Vise Technologies, Inc. Top Holdings and 13F Report (2025) About Vise Technologies, Inc.Investment ActivityVise Technologies, Inc. has $2.42 billion in total holdings as of June 30, 2025.Vise Technologies, Inc. owns shares of 1,046 different stocks, but just 278 companies or ETFs make up 80% of its holdings.Approximately 48.62% of the portfolio was purchased this quarter.About 1.43% of the portfolio was sold this quarter.This quarter, Vise Technologies, Inc. has purchased 816 new stocks and bought additional shares in 692 stocks.Vise Technologies, Inc. sold shares of 59 stocks and completely divested from 64 stocks this quarter.Largest Holdings NVIDIA $87,060,459Microsoft $83,323,890Apple $69,730,947Amazon.com $55,889,355Meta Platforms $46,557,601 Largest New Holdings this Quarter 69420N692 - PGIM ROCK ETF TR $14,730,849 Holding032108409 - Amplify CWP Enhanced Dividend Income ETF $8,598,625 Holding92647N568 - VictoryShares US Small Mid Cap Value Momentum ETF $7,052,803 Holding922908611 - Vanguard Small-Cap Value ETF $5,937,960 Holding464287309 - iShares S&P 500 Growth ETF $5,716,339 Holding Largest Purchases this Quarter Microsoft 86,808 shares (about $43.18M)NVIDIA 271,213 shares (about $42.85M)Apple 178,495 shares (about $36.62M)Amazon.com 117,087 shares (about $25.69M)iShares Core S&P 500 ETF 36,519 shares (about $22.67M) Largest Sales this Quarter iShares 0-3 Month Treasury Bond ETF 11,316 shares (about $1.14M)Capital Group Global Growth Equity ETF 20,640 shares (about $659.86K)Trip.com Group 6,864 shares (about $402.52K)Alkermes 11,278 shares (about $322.66K)Gates Industrial 11,012 shares (about $253.61K) 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 PortfolioSectorNVDANVIDIA$87,060,459$42,848,898 ▲96.9%551,0513.6%Computer and TechnologyMSFTMicrosoft$83,323,890$43,179,041 ▲107.6%167,5163.4%Computer and TechnologyAAPLApple$69,730,947$36,621,724 ▲110.6%339,8702.9%Computer and TechnologyAMZNAmazon.com$55,889,355$25,687,805 ▲85.1%254,7482.3%Retail/WholesaleMETAMeta Platforms$46,557,601$21,065,251 ▲82.6%63,0781.9%Computer and TechnologyIVViShares Core S&P 500 ETF$36,255,121$22,674,740 ▲167.0%58,3911.5%ETFGOOGLAlphabet$34,190,740$15,666,673 ▲84.6%194,0121.4%Computer and TechnologyJPMJPMorgan Chase & Co.$30,868,678$17,465,299 ▲130.3%106,4771.3%FinanceAVGOBroadcom$26,578,345$9,817,512 ▲58.6%96,4211.1%Computer and TechnologyVCITVanguard Intermediate-Term Corporate Bond ETF$26,280,827$4,863,672 ▲22.7%316,9421.1%ETFVWOVanguard FTSE Emerging Markets ETF$24,634,851$8,504,354 ▲52.7%498,0761.0%ETFVGITVanguard Intermediate-Term Treasury ETF$23,348,679$5,783,804 ▲32.9%390,3811.0%ETFWMTWalmart$22,561,737$9,010,810 ▲66.5%230,7400.9%Retail/WholesaleVVisa$21,709,632$11,177,380 ▲106.1%61,1450.9%Business ServicesBRK.BBerkshire Hathaway$20,788,639$9,202,476 ▲79.4%42,7950.9%FinanceTSLATesla$19,235,556$8,423,060 ▲77.9%60,5540.8%Auto/Tires/TrucksNFLXNetflix$19,113,684$8,346,920 ▲77.5%14,2730.8%Consumer DiscretionaryBNDXVanguard Total International Bond