Vise Technologies, Inc.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Vise Technologies, Inc. reported 378 stock positions worth $507.8 million. Its top holding was Vanguard Int-Term Corporate (VCIT) at 3.1% of the portfolio, followed by Vanguard Intermediate-Term T (VGIT, 2.8%) and Vanguard Total Intl Bond ETF (BNDX, 2.7%). Compared with Q4 2023, it opened 55 new positions, sold out of 26, added to 150 and reduced 171. The biggest buy was JPMorgan Chase (JPM, shares +36%) and the biggest sale Tesla (TSLA, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001812090
- Portfolio Value
- $507.8M (Q1 2024)
- SEC Filing
- 0001085146-24-002554 ↗ filed May 15, 2024
Holdings Value
Holdings 378 stocks · $507.8M
| VCIT Vanguard Int-Term Corporate | 3.06% | 193,204 | $15.6M | Add +10.5% |
| VGIT Vanguard Intermediate-Term T | 2.76% | 239,785 | $14.0M | Add +7.4% |
| BNDX Vanguard Total Intl Bond ETF | 2.66% | 274,629 | $13.5M | Add +22.0% |
| NVDA Nvidia Corp. | 2.39% | 13,448 | $12.2M | Reduce -11.3% |
| VGSH Vanguard Short-Term Treasury | 2.28% | 199,139 | $11.6M | Add +9.6% |
| SCHC Schwab Intl Small-Cap Equity | 2.19% | 310,086 | $11.1M | Add +8.8% |
| MSFT Microsoft Corp. | 1.98% | 23,850 | $10.0M | Reduce -0.4% |
| MBB iShares MBS ETF | 1.92% | 105,720 | $9.8M | Add +9.7% |
| META Meta Platforms Inc. Class A | 1.90% | 19,870 | $9.6M | Reduce -14.9% |
| AMZN Amazon.com Inc. | 1.83% | 52,002 | $9.3M | Add +2.3% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.80% | 118,186 | $9.1M | Add +5.4% |
| AAPL Apple Inc. | 1.74% | 51,577 | $8.8M | Add +10.1% |
| VWO Vanguard Ftse Emerging Marke | 1.70% | 206,595 | $8.6M | Add +4.2% |
| JPM JPMorgan Chase & Co. | 1.56% | 39,663 | $7.9M | Add +36.3% |
| VEA Vanguard Ftse Developed ETF | 1.42% | 143,851 | $7.2M | Add +10.1% |
| SCHH Schwab US REIT ETF | 1.35% | 338,383 | $6.9M | Add +10.3% |
| VTWO Vanguard Russell 2000 ETF | 1.34% | 80,079 | $6.8M | Add +3.2% |
| GOOGL Alphabet Inc. Class A | 1.28% | 43,228 | $6.5M | Add +10.5% |
| WMT Walmart Inc. | 1.17% | 99,095 | $6.0M | Add +16.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.08% | 13,023 | $5.5M | Reduce -1.4% |
| SCHX Schwab US Large-Cap ETF | 1.03% | 84,156 | $5.2M | Reduce -8.9% |
| BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 0.99% | 253,199 | $5.0M | Reduce -19.5% |
| SHV iShares 0-1 Year Treasury Bo | 0.92% | 42,246 | $4.7M | Reduce -19.4% |
| LLY Eli Lilly & Co. | 0.88% | 5,768 | $4.5M | Add +18.9% |
| EMB iShares JP Morgan Usd Emergi | 0.87% | 49,023 | $4.4M | Add +15.6% |
| MRK Merck & Co. Inc. | 0.86% | 32,919 | $4.3M | Reduce -8.6% |
| HD Home Depot Inc. | 0.81% | 10,754 | $4.1M | Reduce -7.1% |
| AVGO Broadcom Inc. | 0.81% | 3,109 | $4.1M | Add +7.2% |
| ADBE Adobe Inc. | 0.80% | 8,046 | $4.1M | Add +3.6% |
| JNJ Johnson & Johnson | 0.76% | 24,472 | $3.9M | Add +11.9% |
