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CIK: 0001812090
Total reported value
$8.8B
$8.8B
588 檔
1.1%
The Q3 2024 SEC filing reveals that Vise Technologies, Inc. held a total portfolio value of $8.8B, covering 588 public equity positions.
In Q3 2024, Vise Technologies, Inc. displayed an active expansion posture, initiating 10 new positions and adding to 39 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 588 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 2.63% | -0.60% | +76.28% | |
| 2 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.58% | -0.20% | +11.53% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.50% | -2.75% | EXIT | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.49% | -0.42% | +36.81% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.18% | -1.38% | EXIT | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.08% | -0.18% | +2.60% | |
| 7 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.07% | -0.20% | +5.50% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.71% | -0.27% | +21.16% | |
| 9 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 1.67% | -0.12% | -1.36% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.54% | — | +1.66% | |
| 11 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.53% | -0.18% | -4.55% | |
| 12 | MBB | Ishares Mbs ETF | ETF-Other | 1.49% | +0.07% | -0.73% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.42% | +0.17% | +46.04% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.37% | +0.09% | +28.22% | |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.28% | -0.05% | -4.38% | |
| 16 | WMT | Walmart Inc | Stock-Consumer Staples | 1.09% | -0.04% | +12.07% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.06% | -0.65% | EXIT | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.06% | +0.41% | +0.40% | |
| 19 | SCHH | Schwab US Reit ETF | ETF-Other | 1.03% | -0.06% | -6.98% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 0.94% | +0.01% | +1273.70% | |
| 21 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.91% | -0.04% | -5.26% | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.85% | -0.03% | +28.56% | |
| 23 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.78% | -0.10% | +10.41% | |
| 24 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.72% | -0.14% | +19.50% | |
| 25 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.71% | -0.07% | +3.16% | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 0.71% | -0.05% | +47.26% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.68% | +0.36% | -6.29% | |
| 28 | MA | Mastercard Inc - A | Stock-Financials | 0.64% | -0.09% | +88.93% | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.64% | +0.08% | — | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 0.64% | +0.17% | +7.83% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.63% | +0.20% | +21.72% | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.62% | +0.01% | +3.75% | |
| 33 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.61% | -0.04% | +1.52% | |
| 34 | ORCL | Oracle CORP | Stock-Tech | 0.60% | -0.06% | +22.66% | |
| 35 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.59% | -0.06% | +0.15% | |
| 36 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.57% | -0.04% | +1.60% | |
| 37 | ADBE | Adobe Inc | Stock-Tech | 0.56% | -0.07% | +16.38% | |
| 38 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.56% | +0.05% | — | |
| 39 | CRM | Salesforce Inc | Stock-Tech | 0.54% | -0.10% | +289.88% | |
| 40 | BCI | Abrdn Bloomberg All Commodit | ETF-Other | 0.53% | -0.04% | EXIT | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.51% | +0.03% | +18.03% | |
| 42 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.49% | +0.04% | +55.47% | |
| 43 | ACN | Accenture plc | Stock-Tech | 0.48% | -0.06% | +114.08% | |
| 44 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.47% | -0.02% | -1.16% | |
| 45 | VTV | Vanguard Value ETF | ETF-Other | 0.46% | +0.31% | +289.48% | |
| 46 | CAT | Caterpillar Inc | Stock-Industrials | 0.45% | +0.26% | +28.97% | |
