Vise Technologies, Inc. Top Holdings and 13F Report (2025) About Vise Technologies, Inc.Investment ActivityVise 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 $40,411,462NVIDIA $37,579,469Microsoft $34,018,362Amazon.com $30,201,408Vanguard Intermediate-Term Corporate Bond ETF $20,732,677 Largest New Holdings this Quarter WNS HLDGS LTD $4,310,263 HoldingVanguard Total Stock Market ETF $3,501,357 HoldingBLACKROCK INC $2,489,331 HoldingGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF $2,241,794 HoldingJPMorgan 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 TimeMap of 500 Largest Holdings ofVise Technologies, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$40,411,462$19,283,060 ▲91.3%161,3753.4%Computer and TechnologyNVDANVIDIA$37,579,469$15,941,845 ▲73.7%279,8383.1%Computer and TechnologyMSFTMicrosoft$34,018,362$13,759,000 ▲67.9%80,7082.8%Computer and TechnologyAMZNAmazon.com$30,201,408$9,987,278 ▲49.4%137,6612.5%Retail/WholesaleVCITVanguard Intermediate-Term Corporate Bond ETF$20,732,677$1,306,152 ▲6.7%258,2871.7%ETFMETAMeta Platforms$20,222,168$6,441,139 ▲46.7%34,5381.7%Computer and TechnologyGOOGLAlphabet$19,897,882$7,134,714 ▲55.9%105,1131.7%Computer and TechnologyVGITVanguard Intermediate-Term Treasury Index ETF$17,033,351$1,405,922 ▲9.0%293,6781.4%ETFBNDXVanguard Total International Bond ETF$16,935,664$964,275 ▲6.0%345,2731.4%ETFVWOVanguard FTSE Emerging Markets ETF$14,362,849$3,228,615 ▲29.0%326,1321.2%ETFAVGOBroadcom$14,097,059$4,144,612 ▲41.6%60,8051.2%Computer and TechnologyTSLATesla$13,745,999$4,984,227 ▲56.9%34,0381.1%Auto/Tires/TrucksIVViShares Core S&P 500 ETF$12,875,755$7,442,766 ▲137.0%21,8721.1%ETFSCHCSchwab International Small-Cap Equity ETF$12,584,964$859,623 ▲7.3%366,5881.0%ETFWMTWalmart$12,521,275$2,951,290 ▲30.8%138,5861.0%Retail/WholesaleVGSHVanguard Short-Term Treasury Index ETF$11,781,953$93,902 ▼-0.8%202,5091.0%ETFMBBiShares MBS ETF$11,635,959$430,805 ▲3.8%126,9191.0%ETFTSMTaiwan Semiconductor Manufacturing$11,121,975$6,121,362 ▲122.4%56,3170.9%Computer and TechnologyJPMJPMorgan Chase & Co.$11,082,625$1,167,160 ▼-9.5%46,2330.9%FinanceBRK.BBerkshire Hathaway$10,811,286$2,604,572 ▲31.7%23,8510.9%FinanceVCSHVanguard Short-Term Corporate Bond ETF$10,645,165$756,307 ▲7.6%136,4590.9%ETFVVisa$9,375,085$2,993,871 ▲46.9%29,6640.8%Business ServicesLLYEli Lilly and Company$9,183,809$3,342,795 ▲57.2%11,8960.8%MedicalMAMastercard$8,804,953$3,432,778 ▲63.9%16,7210.7%Business ServicesVEAVanguard FTSE Developed Markets ETF$8,648,350$1,106,078 ▲14.7%180,8520.7%ETFSCHHSchwab U.S. REIT ETF$7,737,599$348,185 ▲4.7%367,4070.6%ETFVTWOVanguard Russell 2000 ETF$7,235,813$64,318 ▲0.9%81,0010.6%ETFNFLXNetflix$7,166,213$2,763,983 ▲62.8%8,0400.6%Consumer DiscretionarySCHXSchwab US Large-Cap ETF$6,864,936$4,768,353 ▲227.4%296,1580.6%ETFGOOGAlphabet$6,715,909$2,828,623 ▲72.8%35,2650.6%Computer and TechnologyCRMSalesforce$6,677,803$1,523,852 ▲29.6%19,9740.6%Computer and TechnologyHDHome Depot$6,156,408$1,456,735 ▲31.0%15,8270.5%Retail/WholesaleXOMExxon Mobil$5,960,525$1,366,669 ▲29.7%55,4110.5%Oils/EnergyEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$5,873,591$528,272 ▲9.9%65,9660.5%ETFHDBHDFC Bank$5,645,513$5,344,798 ▲1,777.4%88,4050.5%FinanceNOWServiceNow$5,506,107$1,739,608 ▲46.2%5,1940.5%Computer and TechnologyVTEBVanguard Tax-Exempt Bond ETF$5,305,525$740,974 ▲16.2%105,8350.4%ETFORCLOracle$5,151,988$505,584 ▲10.9%30,9170.4%Computer and TechnologyACNAccenture$5,077,837$1,322,053 ▲35.2%14,4340.4%Computer and TechnologyCATCaterpillar$4,997,273$1,722,347 ▲52.6%13,7760.4%Industrial ProductsVIGVanguard Dividend Appreciation ETF$4,983,813$25,653 ▲0.5%25,4500.4%ETFUSHYiShares Broad USD High Yield Corporate Bond ETF$4,937,843$286,704 ▲6.2%134,2170.4%ETFUNHUnitedHealth Group$4,868,675$1,505,875 ▲44.8%9,6250.4%MedicalJNJJohnson & Johnson$4,802,943$358,077 ▲8.1%33,2110.4%MedicalPGProcter & Gamble$4,800,845$2,199,074 ▲84.5%28,6360.4%Consumer StaplesCOSTCostco Wholesale$4,740,891$2,062,572 ▲77.0%5,1740.4%Retail/WholesaleAXPAmerican Express$4,713,096$1,385,733 ▲41.6%15,8800.4%FinanceABBVAbbVie$4,669,000$1,035,976 ▲28.5%26,2750.4%MedicalWFCWells Fargo & Company$4,466,569$646,139 ▲16.9%63,5900.4%FinanceCSCOCisco Systems$4,377,807$511,195 ▲13.2%73,9490.4%Computer and TechnologyWNS HLDGS LTD$4,310,263$4,310,263 ▲New Holding90,9530.4%COM SHSADBEAdobe$4,253,809$456,242 ▲12.0%9,5660.4%Computer and TechnologyCELESTICA INC$4,113,257$2,066,320 ▲100.9%44,5640.3%COMSCHPSchwab U.S. TIPS ETF$4,059,478$1,898,303 ▲87.8%157,1610.3%ETFIMTMiShares MSCI Intl Momentum Factor ETF$3,958,683$3,098,407 ▲360.2%105,8470.3%ETFIBMInternational Business Machines$3,934,609$743,043 ▲23.3%17,8980.3%Computer and TechnologyMSMorgan Stanley$3,864,695$1,197,754 ▲44.9%30,7400.3%FinanceMRKMerck & Co., Inc.$3,831,792$1,015,895 ▲36.1%38,5180.3%MedicalCVXChevron$3,803,316$1,403,920 ▲58.5%26,2590.3%Oils/EnergyBCIabrdn Bloomberg All Commodity Strategy K-1 Free ETF$3,776,090$246,658 ▼-6.1%191,1940.3%ETFFNDFSchwab Fundamental International Large Company Index ETF$3,746,846$2,769,975 ▲283.6%112,8230.3%ETFKOCoca-Cola$3,714,201$1,064,589 ▲40.2%59,6560.3%Consumer StaplesLOWLowe's Companies$3,654,029$1,030,611 ▲39.3%14,8060.3%Retail/WholesaleAGGiShares Core U.S. Aggregate Bond ETF$3,621,875$2,796,277 ▲338.7%37,3770.3%FinanceQUALiShares