Vise Technologies
Latest statistics and disclosures from Vise Technologies's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VCIT, VGIT, BNDX, NVDA, VGSH, and represent 13.16% of Vise Technologies's stock portfolio.
- Added to shares of these 10 stocks: WMT, BNDX, JPM, VCIT, F, V, VGSH, VGIT, SCHC, MBB.
- Started 55 new stock positions in DAL, PTEN, BLDR, FI, AVT, AAP, WU, QYLD, JCI, TT.
- Reduced shares in these 10 stocks: META, NVDA, BCI, UNH, SHV, ORCL, VTV, BAC, CMCSA, TXN.
- Sold out of its positions in AFL, AL, ASH, BECN, COF, DHI, DIOD, ENR, INSM, NSP.
- Vise Technologies was a net buyer of stock by $14M.
- Vise Technologies has $508M in assets under management (AUM), dropping by 9.29%.
- Central Index Key (CIK): 0001812090
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Portfolio Holdings for Vise Technologies
Vise Technologies holds 378 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 3.1 | $16M | +10% | 193k | 80.51 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 2.8 | $14M | +7% | 240k | 58.55 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 2.7 | $14M | +21% | 275k | 49.19 |
|
| NVIDIA Corporation (NVDA) | 2.4 | $12M | -11% | 13k | 903.56 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 2.3 | $12M | +9% | 199k | 58.07 |
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 2.2 | $11M | +8% | 310k | 35.80 |
|
| Microsoft Corporation (MSFT) | 2.0 | $10M | 24k | 420.72 |
|
|
| Ishares Tr Mbs Etf (MBB) | 1.9 | $9.8M | +9% | 106k | 92.42 |
|
| Meta Platforms Cl A (META) | 1.9 | $9.6M | -14% | 20k | 485.58 |
|
| Amazon (AMZN) | 1.8 | $9.3M | +2% | 52k | 178.65 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 1.8 | $9.1M | +5% | 118k | 77.31 |
|
| Apple (AAPL) | 1.7 | $8.8M | +10% | 52k | 171.48 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.7 | $8.6M | +4% | 207k | 41.77 |
|
| JPMorgan Chase & Co. (JPM) | 1.6 | $7.9M | +36% | 40k | 200.30 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.4 | $7.2M | +10% | 144k | 50.17 |
|
| Schwab Strategic Tr Us Reit Etf (SCHH) | 1.4 | $6.9M | +10% | 338k | 20.30 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 1.3 | $6.8M | +3% | 80k | 85.06 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $6.5M | +10% | 43k | 150.93 |
|
| Wal-Mart Stores (WMT) | 1.2 | $6.0M | +250% | 99k | 60.17 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $5.5M | 13k | 420.53 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.0 | $5.2M | -8% | 84k | 62.06 |
|
| Abrdn Etfs Bbrg All Comd K1 (BCI) | 1.0 | $5.0M | -19% | 253k | 19.77 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.9 | $4.7M | -19% | 42k | 110.54 |
|
| Eli Lilly & Co. (LLY) | 0.9 | $4.5M | +18% | 5.8k | 777.96 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.9 | $4.4M | +15% | 49k | 89.67 |
|
| Merck & Co (MRK) | 0.9 | $4.3M | -8% | 33k | 131.95 |
|
| Home Depot (HD) | 0.8 | $4.1M | -7% | 11k | 383.60 |
|
| Broadcom (AVGO) | 0.8 | $4.1M | +7% | 3.1k | 1325.36 |
|
| Adobe Systems Incorporated (ADBE) | 0.8 | $4.1M | +3% | 8.0k | 504.60 |
|
| Johnson & Johnson (JNJ) | 0.8 | $3.9M | +11% | 25k | 158.19 |
|
| Ishares Tr Broad Usd High (USHY) | 0.8 | $3.8M | +8% | 105k | 36.59 |
|
| Exxon Mobil Corporation (XOM) | 0.7 | $3.8M | -5% | 33k | 116.24 |
|
| Visa Com Cl A (V) | 0.7 | $3.7M | +47% | 13k | 279.08 |
|
| Pepsi (PEP) | 0.7 | $3.7M | +26% | 21k | 175.01 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.7 | $3.6M | +2% | 72k | 50.60 |
|
| United Parcel Service CL B (UPS) | 0.7 | $3.5M | -3% | 24k | 148.63 |
|
| Qualcomm (QCOM) | 0.7 | $3.5M | +4% | 21k | 169.30 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.7 | $3.5M | 67k | 52.16 |
|
|
| Tesla Motors (TSLA) | 0.7 | $3.3M | -5% | 19k | 175.79 |
