SALESFORCE INC | $487,280 | +4.0% | 2,403 | +8.3% | 0.12% | +6.2% |
| TIP | Buy | ISHARES TRtips bd etf | $488,528 | +60.0% | 4,710 | +66.0% | 0.12% | +62.2% |
| OI | New | O-I GLASS INC | $473,794 | – | 28,320 | +100.0% | 0.12% | – |
| IART | New | INTEGRA LIFESCIENCES HLDGS C | $461,144 | – | 12,075 | +100.0% | 0.11% | – |
| MAN | Buy | MANPOWERGROUP INC WIS | $449,826 | -6.6% | 6,135 | +1.2% | 0.11% | -5.1% |
| NSC | New | NORFOLK SOUTHN CORP | $451,757 | – | 2,294 | +100.0% | 0.11% | – |
| VRTV | Buy | VERITIV CORP | $443,025 | +52.5% | 2,623 | +13.4% | 0.11% | +55.7% |
| CB | Buy | CHUBB LIMITED | $442,176 | +100.0% | 2,124 | +85.0% | 0.11% | +101.9% |
| ABT | Buy | ABBOTT LABS | $443,413 | +26.5% | 4,578 | +42.4% | 0.11% | +28.2% |
| TD | Buy | TORONTO DOMINION BK ONT | $435,912 | -1.2% | 7,234 | +1.6% | 0.11% | 0.0% |
| GWW | Buy | GRAINGER W W INC | $416,419 | -10.1% | 602 | +2.6% | 0.10% | -8.9% |
| ADSK | Buy | AUTODESK INC | $410,716 | +4.4% | 1,985 | +3.2% | 0.10% | +6.3% |
| RCII | Buy | UPBOUND GROUP INC | $410,428 | +39.7% | 13,936 | +47.7% | 0.10% | +42.3% |
| CRC | New | CALIFORNIA RES CORP | $400,976 | – | 7,159 | +100.0% | 0.10% | – |
| Buy | GENERAL ELECTRIC CO | $398,977 | +11.4% | 3,609 | +10.7% | 0.10% | +12.6% | |
| MUFG | Buy | MITSUBISHI UFJ FINL GROUP INsponsored ads | $394,997 | +20.9% | 46,525 | +5.0% | 0.10% | +22.8% |
| CNX | New | CNX RES CORP | $391,740 | – | 17,349 | +100.0% | 0.10% | – |
| RACE | Buy | FERRARI N V | $388,931 | -5.0% | 1,316 | +4.5% | 0.10% | -3.0% |
| GMS | Buy | GMS INC | $383,628 | +24.0% | 5,997 | +34.2% | 0.09% | +25.3% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $383,519 | +2.1% | 3,730 | +13.1% | 0.09% | +3.3% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $377,712 | -1.0% | 884 | +2.7% | 0.09% | +1.1% |
| PCG | Buy | PG&E CORP | $376,426 | +10.6% | 23,337 | +18.5% | 0.09% | +13.4% |
| EOG | Buy | EOG RES INC | $365,956 | +69.6% | 2,887 | +53.1% | 0.09% | +73.1% |
| RTX | Buy | RTX CORPORATION | $354,356 | +36.6% | 4,924 | +86.0% | 0.09% | +38.1% |
| ABNB | Buy | AIRBNB INC | $344,946 | +18.2% | 2,514 | +10.4% | 0.08% | +19.7% |
| INTU | Buy | INTUIT | $343,352 | +40.1% | 672 | +25.6% | 0.08% | +42.4% |
| SCCO | Buy | SOUTHERN COPPER CORP | $335,266 | +7.2% | 4,453 | +2.1% | 0.08% | +7.9% |
| XRX | Buy | XEROX HOLDINGS CORP | $333,491 | +43.3% | 21,255 | +36.0% | 0.08% | +46.4% |
| MSI | Buy | MOTOROLA SOLUTIONS INC | $328,866 | -0.1% | 1,208 | +7.6% | 0.08% | +1.2% |
| EL | Buy | LAUDER ESTEE COS INCcl a | $325,390 | +16.8% | 2,251 | +58.6% | 0.08% | +19.4% |
| NAVI | Buy | NAVIENT CORPORATION | $322,704 | -6.2% | 18,740 | +1.3% | 0.08% | -4.8% |
| ADS | New | BREAD FINANCIAL HOLDINGS INC | $316,152 | – | 9,244 | +100.0% | 0.08% | – |
| FYBR | New | FRONTIER COMMUNICATIONS PARE | $312,624 | – | 19,976 | +100.0% | 0.08% | – |
| VOD | Buy | VODAFONE GROUP PLC NEWsponsored adr | $306,858 | +10.9% | 32,369 | +10.5% | 0.08% | +11.9% |
| OGS | New | ONE GAS INC | $306,580 | – | 4,490 | +100.0% | 0.08% | – |
| PNM | Buy | PNM RES INC | $306,344 | +26.2% | 6,867 | +27.6% | 0.08% | +27.1% |
| VTV | New | VANGUARD INDEX FDSvalue etf | $305,459 | – | 2,215 | +100.0% | 0.08% | – |
| ENR | Buy | ENERGIZER HLDGS INC NEW | $301,978 | +19.9% | 9,425 | +25.7% | 0.07% | +21.3% |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $289,383 | +9.3% | 5,407 | +14.5% | 0.07% | +10.9% |
| FHI | Buy | FEDERATED HERMES INCcl b | $286,411 | +2.4% | 8,456 | +8.4% | 0.07% | +2.9% |
| ESGU | Buy | ISHARES TResg awr msci usa | $284,453 | +18.8% | 3,029 | +23.3% | 0.07% | +20.7% |
| ASH | New | ASHLAND INC | $284,001 | – | 3,477 | +100.0% | 0.07% | – |
| NEU | New | NEWMARKET CORP | $281,670 | – | 619 | +100.0% | 0.07% | – |