MSCI USA Quality Factor ETF$3,553,828$3,032,935 ▲582.3%19,9560.3%ETFVTVVanguard Value ETF$3,549,594$38,940 ▲1.1%20,9660.3%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$3,523,441$643,051 ▲22.3%68,4030.3%ManufacturingVTIVanguard Total Stock Market ETF$3,501,357$3,501,357 ▲New Holding12,0820.3%ETFQCOMQUALCOMM$3,496,601$326,294 ▲10.3%22,7610.3%Computer and TechnologyUBERUber Technologies$3,358,738$1,148,855 ▲52.0%55,6820.3%Computer and TechnologyTJXTJX Companies$3,348,988$1,100,946 ▲49.0%27,7210.3%Retail/WholesaleURIUnited Rentals$3,225,340$1,667,964 ▲107.1%4,5790.3%ConstructionVZVerizon Communications$3,220,878$987,794 ▲44.2%80,5420.3%Computer and TechnologyVOOVanguard S&P 500 ETF$3,158,408$118,535 ▲3.9%5,8620.3%ETFBACBank of America$3,090,439$783,323 ▲34.0%70,3170.3%FinanceDWASInvesco DWA SmallCap Momentum ETF$3,083,564$2,575,814 ▲507.3%33,7780.3%ManufacturingSAPSAP$3,008,875$178,253 ▲6.3%12,2210.3%Computer and TechnologyAMATApplied Materials$3,008,274$614,080 ▲25.6%18,4980.3%Computer and TechnologyPEPPepsiCo$2,975,452$300,313 ▼-9.2%19,5680.2%Consumer StaplesSCHRSchwab Intermediate-Term U.S. Treasury ETF$2,965,299$1,761,705 ▲146.4%122,0790.2%ETFBKNGBooking$2,872,080$1,048,458 ▲57.5%5780.2%Retail/WholesaleGEGeneral Electric$2,863,996$882,500 ▲44.5%17,1710.2%TransportationVUGVanguard Growth ETF$2,836,656$43,919 ▼-1.5%6,9110.2%ETFMUBiShares National Muni Bond ETF$2,828,014$523,473 ▼-15.6%26,5420.2%ETFINFYInfosys$2,795,556$2,466,119 ▲748.6%127,5340.2%Computer and TechnologyIWBiShares Russell 1000 ETF$2,748,966$19,007 ▲0.7%8,5330.2%ETFINTUIntuit$2,737,981$697,066 ▲34.2%4,3560.2%Computer and TechnologyNEENextEra Energy$2,735,362$905,455 ▲49.5%38,1550.2%UtilitiesSPYSPDR S&P 500 ETF Trust$2,700,781$1,706,157 ▲171.5%4,6080.2%FinanceLINDE PLC$2,694,267$1,507,282 ▲127.0%6,4350.2%SHSMMCMarsh & McLennan Companies$2,664,211$675,027 ▲33.9%12,5430.2%FinancePMPhilip Morris International$2,656,548$510,153 ▲23.8%22,0740.2%Consumer StaplesSSUSDay Hagan/Ned Davis Research Smart Sector ETF$2,651,438$1,767,920 ▲200.1%63,0240.2%ETFABTAbbott Laboratories$2,618,818$848,885 ▲48.0%23,1530.2%MedicalTKCTurkcell Iletisim Hizmetleri A.S.$2,575,885$1,177,777 ▲84.2%395,6810.2%Computer and TechnologyISRGIntuitive Surgical$2,570,653$1,177,542 ▲84.5%4,9250.2%MedicalTMUST-Mobile US$2,563,730$603,023 ▲30.8%11,6150.2%Computer and TechnologyGSThe Goldman Sachs Group$2,558,211$1,181,770 ▲85.9%4,4680.2%FinanceBMYBristol-Myers Squibb$2,537,848$656,945 ▲34.9%44,8700.2%MedicalIBNICICI Bank$2,519,276$1,834,052 ▲267.7%84,3700.2%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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