|
| Ishares Tr National Mun Etf (MUB) | 0.6 | $3.2M | -13% | 30k | 107.60 |
|
| Oracle Corporation (ORCL) | 0.6 | $2.9M | -22% | 23k | 125.61 |
|
| Abbvie (ABBV) | 0.6 | $2.9M | -2% | 16k | 182.10 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.5 | $2.6M | +3% | 54k | 48.21 |
|
| Wells Fargo & Company (WFC) | 0.5 | $2.6M | -18% | 44k | 57.96 |
|
| Novo-nordisk A S Adr (NVO) | 0.5 | $2.5M | -3% | 20k | 128.40 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.5 | $2.5M | 7.3k | 344.18 |
|
|
| Applied Materials (AMAT) | 0.5 | $2.5M | -19% | 12k | 206.22 |
|
| Caterpillar (CAT) | 0.5 | $2.5M | -17% | 6.8k | 366.41 |
|
| International Business Machines (IBM) | 0.5 | $2.4M | -8% | 13k | 190.96 |
|
| Ishares Core Msci Emkt (IEMG) | 0.5 | $2.4M | +7% | 47k | 51.60 |
|
| Cisco Systems (CSCO) | 0.5 | $2.4M | 48k | 49.91 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.5 | $2.4M | +3% | 2.4k | 970.52 |
|
| Sherwin-Williams Company (SHW) | 0.5 | $2.3M | -10% | 6.7k | 347.33 |
|
| Ishares Tr Core Intl Aggr (IAGG) | 0.5 | $2.3M | +4% | 47k | 49.95 |
|
| UnitedHealth (UNH) | 0.5 | $2.3M | -33% | 4.7k | 494.72 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.4 | $2.2M | -2% | 43k | 51.60 |
|
| Bristol Myers Squibb (BMY) | 0.4 | $2.1M | +18% | 39k | 54.23 |
|
| Mastercard Incorporated Cl A (MA) | 0.4 | $2.1M | +2% | 4.3k | 481.58 |
|
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.4 | $2.1M | -5% | 42k | 49.05 |
|
| Lowe's Companies (LOW) | 0.4 | $2.0M | +55% | 8.0k | 254.75 |
|
| FedEx Corporation (FDX) | 0.4 | $2.0M | -12% | 7.0k | 289.74 |
|
| Toyota Motor Corp Ads (TM) | 0.4 | $1.9M | +3% | 7.7k | 251.68 |
|
| Sap Se Spon Adr (SAP) | 0.4 | $1.9M | +3% | 9.8k | 195.03 |
|
| Marsh & McLennan Companies (MMC) | 0.4 | $1.9M | +3% | 9.2k | 205.98 |
|
| Ford Motor Company (F) | 0.4 | $1.9M | +340% | 140k | 13.28 |
|
| American Express Company (AXP) | 0.4 | $1.8M | -25% | 8.1k | 227.70 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.4 | $1.8M | 36k | 51.28 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $1.8M | -8% | 3.5k | 525.76 |
|
| Chevron Corporation (CVX) | 0.3 | $1.7M | +10% | 11k | 157.75 |
|
| Procter & Gamble Company (PG) | 0.3 | $1.7M | -25% | 11k | 162.25 |
|
| Gilead Sciences (GILD) | 0.3 | $1.7M | -4% | 23k | 73.25 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $1.6M | +75% | 4.7k | 346.59 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.3 | $1.6M | -6% | 36k | 45.61 |
|
| BP Sponsored Adr (BP) | 0.3 | $1.6M | 43k | 37.68 |
|
|
| Bank of America Corporation (BAC) | 0.3 | $1.6M | -30% | 42k | 37.92 |
|
| Uber Technologies (UBER) | 0.3 | $1.6M | +114% | 21k | 76.99 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.3 | $1.6M | -9% | 25k | 63.33 |
|
| Verizon Communications (VZ) | 0.3 | $1.5M | -16% | 37k | 41.96 |
|
| Stellantis SHS (STLA) | 0.3 | $1.5M | -13% | 54k | 28.30 |
|
| GSK Sponsored Adr (GSK) | 0.3 | $1.5M | +5% | 36k | 42.87 |
|
| Novartis Sponsored Adr (NVS) | 0.3 | $1.5M | -3% | 16k | 96.73 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $1.5M | +10% | 4.5k | 337.05 |
|
| TJX Companies (TJX) | 0.3 | $1.5M | -17% | 15k | 101.42 |
|
| Costco Wholesale Corporation (COST) | 0.3 | $1.4M | +10% | 1.9k | 732.61 |
|
| Coca-Cola Company (KO) | 0.3 | $1.3M | +16% | 21k | 61.18 |
|
| Pfizer (PFE) | 0.3 | $1.3M | -14% | 47k | 27.75 |
|
| Shell Spon Ads (SHEL) | 0.3 | $1.3M | +4% | 19k | 67.04 |
|
| Morgan Stanley Com New (MS) | 0.3 | $1.3M | 14k | 94.16 |
|
|
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.2 | $1.3M | +4% | 39k | 32.69 |
|
| 3M Company (MMM) | 0.2 | $1.3M | +16% | 12k | 106.07 |
|
| Ubs Group SHS (UBS) | 0.2 | $1.2M | +6% | 40k | 30.72 |
|