| USHY iShares Broad Usd High Yield | 0.76% | 104,830 | $3.8M | Add +8.1% |
| XOM Exxon Mobil Corp. | 0.75% | 32,575 | $3.8M | Reduce -5.1% |
| V Visa Inc. Class A | 0.72% | 13,137 | $3.7M | Add +47.9% |
| PEP Pepsico Inc. | 0.72% | 20,946 | $3.7M | Add +27.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.72% | 72,082 | $3.6M | Add +2.5% |
| UPS United Parcel Service Class B | 0.70% | 23,788 | $3.5M | Reduce -3.7% |
| QCOM Qualcomm Inc. | 0.70% | 20,869 | $3.5M | Add +4.2% |
| SCHP Schwab U.S. Tips ETF | 0.68% | 66,501 | $3.5M | Add +0.9% |
| TSLA Tesla Inc. | 0.66% | 18,945 | $3.3M | Reduce -5.3% |
| MUB iShares National Muni Bond E | 0.63% | 29,495 | $3.2M | Reduce -13.4% |
| ORCL Oracle Corp. | 0.57% | 23,190 | $2.9M | Reduce -22.0% |
| ABBV Abbvie Inc. | 0.56% | 15,681 | $2.9M | Reduce -2.1% |
| SCHO Schwab Short-Term US Treas | 0.51% | 54,210 | $2.6M | Add +3.1% |
| WFC Wells Fargo & Co. | 0.50% | 44,221 | $2.6M | Reduce -18.6% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.50% | 19,714 | $2.5M | Reduce -3.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.49% | 7,258 | $2.5M | Add +0.9% |
| AMAT Applied Materials Inc. | 0.49% | 12,094 | $2.5M | Reduce -19.5% |
| CAT Caterpillar Inc. | 0.49% | 6,776 | $2.5M | Reduce -17.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.48% | 12,788 | $2.4M | Reduce -8.3% |
| IEMG iShares Core MSCI Emerging | 0.48% | 47,055 | $2.4M | Add +8.0% |
| CSCO Cisco Systems Inc. | 0.48% | 48,425 | $2.4M | Reduce -1.7% |
| ASML ASML Holding NV-NY Reg SHS | 0.47% | 2,439 | $2.4M | Add +3.8% |
| SHW The Sherwin-Williams Co. | 0.46% | 6,732 | $2.3M | Reduce -10.3% |
| IAGG iShares Intl Aggregate Bond | 0.46% | 46,554 | $2.3M | Add +4.3% |
| UNH Unitedhealth Group Inc. | 0.45% | 4,654 | $2.3M | Reduce -33.4% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.43% | 42,618 | $2.2M | Reduce -2.9% |
| BMY Bristol-Myers Squibb Co. | 0.42% | 39,177 | $2.1M | Add +18.3% |
| MA Mastercard Inc. Class A | 0.41% | 4,320 | $2.1M | Add +2.4% |
| SCHR Schwab Intermediate-Term US | 0.41% | 42,130 | $2.1M | Reduce -5.6% |
| LOW Lowe's Cos Inc. | 0.40% | 7,996 | $2.0M | Add +55.7% |
| FDX FedEx Corp. | 0.40% | 6,953 | $2.0M | Reduce -12.8% |
| TM Toyota Motor Corp. -Spon ADR | 0.38% | 7,737 | $1.9M | Add +3.7% |
| SAP Sap SE-Sponsored ADR | 0.38% | 9,823 | $1.9M | Add +3.1% |
| MRSH Marsh & McLennan Cos | 0.37% | 9,229 | $1.9M | Add +3.0% |
| F Ford Motor Co. filed as FORD MTR CO DEL | 0.37% | 139,705 | $1.9M | Add +340.6% |
| AXP American Express Co. | 0.36% | 8,095 | $1.8M | Reduce -25.3% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.36% | 35,868 | $1.8M | Reduce -0.7% |
| IVV iShares Core S&P 500 ETF | 0.36% | 3,462 | $1.8M | Reduce -8.8% |
| CVX Chevron Corp. | 0.34% | 10,951 | $1.7M | Add +10.0% |