ETF$18,898,731$1,804,245 ▲10.6%381,7150.8%ETFTSMTaiwan Semiconductor Manufacturing$18,608,198$5,852,956 ▲45.9%82,1590.8%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$17,852,348$14,144,546 ▲381.5%179,9630.7%FinanceLLYEli Lilly and Company$16,959,443$7,686,161 ▲82.9%21,7560.7%MedicalALPS ETF TR$16,897,292$16,169,976 ▲2,223.2%653,6670.7%SMITH CORE PLUSIBMInternational Business Machines$16,564,643$11,288,648 ▲214.0%56,1930.7%Computer and TechnologyMAMastercard$16,450,871$7,054,628 ▲75.1%29,2750.7%Business ServicesSCHCSchwab International Small-Cap Equity ETF$15,934,995$322,023 ▲2.1%374,1490.7%ETFVIGVanguard Dividend Appreciation ETF$15,347,033$10,138,162 ▲194.6%74,9840.6%ETFMBBiShares MBS ETF$15,020,543$3,104,102 ▲26.0%159,9800.6%ETFPGIM ROCK ETF TR$14,730,849$14,730,849 ▲New Holding532,9540.6%LADDERED S&P 500VGSHVanguard Short-Term Treasury ETF$14,016,403$2,112,909 ▲17.8%238,4550.6%ETFCSCOCisco Systems$13,572,658$8,442,081 ▲164.5%195,6280.6%Computer and TechnologyXOMExxon Mobil$13,052,254$7,078,927 ▲118.5%121,0780.5%EnergyVCSHVanguard Short-Term Corporate Bond ETF$12,871,508$2,023,034 ▲18.6%161,9060.5%ETFHDBHDFC Bank$12,070,965$5,292,974 ▲78.1%157,4410.5%FinanceJNJJohnson & Johnson$11,684,690$6,611,742 ▲130.3%76,4960.5%MedicalVEAVanguard FTSE Developed Markets ETF$10,843,289$532,875 ▲5.2%190,1990.4%ETFHDHome Depot$10,809,370$5,006,511 ▲86.3%29,4820.4%Retail/WholesaleVTEBVanguard Tax-Exempt Bond ETF$10,654,945$5,465,860 ▲105.3%217,3150.4%ETFUBERUber Technologies$10,452,788$5,257,650 ▲101.2%112,0340.4%Computer and TechnologyCOSTCostco Wholesale$10,363,078$5,241,427 ▲102.3%10,4690.4%Retail/WholesaleGOOGAlphabet$10,335,203$4,079,587 ▲65.2%58,2630.4%Computer and TechnologyORCLOracle$10,067,357$3,307,905 ▲48.9%46,0470.4%Computer and TechnologyVOOVanguard S&P 500 ETF$9,916,794$6,586,960 ▲197.8%17,4580.4%ETFPGProcter & Gamble$9,485,638$4,923,329 ▲107.9%59,5380.4%Consumer StaplesIMTMiShares MSCI Intl Momentum Factor ETF$9,388,564$4,552,415 ▲94.1%205,4840.4%ETFFNDFSchwab Fundamental International Equity ETF$9,370,140$4,854,974 ▲107.5%234,1370.4%ETFSCHXSchwab US Large-Cap ETF$9,357,144$2,119,045 ▲29.3%382,8620.4%ETFMUBiShares National Muni Bond ETF$9,310,717$6,537,614 ▲235.8%89,1150.4%ETFPMPhilip Morris International$9,286,989$5,266,652 ▲131.0%50,9910.4%Consumer StaplesCELESTICA INC$9,062,810$2,105,924 ▲30.3%58,0540.4%COMABBVAbbVie$8,615,042$3,737,850 ▲76.6%46,4120.4%MedicalDIVOAmplify CWP Enhanced Dividend Income ETF$8,598,625$8,598,625 ▲New Holding202,0830.4%ETFVTWOVanguard Russell 2000 ETF$8,299,374$1,234,431 ▲17.5%95,1540.3%ETFADBEAdobe$8,142,182$4,441,331 ▲120.0%21,0460.3%Computer and TechnologyACNAccenture$8,115,586$3,801,341 ▲88.1%27,1520.3%Computer and TechnologyAXPAmerican Express$8,080,823$3,015,356 ▲59.5%25,3330.3%FinanceSCHHSchwab U.S. REIT ETF$8,071,997$297,658 ▲3.8%381,4740.3%ETFPALANTIR TECHNOLOGIES INC$7,855,302$3,958,732 ▲101.6%57,6240.3%CL ACATCaterpillar$7,832,416$2,484,509 ▲46.5%20,1760.3%IndustrialsBABAAlibaba Group$7,796,211$4,887,942 ▲168.1%68,7440.3%Retail/WholesaleBACBank of America$7,775,813$4,448,432 ▲133.7%164,3250.3%FinanceKOCocaCola$7,728,313$3,507,647 ▲83.1%109,2340.3%Consumer StaplesABTAbbott Laboratories$7,724,800$4,575,770 ▲145.3%56,7960.3%MedicalURIUnited Rentals$7,514,441$4,064,609 ▲117.8%9,9740.3%ConstructionCVXChevron$7,469,913$3,709,826 ▲98.7%52,1670.3%EnergyCRMSalesforce$7,348,482$1,901,748 ▲34.9%26,9480.3%Computer and TechnologyUNHUnitedHealth Group$7,163,573$4,160,943 ▲138.6%22,9630.3%MedicalUSVMVictoryShares US Small Mid Cap Value Momentum ETF$7,052,803$7,052,803 ▲New Holding84,0520.3%ETFNOWServiceNow$6,928,697$1,588,490 ▲29.7%6,7390.3%Computer and TechnologyVZVerizon Communications$6,830,922$3,345,883 ▲96.0%157,8680.3%Computer and TechnologyMRKMerck & Co., Inc.$6,802,241$3,753,146 ▲123.1%85,9300.3%MedicalVTIVanguard Total Stock Market ETF$6,752,207$3,080,071 ▲83.9%22,2160.3%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$6,750,207$640,464 ▲10.5%72,8810.3%ETFGEGE Aerospace$6,604,608$2,184,977 ▲49.4%25,6600.3%AerospaceTJXTJX Companies$6,484,618$3,061,399 ▲89.4%52,5120.3%Retail/WholesaleMSMorgan Stanley$6,331,435$2,001,454 ▲46.2%44,9490.3%FinanceGSThe Goldman Sachs Group$6,229,957$3,067,557 ▲97.0%8,8020.3%FinanceTAT&T$6,221,101$3,162,397 ▲103.4%214,9650.3%Computer and TechnologyWFCWells Fargo & Company$6,164,291$1,069,445 ▲21.0%76,9380.3%FinanceGOVTiShares U.S. Treasury Bond ETF$6,015,820$4,791,675 ▲391.4%261,7850.2%ETFQCOMQUALCOMM$5,997,831$2,372,950 ▲65.5%37,6610.2%Computer and TechnologyIBNICICI Bank$5,981,551$3,143,349 ▲110.8%177,8110.2%FinanceVBRVanguard Small-Cap Value ETF$5,937,960$5,937,960 ▲New Holding30,4500.2%ETFAMATApplied Materials$5,925,881$2,539,402 ▲75.0%32,3690.2%Computer and TechnologyQUALiShares MSCI USA Quality Factor ETF$5,865,194$2,216,861 ▲60.8%32,0820.2%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$5,843,316$5,503,555 ▲1,619.8%43,2710.2%ETFFLEXFlex$5,838,793$2,841,796 ▲94.8%116,9630.2%Computer and TechnologyGLDSPDR Gold Shares$5,821,237$2,755,005 ▲89.8%19,0970.2%FinancePEPPepsiCo$5,786,328$3,202,538 ▲123.9%43,8220.2%Consumer StaplesAMPAmeriprise Financial$5,739,593$3,422,194 ▲147.7%10,7540.2%FinanceANGEL OAK FUNDS TRUST$5,736,285$5,456,524 ▲1,950.4%112,3220.2%OAK ULTRASHORTSPYSPDR S&P 500 ETF Trust$5,717,923$2,871,009 ▲100.8%9,2550.2%FinanceIVWiShares S&P 500 Growth ETF$5,716,339$5,716,339 ▲New Holding51,9200.2%ETFRTXRTX$5,667,521$3,599,330 ▲174.0%38,8140.2%AerospacePFEPfizer$5,614,761$3,776,205 ▲205.4%231,6320.2%MedicalBKNGBooking$5,589,847$2,245,197 ▲67.1%9660.2%Retail/WholesaleGILDGilead Sciences$5,554,921$2,579,391 ▲86.7%50,1030.2%MedicalBXBlackstone$5,508,161$3,814,608 ▲225.2%36,8240.2%FinanceMOAltria Group$5,388,485$3,864,287 ▲253.5%91,9070.2%Consumer StaplesUSHYiShares Broad USD High Yield Corporate Bond ETF$5,342,239$307,769 ▲6.1%142,4220.2%ETFSPHQInvesco S&P 500 Quality ETF$5,323,079$3,640,265 ▲216.3%74,6990.2%ETFShowing 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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