Vise Technologies, Inc. has filed its 13F form on February 18, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.17 Billion distributed in 816 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $40.4M, Nvidia Corp with a value of $37.6M, Microsoft Corp with a value of $34M, Amazon Com Inc with a value of $30.2M, and Vanguard Intermediate Term Cor with a value of $20.7M.

Examining the 13F form we can see an increase of $395M in the current position value, from $771M to 1.17B.

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 $1.17 Billion
ETFs: $316 Million
Technology: $247 Million
Financial Services: $140 Million
Consumer Cyclical: $104 Million
Communication Services: $79.4 Million
Healthcare: $78.2 Million
Industrials: $69 Million
Consumer Defensive: $48.6 Million
Other: $79.9 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 816
  • Current Value $1.17 Billion
  • Prior Value $771 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 18, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 259 stocks
  • Additional Purchases 484 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 71 stocks
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