| PG The Procter & Gamble Co. | 0.34% | 10,632 | $1.7M | Reduce -25.5% |
| GILD Gilead Sciences Inc. | 0.33% | 22,537 | $1.7M | Reduce -4.1% |
| ACN Accenture PLC Class A | 0.32% | 4,726 | $1.6M | Add +75.3% |
| VMBS Vanguard Mortgage-Backed Sec | 0.32% | 35,507 | $1.6M | Reduce -7.0% |
| BP BP PLC-Spons ADR | 0.32% | 42,728 | $1.6M | Add +1.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.31% | 41,592 | $1.6M | Reduce -30.4% |
| UBER Uber Technologies Inc. | 0.31% | 20,480 | $1.6M | Add +114.9% |
| SCZ iShares MSCI Eafe Small-Cap | 0.31% | 24,704 | $1.6M | Reduce -9.1% |
| VZ Verizon Communications Inc. | 0.30% | 36,583 | $1.5M | Reduce -16.3% |
| STLA Stellantis NV | 0.30% | 53,908 | $1.5M | Reduce -13.5% |
| GSK GSK PLC-Spon ADR | 0.30% | 35,484 | $1.5M | Add +5.8% |
| NVS Novartis AG-Sponsored ADR | 0.30% | 15,679 | $1.5M | Reduce -3.9% |
| IWF iShares Russell 1000 Growth | 0.30% | 4,496 | $1.5M | Add +10.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.29% | 14,753 | $1.5M | Reduce -17.4% |
| COST Costco Wholesale Corp. | 0.28% | 1,920 | $1.4M | Add +10.4% |
| KO The Coca-Cola Co. | 0.26% | 21,412 | $1.3M | Add +16.2% |
| PFE Pfizer Inc. | 0.26% | 46,976 | $1.3M | Reduce -14.4% |
| SHEL Shell PLC-ADR | 0.26% | 19,419 | $1.3M | Add +5.0% |
| MS Morgan Stanley | 0.25% | 13,527 | $1.3M | Reduce -0.2% |
| SPIB SS SPDR P Int C Corp. ETF | 0.25% | 38,701 | $1.3M | Add +5.0% |
| MMM 3M Co. | 0.25% | 11,923 | $1.3M | Add +16.9% |
| UBS UBS Group AG-Reg | 0.24% | 40,419 | $1.2M | Add +6.4% |
| AMGN Amgen Inc. | 0.24% | 4,264 | $1.2M | Reduce -25.5% |
| NKE Nike Inc. Class B | 0.24% | 12,885 | $1.2M | Reduce -4.5% |
| PM Philip Morris International | 0.24% | 13,110 | $1.2M | Add +3.9% |
| UNP Union Pacific Corp. | 0.23% | 4,784 | $1.2M | Reduce -12.4% |
| COP Conocophillips | 0.23% | 9,160 | $1.2M | Reduce -9.1% |
| CMCSA Comcast Corp. Class A | 0.23% | 26,835 | $1.2M | Reduce -36.7% |
| DE Deere & Co. | 0.22% | 2,749 | $1.1M | Reduce -29.6% |
| CVS CVS Health Corp. | 0.22% | 13,944 | $1.1M | Add +9.2% |
| TFI SS SPDR N Ice Muni Bond ETF | 0.22% | 23,915 | $1.1M | Reduce -15.3% |
Portfolio Sells Q4 2023 → Q1 2024
| TSLA Tesla Inc. | Reduce -5.3% | 0.66% | −0.41 |
| UNH Unitedhealth Group Inc. | Reduce -33.4% | 0.45% | −0.34 |
| BCI Abrdn Bloomberg All Commodit | Reduce -19.5% | 0.99% | −0.32 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -19.4% | 0.92% | −0.32 |
| CMCSA Comcast Corp. Class A | Reduce -36.7% | 0.23% | −0.17 |
| MUB iShares National Muni Bond E | Reduce -13.4% | 0.63% | −0.17 |
| RIO Rio Tinto PLC-Spon ADR | Reduce -46.8% | 0.11% | −0.15 |
| TXN Texas Instruments Inc. | Reduce -36.8% | 0.21% | −0.15 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -44.6% | 0.18% | −0.15 |
| UPS United Parcel Service Class B | Reduce -3.7% | 0.70% | −0.14 |
