Fund HoldingsVise Technologies, Inc.

Total Portfolio Value
$5.09B
Total Bought
$9.18M
Total Sold
$21.21M
Net Transaction
-$12.03M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
SPDR INDEX SHS FDS
ST PORT MARK ETF
0112,510+112,51005,2670.10%+5,267
SPDR INDEX SHS FDS
ST STR PO EX ETF
037,480+37,48001,6640.03%+1,664
SPDR INDEX SHS FDS
ST MAR DIVID ETF
024,179+24,17909470.02%+947
CARNIVAL CORP025,632+25,63207830.02%+783
VICTORY PORTFOLIOS II
CORE PLUS BD ETF
013,004+13,00402860.01%+286
SPDR INDEX SHS FDS
ST STR NAT ETF
03,821+3,82102370.00%+237
3M CO(MMM)016,825+16,82502,6940.05%+2,694
ABBOTT LABORATORIES056,077+56,07707,0260.14%+7,026
ABBVIE INC(ABBV)68,15668,156015,57315,5730.31%0
ABERCROMBIE & FITCH CO04,731+4,73105960.01%+596
ABRDN ETFS0111,891+111,89102,1850.04%+2,185
ABRDN PRECIOUS METALS BASKET04,152+4,15208540.02%+854
ACCENTURE PLC IRELAND
SHS CLASS A
018,041+18,04104,8400.10%+4,840
ACI WORLDWIDE INC05,021+5,02102400.00%+240
ADDUS HOMECARE CORP02,548+2,54802740.01%+274
ADIENT PLC(ADNT)011,615+11,61502230.00%+223
ADOBE INC(ADBE)013,909+13,90904,8680.10%+4,868
ADT INC DEL(ADT)013,106+13,10601060.00%+106
ADVANCED ENERGY INDS01,874+1,87403920.01%+392
ADVANCED MICRO DEVICES INC(AMD)39,81839,81808,5278,5270.17%0
AECOM(ACM)03,217+3,21703070.01%+307
AEGON LTD(AEG)018,603+18,60301430.00%+143
AERCAP HOLDINGS NV(AER)020,384+20,38402,9300.06%+2,930
AES CORP(AES)019,557+19,55702800.01%+280
AFFILIATED MANAGERS GROUP05,233+5,23301,5090.03%+1,509
AFFIRM HLDGS INC(AFRM)04,596+4,59603420.01%+342
AFLAC INC(AFL)029,944+29,94403,3020.06%+3,302
AGILENT TECHNOLOGIES INC(A)06,030+6,03008200.02%+820
AGNC INVT CORP(AGNC)024,676+24,67602650.01%+265
AGNICO EAGLE MINES LTD(AEM)020,327+20,32703,4460.07%+3,446
AGREE RLTY CORP016,445+16,44501,1850.02%+1,185
AIR LEASE CORP
CL A
013,461+13,46108650.02%+865
AIR PRODUCTS AND CHEMICALS I06,136+6,13601,5160.03%+1,516
AIRBNB INC09,078+9,07801,2320.02%+1,232
ALAMOS GOLD INC09,186+9,18603540.01%+354
ALBEMARLE CORP(ALB)02,293+2,29303240.01%+324
ALBERTSONS COS INC027,865+27,86504780.01%+478
ALCOA CORP(AA)012,013+12,01306380.01%+638
ALIBABA GROUP HLDG LTD(BABA)076,151+76,151011,1620.22%+11,162
ALIGHT INC(ALIT)030,337+30,3370590.00%+59
ALIGNMENT HEALTHCARE INC(ALHC)012,800+12,80002530.00%+253
ALLEGION PLC(ALLE)02,175+2,17503460.01%+346
ALLIANT ENERGY CORP(LNT)06,742+6,74204380.01%+438
ALLISON TRANSMISSION HLDGS I(ALSN)04,030+4,03003940.01%+394
ALLSPRING GLOBAL DIVIDEND OP014,203+14,2030830.00%+83
ALLSTATE CORP(ALL)010,484+10,48402,1820.04%+2,182
ALNYLAM PHARMACEUTICALS INC(ALNY)01,515+1,51506020.01%+602
ALPHABET INC(GOOG)226,667226,667070,94770,9471.39%0
ALPHABET INC(GOOG)0104,915+104,915032,9220.65%+32,922
