Vise Technologies, Inc. Top Holdings and 13F Report (2025)

About Vise Technologies, Inc.

Investment Activity

Vise Technologies, Inc. has $1.20 billion in total holdings as of December 31, 2024.
Vise Technologies, Inc. owns shares of 816 different stocks, but just 254 companies or ETFs make up 80% of its holdings.
Approximately 36.91% of the portfolio was purchased this quarter.
About 1.29% of the portfolio was sold this quarter.
This quarter, Vise Technologies, Inc. has purchased 588 new stocks and bought additional shares in 484 stocks.
Vise Technologies, Inc. sold shares of 71 stocks and completely divested from 31 stocks this quarter.

Largest Holdings

Apple: $40,411,462
NVIDIA: $37,579,469
Microsoft: $34,018,362
Amazon.com: $30,201,408
Vanguard Intermediate-Term Corporate Bond ETF: $20,732,677

Largest New Holdings this Quarter

WNS HLDGS LTD: $4,310,263 Holding
Vanguard Total Stock Market ETF: $3,501,357 Holding
BLACKROCK INC: $2,489,331 Holding
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF: $2,241,794 Holding
JPMorgan Diversified Return US Equity ETF: $1,654,018 Holding

Largest Purchases this Quarter

Apple: 77,003 shares (about $19.28M)
NVIDIA: 118,712 shares (about $15.94M)
Microsoft: 32,643 shares (about $13.76M)
Amazon.com: 45,523 shares (about $9.99M)
iShares Core S&P 500 ETF: 12,643 shares (about $7.44M)

