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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.2T
$3.41 Million 0.44% of portfolio
20,412
Q3 2024 Added 1,238.49%
$253B
$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%
$225B
$3.18 Million 0.41% of portfolio
3,553
Q3 2024 Added 251.78%
$269B
$3.07 Million 0.4% of portfolio
54,391
Q3 2024 Added 23.26%
$274B
$3.06 Million 0.4% of portfolio
42,557
Q3 2024 Added 53.68%
$0
$2.98 Million 0.39% of portfolio
5,642
Q3 2024 Added 0.8%
$0
$3 Million 0.39% of portfolio
55,919
Q3 2024 Added 1.94%
$147B
$2.97 Million 0.39% of portfolio
14,722
Q3 2024 Added 28.07%
$225B
$3.04 Million 0.39% of portfolio
11,211
Q3 2024 Added 44.04%
$160B
$2.88 Million 0.37% of portfolio
10,630
Q3 2024 Added 32.91%
$121B
$2.75 Million 0.36% of portfolio
36,636
Q3 2024 Added 27.41%
$0
$2.66 Million 0.35% of portfolio
8,474
Q3 2024 New
$404B
$2.69 Million 0.35% of portfolio
15,519
Q3 2024 Added 21.1%
$0
$2.69 Million 0.35% of portfolio
7,018
Q3 2024 Added 4.17%
$294B
$2.63 Million 0.34% of portfolio
11,497
Q3 2024 Added 6.04%
$171B
$2.51 Million 0.33% of portfolio
55,841
Q3 2024 Added 30.1%
$0
$2.51 Million 0.33% of portfolio
49,551
Q3 2024 Reduced 4.43%
$0
$2.47 Million 0.32% of portfolio
46,055
Q3 2024 Reduced 3.01%
$0
$2.46 Million 0.32% of portfolio
50,167
Q3 2024 Reduced 11.33%
$290B
$2.44 Million 0.32% of portfolio
16,566
Q3 2024 Added 10.22%
$202B
$2.4 Million 0.31% of portfolio
14,624
Q3 2024 Added 120.04%
$244B
$2.33 Million 0.3% of portfolio
19,581
Q3 2024 Reduced 3.22%
$0
$2.33 Million 0.3% of portfolio
56,573
Q3 2024 Added 27.57%
$216B
$2.21 Million 0.29% of portfolio
21,213
Q3 2024 Added 39.49%
$0
$2.26 Million 0.29% of portfolio
43,613
Q3 2024 Reduced 18.16%
$181B
$2.24 Million 0.29% of portfolio
11,880
Q3 2024 Added 136.0%
$195B
$2.16 Million 0.28% of portfolio
17,835
Q3 2024 Added 15.67%
$0
$2.19 Million 0.28% of portfolio
32,335
Q3 2024 Added 17.65%
$143B
$2.19 Million 0.28% of portfolio
18,608
Q3 2024 Added 31.84%
$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%
$123B
$1.72 Million 0.22% of portfolio
33,255
Q3 2024 Reduced 1.52%
$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%

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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