Vise Technologies, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 18, 2025), Vise Technologies, Inc. reported 816 stock positions worth $1.2 billion. Its top holding was Apple (AAPL) at 3.4% of the portfolio, followed by Nvidia (NVDA, 3.1%) and Microsoft (MSFT, 2.8%). Compared with Q3 2024, it opened 257 new positions, sold out of 30, added to 482 and reduced 75. The biggest buy was Apple (AAPL, shares +91%) and the biggest sale Vanguard Short-Term Treasury (VGSH, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001812090
- Portfolio Value
- $1.2B (Q4 2024)
- SEC Filing
- 0001085146-25-001744 ↗ filed Feb 18, 2025
Holdings Value
Holdings 816 stocks · $1.2B
| AAPL Apple Inc. | 3.37% | 161,375 | $40.4M | Add +91.3% |
| NVDA Nvidia Corp. | 3.13% | 279,838 | $37.6M | Add +73.7% |
| MSFT Microsoft Corp. | 2.83% | 80,708 | $34.0M | Add +67.9% |
| AMZN Amazon.com Inc. | 2.52% | 137,661 | $30.2M | Add +49.4% |
| VCIT Vanguard Int-Term Corporate | 1.73% | 258,287 | $20.7M | Add +6.7% |
| META Meta Platforms Inc. Class A | 1.68% | 34,538 | $20.2M | Add +46.7% |
| GOOGL Alphabet Inc. Class A | 1.66% | 105,113 | $19.9M | Add +55.9% |
| VGIT Vanguard Intermediate-Term T | 1.42% | 293,678 | $17.0M | Add +9.0% |
| BNDX Vanguard Total Intl Bond ETF | 1.41% | 345,273 | $16.9M | Add +6.0% |
| VWO Vanguard Ftse Emerging Marke | 1.20% | 326,132 | $14.4M | Add +29.0% |
| AVGO Broadcom Inc. | 1.17% | 60,805 | $14.1M | Add +41.6% |
| TSLA Tesla Inc. | 1.15% | 34,038 | $13.7M | Add +56.9% |
| IVV iShares Core S&P 500 ETF | 1.07% | 21,872 | $12.9M | Add +137.0% |
| SCHC Schwab Intl Small-Cap Equity | 1.05% | 366,588 | $12.6M | Add +7.3% |
| WMT Walmart Inc. | 1.04% | 138,586 | $12.5M | Add +30.8% |
| VGSH Vanguard Short-Term Treasury | 0.98% | 202,509 | $11.8M | Reduce -0.8% |
| MBB iShares MBS ETF | 0.97% | 126,919 | $11.6M | Add +3.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.93% | 56,317 | $11.1M | Add +122.4% |
| JPM JPMorgan Chase & Co. | 0.92% | 46,233 | $11.1M | Reduce -9.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.90% | 23,851 | $10.8M | Add +31.7% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.89% | 136,459 | $10.6M | Add +7.7% |
| V Visa Inc. Class A | 0.78% | 29,664 | $9.4M | Add +46.9% |
| LLY Eli Lilly & Co. | 0.77% | 11,896 | $9.2M | Add +57.2% |
| MA Mastercard Inc. Class A | 0.73% | 16,721 | $8.8M | Add +63.9% |
| VEA Vanguard Ftse Developed ETF | 0.72% | 180,852 | $8.6M | Add +14.7% |
| SCHH Schwab US REIT ETF | 0.64% | 367,407 | $7.7M | Add +4.7% |
| VTWO Vanguard Russell 2000 ETF | 0.60% | 81,001 | $7.2M | Add +0.9% |
| NFLX Netflix Inc. | 0.60% | 8,040 | $7.2M | Add +62.8% |
| SCHX Schwab US Large-Cap ETF | 0.57% | 296,158 | $6.9M | Add +9.1% |
| GOOG Alphabet Inc. Class C | 0.56% | 35,265 | $6.7M | Add +72.8% |