| Amgen (AMGN) | 0.2 | $1.2M | -25% | 4.3k | 284.33 |
|
| Nike CL B (NKE) | 0.2 | $1.2M | -4% | 13k | 93.98 |
|
| Philip Morris International (PM) | 0.2 | $1.2M | +3% | 13k | 91.62 |
|
| Union Pacific Corporation (UNP) | 0.2 | $1.2M | -12% | 4.8k | 245.93 |
|
| ConocoPhillips (COP) | 0.2 | $1.2M | -9% | 9.2k | 127.28 |
|
| Comcast Corp Cl A (CMCSA) | 0.2 | $1.2M | -36% | 27k | 43.35 |
|
| Deere & Company (DE) | 0.2 | $1.1M | -29% | 2.7k | 410.74 |
|
| CVS Caremark Corporation (CVS) | 0.2 | $1.1M | +9% | 14k | 79.76 |
|
| Spdr Ser Tr Nuveen Blmbrg Mu (TFI) | 0.2 | $1.1M | -15% | 24k | 46.48 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $1.1M | -5% | 28k | 39.02 |
|
| Texas Instruments Incorporated (TXN) | 0.2 | $1.1M | -36% | 6.2k | 174.22 |
|
| Sanofi Sponsored Adr (SNY) | 0.2 | $1.1M | -10% | 22k | 48.60 |
|
| Relx Sponsored Adr (RELX) | 0.2 | $1.1M | -3% | 25k | 43.29 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $1.1M | +3% | 21k | 49.24 |
|
| Lam Research Corporation (LRCX) | 0.2 | $1.0M | -27% | 1.1k | 971.57 |
|
| Citigroup Com New (C) | 0.2 | $1.0M | -4% | 16k | 63.24 |
|
| Bhp Group Sponsored Ads (BHP) | 0.2 | $1.0M | +7% | 17k | 57.69 |
|
| EOG Resources (EOG) | 0.2 | $1.0M | +35% | 7.9k | 127.84 |
|
| Signet Jewelers SHS (SIG) | 0.2 | $989k | -10% | 9.9k | 100.07 |
|
| Marathon Petroleum Corp (MPC) | 0.2 | $976k | -26% | 4.8k | 201.51 |
|
| Ishares Tr Cre U S Reit Etf (USRT) | 0.2 | $969k | +5% | 18k | 53.80 |
|
| Totalenergies Se Sponsored Ads (TTE) | 0.2 | $967k | -8% | 14k | 68.83 |
|
| Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) | 0.2 | $965k | -3% | 27k | 35.47 |
|
| At&t (T) | 0.2 | $961k | -10% | 55k | 17.60 |
|
| Graniteshares Etf Tr Bbg Commd K 1 (COMB) | 0.2 | $955k | -5% | 48k | 19.87 |
|
| Boise Cascade (BCC) | 0.2 | $954k | -21% | 6.2k | 153.37 |
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.2 | $948k | -2% | 24k | 39.36 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.2 | $938k | +7% | 14k | 67.75 |
|
| Cadence Design Systems (CDNS) | 0.2 | $938k | +36% | 3.0k | 311.28 |
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| Target Corporation (TGT) | 0.2 | $925k | -11% | 5.2k | 177.19 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $918k | -44% | 5.6k | 162.87 |
|
| Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 0.2 | $916k | -19% | 50k | 18.25 |
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| Synopsys (SNPS) | 0.2 | $901k | +46% | 1.6k | 571.50 |
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| Duke Energy Corp Com New (DUK) | 0.2 | $874k | -6% | 9.0k | 96.71 |
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| Thomson Reuters Corp. (TRI) | 0.2 | $870k | +2% | 5.6k | 155.82 |
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| Ferguson SHS (FERG) | 0.2 | $857k | +2% | 3.9k | 218.43 |
|
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.2 | $848k | +2% | 14k | 60.78 |
|
| Autodesk (ADSK) | 0.2 | $846k | +4% | 3.3k | 260.42 |
|
| General Electric Com New (GE) | 0.2 | $844k | +44% | 4.8k | 175.53 |
|
| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.2 | $843k | 13k | 63.85 |
|
|
| salesforce (CRM) | 0.2 | $837k | +5% | 2.8k | 301.18 |
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| Advanced Micro Devices (AMD) | 0.2 | $836k | +22% | 4.6k | 180.49 |
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| Altria (MO) | 0.2 | $832k | +38% | 19k | 43.62 |
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| Intuit (INTU) | 0.2 | $830k | +49% | 1.3k | 650.00 |
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| Jackson Financial Com Cl A (JXN) | 0.2 | $814k | -16% | 12k | 66.14 |
|
| Diageo Spon Adr New (DEO) | 0.2 | $806k | +13% | 5.4k | 148.75 |