| 47 | QCOM | Qualcomm Inc | Stock-Tech | 0.45% | +0.01% | -4.36% | |
| 48 | NFLX | Netflix Inc | Stock-Comm Services | 0.45% | -0.14% | +233.49% | |
| 49 | CSCO | Cisco Systems Inc | Stock-Tech | 0.44% | +0.20% | +15.70% | |
| 50 | MUB | Ishares National Muni Bond E | ETF-Other | 0.43% | -0.01% | +0.59% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VIG | Vanguard Dividend Apprec ETF | +0.6% | NEW | New buy |
| 2 | TSM | Taiwan Semiconductor-sp Adr | +0.6% | NEW | New buy |
| 3 | MSFT | Microsoft CORP | +0.5% | +76.28% | Add |
| 4 | AMZN | Amazon.com Inc | +0.4% | +77.99% | Add |
| 5 | AAPL | Apple Inc | +0.4% | +47.69% | Add |
| 6 | GOOG | Alphabet Inc-cl C | +0.4% | +1238.49% | Add |
| 7 | CRM | Salesforce Inc | +0.4% | +289.88% | Add |
| 8 | IWB | Ishares Russell 1000 ETF | +0.3% | NEW | New buy |
| 9 | VTV | Vanguard Value ETF | +0.3% | +289.48% | Add |
| 10 | NFLX | Netflix Inc | +0.3% | +233.49% | Add |
| 11 | NOW | Servicenow Inc | +0.3% | +251.78% | Add |
| 12 | URI | United Rentals Inc | +0.2% | NEW | New buy |
| 13 | MA | Mastercard Inc - A | +0.2% | +88.93% | Add |
| 14 | ACN | Accenture plc | +0.2% | +114.08% | Add |
| 15 | BLDR | Builders Firstsource Inc | +0.2% | NEW | New buy |
| 16 | TKC | Turkcell Iletisim Hizmet-adr | +0.2% | NEW | New buy |
| 17 | GE | General Electric | +0.2% | +136.00% | Add |
| 18 | CLS | Celestica Inc | +0.1% | NEW | New buy |
| 19 | FERG | Ferguson Enterprises Inc | +0.1% | NEW | New buy |
| 20 | ETN | Eaton Corporation plc | +0.1% | NEW | New buy |
| 21 | AMD | Advanced Micro Devices | +0.1% | +120.04% | Add |
| 22 | ABT | Abbott Laboratories | +0.1% | +154.56% | Add |
| 23 | ISRG | Intuitive Surgical Inc | +0.1% | +315.09% | Add |
| 24 | FLEX | Flex Ltd. | +0.1% | NEW | New buy |
| 25 | UNH | Unitedhealth Group Inc | +0.1% | +55.47% | Add |
| 26 | TSLA | Tesla Inc | +0.1% | +19.50% | Add |
| 27 | TMUS | T-mobile US Inc | +0.1% | +102.44% | Add |
| 28 | V | Visa Inc-class A Shares | +0.1% | +47.26% | Add |
| 29 | KO | Coca-cola Co/the | +0.1% | +53.68% | Add |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +30.26% | Add |
| 31 | AXP | American Express Co | +0.1% | +44.04% | Add |
| 32 | NEE | Nextera Energy Inc | +0.1% | +59.36% | Add |
| 33 | AVGO | Broadcom Inc | +0.1% | +1273.70% | Add |
| 34 | LOW | Lowe's Cos Inc | +0.1% | +32.91% | Add |
| 35 | ORCL | Oracle CORP | 0% | +22.66% | Add |
| 36 | CAT | Caterpillar Inc | 0% | +28.97% | Add |
| 37 | IBM | Intl Business Machines CORP | 0% | +13.23% | Add |
| 38 | META | Meta Platforms Inc-class A | 0% | +21.16% | Add |
| 39 | ABBV | Abbvie Inc | 0% | +18.03% | Add |
| 40 | JNJ | Johnson & Johnson | 0% | +21.72% | Add |
| 41 | WMT | Walmart Inc | 0% | +12.07% | Add |
| 42 | JPM | Jpmorgan Chase & Co | 0% | +28.22% | Add |
| 43 | NVDA | Nvidia CORP | -0.1% | +36.81% | Add |
| 44 | GOOGL | Alphabet Inc-cl A | -0.1% | +46.04% | Add |
| 45 | LLY | Eli Lilly & Co | -0.1% | +28.56% | Add |
| 46 | LRCXEUR | Lam Research CORP | -0.2% | EXIT | Sold out |
| 47 | VWO | Vanguard Ftse Emerging Marke | -0.4% | +1.66% | Add |
| 48 | VCIT | Vanguard Int-term Corporate | -0.5% | +11.53% | Add |
| 49 | VGIT | Vanguard Intermediate-term T | -0.5% | +5.50% | Add |
| 50 | BNDX | Vanguard Total Intl Bond ETF | -0.6% | +2.60% | Add |
According to official SEC Form 13F filings, Vise Technologies, Inc. reported a total U.S. public equity portfolio value of $8.8B across 588 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, VCIT, AAPL) accounted for 1.1% of total reported equity market value during Q3 2024.
Top New Position Initiated
VIG
市值: $5.0M
Top Position Liquidated / Trimmed
LRCXEUR
前期市值: $1.1M
During Q3 2024, Vise Technologies, Inc.'s top holdings by market value included MSFT (2.6%)、VCIT (2.6%)、AAPL (2.5%). The largest single position, MSFT, represented 2.6% of total portfolio value.
In Q3 2024, Vise Technologies, Inc. made 50 total portfolio adjustments, initiating 10 new buys, adding to 39 positions, trimming 0 holdings, and fully liquidating 1 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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