| CRM Salesforce Inc. | 0.56% | 19,974 | $6.7M | Add +29.6% |
| HD Home Depot Inc. | 0.51% | 15,827 | $6.2M | Add +31.0% |
| XOM Exxon Mobil Corp. | 0.50% | 55,411 | $6.0M | Add +29.8% |
| EMB iShares JP Morgan Usd Emergi | 0.49% | 65,966 | $5.9M | Add +9.9% |
| HDB HDFC Bank Ltd.-ADR | 0.47% | 88,405 | $5.6M | Add +1777.4% |
| NOW ServiceNow Inc. | 0.46% | 5,194 | $5.5M | Add +46.2% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.44% | 105,835 | $5.3M | Add +16.2% |
| ORCL Oracle Corp. | 0.43% | 30,917 | $5.2M | Add +10.9% |
| ACN Accenture PLC Class A | 0.42% | 14,434 | $5.1M | Add +35.2% |
| CAT Caterpillar Inc. | 0.42% | 13,776 | $5.0M | Add +52.6% |
| VIG Vanguard Dividend Apprec ETF | 0.42% | 25,450 | $5.0M | Add +0.5% |
| USHY iShares Broad Usd High Yield | 0.41% | 134,217 | $4.9M | Add +6.2% |
| UNH Unitedhealth Group Inc. | 0.41% | 9,625 | $4.9M | Add +44.8% |
| JNJ Johnson & Johnson | 0.40% | 33,211 | $4.8M | Add +8.1% |
| PG The Procter & Gamble Co. | 0.40% | 28,636 | $4.8M | Add +84.5% |
| COST Costco Wholesale Corp. | 0.40% | 5,174 | $4.7M | Add +77.0% |
| AXP American Express Co. | 0.39% | 15,880 | $4.7M | Add +41.6% |
| ABBV Abbvie Inc. | 0.39% | 26,275 | $4.7M | Add +28.5% |
| WFC Wells Fargo & Co. | 0.37% | 63,590 | $4.5M | Add +16.9% |
| CSCO Cisco Systems Inc. | 0.36% | 73,949 | $4.4M | Add +13.2% |
| WNS WNS Holdings Ltd. filed as WNS HLDGS LTD | 0.36% | 90,953 | $4.3M | New |
| ADBE Adobe Inc. | 0.35% | 9,566 | $4.3M | Add +12.0% |
| CLS Celestica Inc. | 0.34% | 44,564 | $4.1M | Add +101.0% |
| SCHP Schwab U.S. Tips ETF | 0.34% | 157,161 | $4.1M | Reduce -6.1% |
| IMTM iShares MSCI Intl Momentum F | 0.33% | 105,847 | $4.0M | Add +360.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.33% | 17,898 | $3.9M | Add +23.3% |
| MS Morgan Stanley | 0.32% | 30,740 | $3.9M | Add +44.9% |
| MRK Merck & Co. Inc. | 0.32% | 38,518 | $3.8M | Add +36.1% |
| CVX Chevron Corp. | 0.32% | 26,259 | $3.8M | Add +58.5% |
| BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 0.31% | 191,194 | $3.8M | Reduce -6.1% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.31% | 112,823 | $3.7M | Add +283.6% |
| KO The Coca-Cola Co. | 0.31% | 59,656 | $3.7M | Add +40.2% |
| LOW Lowe's Cos Inc. | 0.30% | 14,806 | $3.7M | Add +39.3% |
| AGG iShares Core U.S. Aggregate | 0.30% | 37,377 | $3.6M | Add +338.7% |
| QUAL iShares MSCI USA Quality Fac | 0.30% | 19,956 | $3.6M | Add +582.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.30% | 20,966 | $3.5M | Add +1.1% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.29% | 68,403 | $3.5M | Add +22.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.29% | 12,082 | $3.5M | New |
| QCOM Qualcomm Inc. | 0.29% | 22,761 | $3.5M | Add +10.3% |
| UBER Uber Technologies Inc. | 0.28% | 55,682 | $3.4M | Add +52.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.28% | 27,721 | $3.3M | Add +49.0% |