Largest Sales this Quarter

JPMorgan Chase & Co.: 4,869 shares (about $1.17M)
Ford Motor: 89,442 shares (about $885.48K)
iShares National Muni Bond ETF: 4,913 shares (about $523.47K)
Piper Sandler Companies: 1,251 shares (about $375.24K)
British American Tobacco: 9,778 shares (about $355.14K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$40,411,462	$19,283,060 ▲	91.3%	161,375	3.4%	Computer and Technology
NVDA NVIDIA	$37,579,469	$15,941,845 ▲	73.7%	279,838	3.1%	Computer and Technology
MSFT Microsoft	$34,018,362	$13,759,000 ▲	67.9%	80,708	2.8%	Computer and Technology
AMZN Amazon.com	$30,201,408	$9,987,278 ▲	49.4%	137,661	2.5%	Retail/Wholesale
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$20,732,677	$1,306,152 ▲	6.7%	258,287	1.7%	ETF
META Meta Platforms	$20,222,168	$6,441,139 ▲	46.7%	34,538	1.7%	Computer and Technology
GOOGL Alphabet	$19,897,882	$7,134,714 ▲	55.9%	105,113	1.7%	Computer and Technology
VGIT Vanguard Intermediate-Term Treasury Index ETF	$17,033,351	$1,405,922 ▲	9.0%	293,678	1.4%	ETF
BNDX Vanguard Total International Bond ETF	$16,935,664	$964,275 ▲	6.0%	345,273	1.4%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$14,362,849	$3,228,615 ▲	29.0%	326,132	1.2%	ETF
AVGO Broadcom	$14,097,059	$4,144,612 ▲	41.6%	60,805	1.2%	Computer and Technology
TSLA Tesla	$13,745,999	$4,984,227 ▲	56.9%	34,038	1.1%	Auto/Tires/Trucks
IVV iShares Core S&P 500 ETF	$12,875,755	$7,442,766 ▲	137.0%	21,872	1.1%	ETF
SCHC Schwab International Small-Cap Equity ETF	$12,584,964	$859,623 ▲	7.3%	366,588	1.0%	ETF
WMT Walmart	$12,521,275	$2,951,290 ▲	30.8%	138,586	1.0%	Retail/Wholesale
VGSH Vanguard Short-Term Treasury Index ETF	$11,781,953	$93,902 ▼	-0.8%	202,509	1.0%	ETF
MBB iShares MBS ETF	$11,635,959	$430,805 ▲	3.8%	126,919	1.0%	ETF
TSM Taiwan Semiconductor Manufacturing	$11,121,975	$6,121,362 ▲	122.4%	56,317	0.9%	Computer and Technology
JPM JPMorgan Chase & Co.	$11,082,625	$1,167,160 ▼	-9.5%	46,233	0.9%	Finance
BRK.B Berkshire Hathaway	$10,811,286	$2,604,572 ▲	31.7%	23,851	0.9%	Finance
VCSH Vanguard Short-Term Corporate Bond ETF	$10,645,165	$756,307 ▲	7.6%	136,459	0.9%	ETF
V Visa	$9,375,085	$2,993,871 ▲	46.9%	29,664	0.8%	Business Services
LLY Eli Lilly and Company	$9,183,809	$3,342,795 ▲	57.2%	11,896	0.8%	Medical
MA Mastercard	$8,804,953	$3,432,778 ▲	63.9%	16,721	0.7%	Business Services
VEA Vanguard FTSE Developed Markets ETF	$8,648,350	$1,106,078 ▲	14.7%	180,852	0.7%	ETF
SCHH Schwab U.S. REIT ETF	$7,737,599	$348,185 ▲	4.7%	367,407	0.6%	ETF
VTWO Vanguard Russell 2000 ETF	$7,235,813	$64,318 ▲	0.9%	81,001	0.6%	ETF
NFLX Netflix	$7,166,213	$2,763,983 ▲	62.8%	8,040	0.6%	Consumer Discretionary
SCHX Schwab US Large-Cap ETF	$6,864,936	$4,768,353 ▲	227.4%	296,158	0.6%	ETF
GOOG Alphabet	$6,715,909	$2,828,623 ▲	72.8%	35,265	0.6%	Computer and Technology
CRM Salesforce	$6,677,803	$1,523,852 ▲	29.6%	19,974	0.6%	Computer and Technology
HD Home Depot	$6,156,408	$1,456,735 ▲	31.0%	15,827	0.5%	Retail/Wholesale
XOM Exxon Mobil	$5,960,525	$1,366,669 ▲	29.7%	55,411	0.5%	Energy
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF	$5,873,591	$528,272 ▲	9.9%	65,966	0.5%	ETF
HDB HDFC Bank	$5,645,513	$5,344,798 ▲	1,777.4%	88,405	0.5%	Finance
NOW ServiceNow	$5,506,107	$1,739,608 ▲	46.2%	5,194	0.5%	Computer and Technology
VTEB Vanguard Tax-Exempt Bond ETF	$5,305,525	$740,974 ▲	16.2%	105,835	0.4%	ETF
ORCL Oracle	$5,151,988	$505,584 ▲	10.9%	30,917	0.4%	Computer and Technology
ACN Accenture	$5,077,837	$1,322,053 ▲	35.2%	14,434	0.4%	Computer and Technology
CAT Caterpillar	$4,997,273	$1,722,347 ▲	52.6%	13,776	0.4%	Industrials
VIG Vanguard Dividend Appreciation ETF	$4,983,813	$25,653 ▲	0.5%	25,450	0.4%	ETF
USHY iShares Broad USD High Yield Corporate Bond ETF	$4,937,843	$286,704 ▲	6.2%	134,217	0.4%	ETF
UNH UnitedHealth Group	$4,868,675	$1,505,875 ▲	44.8%	9,625	0.4%	Medical
JNJ Johnson & Johnson	$4,802,943	$358,077 ▲	8.1%	33,211	0.4%	Medical
PG Procter & Gamble	$4,800,845	$2,199,074 ▲	84.5%	28,636	0.4%	Consumer Staples
COST Costco Wholesale	$4,740,891	$2,062,572 ▲	77.0%	5,174	0.4%	Retail/Wholesale
AXP American Express	$4,713,096	$1,385,733 ▲	41.6%	15,880	0.4%	Finance
ABBV AbbVie	$4,669,000	$1,035,976 ▲	28.5%	26,275	0.4%	Medical
WFC Wells Fargo & Company	$4,466,569	$646,139 ▲	16.9%	63,590	0.4%	Finance
CSCO Cisco Systems	$4,377,807	$511,195 ▲	13.2%	73,949	0.4%	Computer and Technology
WNS HLDGS LTD	$4,310,263	$4,310,263 ▲	New Holding	90,953	0.4%	COM SHS
