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CIK: 0001812090
Total reported value
$8.8B
$8.8B
423 檔
0.8%
In Q2 2024, Vise Technologies, Inc.'s U.S. equity holdings reached a combined market value of $8.8B, distributed across 423 disclosed stock positions.
During Q2 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 423 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.04% | -0.20% | +12.31% | |
| 2 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.71% | -0.18% | +15.56% | |
| 3 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.61% | -0.20% | +6.51% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.55% | -0.42% | +775.75% | |
| 5 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.18% | -0.18% | +7.39% | |
| 6 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 2.16% | -0.12% | +11.66% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.14% | -0.60% | +14.32% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.11% | -2.75% | EXIT | |
| 9 | MBB | Ishares Mbs ETF | ETF-Other | 1.98% | +0.07% | +16.46% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.91% | — | +20.38% | |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.80% | -0.05% | +12.17% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.76% | -1.38% | EXIT | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.72% | -0.27% | -2.23% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.48% | +0.17% | +6.80% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.41% | +0.09% | +0.48% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.36% | +0.41% | +9.20% | |
| 17 | SCHH | Schwab US Reit ETF | ETF-Other | 1.32% | -0.06% | +11.47% | |
| 18 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 1.22% | -0.04% | +5.82% | |
| 19 | WMT | Walmart Inc | Stock-Consumer Staples | 1.12% | -0.04% | -4.62% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.99% | -0.65% | EXIT | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.95% | +0.36% | +184.46% | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.93% | -0.03% | +2.03% | |
| 23 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.92% | -0.10% | -2.66% | |
| 24 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.90% | -0.07% | +18.71% | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 0.88% | +0.01% | +0.51% | |
| 26 | BCI | Abrdn Bloomberg All Commodit | ETF-Other | 0.87% | -0.04% | EXIT | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 0.80% | +0.17% | +21.58% | |
| 28 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.80% | -0.06% | +26.13% | |
| 29 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.79% | -0.04% | +18.80% | |
| 30 | QCOM | Qualcomm Inc | Stock-Tech | 0.75% | +0.01% | +3.39% | |
| 31 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.75% | -0.04% | +23.83% | |
| 32 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.72% | +0.09% | +0.54% | |
| 33 | ADBE | Adobe Inc | Stock-Tech | 0.72% | -0.07% | -8.80% | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.70% | +0.01% | +8.29% | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.65% | +0.20% | +3.18% | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.63% | -0.05% | +4.37% | |
| 37 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.63% | -0.02% | +4.05% | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.63% | -0.14% | -4.17% | |
| 39 | MUB | Ishares National Muni Bond E | ETF-Other | 0.58% | -0.01% | +6.02% | |
| 40 | ORCL | Oracle CORP | Stock-Tech | 0.56% | -0.06% | -1.98% | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.52% | +0.03% | +10.46% | |
| 42 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.51% | -0.01% | +2.63% | |
| 43 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.49% | -0.01% | +28.71% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.49% | +0.52% | +273.13% | |
| 45 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.48% | -0.02% | +4.37% | |
| 46 | AMAT | Applied Materials Inc | Stock-Tech | 0.48% | -0.19% | EXIT | |
| 47 | CSCO | Cisco Systems Inc | Stock-Tech | 0.47% | +0.20% | +16.58% | |
| 48 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.47% | +0.02% | +14.47% | |
| 49 | WFC | Wells Fargo & Co | Stock-Financials | 0.46% | -0.03% | -0.21% | |
| 50 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.45% | +0.15% | +0.91% |
According to official SEC Form 13F filings, Vise Technologies, Inc. reported a total U.S. public equity portfolio value of $8.8B across 423 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including VCIT, BNDX, VGIT) accounted for 0.8% of total reported equity market value during Q2 2024.
During Q2 2024, Vise Technologies, Inc.'s top holdings by market value included VCIT (3.0%)、BNDX (2.7%)、VGIT (2.6%). The largest single position, VCIT, represented 3.0% of total portfolio value.
In Q2 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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