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

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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