ALPS ETF TR
ALERIAN MLP
07,922+7,92203720.01%+372
ALPS ETF TR
SMITH CORE PLUS
464,880464,880012,11912,1190.24%0
ALTRIA GROUP INC(MO)0112,883+112,88306,5090.13%+6,509
AMAZON COM INC(AMZN)304,572304,572070,30170,3011.38%0
AMBEV SA(ABEV)025,831+25,8310640.00%+64
AMER STATES WTR CO04,486+4,48603250.01%+325
AMEREN CORP(AEE)05,154+5,15405150.01%+515
AMERICAN AIRLINES GROUP INC(AAL)019,705+19,70503020.01%+302
AMERICAN CENTY ETF TR043,565+43,56503,5860.07%+3,586
AMERICAN CENTY ETF TR08,279+8,27907780.02%+778
AMERICAN CENTY ETF TR02,679+2,67902990.01%+299
AMERICAN CENTY ETF TR042,282+42,28203,2040.06%+3,204
AMERICAN CENTY ETF TR04,119+4,11904200.01%+420
AMERICAN ELEC PWR CO INC017,995+17,99502,0750.04%+2,075
AMERICAN EXPRESS CO(AXP)32,95132,951012,19012,1900.24%0
AMERICAN FINANCIAL GROUP INC02,760+2,76003770.01%+377
AMERICAN HEALTHCARE REIT INC(AHR)011,130+11,13005240.01%+524
AMERICAN INTL GROUP INC015,774+15,77401,3490.03%+1,349
AMERICAN TOWER CORP(AMT)014,985+14,98502,6310.05%+2,631
AMERICAN WTR WKS CO INC NEW05,233+5,23306830.01%+683
AMERIPRISE FINL INC(AMP)011,334+11,33405,5580.11%+5,558
AMERIS BANCORP(ABCB)06,668+6,66804950.01%+495
AMETEK INC06,275+6,27501,2880.03%+1,288
AMGEN INC(AMGN)019,503+19,50306,3840.13%+6,384
AMICUS THERAPEUTIC
COM
069,715+69,71509930.02%+993
AMKOR TECHNOLOGY INC012,214+12,21404820.01%+482
AMNEAL PHARMACEUTICALS INC(AMRX)010,155+10,15501280.00%+128
AMPHENOL CORP021,678+21,67802,9300.06%+2,930
AMPLIFY ETF TR023,963+23,96301,3630.03%+1,363
AMPLIFY ETF TR017,269+17,26907680.02%+768
ANALOG DEVICES INC(ADI)010,797+10,79702,9280.06%+2,928
ANGEL OAK FUNDS TRUST
OAK ULTRASHORT
085,821+85,82104,3890.09%+4,389
ANHEUSER BUSCH INBEV SA NV(BUD)037,705+37,70502,4150.05%+2,415
ANTERO MIDSTREAM CORP(AM)012,170+12,17002170.00%+217
AON PLC(AON)03,334+3,33401,1760.02%+1,176
APA CORPORATION(APA)040,180+40,18009830.02%+983
APELLIS PHARMACEUTICALS INC
COM
09,012+9,01202260.00%+226
API GROUP CORP(APG)05,359+5,35902050.00%+205
APOLLO GLOBAL MGMT INC(APO)06,742+6,74209760.02%+976
APPLE INC(AAPL)514,365514,3650139,835139,8352.75%0
APPLIED INDL TECHNOLOGIES IN(AIT)0993+99302550.01%+255
APPLIED MATLS INC37,53437,53409,6469,6460.19%0
APPLOVIN CORP(APP)05,947+5,94704,0070.08%+4,007
ARCELORMITTAL SA LUXEMBOURG(MT)018,385+18,38508380.02%+838
ARCH CAP GROUP LTD
ORD
09,839+9,83909440.02%+944
ARCHER DANIELS MIDLAND CO09,722+9,72205590.01%+559
ARDELYX INC057,638+57,63803360.01%+336
ARES CAPITAL CORP(ARCC)010,585+10,58502140.00%+214
ARES MANAGEMENT CORPORATION(ARES)06,023+6,02309740.02%+974
ARGENX SE(ARGX)0620+62005220.01%+522
ARISTA NETWORKS INC(ANET)036,315+36,31504,7580.09%+4,758
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