| BAC Bank of America Corp. | Reduce -30.4% | 0.31% | −0.12 |
| AMGN Amgen Inc. | Reduce -25.5% | 0.24% | −0.12 |
| DE Deere & Co. | Reduce -29.6% | 0.22% | −0.11 |
| PG The Procter & Gamble Co. | Reduce -25.5% | 0.34% | −0.11 |
| ORCL Oracle Corp. | Reduce -22.0% | 0.57% | −0.10 |
| TIDAL ETF TR | Sold out | 0.00% | −0.10 |
| SCHX Schwab US Large-Cap ETF | Reduce -8.9% | 1.03% | −0.09 |
| GILD Gilead Sciences Inc. | Reduce -4.1% | 0.33% | −0.08 |
| PFE Pfizer Inc. | Reduce -14.4% | 0.26% | −0.08 |
| NKE Nike Inc. Class B | Reduce -4.5% | 0.24% | −0.08 |
| ESGU iShares ESG Aware MSCI USA | Sold out | 0.00% | −0.08 |
| AXP American Express Co. | Reduce -25.3% | 0.36% | −0.07 |
| WFC Wells Fargo & Co. | Reduce -18.6% | 0.50% | −0.07 |
| SCHR Schwab Intermediate-Term US | Reduce -5.6% | 0.41% | −0.07 |
| NSP Insperity Inc. | Sold out | 0.00% | −0.07 |
| SPIP SS SPDR P Tips ETF | Reduce -33.5% | 0.11% | −0.07 |
| INTC Intel Corp. | Reduce -20.2% | 0.12% | −0.07 |
| TFI SS SPDR N Ice Muni Bond ETF | Reduce -15.3% | 0.22% | −0.07 |
| TJX TJX Companies Inc. | Reduce -17.4% | 0.29% | −0.07 |
| SPMB SS SPDR P Mort Back Bond ETF | Reduce -25.9% | 0.13% | −0.07 |
| VMBS Vanguard Mortgage-Backed Sec | Reduce -7.0% | 0.32% | −0.06 |
| PCG P G & E Corp. | Sold out | 0.00% | −0.06 |
| SDY SS SPDR S&P Dividend ETF | Sold out | 0.00% | −0.06 |
| SIG Signet Jewelers Ltd. | Reduce -10.9% | 0.19% | −0.06 |
| CSCO Cisco Systems Inc. | Reduce -1.7% | 0.48% | −0.06 |
| JHG Janus Henderson Group PLC | Sold out | 0.00% | −0.06 |
| TGNA Tegna Inc. | Sold out | 0.00% | −0.06 |
| TDOC Teladoc Health Inc. | Reduce -7.8% | 0.08% | −0.06 |
| IGIB iShares 5-10Y Inv Grade Corp. | Reduce -2.9% | 0.43% | −0.06 |
| TMUS T-Mobile US Inc. | Reduce -31.5% | 0.10% | −0.06 |
| UNP Union Pacific Corp. | Reduce -12.4% | 0.23% | −0.06 |
| NVS Novartis AG-Sponsored ADR | Reduce -3.9% | 0.30% | −0.06 |
| M Macy's Inc. | Sold out | 0.00% | −0.06 |
| DIOD Diodes Inc. | Sold out | 0.00% | −0.06 |
| MCHP Microchip Technology Inc. | Sold out | 0.00% | −0.06 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -9.1% | 0.31% | −0.05 |
| SAH Sonic Automotive Inc. Class A | Sold out | 0.00% | −0.05 |
| INSM Insmed Inc. | Sold out | 0.00% | −0.05 |
| ASH Ashland Inc. | Sold out | 0.00% | −0.05 |
| SNY Sanofi-ADR | Reduce -10.3% | 0.21% | −0.05 |
Portfolio Buys Q4 2023 → Q1 2024
| JPM JPMorgan Chase & Co. | Add +36.3% | 1.56% | +0.50 |
| F Ford Motor Co. | Add +340.6% | 0.37% | +0.28 |
| LLY Eli Lilly & Co. | Add +18.9% | 0.88% | +0.27 |
| BNDX Vanguard Total Intl Bond ETF | Add +22.0% | 2.66% | +0.27 |
| V Visa Inc. Class A | Add +47.9% | 0.72% | +0.22 |
| WMT Walmart Inc. | Add +16.9% | 1.17% | +0.22 |
| UBER Uber Technologies Inc. | Add +114.9% | 0.31% | +0.18 |
| AMZN Amazon.com Inc. | Add +2.3% | 1.83% | +0.17 |
| LOW Lowe's Cos Inc. | Add +55.7% | 0.40% | +0.16 |