| URI United Rentals Inc. | 0.27% | 4,579 | $3.2M | Add +107.1% |
| VZ Verizon Communications Inc. | 0.27% | 80,542 | $3.2M | Add +44.2% |
| VOO Vanguard S&P 500 ETF | 0.26% | 5,862 | $3.2M | Add +3.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.26% | 70,317 | $3.1M | Add +34.0% |
| DWAS Invesco Dorsey Wright Smallc | 0.26% | 33,778 | $3.1M | Add +507.3% |
| SAP Sap SE-Sponsored ADR | 0.25% | 12,221 | $3.0M | Add +6.3% |
| AMAT Applied Materials Inc. | 0.25% | 18,498 | $3.0M | Add +25.6% |
| PEP Pepsico Inc. | 0.25% | 19,568 | $3.0M | Reduce -9.2% |
| SCHR Schwab Intermediate-Term US | 0.25% | 122,079 | $3.0M | Add +23.2% |
| BKNG Booking Holdings Inc. | 0.24% | 578 | $2.9M | Add +57.5% |
| GE General Electric filed as GE AEROSPACE | 0.24% | 17,171 | $2.9M | Add +44.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.24% | 6,911 | $2.8M | Reduce -1.5% |
| MUB iShares National Muni Bond E | 0.24% | 26,542 | $2.8M | Reduce -15.6% |
| INFY Infosys Ltd.-SP ADR | 0.23% | 127,534 | $2.8M | Add +748.6% |
| IWB iShares Russell 1000 ETF | 0.23% | 8,533 | $2.7M | Add +0.7% |
| INTU Intuit Inc. | 0.23% | 4,356 | $2.7M | Add +34.1% |
| NEE Nextera Energy Inc. | 0.23% | 38,155 | $2.7M | Add +49.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.23% | 4,608 | $2.7M | Add +171.5% |
| LIN Linde PLC | 0.22% | 6,435 | $2.7M | Add +127.0% |
| MRSH Marsh & McLennan Cos | 0.22% | 12,543 | $2.7M | Add +33.9% |
| PM Philip Morris International | 0.22% | 22,074 | $2.7M | Add +23.8% |
| SSUS Day Hagan Smart Sector ETF filed as STRATEGY SHS | 0.22% | 63,024 | $2.7M | Add +200.1% |
| ABT Abbott Laboratories | 0.22% | 23,153 | $2.6M | Add +48.0% |
| TKC Turkcell Iletisim Hizmet-ADR | 0.21% | 395,681 | $2.6M | Add +84.2% |
| ISRG Intuitive Surgical Inc. | 0.21% | 4,925 | $2.6M | Add +84.5% |
| TMUS T-Mobile US Inc. | 0.21% | 11,615 | $2.6M | Add +30.8% |
| GS Goldman Sachs Group Inc. | 0.21% | 4,468 | $2.6M | Add +85.9% |
| BMY Bristol-Myers Squibb Co. | 0.21% | 44,870 | $2.5M | Add +34.9% |
| IBN Icici Bank Ltd.-Spon ADR | 0.21% | 84,370 | $2.5M | Add +267.7% |
Portfolio Sells Q3 2024 → Q4 2024
| VGSH Vanguard Short-Term Treasury | Reduce -0.8% | 0.98% | −0.55 |
| JPM JPMorgan Chase & Co. | Reduce -9.5% | 0.92% | −0.45 |
| SCHP Schwab U.S. Tips ETF | Reduce -6.1% | 0.34% | −0.23 |
| PEP Pepsico Inc. | Reduce -9.2% | 0.25% | −0.22 |
| BCI Abrdn Bloomberg All Commodit | Reduce -6.1% | 0.31% | −0.22 |
| MUB iShares National Muni Bond E | Reduce -15.6% | 0.24% | −0.20 |
| F Ford Motor Co. | Reduce -64.1% | 0.04% | −0.15 |
| GSK GSK PLC-Spon ADR | Reduce -12.4% | 0.11% | −0.12 |
| BHP BHP Group Ltd.-Spon ADR | Reduce -12.9% | 0.09% | −0.11 |