|
| W.W. Grainger (GWW) | 0.2 | $793k | +10% | 780.00 | 1017.04 |
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| Nordstrom (JWN) | 0.2 | $782k | 39k | 20.27 |
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| Anthem (ELV) | 0.2 | $781k | -14% | 1.5k | 518.55 |
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| Bk Nova Cad (BNS) | 0.2 | $778k | +15% | 15k | 51.78 |
|
| Valero Energy Corporation (VLO) | 0.2 | $767k | +10% | 4.5k | 170.69 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $762k | -2% | 8.9k | 85.74 |
|
| Ringcentral Cl A (RNG) | 0.1 | $747k | +19% | 22k | 34.74 |
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| Gms (GMS) | 0.1 | $743k | -2% | 7.6k | 97.34 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $743k | +146% | 13k | 57.86 |
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| Unilever Spon Adr New (UL) | 0.1 | $743k | +11% | 15k | 50.19 |
|
| Nextera Energy (NEE) | 0.1 | $735k | -11% | 12k | 63.91 |
|
| Patterson Companies (PDCO) | 0.1 | $729k | -4% | 26k | 27.65 |
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| Nucor Corporation (NUE) | 0.1 | $729k | -3% | 3.7k | 197.90 |
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| National Grid Sponsored Adr Ne (NGG) | 0.1 | $723k | +6% | 11k | 68.22 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $721k | NEW | 1.5k | 480.55 |
|
| Pioneer Natural Resources (PXD) | 0.1 | $717k | +22% | 2.7k | 262.50 |
|
| Manpower (MAN) | 0.1 | $712k | +9% | 9.2k | 77.64 |
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| Ecolab (ECL) | 0.1 | $709k | +49% | 3.1k | 230.91 |
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| Stmicroelectronics N V Ny Registry (STM) | 0.1 | $696k | +2% | 16k | 43.24 |
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| Carrier Global Corporation (CARR) | 0.1 | $682k | +2% | 12k | 58.13 |
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| Spdr Ser Tr Portfli Intrmdit (SPTI) | 0.1 | $677k | -13% | 24k | 28.18 |
|
| Spdr Ser Tr Port Mtg Bk Etf (SPMB) | 0.1 | $672k | -25% | 31k | 21.72 |
|
| Equinor Asa Sponsored Adr (EQNR) | 0.1 | $664k | +11% | 25k | 27.03 |
|
| Carvana Cl A (CVNA) | 0.1 | $654k | -30% | 7.4k | 87.91 |
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| Booking Holdings (BKNG) | 0.1 | $646k | 178.00 | 3627.88 |
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| Sylvamo Corp Common Stock (SLVM) | 0.1 | $644k | -21% | 10k | 61.74 |
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| Suncor Energy (SU) | 0.1 | $643k | +8% | 17k | 36.91 |
|
| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.1 | $638k | +47% | 17k | 37.23 |
|
| Medtronic SHS (MDT) | 0.1 | $637k | -8% | 7.3k | 87.15 |
|
| Federated Hermes CL B (FHI) | 0.1 | $630k | +46% | 17k | 36.12 |
|
| Goldman Sachs (GS) | 0.1 | $627k | -14% | 1.5k | 417.79 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $626k | +29% | 1.2k | 522.97 |
|
| Group 1 Automotive (GPI) | 0.1 | $623k | -11% | 2.1k | 292.23 |
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| Intel Corporation (INTC) | 0.1 | $620k | -20% | 14k | 44.17 |
|
| CRH Ord (CRH) | 0.1 | $603k | -38% | 7.0k | 86.26 |
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| On Assignment (ASGN) | 0.1 | $600k | +6% | 5.7k | 104.76 |
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| Servicenow (NOW) | 0.1 | $597k | +40% | 783.00 | 762.40 |
|
| Merit Medical Systems (MMSI) | 0.1 | $596k | -7% | 7.9k | 75.75 |
|
| Sprouts Fmrs Mkt (SFM) | 0.1 | $595k | -22% | 9.2k | 64.48 |
|
| Ferrari Nv Ord (RACE) | 0.1 | $594k | 1.4k | 435.94 |
