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CIK: 0001812090
Total reported value
$8.8B
$8.8B
378 檔
0.8%
During the Q1 2024 filing period, Vise Technologies, Inc. (CIK: 0001812090) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $8.8B across 378 reported positions.
During Q1 2024, Vise Technologies, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 378 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.06% | -0.20% | +10.52% | |
| 2 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.76% | -0.20% | +7.39% | |
| 3 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.66% | -0.18% | +21.96% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.39% | -0.42% | -11.35% | |
| 5 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.28% | -0.18% | +9.64% | |
| 6 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 2.19% | -0.12% | +8.80% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 1.98% | -0.60% | -0.40% | |
| 8 | MBB | Ishares Mbs ETF | ETF-Other | 1.92% | +0.07% | +9.72% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.90% | -0.27% | -14.91% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.83% | -1.38% | EXIT | |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.80% | -0.05% | +5.36% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.74% | -2.75% | EXIT | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.70% | — | +4.22% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.56% | +0.09% | +36.34% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.42% | +0.41% | +10.08% | |
| 16 | SCHH | Schwab US Reit ETF | ETF-Other | 1.35% | -0.06% | +10.32% | |
| 17 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 1.34% | -0.04% | +3.23% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.28% | +0.17% | +10.53% | |
| 19 | WMT | Walmart Inc | Stock-Consumer Staples | 1.17% | -0.04% | +250.56% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.08% | -0.65% | EXIT | |
| 21 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.03% | -0.10% | -8.91% | |
| 22 | BCI | Abrdn Bloomberg All Commodit | ETF-Other | 0.99% | -0.04% | EXIT | |
| 23 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.92% | -0.02% | -19.45% | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.88% | -0.03% | +18.88% | |
| 25 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.87% | -0.07% | +15.62% | |
| 26 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.86% | +0.09% | -8.57% | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 0.81% | +0.01% | -7.08% | |
| 28 | AVGO | Broadcom Inc | Stock-Tech | 0.81% | +0.01% | +7.17% | |
| 29 | ADBE | Adobe Inc | Stock-Tech | 0.80% | -0.07% | +3.57% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.76% | +0.20% | +11.89% | |
| 31 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.76% | -0.04% | +8.06% | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.75% | +0.17% | -5.14% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.72% | -0.05% | +47.89% | |
| 34 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.72% | -0.02% | +26.99% | |
| 35 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.72% | -0.06% | +2.45% | |
| 36 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.70% | +0.01% | -3.66% | |
| 37 | QCOM | Qualcomm Inc | Stock-Tech | 0.70% | +0.01% | +4.15% | |
| 38 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.68% | -0.04% | +0.94% | |
| 39 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.66% | -0.14% | -5.32% | |
| 40 | MUB | Ishares National Muni Bond E | ETF-Other | 0.63% | -0.01% | -13.39% | |
| 41 | ORCL | Oracle CORP | Stock-Tech | 0.57% | -0.06% | -22.04% | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.56% | +0.03% | -2.15% | |
| 43 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.51% | -0.02% | +3.07% | |
| 44 | WFC | Wells Fargo & Co | Stock-Financials | 0.50% | -0.03% | -18.61% | |
| 45 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.50% | -0.01% | -3.15% | |
| 46 | VUG | Vanguard Growth ETF | ETF-Other | 0.49% | -0.27% | +0.90% | |
| 47 | AMAT | Applied Materials Inc | Stock-Tech | 0.49% | -0.19% | EXIT | |
| 48 | CAT | Caterpillar Inc | Stock-Industrials | 0.49% | +0.26% | -17.46% | |
| 49 | IBM | Intl Business Machines CORP | Stock-Tech | 0.48% | -0.03% | -8.30% | |
| 50 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.48% | +0.15% | +7.98% |
According to official SEC Form 13F filings, Vise Technologies, Inc. reported a total U.S. public equity portfolio value of $8.8B across 378 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VCIT, VGIT, BNDX) accounted for 0.8% of total reported equity market value during Q1 2024.
During Q1 2024, Vise Technologies, Inc.'s top holdings by market value included VCIT (3.1%)、VGIT (2.8%)、BNDX (2.7%). The largest single position, VCIT, represented 3.1% of total portfolio value.
In Q1 2024, Vise Technologies, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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