| VOO Vanguard S&P 500 ETF | New | 0.14% | +0.14 |
| PEP Pepsico Inc. | Add +27.0% | 0.72% | +0.12 |
| ACN Accenture PLC Class A | Add +75.3% | 0.32% | +0.12 |
| IBB iShares Biotechnology ETF | New | 0.12% | +0.12 |
| AVGO Broadcom Inc. | Add +7.2% | 0.81% | +0.11 |
| GOOGL Alphabet Inc. Class A | Add +10.5% | 1.28% | +0.11 |
| SSUS Day Hagan Smart Sector ETF | New | 0.10% | +0.10 |
| CGGO Cap Group Global Growth | New | 0.09% | +0.09 |
| TM Toyota Motor Corp. -Spon ADR | Add +3.7% | 0.38% | +0.09 |
| BITB Bitwise Bitcoin ETF | New | 0.09% | +0.09 |
| EW Edwards Lifesciences Corp. | New | 0.09% | +0.09 |
| JEPI JPMorgan Equity Premium Inco | Add +146.1% | 0.15% | +0.08 |
| ASML ASML Holding NV-NY Reg SHS | Add +3.8% | 0.47% | +0.08 |
| CL Colgate-Palmolive Co. | New | 0.08% | +0.08 |
| GE General Electric | Add +44.6% | 0.17% | +0.07 |
| VEA Vanguard Ftse Developed ETF | Add +10.1% | 1.42% | +0.07 |
| ACH Accendra Health Inc. | New | 0.07% | +0.07 |
| KSS Kohls Corp. | New | 0.07% | +0.07 |
| QCOM Qualcomm Inc. | Add +4.2% | 0.70% | +0.07 |
| EFA iShares MSCI Eafe ETF | New | 0.07% | +0.07 |
| WMB Williams Cos Inc. | New | 0.07% | +0.07 |
| WU Western Union Co. | New | 0.07% | +0.07 |
| ARM Arm Holdings PLC-ADR | New | 0.07% | +0.07 |
| PYPL PayPal Holdings Inc. | New | 0.06% | +0.06 |
| AEO American Eagle Outfitters | New | 0.06% | +0.06 |
| SAM Boston Beer Company Inc. Class A | New | 0.06% | +0.06 |
| SAP Sap SE-Sponsored ADR | Add +3.1% | 0.38% | +0.06 |
| SNPS Synopsys Inc. | Add +46.1% | 0.18% | +0.06 |
| TDC Teradata Corp. | New | 0.06% | +0.06 |
| TECK Teck Resources Ltd.-CLS B | New | 0.06% | +0.06 |
| CDNS Cadence Design SYS Inc. | Add +36.3% | 0.18% | +0.06 |
| RDN Radian Group Inc. | New | 0.05% | +0.05 |
| PLTR Palantir Technologies Inc. Class A | New | 0.05% | +0.05 |
| TRIP Tripadvisor Inc. | New | 0.05% | +0.05 |
| EMB iShares JP Morgan Usd Emergi | Add +15.6% | 0.87% | +0.05 |
| MDY State Street SPDR S&P Midcap | New | 0.05% | +0.05 |
| PINS Pinterest Inc. Class A | New | 0.05% | +0.05 |
| BMY Bristol-Myers Squibb Co. | Add +18.3% | 0.42% | +0.05 |
| OGN Organon & Co. | New | 0.05% | +0.05 |
| ECL Ecolab Inc. | Add +49.3% | 0.14% | +0.05 |
| XLK SS Technology Select Sector | New | 0.05% | +0.05 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,774 | $8.8B | DFUS, NVDA, DFAI, DFAS, DFLV |
| Q1 2026 | 1,447 | $5.1B | DFUS, NVDA, AAPL, DFAI, MSFT |
| Q4 2025 | 1,461 | $5.1B | DFUS, NVDA, AAPL, DFAI, MSFT |
| Q3 2025 | 1,181 | $2.7B | DFUS, NVDA, AAPL, MSFT, GOOG |
| Q2 2025 | 1,046 | $2.4B | NVDA, MSFT, AAPL, AMZN, META |
| Q4 2024 | 816 | $1.2B | AAPL, NVDA, MSFT, AMZN, VCIT |
| Q3 2024 | 588 | $785.9M | MSFT, VCIT, AAPL, NVDA, AMZN |
| Q2 2024 | 423 | $569.9M | VCIT, BNDX, VGIT, NVDA, VGSH |
| Q1 2024 | 378 | $507.8M | VCIT, VGIT, BNDX, NVDA, VGSH |