ADBE Adobe	$4,253,809	$456,242 ▲	12.0%	9,566	0.4%	Computer and Technology
CELESTICA INC	$4,113,257	$2,066,320 ▲	100.9%	44,564	0.3%	COM
SCHP Schwab U.S. TIPS ETF	$4,059,478	$1,898,303 ▲	87.8%	157,161	0.3%	ETF
IMTM iShares MSCI Intl Momentum Factor ETF	$3,958,683	$3,098,407 ▲	360.2%	105,847	0.3%	ETF
IBM International Business Machines	$3,934,609	$743,043 ▲	23.3%	17,898	0.3%	Computer and Technology
MS Morgan Stanley	$3,864,695	$1,197,754 ▲	44.9%	30,740	0.3%	Finance
MRK Merck & Co., Inc.	$3,831,792	$1,015,895 ▲	36.1%	38,518	0.3%	Medical
CVX Chevron	$3,803,316	$1,403,920 ▲	58.5%	26,259	0.3%	Energy
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF	$3,776,090	$246,658 ▼	-6.1%	191,194	0.3%	ETF
FNDF Schwab Fundamental International Large Company Index ETF	$3,746,846	$2,769,975 ▲	283.6%	112,823	0.3%	ETF
KO Coca-Cola	$3,714,201	$1,064,589 ▲	40.2%	59,656	0.3%	Consumer Staples
LOW Lowe's Companies	$3,654,029	$1,030,611 ▲	39.3%	14,806	0.3%	Retail/Wholesale
AGG iShares Core U.S. Aggregate Bond ETF	$3,621,875	$2,796,277 ▲	338.7%	37,377	0.3%	Finance
QUAL iShares MSCI USA Quality Factor ETF	$3,553,828	$3,032,935 ▲	582.3%	19,956	0.3%	ETF
VTV Vanguard Value ETF	$3,549,594	$38,940 ▲	1.1%	20,966	0.3%	ETF
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$3,523,441	$643,051 ▲	22.3%	68,403	0.3%	Manufacturing
VTI Vanguard Total Stock Market ETF	$3,501,357	$3,501,357 ▲	New Holding	12,082	0.3%	ETF
QCOM QUALCOMM	$3,496,601	$326,294 ▲	10.3%	22,761	0.3%	Computer and Technology
UBER Uber Technologies	$3,358,738	$1,148,855 ▲	52.0%	55,682	0.3%	Computer and Technology
TJX TJX Companies	$3,348,988	$1,100,946 ▲	49.0%	27,721	0.3%	Retail/Wholesale
URI United Rentals	$3,225,340	$1,667,964 ▲	107.1%	4,579	0.3%	Construction
VZ Verizon Communications	$3,220,878	$987,794 ▲	44.2%	80,542	0.3%	Computer and Technology
VOO Vanguard S&P 500 ETF	$3,158,408	$118,535 ▲	3.9%	5,862	0.3%	ETF
BAC Bank of America	$3,090,439	$783,323 ▲	34.0%	70,317	0.3%	Finance
DWAS Invesco DWA SmallCap Momentum ETF	$3,083,564	$2,575,814 ▲	507.3%	33,778	0.3%	Manufacturing
SAP SAP	$3,008,875	$178,253 ▲	6.3%	12,221	0.3%	Computer and Technology
AMAT Applied Materials	$3,008,274	$614,080 ▲	25.6%	18,498	0.3%	Computer and Technology
PEP PepsiCo	$2,975,452	$300,313 ▼	-9.2%	19,568	0.2%	Consumer Staples
SCHR Schwab Intermediate-Term U.S. Treasury ETF	$2,965,299	$1,761,705 ▲	146.4%	122,079	0.2%	ETF
BKNG Booking	$2,872,080	$1,048,458 ▲	57.5%	578	0.2%	Retail/Wholesale
GE General Electric	$2,863,996	$882,500 ▲	44.5%	17,171	0.2%	Transportation
VUG Vanguard Growth ETF	$2,836,656	$43,919 ▼	-1.5%	6,911	0.2%	ETF
MUB iShares National Muni Bond ETF	$2,828,014	$523,473 ▼	-15.6%	26,542	0.2%	ETF
INFY Infosys	$2,795,556	$2,466,119 ▲	748.6%	127,534	0.2%	Computer and Technology
IWB iShares Russell 1000 ETF	$2,748,966	$19,007 ▲	0.7%	8,533	0.2%	ETF
INTU Intuit	$2,737,981	$697,066 ▲	34.2%	4,356	0.2%	Computer and Technology
NEE NextEra Energy	$2,735,362	$905,455 ▲	49.5%	38,155	0.2%	Utilities
SPY SPDR S&P 500 ETF Trust	$2,700,781	$1,706,157 ▲	171.5%	4,608	0.2%	Finance
LINDE PLC	$2,694,267	$1,507,282 ▲	127.0%	6,435	0.2%	SHS
MMC Marsh & McLennan Companies	$2,664,211	$675,027 ▲	33.9%	12,543	0.2%	Finance
PM Philip Morris International	$2,656,548	$510,153 ▲	23.8%	22,074	0.2%	Consumer Staples
SSUS Day Hagan/Ned Davis Research Smart Sector ETF	$2,651,438	$1,767,920 ▲	200.1%	63,024	0.2%	ETF
ABT Abbott Laboratories	$2,618,818	$848,885 ▲	48.0%	23,153	0.2%	Medical
TKC Turkcell Iletisim Hizmetleri A.S.	$2,575,885	$1,177,777 ▲	84.2%	395,681	0.2%	Computer and Technology
ISRG Intuitive Surgical	$2,570,653	$1,177,542 ▲	84.5%	4,925	0.2%	Medical
TMUS T-Mobile US	$2,563,730	$603,023 ▲	30.8%	11,615	0.2%	Computer and Technology
GS The Goldman Sachs Group	$2,558,211	$1,181,770 ▲	85.9%	4,468	0.2%	Finance
BMY Bristol-Myers Squibb	$2,537,848	$656,945 ▲	34.9%	44,870	0.2%	Medical
IBN ICICI Bank	$2,519,276	$1,834,052 ▲	267.7%	84,370	0.2%	Finance

Showing largest 100 holdings. View all holdings.

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Vise Technologies, Inc. Top Holdings and 13F Report (2025)

About Vise Technologies, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Vise Technologies, Inc. Top Holdings and 13F Report (2025)

About Vise Technologies, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofVise Technologies, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools