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CIK: 0001812090
Total reported value
$8.8B
$8.8B
816 檔
1.8%
During the Q4 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 816 reported positions.
In Q4 2024, Vise Technologies, Inc. displayed an active expansion posture, initiating 8 new positions and adding to 42 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 816 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.37% | -2.75% | EXIT | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 3.13% | -0.42% | +73.68% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.83% | -0.60% | +67.91% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.52% | -1.38% | EXIT | |
| 5 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.73% | -0.20% | +6.72% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.68% | -0.27% | +46.74% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.66% | +0.17% | +55.90% | |
| 8 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.42% | -0.20% | +9.00% | |
| 9 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.41% | -0.18% | +6.04% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.20% | — | +29.00% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 1.17% | +0.01% | +41.64% | |
| 12 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.15% | -0.14% | +56.89% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.07% | +0.36% | +136.99% | |
| 14 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 1.05% | -0.12% | +7.33% | |
| 15 | WMT | Walmart Inc | Stock-Consumer Staples | 1.04% | -0.04% | +30.84% | |
| 16 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.98% | -0.18% | -0.79% | |
| 17 | MBB | Ishares Mbs ETF | ETF-Other | 0.97% | +0.07% | +3.84% | |
| 18 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.93% | +0.05% | +122.41% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.92% | +0.09% | -9.53% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.90% | -0.65% | EXIT | |
| 21 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.89% | -0.05% | +7.65% | |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 0.78% | -0.05% | +46.92% | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.77% | -0.03% | +57.23% | |
| 24 | MA | Mastercard Inc - A | Stock-Financials | 0.73% | -0.09% | +63.90% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.72% | +0.41% | +14.66% | |
| 26 | SCHH | Schwab US Reit ETF | ETF-Other | 0.64% | -0.06% | +4.71% | |
| 27 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.60% | -0.04% | +0.90% | |
| 28 | NFLX | Netflix Inc | Stock-Comm Services | 0.60% | -0.14% | +62.79% | |
| 29 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.57% | -0.10% | +227.43% | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.56% | +0.11% | +72.77% | |
| 31 | CRM | Salesforce Inc | Stock-Tech | 0.56% | -0.10% | +29.57% | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.51% | +0.01% | +31.00% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.50% | +0.17% | +29.75% | |
| 34 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.49% | -0.07% | +9.88% | |
| 35 | HDB | Hdfc Bank Ltd-adr | Stock-Financials | 0.47% | -0.18% | +1777.36% | |
| 36 | NOW | Servicenow Inc | Stock-Tech | 0.46% | -0.05% | +46.19% | |
| 37 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.44% | -0.06% | +16.23% | |
| 38 | ORCL | Oracle CORP | Stock-Tech | 0.43% | -0.06% | +10.88% | |
| 39 | ACN | Accenture plc | Stock-Tech | 0.42% | -0.06% | +35.20% | |
| 40 | CAT | Caterpillar Inc | Stock-Industrials | 0.42% | +0.26% | +52.59% | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.42% | +0.08% | +0.52% | |
| 42 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.41% | -0.04% | +6.16% | |
| 43 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.41% | +0.04% | +44.78% | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.40% | +0.20% | +8.06% | |
| 45 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.40% | -0.03% | +84.52% | |
| 46 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.39% | +0.01% | +77.01% | |
