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
$142B
$2.16 Million 0.28% of portfolio
25,525
Q3 2024 Added 59.36%
$362B
$2.08 Million 0.27% of portfolio
52,494
Q3 2024 Added 44.06%
$106B
$2.09 Million 0.27% of portfolio
9,365
Q3 2024 Reduced 5.76%
$148B
$1.97 Million 0.26% of portfolio
68,089
Q3 2024 Added 32.33%
$94B
$1.98 Million 0.26% of portfolio
5,200
Q3 2024 Reduced 14.05%
$191B
$2.02 Million 0.26% of portfolio
3,247
Q3 2024 Added 68.33%
$292B
$2 Million 0.26% of portfolio
2,395
Q3 2024 Reduced 1.56%
$171B
$1.96 Million 0.25% of portfolio
47,021
Q3 2024 Added 72.96%
$213B
$1.92 Million 0.25% of portfolio
16,705
Q3 2024 Added 2.08%
$275B
$1.83 Million 0.24% of portfolio
8,883
Q3 2024 Added 102.44%
$198B
$1.78 Million 0.23% of portfolio
15,648
Q3 2024 Added 154.56%
$92.9B
$1.8 Million 0.23% of portfolio
13,174
Q3 2024 Reduced 17.39%
$237B
$1.75 Million 0.23% of portfolio
9,821
Q3 2024 Added 20.83%
$52.6B
$1.79 Million 0.23% of portfolio
2,211
Q3 2024 New
$90.1B
$1.66 Million 0.22% of portfolio
34,992
Q3 2024 Added 18.55%
$116B
$1.72 Million 0.22% of portfolio
20,562
Q3 2024 Reduced 10.3%
$208B
$1.68 Million 0.22% of portfolio
21,544
Q3 2024 Added 25.13%
$150B
$1.63 Million 0.21% of portfolio
25,103
Q3 2024 Added 18.22%
$129B
$1.61 Million 0.21% of portfolio
25,920
Q3 2024 Added 44.98%
$221B
$1.61 Million 0.21% of portfolio
24,416
Q3 2024 Added 7.53%
$25B
$1.58 Million 0.21% of portfolio
8,157
Q3 2024 New
$205B
$1.55 Million 0.2% of portfolio
367
Q3 2024 Added 82.59%
$163B
$1.52 Million 0.2% of portfolio
69,274
Q3 2024 Added 17.26%
$39.4B
$1.47 Million 0.19% of portfolio
139,575
Q3 2024 Reduced 1.31%
$70.8B
$1.45 Million 0.19% of portfolio
10,638
Q3 2024 Reduced 10.96%
$5.86B
$1.48 Million 0.19% of portfolio
214,763
Q3 2024 New
$177B
$1.43 Million 0.19% of portfolio
7,341
Q3 2024 Added 50.03%
$99.9B
$1.44 Million 0.19% of portfolio
46,544
Q3 2024 Reduced 4.8%
$26.9B
$1.36 Million 0.18% of portfolio
14,081
Q3 2024 Added 61.78%
$72.2B
$1.36 Million 0.18% of portfolio
4,961
Q3 2024 Reduced 22.18%
$83.1B
$1.42 Million 0.18% of portfolio
12,345
Q3 2024 Added 29.08%
$123B
$1.43 Million 0.18% of portfolio
24,730
Q3 2024 Added 16.82%
$89.1B
$1.42 Million 0.18% of portfolio
45,392
Q3 2024 Reduced 0.94%
$58B
$1.32 Million 0.17% of portfolio
44,609
Q3 2024 Added 142.18%
$218B
$1.29 Million 0.17% of portfolio
4,248
Q3 2024 Added 82.01%
$193B
$1.31 Million 0.17% of portfolio
2,669
Q3 2024 Added 315.09%
$53.1B
$1.31 Million 0.17% of portfolio
5,325
Q3 2024 Added 103.24%
$142B
$1.35 Million 0.17% of portfolio
4,176
Q3 2024 Added 7.91%
$129B
$1.34 Million 0.17% of portfolio
2,295
Q3 2024 Added 44.25%
$142B
$1.33 Million 0.17% of portfolio
16,639
Q3 2024 Added 86.14%
$145B
$1.21 Million 0.16% of portfolio
118,676
Q3 2024 Added 119.47%
$48.9B
$1.25 Million 0.16% of portfolio
33,920
Q3 2024 Added 65.0%
$172B
$1.23 Million 0.16% of portfolio
9,836
Q3 2024 Added 51.21%
$125B
$1.25 Million 0.16% of portfolio
11,866
Q3 2024 Added 20.33%
$98.3B
$1.16 Million 0.15% of portfolio
13,129
Q3 2024 Reduced 3.34%
$97B
$1.16 Million 0.15% of portfolio
22,824
Q3 2024 Added 0.91%
$141B
$1.14 Million 0.15% of portfolio
4,627
Q3 2024 Reduced 2.59%
$196B
$1.19 Million 0.15% of portfolio
2,404
Q3 2024 Added 45.96%
$88.5B
$1.1 Million 0.14% of portfolio
2,117
Q3 2024 Added 29.64%

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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