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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

Largest New Holdings this Quarter

WNS HLDGS LTD
$4,310,263 Holding
BLACKROCK INC
$2,489,331 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

Map of 500 Largest Holdings ofVise Technologies, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Apple Inc. stock logo
AAPL
Apple
$40,411,462$19,283,060 91.3%161,3753.4%Computer and Technology
NVIDIA Co. stock logo
NVDA
NVIDIA
$37,579,469$15,941,845 73.7%279,8383.1%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$34,018,362$13,759,000 67.9%80,7082.8%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$30,201,408$9,987,278 49.4%137,6612.5%Retail/Wholesale
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$20,732,677$1,306,152 6.7%258,2871.7%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$20,222,168$6,441,139 46.7%34,5381.7%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$19,897,882$7,134,714 55.9%105,1131.7%Computer and Technology
Vanguard Intermediate-Term Treasury Index ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury Index ETF
$17,033,351$1,405,922 9.0%293,6781.4%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$16,935,664$964,275 6.0%345,2731.4%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$14,362,849$3,228,615 29.0%326,1321.2%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$14,097,059$4,144,612 41.6%60,8051.2%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$13,745,999$4,984,227 56.9%34,0381.1%Auto/Tires/Trucks
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$12,875,755$7,442,766 137.0%21,8721.1%ETF
Schwab International Small-Cap Equity ETF stock logo
SCHC
Schwab International Small-Cap Equity ETF
$12,584,964$859,623 7.3%366,5881.0%ETF
Walmart Inc. stock logo
WMT
Walmart
$12,521,275$2,951,290 30.8%138,5861.0%Retail/Wholesale
Vanguard Short-Term Treasury Index ETF stock logo
VGSH
Vanguard Short-Term Treasury Index ETF
$11,781,953$93,902 -0.8%202,5091.0%ETF
iShares MBS ETF stock logo
MBB
iShares MBS ETF
$11,635,959$430,805 3.8%126,9191.0%ETF
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$11,121,975$6,121,362 122.4%56,3170.9%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$11,082,625$1,167,160 -9.5%46,2330.9%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$10,811,286$2,604,572 31.7%23,8510.9%Finance
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$10,645,165$756,307 7.6%136,4590.9%ETF
Visa Inc. stock logo
V
Visa
$9,375,085$2,993,871 46.9%29,6640.8%Business Services
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$9,183,809$3,342,795 57.2%11,8960.8%Medical
Mastercard Incorporated stock logo
MA
Mastercard
$8,804,953$3,432,778 63.9%16,7210.7%Business Services
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$8,648,350$1,106,078 14.7%180,8520.7%ETF
Schwab U.S. REIT ETF stock logo
SCHH
Schwab U.S. REIT ETF
$7,737,599$348,185 4.7%367,4070.6%ETF
Vanguard Russell 2000 ETF stock logo
VTWO
Vanguard Russell 2000 ETF
$7,235,813$64,318 0.9%81,0010.6%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$7,166,213$2,763,983 62.8%8,0400.6%Consumer Discretionary
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$6,864,936$4,768,353 227.4%296,1580.6%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$6,715,909$2,828,623 72.8%35,2650.6%Computer and Technology
Salesforce, Inc. stock logo
CRM
Salesforce
$6,677,803$1,523,852 29.6%19,9740.6%Computer and Technology
The Home Depot, Inc. stock logo
HD
Home Depot
$6,156,408$1,456,735 31.0%15,8270.5%Retail/Wholesale
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$5,960,525$1,366,669 29.7%55,4110.5%Oils/Energy
iShares J.P. Morgan USD Emerging Markets Bond ETF stock logo
EMB
iShares J.P. Morgan USD Emerging Markets Bond ETF
$5,873,591$528,272 9.9%65,9660.5%ETF
HDFC Bank Limited stock logo
HDB
HDFC Bank
$5,645,513$5,344,798 1,777.4%88,4050.5%Finance
ServiceNow, Inc. stock logo
NOW
ServiceNow
$5,506,107$1,739,608 46.2%5,1940.5%Computer and Technology
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$5,305,525$740,974 16.2%105,8350.4%ETF
Oracle Co. stock logo
ORCL
Oracle
$5,151,988$505,584 10.9%30,9170.4%Computer and Technology
Accenture plc stock logo
ACN
Accenture
$5,077,837$1,322,053 35.2%14,4340.4%Computer and Technology
Caterpillar Inc. stock logo
CAT
Caterpillar
$4,997,273$1,722,347 52.6%13,7760.4%Industrial Products
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$4,983,813$25,653 0.5%25,4500.4%ETF
iShares Broad USD High Yield Corporate Bond ETF stock logo
USHY
iShares Broad USD High Yield Corporate Bond ETF
$4,937,843$286,704 6.2%134,2170.4%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$4,868,675$1,505,875 44.8%9,6250.4%Medical
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$4,802,943$358,077 8.1%33,2110.4%Medical
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$4,800,845$2,199,074 84.5%28,6360.4%Consumer Staples
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$4,740,891$2,062,572 77.0%5,1740.4%Retail/Wholesale
American Express stock logo
AXP
American Express
$4,713,096$1,385,733 41.6%15,8800.4%Finance
AbbVie Inc. stock logo
ABBV
AbbVie
$4,669,000$1,035,976 28.5%26,2750.4%Medical
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$4,466,569$646,139 16.9%63,5900.4%Finance
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$4,377,807$511,195 13.2%73,9490.4%Computer and Technology
WNS HLDGS LTD
$4,310,263$4,310,263 New Holding90,9530.4%COM SHS
Adobe Inc. stock logo
ADBE
Adobe
$4,253,809$456,242 12.0%9,5660.4%Computer and Technology
CELESTICA INC
$4,113,257$2,066,320 100.9%44,5640.3%COM
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$4,059,478$1,898,303 87.8%157,1610.3%ETF
iShares MSCI Intl Momentum Factor ETF stock logo
IMTM
iShares MSCI Intl Momentum Factor ETF
$3,958,683$3,098,407 360.2%105,8470.3%ETF
International Business Machines Co. stock logo
IBM
International Business Machines
$3,934,609$743,043 23.3%17,8980.3%Computer and Technology
Morgan Stanley stock logo
MS
Morgan Stanley
$3,864,695$1,197,754 44.9%30,7400.3%Finance
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$3,831,792$1,015,895 36.1%38,5180.3%Medical
Chevron Co. stock logo
CVX
Chevron
$3,803,316$1,403,920 58.5%26,2590.3%Oils/Energy
abrdn Bloomberg All Commodity Strategy K-1 Free ETF stock logo
BCI
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
$3,776,090$246,658 -6.1%191,1940.3%ETF
Schwab Fundamental International Large Company Index ETF stock logo
FNDF
Schwab Fundamental International Large Company Index ETF
$3,746,846$2,769,975 283.6%112,8230.3%ETF
The Coca-Cola Company stock logo
KO
Coca-Cola
$3,714,201$1,064,589 40.2%59,6560.3%Consumer Staples
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$3,654,029$1,030,611 39.3%14,8060.3%Retail/Wholesale
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$3,621,875$2,796,277 338.7%37,3770.3%Finance
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$3,553,828$3,032,935 582.3%19,9560.3%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$3,549,594$38,940 1.1%20,9660.3%ETF
iShares 5-10 Year Investment Grade Corporate Bond ETF stock logo
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
$3,523,441$643,051 22.3%68,4030.3%Manufacturing
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$3,501,357$3,501,357 New Holding12,0820.3%ETF
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$3,496,601$326,294 10.3%22,7610.3%Computer and Technology
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$3,358,738$1,148,855 52.0%55,6820.3%Computer and Technology
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$3,348,988$1,100,946 49.0%27,7210.3%Retail/Wholesale
United Rentals, Inc. stock logo
URI
United Rentals
$3,225,340$1,667,964 107.1%4,5790.3%Construction
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$3,220,878$987,794 44.2%80,5420.3%Computer and Technology
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$3,158,408$118,535 3.9%5,8620.3%ETF
Bank of America Co. stock logo
BAC
Bank of America
$3,090,439$783,323 34.0%70,3170.3%Finance
Invesco DWA SmallCap Momentum ETF stock logo
DWAS
Invesco DWA SmallCap Momentum ETF
$3,083,564$2,575,814 507.3%33,7780.3%Manufacturing
SAP SE stock logo
SAP
SAP
$3,008,875$178,253 6.3%12,2210.3%Computer and Technology
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$3,008,274$614,080 25.6%18,4980.3%Computer and Technology
PepsiCo, Inc. stock logo
PEP
PepsiCo
$2,975,452$300,313 -9.2%19,5680.2%Consumer Staples
Schwab Intermediate-Term U.S. Treasury ETF stock logo
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
$2,965,299$1,761,705 146.4%122,0790.2%ETF
Booking Holdings Inc. stock logo
BKNG
Booking
$2,872,080$1,048,458 57.5%5780.2%Retail/Wholesale
General Electric stock logo
GE
General Electric
$2,863,996$882,500 44.5%17,1710.2%Transportation
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$2,836,656$43,919 -1.5%6,9110.2%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$2,828,014$523,473 -15.6%26,5420.2%ETF
Infosys Limited stock logo
INFY
Infosys
$2,795,556$2,466,119 748.6%127,5340.2%Computer and Technology
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$2,748,966$19,007 0.7%8,5330.2%ETF
Intuit Inc. stock logo
INTU
Intuit
$2,737,981$697,066 34.2%4,3560.2%Computer and Technology
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$2,735,362$905,455 49.5%38,1550.2%Utilities
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$2,700,781$1,706,157 171.5%4,6080.2%Finance
LINDE PLC
$2,694,267$1,507,282 127.0%6,4350.2%SHS
Marsh & McLennan Companies, Inc. stock logo
MMC
Marsh & McLennan Companies
$2,664,211$675,027 33.9%12,5430.2%Finance
Philip Morris International Inc. stock logo
PM
Philip Morris International
$2,656,548$510,153 23.8%22,0740.2%Consumer Staples
Day Hagan/Ned Davis Research Smart Sector ETF stock logo
SSUS
Day Hagan/Ned Davis Research Smart Sector ETF
$2,651,438$1,767,920 200.1%63,0240.2%ETF
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$2,618,818$848,885 48.0%23,1530.2%Medical
Turkcell Iletisim Hizmetleri A.S. stock logo
TKC
Turkcell Iletisim Hizmetleri A.S.
$2,575,885$1,177,777 84.2%395,6810.2%Computer and Technology
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$2,570,653$1,177,542 84.5%4,9250.2%Medical
T-Mobile US, Inc. stock logo
TMUS
T-Mobile US
$2,563,730$603,023 30.8%11,6150.2%Computer and Technology
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$2,558,211$1,181,770 85.9%4,4680.2%Finance
Bristol-Myers Squibb stock logo
BMY
Bristol-Myers Squibb
$2,537,848$656,945 34.9%44,8700.2%Medical
ICICI Bank Limited stock logo
IBN
ICICI Bank
$2,519,276$1,834,052 267.7%84,3700.2%Finance

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