| SCHO Schwab Short-Term US Treas | Reduce -0.3% | 0.20% | −0.11 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -1.5% | 0.24% | −0.11 |
| TIP iShares Tips Bond ETF | Sold out | 0.00% | −0.10 |
| UL Unilever PLC | Reduce -0.3% | 0.12% | −0.09 |
| SPIB SS SPDR P Int C Corp. ETF | Reduce -7.5% | 0.12% | −0.09 |
| DLN Wisdomtree US Largecap Divid | Sold out | 0.00% | −0.07 |
| BTI British American Tob-SP ADR | Reduce -36.3% | 0.05% | −0.07 |
| FNDC Schwab Fndmnt Intl SM Eq ETF | Reduce -4.5% | 0.09% | −0.07 |
| PIPR Piper Sandler Cos | Reduce -37.9% | 0.05% | −0.07 |
| TD Toronto-Dominion Bank | Reduce -0.6% | 0.07% | −0.06 |
| TTE Totalenergies SE -Spon ADR | Reduce -4.8% | 0.07% | −0.06 |
| INSP Inspire Medical Systems Inc. | Sold out | 0.00% | −0.05 |
| TFI SS SPDR N Ice Muni Bond ETF | Reduce -8.5% | 0.08% | −0.05 |
| IVW iShares S&P 500 Growth ETF | Sold out | 0.00% | −0.05 |
| NCDL Nuveen Churchill Direct Lend | Sold out | 0.00% | −0.05 |
| COMB Graniteshares Bcom Broad STR | Reduce -0.4% | 0.09% | −0.05 |
| EFOR Everforth Inc. | Reduce -3.5% | 0.06% | −0.05 |
| SIG Signet Jewelers Ltd. | Reduce -9.2% | 0.04% | −0.05 |
| LYFT LYFT Inc. Class A | Sold out | 0.00% | −0.05 |
| CPRI Capri Holdings Ltd. | Sold out | 0.00% | −0.05 |
| MYGN Myriad Genetics Inc. | Sold out | 0.00% | −0.05 |
| SEM Select Medical Holdings Corp. | Reduce -1.8% | 0.02% | −0.05 |
| PFSI Pennymac Financial Services | Reduce -20.7% | 0.04% | −0.04 |
| VGLT Vanguard Long-Term Treasury | Sold out | 0.00% | −0.04 |
| MAN Manpowergroup Inc. | Reduce -15.5% | 0.03% | −0.04 |
| AEO American Eagle Outfitters | Reduce -4.1% | 0.04% | −0.04 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Sold out | 0.00% | −0.04 |
| SCHG Schwab US Large-Cap Growth | Sold out | 0.00% | −0.04 |
| BGC BGC Group Inc. Class A | Reduce -4.5% | 0.06% | −0.04 |
| DOW Dow Inc. | Reduce -33.9% | 0.02% | −0.04 |
| ZETA Zeta Global Holdings Corp. Class A | Sold out | 0.00% | −0.04 |
| GIS General Mills Inc. | Reduce -25.8% | 0.03% | −0.04 |
| CPA Copa Holdings SA Class A | Sold out | 0.00% | −0.04 |
| GSC Goldman Sachs Small Cap Equi | Sold out | 0.00% | −0.03 |
| UBSI United Bankshares Inc. | Sold out | 0.00% | −0.03 |
| JPIN JPM Diversified Ret Intl Eq | Reduce -0.5% | 0.05% | −0.03 |
| IMOS Chipmos Technologies Inc.-ADR | Sold out | 0.00% | −0.03 |
| COLB Columbia Banking System Inc. | Sold out | 0.00% | −0.03 |
| SPEM State Street SP PTF Em ETF | Reduce -8.3% | 0.04% | −0.03 |
| TOTL SS Doubleline TR Tact ETF | Sold out | 0.00% | −0.03 |
| MTUM iShares MSCI USA Momentum Fa | Reduce -9.2% | 0.05% | −0.03 |
Portfolio Buys Q3 2024 → Q4 2024
| AAPL Apple Inc. | Add +91.3% | 3.37% | +0.87 |
| NVDA Nvidia Corp. | Add +73.7% | 3.13% | +0.64 |
| HDB HDFC Bank Ltd.-ADR | Add +1777.4% | 0.47% | +0.43 |
| TSLA Tesla Inc. | Add +56.9% | 1.15% | +0.42 |
| IVV iShares Core S&P 500 ETF | Add +137.0% | 1.07% | +0.40 |
| TSM Taiwan Semiconductor-SP ADR | Add +122.4% | 0.93% | +0.37 |
| WNS WNS Holdings Ltd. | New | 0.36% | +0.36 |
| AMZN Amazon.com Inc. | Add +49.4% | 2.52% | +0.33 |
| VTI VG Morningstar TS MKT ETF-US | New | 0.29% | +0.29 |
| GOOGL Alphabet Inc. Class A | Add +55.9% | 1.66% | +0.23 |
| AVGO Broadcom Inc. | Add +41.6% | 1.17% | +0.23 |
| QUAL iShares MSCI USA Quality Fac | Add +582.3% | 0.30% | +0.23 |
| IMTM iShares MSCI Intl Momentum F | Add +360.2% | 0.33% | +0.21 |
| BLK BlackRock Inc. | New | 0.21% | +0.21 |
| MSFT Microsoft Corp. | Add +67.9% | 2.83% | +0.20 |
| CLS Celestica Inc. | Add +101.0% | 0.34% | +0.20 |
| AGG iShares Core U.S. Aggregate | Add +338.7% | 0.30% | +0.19 |
| DWAS Invesco Dorsey Wright Smallc | Add +507.3% | 0.26% | +0.19 |
| INFY Infosys Ltd.-SP ADR | Add +748.6% | 0.23% | +0.19 |
| GSLC Goldman Activebeta US LC ETF | New | 0.19% | +0.19 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Add +283.6% | 0.31% | +0.17 |
| NFLX Netflix Inc. | Add +62.8% | 0.60% | +0.15 |
| MDYV SS SPDR S&P 400 MC Val ETF | Add +610.1% | 0.19% | +0.15 |
| BABA Alibaba Group Holding-SP ADR | Add +811.6% | 0.18% | +0.14 |
| JPUS JPMorgan Div Ret US Eq ETF | New | 0.14% | +0.14 |
| IWD iShares Russell 1000 Value E | Add +479.3% | 0.19% | +0.14 |
| LRCX Lam Research Corp. | New | 0.13% | +0.13 |
| AVLV Avantis US Large Cap Value | New | 0.13% | +0.13 |
| GOOG Alphabet Inc. Class C | Add +72.8% | 0.56% | +0.13 |
| SGOV iShares 0-3 Month Treasury B | New | 0.12% | +0.12 |
| IBN Icici Bank Ltd.-Spon ADR | Add +267.7% | 0.21% | +0.12 |
| JMOM JPMorgan US Momentum Factor | New | 0.12% | +0.12 |
| IWV iShares Russell 3000 ETF | New | 0.11% | +0.11 |
| SSUS Day Hagan Smart Sector ETF | Add +200.1% | 0.22% | +0.11 |
| FBCG Fidelity Blue Chip Grow ETF | Add +311.0% | 0.16% | +0.10 |
| GOVT iShares US Treasury Bond ETF | New | 0.10% | +0.10 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +171.5% | 0.23% | +0.10 |
| BX Blackstone Inc. | Add +232.7% | 0.16% | +0.10 |
| CGGO Cap Group Global Growth | Add +275.7% | 0.16% | +0.09 |
| NOBL Proshares S&P 500 Dividend A | New | 0.09% | +0.09 |
| MA Mastercard Inc. Class A | Add +63.9% | 0.73% | +0.09 |
| AMP Ameriprise Financial Inc. | Add +158.4% | 0.19% | +0.09 |
| GLD SPDR Gold Shares | Add +175.9% | 0.20% | +0.09 |
| PLTR Palantir Technologies Inc. Class A | Add +41.8% | 0.18% | +0.08 |
| IBKR Interactive Brokers Gro Class A | New | 0.08% | +0.08 |
| AVDE Avantis International Equity | Add +365.9% | 0.12% | +0.08 |
| TCOM Trip.com Group Ltd.-ADR | New | 0.08% | +0.08 |
| SPGP Invesco S&P 500 Garp ETF | New | 0.07% | +0.07 |
| V Visa Inc. Class A | Add +46.9% | 0.78% | +0.07 |
| SCHM Schwab US Mid Cap ETF | New | 0.07% | +0.07 |
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 |