Vise Technologies, Inc. Portfolio Holdings

Vise Technologies, Inc.

  • $563 Million
  • Q2 2024

Vise Technologies, Inc. has filed its 13F form on August 01, 2024 for Q2 2024 where it was disclosed a total value porftolio of $563 Million distributed in 423 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Cor with a value of $17.3M, Vanguard Total International B with a value of $15.4M, Vanguard Intermediate Term Tre with a value of $14.9M, Nvidia Corp with a value of $14.5M, and Vanguard with a value of $12.4M.

Examining the 13F form we can see an increase of $60.1M in the current position value, from $503M to 563M.

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 $563 Million
ETFs: $224 Million
Technology: $93.1 Million
Financial Services: $50.2 Million
Healthcare: $44.2 Million
Consumer Cyclical: $37.2 Million
Communication Services: $27.9 Million
Consumer Defensive: $25.6 Million
Industrials: $25.5 Million
Other: $35.5 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$17.3 Million 3.08% of portfolio
216,986
Q2 2024 Added 12.31%
$0
$15.4 Million 2.74% of portfolio
317,369
Q2 2024 Added 15.56%
$0
$14.9 Million 2.64% of portfolio
255,396
Q2 2024 Added 6.51%
$0
$12.4 Million 2.2% of portfolio
213,858
Q2 2024 Added 7.39%
$0
$12.3 Million 2.19% of portfolio
346,253
Q2 2024 Added 11.66%
$0
$11.3 Million 2.01% of portfolio
123,125
Q2 2024 Added 16.46%
$0
$10.9 Million 1.93% of portfolio
248,696
Q2 2024 Added 20.38%
$0
$10.2 Million 1.82% of portfolio
132,568
Q2 2024 Added 12.17%
$0
$7.76 Million 1.38% of portfolio
157,089
Q2 2024 Added 9.2%
$0
$7.53 Million 1.34% of portfolio
377,189
Q2 2024 Added 11.47%
$0
$6.95 Million 1.23% of portfolio
84,741
Q2 2024 Added 5.82%
$0
$5.39 Million 0.96% of portfolio
9,848
Q2 2024 Added 184.46%
$0
$5.26 Million 0.93% of portfolio
81,917
Q2 2024 Reduced 2.66%
$0
$5.15 Million 0.91% of portfolio
58,196
Q2 2024 Added 18.71%
$0
$4.97 Million 0.88% of portfolio
244,513
Q2 2024 Reduced 3.43%
$0
$4.56 Million 0.81% of portfolio
90,915
Q2 2024 Added 26.13%
$0
$4.28 Million 0.76% of portfolio
82,349
Q2 2024 Added 23.83%
$0
$3.33 Million 0.59% of portfolio
31,272
Q2 2024 Added 6.02%
$0
$2.81 Million 0.5% of portfolio
54,854
Q2 2024 Added 28.71%
$0
$2.8 Million 0.5% of portfolio
5,597
Q2 2024 Added 273.13%
$0
$2.72 Million 0.48% of portfolio
56,579
Q2 2024 Added 4.37%
$0
$2.66 Million 0.47% of portfolio
53,292
Q2 2024 Added 14.47%
$0
$2.52 Million 0.45% of portfolio
6,737
Q2 2024 Reduced 7.18%
$0
$2.54 Million 0.45% of portfolio
47,483
Q2 2024 Added 0.91%
$0
$2.53 Million 0.45% of portfolio
51,847
Q2 2024 Added 23.06%
$0
$1.82 Million 0.32% of portfolio
35,454
Q2 2024 Reduced 1.15%
$0
$1.7 Million 0.3% of portfolio
44,348
Q2 2024 Added 56.0%
$0
$1.69 Million 0.3% of portfolio
27,484
Q2 2024 Added 11.25%
$0
$1.64 Million 0.29% of portfolio
4,488
Q2 2024 Reduced 0.18%
$0
$1.56 Million 0.28% of portfolio
34,449
Q2 2024 Reduced 2.98%
$0
$1.52 Million 0.27% of portfolio
46,731
Q2 2024 Added 20.75%
$0
$1.24 Million 0.22% of portfolio
23,179
Q2 2024 Added 28.7%
$0
$1.09 Million 0.19% of portfolio
23,789
Q2 2024 Reduced 0.53%
$0
$1.06 Million 0.19% of portfolio
2,204
Q2 2024 Added 79.92%
$0
$1.06 Million 0.19% of portfolio
22,382
Q2 2024 Added 4.73%
$0
$1.06 Million 0.19% of portfolio
26,830
Q2 2024 Added 98.29%
$0
$972,000 0.17% of portfolio
27,964
Q2 2024 Added 2.76%
$0
$908,000 0.16% of portfolio
1,669
Q2 2024 Added 39.55%
$0
$857,000 0.15% of portfolio
13,635
Q2 2024 Added 3.24%
$0
$854,000 0.15% of portfolio
5,324
Q2 2024 Reduced 5.57%
$0
$830,000 0.15% of portfolio
40,776
Q2 2024 Reduced 15.18%
$0
$851,000 0.15% of portfolio
24,313
Q2 2024 Added 314.19%
$0
$789,000 0.14% of portfolio
7,398
Q2 2024 Added 196.39%
$0
$748,000 0.13% of portfolio
19,342
Q2 2024 New
$42.5B
$713,000 0.13% of portfolio
16,246
Q2 2024 New
$0
$650,000 0.12% of portfolio
6,697
Q2 2024 New
$84.6B
$692,000 0.12% of portfolio
3,219
Q2 2024 Added 47.39%
$0
$675,000 0.12% of portfolio
19,058
Q2 2024 New
$0
$604,000 0.11% of portfolio
10,665
Q2 2024 Reduced 16.95%

Summary

  • Portfolio
  • No. of Stocks 423
  • Current Value $563 Million
  • Prior Value $503 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 01, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 70 stocks
  • Additional Purchases 244 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 103 stocks
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