$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 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
ULE | PROSHARES TR IIpsh ultra euro | $228,208 | -6.5% | 21,028 | 0.0% | 0.06% | -5.1% | |
PSLV | SPROTT PHYSICAL SILVER TRtr unit | $109,622 | -2.7% | 14,462 | 0.0% | 0.03% | 0.0% |
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.