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| Rush Enterprises Cl A (RUSHA) | 0.1 | $590k | +17% | 11k | 53.52 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $590k | +2% | 16k | 36.19 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.1 | $587k | NEW | 4.3k | 137.22 |
|
| Occidental Petroleum Corporation (OXY) | 0.1 | $587k | +64% | 9.0k | 64.99 |
|
| Mr Cooper Group (COOP) | 0.1 | $569k | +11% | 7.3k | 77.95 |
|
| Cme (CME) | 0.1 | $566k | +32% | 2.6k | 215.29 |
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| Colfax Corp (ENOV) | 0.1 | $561k | +2% | 9.0k | 62.45 |
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| One Gas (OGS) | 0.1 | $560k | +70% | 8.7k | 64.53 |
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| Super Micro Computer (SMCI) | 0.1 | $558k | -45% | 552.00 | 1010.03 |
|
| Dbx Etf Tr Xtrack Usd High (HYLB) | 0.1 | $557k | -25% | 16k | 35.71 |
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| Netflix (NFLX) | 0.1 | $553k | -3% | 910.00 | 607.33 |
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| Fortinet (FTNT) | 0.1 | $544k | +37% | 8.0k | 68.31 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $544k | +48% | 1.2k | 444.08 |
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| Spdr Ser Tr Portfli Tips Etf (SPIP) | 0.1 | $544k | -33% | 21k | 25.62 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.1 | $541k | -46% | 8.5k | 63.74 |
|
| Rbc Cad (RY) | 0.1 | $522k | +11% | 5.2k | 100.88 |
|
| Oneok (OKE) | 0.1 | $521k | +55% | 6.5k | 80.17 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $521k | +12% | 6.0k | 86.47 |
|
| Bank Of Montreal Cadcom (BMO) | 0.1 | $520k | +52% | 5.3k | 97.68 |
|
| Strategy Day Hagan Ned (SSUS) | 0.1 | $520k | NEW | 14k | 38.45 |
|
| PNC Financial Services (PNC) | 0.1 | $519k | -19% | 3.2k | 161.60 |
|
| Linde SHS (LIN) | 0.1 | $516k | +4% | 1.1k | 464.32 |
|
| Dominion Resources (D) | 0.1 | $514k | +42% | 10k | 49.19 |
|
| Metropcs Communications (TMUS) | 0.1 | $511k | -31% | 3.1k | 163.22 |
|
| Walt Disney Company (DIS) | 0.1 | $508k | +10% | 4.1k | 122.36 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.1 | $502k | -21% | 17k | 30.50 |
|
| Canadian Natl Ry (CNI) | 0.1 | $501k | +18% | 3.8k | 131.71 |
|
| McDonald's Corporation (MCD) | 0.1 | $500k | +22% | 1.8k | 282.03 |
|
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.1 | $496k | +9% | 49k | 10.23 |
|
| Spdr Ser Tr Portfolio Short (SPSB) | 0.1 | $490k | -20% | 17k | 29.77 |
|
| Phillips 66 (PSX) | 0.1 | $489k | -25% | 3.0k | 163.36 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $480k | -11% | 2.0k | 235.79 |
|
| PPG Industries (PPG) | 0.1 | $479k | +13% | 3.3k | 144.89 |
|
| Cnx Resources Corporation (CNX) | 0.1 | $478k | +16% | 20k | 23.72 |
|
| Exelon Corporation (EXC) | 0.1 | $473k | +56% | 13k | 37.57 |
|
| Korn Ferry Com New (KFY) | 0.1 | $468k | -24% | 7.1k | 65.76 |
|
| Cibc Cad (CM) | 0.1 | $467k | +15% | 9.2k | 50.72 |
|
| Premier Cl A (PINC) | 0.1 | $467k | -8% | 21k | 22.10 |
|
| Illinois Tool Works (ITW) | 0.1 | $467k | -11% | 1.7k | 268.40 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $459k | +9% | 789.00 | 581.21 |
|
| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.1 | $454k | NEW | 16k | 28.80 |
|
| Manulife Finl Corp (MFC) | 0.1 | $451k | -9% | 18k | 24.99 |
|
| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $450k | -4% | 7.5k | 60.38 |
|
| Prudential Financial (PRU) | 0.1 | $450k | +71% | 3.8k | 117.41 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $449k | +6% | 2.2k | 205.72 |
|
| Bitwise Bitcoin Etf Tr Shs Ben Int | 0.1 | $440k | NEW | 11k | 38.71 |
|
| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.1 | $435k | -33% | 37k | 11.77 |
|
| Edwards Lifesciences (EW) | 0.1 | $434k | NEW | 4.5k | 95.56 |
|
| Chubb (CB) | 0.1 | $434k | -21% | 1.7k | 259.13 |
|
| Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 0.1 | $431k | -18% | 15k | 28.92 |
|
| Shopify Cl A (SHOP) | 0.1 | $430k | 5.6k | 77.17 |
|
|
| Abbott Laboratories (ABT) | 0.1 | $429k | -7% | 3.8k | 113.67 |
|
| Teladoc (TDOC) | 0.1 | $427k | -7% | 28k | 15.10 |
|
| Integra Lifesciences Hldgs C Com New (IART) | 0.1 | $426k | -11% | 12k | 35.45 |
|
| AMN Healthcare Services (AMN) | 0.1 | $426k | 6.8k | 62.51 |
|
|
| Piper Jaffray Companies (PIPR) | 0.1 | $426k | +14% | 2.1k | 198.49 |
|
| Iac Com New (IAC) | 0.1 | $424k | +13% | 8.0k | 53.34 |
|
| Automatic Data Processing (ADP) | 0.1 | $422k | -34% | 1.7k | 249.79 |
|
| Pennymac Financial Services (PFSI) | 0.1 | $420k | +10% | 4.6k | 91.09 |
|
| Travelers Companies (TRV) | 0.1 | $419k | +8% | 1.8k | 230.14 |
|
| Terex Corporation (TEX) | 0.1 | $413k | -3% | 6.4k | 64.40 |
|
| Cirrus Logic (CRUS) | 0.1 | $406k | -22% | 4.4k | 92.56 |
|
| Camping World Hldgs Cl A (CWH) | 0.1 | $404k | -15% | 15k | 27.85 |
|
| Bgc Group Cl A (BGC) | 0.1 | $399k | -8% | 51k | 7.77 |
|
| Vishay Intertechnology (VSH) | 0.1 | $393k | -20% | 17k | 22.68 |
|
| Micron Technology (MU) | 0.1 | $391k | -14% | 3.3k | 117.89 |
|
| Bank of New York Mellon Corporation (BK) | 0.1 | $390k | +7% | 6.8k | 57.62 |
|
| Southern Copper Corporation (SCCO) | 0.1 | $383k | +2% | 3.6k | 106.52 |
|
| Ptc Therapeutics I (PTCT) | 0.1 | $383k | +2% | 13k | 29.09 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $382k | NEW | 4.2k | 90.05 |
|
| Nutanix Cl A (NTNX) | 0.1 | $380k | -18% | 6.2k | 61.72 |
|
| Airbnb Com Cl A (ABNB) | 0.1 | $375k | +24% | 2.3k | 164.96 |
|
| Owens & Minor (OMI) | 0.1 | $374k | NEW | 14k | 27.71 |
|
| Takeda Pharmaceutical Sponsored Ads (TAK) | 0.1 | $373k | +7% | 27k | 13.89 |
|
| Kohl's Corporation (KSS) | 0.1 | $370k | NEW | 13k | 29.15 |
|
| Livanova SHS (LIVN) | 0.1 | $366k | +31% | 6.5k | 55.94 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $365k | +36% | 2.0k | 179.11 |
|
| Kinder Morgan (KMI) | 0.1 | $364k | -8% | 20k | 18.34 |
|
| Gap (GPS) | 0.1 | $364k | -18% | 13k | 27.55 |
|
| Cigna Corp (CI) | 0.1 | $363k | -33% | 999.00 | 363.20 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $362k | NEW | 4.5k | 79.86 |
|
| Williams Companies (WMB) | 0.1 | $357k | NEW | 9.2k | 38.97 |
|
| Western Union Company (WU) | 0.1 | $353k | NEW | 25k | 13.98 |
|
| Rent-A-Center (UPBD) | 0.1 | $353k | -4% | 10k | 35.21 |
|
| Honeywell International (HON) | 0.1 | $350k | +9% | 1.7k | 205.25 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $349k | +11% | 2.7k | 131.36 |
|
| Arm Holdings Sponsored Adr (ARM) | 0.1 | $344k | NEW | 3.0k | 116.54 |
|
| Old Dominion Freight Line (ODFL) | 0.1 | $343k | +172% | 1.6k | 219.31 |
|
| Enbridge (ENB) | 0.1 | $341k | +33% | 9.4k | 36.18 |
|
| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.1 | $340k | -23% | 6.7k | 50.67 |
|
| Cabot Corporation (CBT) | 0.1 | $334k | -12% | 3.6k | 92.20 |
|
| Werner Enterprises (WERN) | 0.1 | $331k | -33% | 8.5k | 39.12 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $331k | 5.5k | 60.30 |
|
|
| Lauder Estee Cos Cl A (EL) | 0.1 | $331k | +38% | 2.1k | 154.15 |
|
| Danaher Corporation (DHR) | 0.1 | $330k | +15% | 1.3k | 249.72 |
|
| Paypal Holdings (PYPL) | 0.1 | $329k | NEW | 4.9k | 66.99 |
|
| Consolidated Edison (ED) | 0.1 | $329k | -21% | 3.6k | 90.82 |
|
| Nxp Semiconductors N V (NXPI) | 0.1 | $327k | -34% | 1.3k | 247.78 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $325k | 715.00 | 454.72 |
|
|
| Ishares Tr Blackrock Ultra (ICSH) | 0.1 | $323k | +59% | 6.4k | 50.56 |
|
| Humana (HUM) | 0.1 | $322k | -20% | 927.00 | 346.85 |
|
| Motorola Solutions Com New (MSI) | 0.1 | $319k | -23% | 898.00 | 354.98 |
|