| LIVN | Buy | LIVANOVA PLC | $271,327 | +7.3% | 5,131 | +4.4% | 0.07% | +9.8% |
| BNO | Buy | UNITED STS BRENT OIL FD LPunit | $272,114 | +26.0% | 8,485 | +0.1% | 0.07% | +28.8% |
| FCX | Buy | FREEPORT-MCMORAN INCcl b | $271,397 | -2.7% | 7,278 | +4.3% | 0.07% | -1.5% |
| AON | New | AON PLC | $263,591 | – | 813 | +100.0% | 0.06% | – |
| SDY | Buy | SPDR SER TRs&p divid etf | $264,753 | +22.2% | 2,302 | +30.3% | 0.06% | +25.0% |
| MMSI | Buy | MERIT MED SYS INC | $258,618 | +6.3% | 3,747 | +28.9% | 0.06% | +8.5% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $258,720 | -2.8% | 722 | +0.3% | 0.06% | 0.0% |
| EXC | New | EXELON CORP | $255,810 | – | 6,769 | +100.0% | 0.06% | – |
| KMI | Buy | KINDER MORGAN INC DEL | $254,975 | +23.5% | 15,378 | +28.3% | 0.06% | +26.0% |
| TEX | Buy | TEREX CORP NEW | $255,372 | +5.8% | 4,432 | +9.9% | 0.06% | +8.6% |
| MET | New | METLIFE INC | $253,594 | – | 4,031 | +100.0% | 0.06% | – |
| ARCB | Buy | ARCBEST CORP | $249,248 | +4.3% | 2,452 | +1.4% | 0.06% | +5.2% |
| OKE | Buy | ONEOK INC NEW | $243,373 | +3.9% | 3,837 | +1.1% | 0.06% | +5.3% |
| PTCT | Buy | PTC THERAPEUTICS INC | $239,070 | -34.6% | 10,668 | +18.6% | 0.06% | -33.7% |
| SM | New | SM ENERGY CO | $238,415 | – | 6,013 | +100.0% | 0.06% | – |
| NOW | Buy | SERVICENOW INC | $241,471 | +19.0% | 432 | +19.7% | 0.06% | +20.4% |
| ASO | Buy | ACADEMY SPORTS & OUTDOORS IN | $234,128 | +11.9% | 4,953 | +28.0% | 0.06% | +13.7% |
| IWD | New | ISHARES TRrus 1000 val etf | $227,123 | – | 1,496 | +100.0% | 0.06% | – |
| NEE | Buy | NEXTERA ENERGY INC | $224,069 | -10.4% | 3,911 | +16.0% | 0.06% | -9.8% |
| WU | New | WESTERN UN CO | $223,282 | – | 16,941 | +100.0% | 0.06% | – |
| PRU | New | PRUDENTIAL FINL INC | $219,602 | – | 2,314 | +100.0% | 0.05% | – |
| CRUS | New | CIRRUS LOGIC INC | $220,992 | – | 2,988 | +100.0% | 0.05% | – |
| TSN | New | TYSON FOODS INCcl a | $218,703 | – | 4,332 | +100.0% | 0.05% | – |
| BNTX | New | BIONTECH SEsponsored ads | $219,673 | – | 2,022 | +100.0% | 0.05% | – |
| TXT | New | TEXTRON INC | $221,371 | – | 2,833 | +100.0% | 0.05% | – |
| BLK | Buy | BLACKROCK INC | $207,523 | +2.1% | 321 | +9.2% | 0.05% | +4.1% |
| JHG | New | JANUS HENDERSON GROUP PLC | $208,167 | – | 8,062 | +100.0% | 0.05% | – |
| HON | Buy | HONEYWELL INTL INC | $206,170 | -2.7% | 1,116 | +9.3% | 0.05% | 0.0% |
| BTU | New | PEABODY ENERGY CORP | $204,073 | – | 7,852 | +100.0% | 0.05% | – |
| TU | Buy | TELUS CORPORATION | $184,152 | -15.6% | 11,270 | +0.5% | 0.04% | -15.1% |
| GPS | New | GAP INC | $185,090 | – | 17,412 | +100.0% | 0.04% | – |
| FNB | New | F N B CORP | $171,216 | – | 15,868 | +100.0% | 0.04% | – |
| VTRS | Buy | VIATRIS INC | $110,742 | +5.7% | 11,231 | +7.0% | 0.03% | +8.0% |
| DISH | Buy | DISH NETWORK CORPORATIONcl a | $89,904 | +20.1% | 15,342 | +35.1% | 0.02% | +22.2% |
| New | BGC GROUP INCcl a | $82,870 | – | 15,695 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-31
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 8 | Q3 2023 | 2.0% |
| VANGUARD TAX-MANAGED INTL FD | 8 | Q3 2023 | 1.8% |
| UNITED PARCEL SERVICE INC | 8 | Q3 2023 | 1.9% |
| MICROSOFT CORP | 8 | Q3 2023 | 1.6% |
| AMAZON COM INC | 8 | Q3 2023 | 1.5% |
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 1.4% |
| HOME DEPOT INC | 8 | Q3 2023 | 2.1% |
| META PLATFORMS INC | 8 | Q3 2023 | 1.4% |
| ALPHABET INC | 8 | Q3 2023 | 1.1% |
| BERKSHIRE HATHAWAY INC DEL | 8 | Q3 2023 | 1.0% |
View Vise Technologies, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-10-31 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-06-08 |
| 13F-HR | 2022-06-07 |
| D | 2021-06-02 |
View Vise Technologies, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.