| 47 | AXP | American Express Co | Stock-Financials | 0.39% | -0.24% | EXIT | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.39% | +0.03% | +28.52% | |
| 49 | WFC | Wells Fargo & Co | Stock-Financials | 0.37% | -0.03% | +16.91% | |
| 50 | CSCO | Cisco Systems Inc | Stock-Tech | 0.36% | +0.20% | +13.22% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.9% | +91.27% | Add |
| 2 | NVDA | Nvidia CORP | +0.6% | +73.68% | Add |
| 3 | TSLA | Tesla Inc | +0.4% | +56.89% | Add |
| 4 | HDB | Hdfc Bank Ltd-adr | +0.4% | +1777.36% | Add |
| 5 | IVV | Ishares Core S&p 500 ETF | +0.4% | +136.99% | Add |
| 6 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | +122.41% | Add |
| 7 | ✓ | Wns Holdings LTD | +0.4% | NEW | New buy |
| 8 | AMZN | Amazon.com Inc | +0.3% | +49.41% | Add |
| 9 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | NEW | New buy |
| 10 | GOOGL | Alphabet Inc-cl A | +0.2% | +55.90% | Add |
| 11 | AVGO | Broadcom Inc | +0.2% | +41.64% | Add |
| 12 | QUAL | Ishares Msci USA Quality Fac | +0.2% | +582.26% | Add |
| 13 | IMTM | Ishares Msci Intl Momentum F | +0.2% | +360.16% | Add |
| 14 | BLK | Blackrock Inc | +0.2% | NEW | New buy |
| 15 | MSFT | Microsoft CORP | +0.2% | +67.91% | Add |
| 16 | CLS | Celestica Inc | +0.2% | +100.95% | Add |
| 17 | AGG | Ishares Core U.s. Aggregate | +0.2% | +338.70% | Add |
| 18 | DWAS | Invesco Dorsey Wright Smallc | +0.2% | +507.30% | Add |
| 19 | INFY | Infosys Ltd-sp Adr | +0.2% | +748.59% | Add |
| 20 | GSLC | Goldman Activebeta US Lc ETF | +0.2% | NEW | New buy |
| 21 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.2% | +283.56% | Add |
| 22 | NFLX | Netflix Inc | +0.2% | +62.79% | Add |
| 23 | MDYV | Ss Spdr S&p 400 Mc Val ETF | +0.2% | +610.07% | Add |
| 24 | BABA | Alibaba Group Holding-sp Adr | +0.1% | +811.62% | Add |
| 25 | IWD | Ishares Russell 1000 Value E | +0.1% | +479.25% | Add |
| 26 | JPUS | Jpmorgan Div Ret US Eq ETF | +0.1% | NEW | New buy |
| 27 | GOOG | Alphabet Inc-cl C | +0.1% | +72.77% | Add |
| 28 | LRCX | Lam Research CORP | +0.1% | NEW | New buy |
| 29 | AVLV | Avantis US Large Cap Value | +0.1% | NEW | New buy |
| 30 | IBN | Icici Bank Ltd-spon Adr | +0.1% | +267.66% | Add |
| 31 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | NEW | New buy |
| 32 | SSUS | Day Hagan Smart Sector ETF | +0.1% | +200.10% | Add |
| 33 | FBCG | Fidelity Blue Chip Grow ETF | +0.1% | +310.96% | Add |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +171.54% | Add |
| 35 | MA | Mastercard Inc - A | +0.1% | +63.90% | Add |
| 36 | GLD | Spdr Gold Shares | +0.1% | +175.89% | Add |
| 37 | AMP | Ameriprise Financial Inc | +0.1% | +158.45% | Add |
| 38 | V | Visa Inc-class A Shares | +0.1% | +46.92% | Add |
| 39 | COST | Costco Wholesale CORP | +0.1% | +77.01% | Add |
| 40 | NOW | Servicenow Inc | +0.1% | +46.19% | Add |
| 41 | PG | Procter & Gamble Co/the | +0.1% | +84.52% | Add |
| 42 | MS | Morgan Stanley | 0% | +44.91% | Add |
| 43 | CRM | Salesforce Inc | 0% | +29.57% | Add |
| 44 | AXP | American Express Co | — | +41.65% | Add |
| 45 | META | Meta Platforms Inc-class A | 0% | +46.74% | Add |
| 46 | CAT | Caterpillar Inc | 0% | +52.59% | Add |
| 47 | WMT | Walmart Inc | -0.1% | +30.84% | Add |
| 48 | LLY | Eli Lilly & Co | -0.1% | +57.23% | Add |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | +31.74% | Add |
| 50 | VWO | Vanguard Ftse Emerging Marke | -0.3% | +29.00% | Add |
According to official SEC Form 13F filings, Vise Technologies, Inc. reported a total U.S. public equity portfolio value of $8.8B across 816 disclosed positions in Q4 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 AAPL, NVDA, MSFT) accounted for 1.8% of total reported equity market value during Q4 2024.
Top New Position Initiated
WNS HOLDINGS LTD
市值: $4.3M
During Q4 2024, Vise Technologies, Inc.'s top holdings by market value included AAPL (3.4%)、NVDA (3.1%)、MSFT (2.8%). The largest single position, AAPL, represented 3.4% of total portfolio value.
In Q4 2024, Vise Technologies, Inc. made 50 total portfolio adjustments, initiating 8 new buys, adding to 42 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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