Vise Technologies, Inc. Portfolio Holdings

Vise Technologies, Inc.

  • $771 Million
  • Q3 2024

Vise Technologies, Inc. has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $771 Million distributed in 588 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $20.7M, Vanguard Intermediate Term Cor with a value of $20.3M, Apple Inc. with a value of $19.7M, Nvidia Corp with a value of $19.6M, and Amazon Com Inc with a value of $17.2M.

Examining the 13F form we can see an increase of $207M in the current position value, from $563M to 771M.

Vise Technologies, Inc. is based out at New York, NY

Below you can find more details about Vise Technologies, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $771 Million
ETFs: $247 Million
Technology: $147 Million
Financial Services: $81.4 Million
Consumer Cyclical: $60.3 Million
Healthcare: $60 Million
Communication Services: $46.7 Million
Industrials: $42.4 Million
Consumer Defensive: $34.5 Million
Other: $51.4 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.3T
$20.7 Million 2.68% of portfolio
48,065
Q3 2024 Added 76.28%
$3.85T
$19.7 Million 2.55% of portfolio
84,372
Q3 2024 Added 47.69%
$308B
$19.6 Million 2.54% of portfolio
161,126
Q3 2024 Added 36.81%
$2.42T
$17.2 Million 2.23% of portfolio
92,138
Q3 2024 Added 77.99%
$1.53T
$13.5 Million 1.75% of portfolio
23,537
Q3 2024 Added 21.16%
$1.16T
$11.2 Million 1.45% of portfolio
67,423
Q3 2024 Added 46.04%
$782B
$10.8 Million 1.4% of portfolio
51,102
Q3 2024 Added 28.22%
$265B
$8.55 Million 1.11% of portfolio
105,921
Q3 2024 Added 12.07%
$611B
$8.33 Million 1.08% of portfolio
18,105
Q3 2024 Added 30.26%
$83.6B
$7.41 Million 0.96% of portfolio
42,928
Q3 2024 Added 1,273.7%
$764B
$6.7 Million 0.87% of portfolio
7,566
Q3 2024 Added 28.56%
$1.23T
$5.68 Million 0.74% of portfolio
21,696
Q3 2024 Added 19.5%
$549B
$5.55 Million 0.72% of portfolio
20,191
Q3 2024 Added 47.26%
$523B
$5.04 Million 0.65% of portfolio
10,202
Q3 2024 Added 88.93%
$453B
$5.01 Million 0.65% of portfolio
42,706
Q3 2024 Added 7.83%
$395B
$4.98 Million 0.65% of portfolio
30,735
Q3 2024 Added 21.72%
$437B
$4.75 Million 0.62% of portfolio
27,883
Q3 2024 Added 22.66%
$1.05T
$4.4 Million 0.57% of portfolio
25,321
Q3 2024 New
$205B
$4.42 Million 0.57% of portfolio
8,540
Q3 2024 Added 16.38%
$354B
$4.22 Million 0.55% of portfolio
15,416
Q3 2024 Added 289.88%
$310B
$4.04 Million 0.52% of portfolio
20,445
Q3 2024 Added 18.03%
$503B
$3.89 Million 0.5% of portfolio
6,648
Q3 2024 Added 55.47%
$236B
$3.77 Million 0.49% of portfolio
10,676
Q3 2024 Added 114.08%
$207B
$3.66 Million 0.48% of portfolio
21,543
Q3 2024 Reduced 1.16%
$208B
$3.53 Million 0.46% of portfolio
9,028
Q3 2024 Added 28.97%
$193B
$3.51 Million 0.46% of portfolio
20,637
Q3 2024 Reduced 4.36%
$245B
$3.48 Million 0.45% of portfolio
65,314
Q3 2024 Added 15.7%
$435B
$3.5 Million 0.45% of portfolio
4,939
Q3 2024 Added 233.49%
$1.2T
$3.41 Million 0.44% of portfolio
20,412
Q3 2024 Added 1,238.49%
$249B
$3.21 Million 0.42% of portfolio
28,306
Q3 2024 Reduced 14.47%
$205B
$3.21 Million 0.42% of portfolio
14,518
Q3 2024 Added 13.23%
$231B
$3.18 Million 0.41% of portfolio
3,553
Q3 2024 Added 251.78%
$297B
$3.07 Million 0.4% of portfolio
54,391
Q3 2024 Added 23.26%
$272B
$3.06 Million 0.4% of portfolio
42,557
Q3 2024 Added 53.68%
$151B
$2.97 Million 0.39% of portfolio
14,722
Q3 2024 Added 28.07%
$236B
$3.04 Million 0.39% of portfolio
11,211
Q3 2024 Added 44.04%
$162B
$2.88 Million 0.37% of portfolio
10,630
Q3 2024 Added 32.91%
$132B
$2.75 Million 0.36% of portfolio
36,636
Q3 2024 Added 27.41%
$394B
$2.69 Million 0.35% of portfolio
15,519
Q3 2024 Added 21.1%
$324B
$2.63 Million 0.34% of portfolio
11,497
Q3 2024 Added 6.04%
$427B
$2.59 Million 0.34% of portfolio
2,923
Q3 2024 Added 36.78%
$169B
$2.51 Million 0.33% of portfolio
55,841
Q3 2024 Added 30.1%
$305B
$2.44 Million 0.32% of portfolio
16,566
Q3 2024 Added 10.22%
$189B
$2.4 Million 0.31% of portfolio
14,624
Q3 2024 Added 120.04%
$190B
$2.33 Million 0.3% of portfolio
19,581
Q3 2024 Reduced 3.22%
$235B
$2.21 Million 0.29% of portfolio
21,213
Q3 2024 Added 39.49%
$218B
$2.24 Million 0.29% of portfolio
11,880
Q3 2024 Added 136.0%
$201B
$2.16 Million 0.28% of portfolio
17,835
Q3 2024 Added 15.67%
$144B
$2.19 Million 0.28% of portfolio
18,608
Q3 2024 Added 31.84%

Summary

  • Portfolio
  • No. of Stocks 588
  • Current Value $771 Million
  • Prior Value $563 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 201 stocks
  • Additional Purchases 245 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 136 stocks
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