| Academy Sports & Outdoor (ASO) | 0.1 | $318k | -34% | 4.7k | 67.54 |
|
| Vodafone Group Sponsored Adr (VOD) | 0.1 | $316k | +26% | 36k | 8.90 |
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.1 | $314k | +38% | 7.3k | 43.04 |
|
| American Eagle Outfitters (AEO) | 0.1 | $311k | NEW | 12k | 25.79 |
|
| Spdr Ser Tr Portfli High Yld (SPHY) | 0.1 | $309k | -12% | 13k | 23.46 |
|
| Boston Beer Cl A (SAM) | 0.1 | $307k | NEW | 1.0k | 304.42 |
|
| Perrigo SHS (PRGO) | 0.1 | $306k | +7% | 9.5k | 32.19 |
|
| Barclays Adr (BCS) | 0.1 | $303k | +35% | 32k | 9.45 |
|
| Haleon Spon Ads (HLN) | 0.1 | $294k | 35k | 8.49 |
|
|
| Abercrombie & Fitch Cl A (ANF) | 0.1 | $293k | -32% | 2.3k | 125.33 |
|
| O-i Glass (OI) | 0.1 | $293k | -13% | 18k | 16.59 |
|
| Teradata Corporation (TDC) | 0.1 | $288k | NEW | 7.4k | 38.67 |
|
| Teck Resources CL B (TECK) | 0.1 | $283k | NEW | 6.2k | 45.78 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $279k | -38% | 2.9k | 97.53 |
|
| Paccar (PCAR) | 0.1 | $279k | -21% | 2.3k | 123.89 |
|
| CommVault Systems (CVLT) | 0.1 | $278k | +3% | 2.7k | 101.43 |
|
| Kroger (KR) | 0.1 | $277k | +7% | 4.8k | 57.13 |
|
| Radian (RDN) | 0.1 | $276k | NEW | 8.3k | 33.47 |
|
| Tractor Supply Company (TSCO) | 0.1 | $276k | -7% | 1.1k | 261.82 |
|
| Textron (TXT) | 0.1 | $274k | 2.9k | 95.93 |
|
|
| Arcbest (ARCB) | 0.1 | $273k | -20% | 1.9k | 142.50 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $273k | NEW | 12k | 23.01 |
|
| Ishares Tr Global Tech Etf (IXN) | 0.1 | $271k | +5% | 3.6k | 74.81 |
|
| United Sts Brent Oil Unit (BNO) | 0.1 | $271k | 8.5k | 31.91 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $271k | -35% | 1.2k | 228.58 |
|
| Tripadvisor (TRIP) | 0.1 | $270k | NEW | 9.7k | 27.79 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $269k | NEW | 483.00 | 556.40 |
|
| Pinterest Cl A (PINS) | 0.1 | $268k | NEW | 7.7k | 34.67 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $268k | -20% | 2.5k | 107.41 |
|
| American Intl Group Com New (AIG) | 0.1 | $268k | -26% | 3.4k | 78.18 |
|
| Ross Stores (ROST) | 0.1 | $264k | -22% | 1.8k | 146.73 |
|
| Organon & Co Common Stock (OGN) | 0.1 | $264k | NEW | 14k | 18.80 |
|
| Kraft Heinz (KHC) | 0.1 | $264k | 7.1k | 36.90 |
|
|
| Peabody Energy (BTU) | 0.1 | $263k | +12% | 11k | 24.26 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $261k | NEW | 1.3k | 208.27 |
|
| Frontier Communications Pare (FYBR) | 0.1 | $260k | -24% | 11k | 24.50 |
|
| Avnet (AVT) | 0.1 | $258k | NEW | 5.2k | 49.58 |
|
| SYSCO Corporation (SYY) | 0.1 | $257k | -6% | 3.2k | 81.18 |
|
| Dow (DOW) | 0.0 | $252k | -9% | 4.4k | 57.94 |
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $250k | -50% | 5.3k | 47.02 |
|
| California Res Corp Com Stock (CRC) | 0.0 | $247k | -11% | 4.5k | 55.10 |
|
| Cintas Corporation (CTAS) | 0.0 | $246k | NEW | 358.00 | 687.03 |
|
| Crane Holdings (CXT) | 0.0 | $245k | -7% | 4.0k | 61.90 |
|
| Cgi Cl A Sub Vtg (GIB) | 0.0 | $245k | NEW | 2.2k | 110.49 |
|
| Southern Company (SO) | 0.0 | $244k | -5% | 3.4k | 71.74 |
|
| Brink's Company (BCO) | 0.0 | $243k | -33% | 2.6k | 92.38 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $243k | NEW | 1.5k | 164.39 |
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $242k | NEW | 3.7k | 65.33 |
|
| Edison International (EIX) | 0.0 | $241k | -8% | 3.4k | 70.73 |
|
| BlackRock (BLK) | 0.0 | $239k | +2% | 287.00 | 833.70 |
|
| Block Cl A (SQ) | 0.0 | $239k | NEW | 2.8k | 84.58 |
|
| MetLife (MET) | 0.0 | $237k | -13% | 3.2k | 74.11 |
|
| SM Energy (SM) | 0.0 | $236k | NEW | 4.7k | 49.85 |
|
| Ye Cl A (YELP) | 0.0 | $236k | NEW | 6.0k | 39.40 |
|
| Tyson Foods Cl A (TSN) | 0.0 | $236k | -7% | 4.0k | 58.73 |
|
| Fidelity Covington Trust Blue Chip Grwth (FBCG) | 0.0 | $235k | NEW | 6.1k | 38.47 |
|
| Advance Auto Parts (AAP) | 0.0 | $235k | NEW | 2.8k | 85.09 |
|
| Euronet Worldwide (EEFT) | 0.0 | $231k | -21% | 2.1k | 109.93 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $231k | NEW | 2.8k | 81.67 |
|
| Willis Towers Watson SHS (WTW) | 0.0 | $230k | -7% | 837.00 | 275.00 |
|
| Emerson Electric (EMR) | 0.0 | $229k | NEW | 2.0k | 113.44 |
|
| Xpo Logistics Inc equity (XPO) | 0.0 | $228k | -22% | 1.9k | 122.03 |
|
| Navient Corporation equity (NAVI) | 0.0 | $228k | -18% | 13k | 17.40 |
|
| Kla Corp Com New (KLAC) | 0.0 | $227k | -37% | 325.00 | 698.38 |
|
| Xerox Holdings Corp Com New (XRX) | 0.0 | $227k | -18% | 13k | 17.90 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $226k | NEW | 4.7k | 47.87 |
|
| Belden (BDC) | 0.0 | $225k | -12% | 2.4k | 92.61 |
|
| Fiserv (FI) | 0.0 | $224k | NEW | 1.4k | 159.82 |
|
| Copa Holdings Sa Cl A (CPA) | 0.0 | $224k | -23% | 2.1k | 104.16 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $222k | NEW | 3.1k | 72.36 |
|
| Blue Owl Capital Com Cl A (OWL) | 0.0 | $217k | -14% | 12k | 18.86 |
|
| Norfolk Southern (NSC) | 0.0 | $215k | -40% | 845.00 | 254.89 |
|
| Prestige Brands Holdings (PBH) | 0.0 | $215k | -29% | 3.0k | 72.56 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $212k | NEW | 3.1k | 68.49 |
|
| Nutrien (NTR) | 0.0 | $212k | 3.9k | 54.31 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $210k | NEW | 525.00 | 399.09 |
|
| Bce Com New (BCE) | 0.0 | $209k | -18% | 6.2k | 33.98 |
|
| Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 0.0 | $209k | NEW | 5.9k | 35.61 |
|
| Kontoor Brands (KTB) | 0.0 | $208k | 3.5k | 60.25 |
|
|
| Trane Technologies SHS (TT) | 0.0 | $208k | NEW | 693.00 | 300.14 |
|
| Global X Fds Nasdaq 100 Cover (QYLD) | 0.0 | $206k | NEW | 12k | 17.91 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $204k | NEW | 212.00 | 962.49 |
|
| Brighthouse Finl (BHF) | 0.0 | $203k | -35% | 3.9k | 51.54 |
|
| Builders FirstSource (BLDR) | 0.0 | $203k | NEW | 971.00 | 208.55 |
|
| Cenovus Energy (CVE) | 0.0 | $202k | NEW | 10k | 19.99 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $201k | -4% | 2.8k | 72.35 |
|
| Pegasystems (PEGA) | 0.0 | $200k | NEW | 3.1k | 64.64 |
|
| New Mountain Finance Corp (NMFC) | 0.0 | $195k | NEW | 15k | 12.67 |
|
| Cnh Indl N V SHS (CNHI) | 0.0 | $186k | -2% | 14k | 12.96 |
|
| Under Armour Cl A (UAA) | 0.0 | $174k | NEW | 24k | 7.38 |
|
| F.N.B. Corporation (FNB) | 0.0 | $168k | -34% | 12k | 14.10 |
|
| Viavi Solutions Inc equities (VIAV) | 0.0 | $140k | -7% | 15k | 9.09 |
|
| Patterson-UTI Energy (PTEN) | 0.0 | $137k | NEW | 12k | 11.94 |
|
| NCR Corporation (VYX) | 0.0 | $133k | -43% | 11k | 12.63 |
|
| Equitrans Midstream Corp (ETRN) | 0.0 | $130k | NEW | 10k | 12.49 |
|
| JetBlue Airways Corporation (JBLU) | 0.0 | $127k | -13% | 17k | 7.42 |
|
| Sprott Physical Silver Tr Tr Unit (PSLV) | 0.0 | $120k | 15k | 8.29 |
|
|
| Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) | 0.0 | $69k | NEW | 13k | 5.51 |
|
| Sql Technologies Corporation (SKYX) | 0.0 | $21k | NEW | 16k | 1.31 |
|
Past Filings by Vise Technologies
SEC 13F filings are viewable for Vise Technologies going back to 2021
- Vise Technologies 2024 Q1 filed May 15, 2024
- Vise Technologies 2023 Q4 filed Feb. 8, 2024
- Vise Technologies 2023 Q3 filed Oct. 31, 2023
- Vise Technologies 2023 Q2 filed Aug. 8, 2023
- Vise Technologies 2023 Q1 filed May 10, 2023
- Vise Technologies 2022 Q4 filed Feb. 10, 2023
- Vise Technologies 2022 Q3 filed Nov. 14, 2022
- Vise Technologies 2022 Q2 filed Aug. 15, 2022
- Vise Technologies 2022 Q1 filed June 8, 2022
- Vise Technologies 2021 Q4 filed June 7, 2022