Vise Technologies
Latest statistics and disclosures from Vise Technologies's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VCIT, BNDX, VGIT, NVDA, VGSH, and represent 13.09% of Vise Technologies's stock portfolio.
- Added to shares of these 10 stocks: NVDA (+$13M), IVV, BNDX, VOO, VCIT, VWO, MBB, MSFT, SCHC, AAPL.
- Started 70 new stock positions in ADI, SE, NWG, ORLY, POR, SYK, AGG, PSEP, AFL, AVDE.
- Reduced shares in these 10 stocks: SHV, UPS, Pioneer Natural Resources, ADBE, OMI, MPC, CBT, EL, WMT, NGG.
- Sold out of its positions in BABA, ARCB, BCE, BHF, BLDR, CBT, ETRN, EEFT, FNB, QYLD.
- Vise Technologies was a net buyer of stock by $70M.
- Vise Technologies has $570M in assets under management (AUM), dropping by 12.24%.
- Central Index Key (CIK): 0001812090
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Vise Technologies holds 423 positions in its portfolio as reported in the June 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Vanguard Scottsdale Fds Int-term Corp (VCIT) | 3.0 | $17M | +12% | 217k | 79.93 |
|
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 2.7 | $15M | +15% | 317k | 48.67 |
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 2.6 | $15M | +6% | 255k | 58.23 |
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NVIDIA Corporation (NVDA) | 2.6 | $15M | +775% | 118k | 123.54 |
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Vanguard Scottsdale Fds Short Term Treas (VGSH) | 2.2 | $12M | +7% | 214k | 57.99 |
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 2.2 | $12M | +11% | 346k | 35.58 |
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Microsoft Corporation (MSFT) | 2.1 | $12M | +14% | 27k | 446.96 |
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Apple (AAPL) | 2.1 | $12M | +10% | 57k | 210.62 |
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Ishares Tr Mbs Etf (MBB) | 2.0 | $11M | +16% | 123k | 91.81 |
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.9 | $11M | +20% | 249k | 43.76 |
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 1.8 | $10M | +12% | 133k | 77.28 |
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Amazon (AMZN) | 1.8 | $10M | 52k | 193.25 |
|
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Meta Platforms Cl A (META) | 1.7 | $9.8M | -2% | 19k | 504.22 |
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Alphabet Cap Stk Cl A (GOOGL) | 1.5 | $8.4M | +6% | 46k | 182.15 |
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JPMorgan Chase & Co. (JPM) | 1.4 | $8.1M | 40k | 202.26 |
|
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.4 | $7.8M | +9% | 157k | 49.42 |
|
Schwab Strategic Tr Us Reit Etf (SCHH) | 1.3 | $7.5M | +11% | 377k | 19.97 |
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Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 1.2 | $6.9M | +5% | 85k | 81.97 |
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Wal-Mart Stores (WMT) | 1.1 | $6.4M | -4% | 95k | 67.71 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $5.7M | +6% | 14k | 406.81 |
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Ishares Tr Core S&p500 Etf (IVV) | 0.9 | $5.4M | +184% | 9.8k | 547.24 |
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Eli Lilly & Co. (LLY) | 0.9 | $5.3M | +2% | 5.9k | 905.39 |
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.9 | $5.3M | -2% | 82k | 64.25 |
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Ishares Tr Jpmorgan Usd Emg (EMB) | 0.9 | $5.1M | +18% | 58k | 88.48 |
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Broadcom (AVGO) | 0.9 | $5.0M | 3.1k | 1605.53 |
|
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Abrdn Etfs Bbrg All Comd K1 (BCI) | 0.9 | $5.0M | -3% | 245k | 20.33 |
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Exxon Mobil Corporation (XOM) | 0.8 | $4.6M | +21% | 40k | 115.12 |
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.8 | $4.6M | +26% | 91k | 50.11 |
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Ishares Tr Broad Usd High (USHY) | 0.8 | $4.5M | +18% | 125k | 36.28 |
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Qualcomm (QCOM) | 0.8 | $4.3M | +3% | 22k | 199.18 |
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Schwab Strategic Tr Us Tips Etf (SCHP) | 0.8 | $4.3M | +23% | 82k | 52.01 |
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Merck & Co (MRK) | 0.7 | $4.1M | 33k | 123.80 |
|
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Adobe Systems Incorporated (ADBE) | 0.7 | $4.1M | -8% | 7.3k | 555.54 |
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Home Depot (HD) | 0.7 | $4.0M | +8% | 12k | 344.24 |
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Johnson & Johnson (JNJ) | 0.6 | $3.7M | +3% | 25k | 146.16 |
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Visa Com Cl A (V) | 0.6 | $3.6M | +4% | 14k | 262.47 |
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Pepsi (PEP) | 0.6 | $3.6M | +4% | 22k | 164.93 |
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Tesla Motors (TSLA) | 0.6 | $3.6M | -4% | 18k | 197.88 |
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Ishares Tr National Mun Etf (MUB) | 0.6 | $3.3M | +6% | 31k | 106.55 |
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Oracle Corporation (ORCL) | 0.6 | $3.2M | 23k | 141.20 |
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Abbvie (ABBV) | 0.5 | $3.0M | +10% | 17k | 171.52 |
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Novo-nordisk A S Adr (NVO) | 0.5 | $2.9M | +2% | 20k | 142.74 |
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Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.5 | $2.8M | +28% | 55k | 51.26 |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $2.8M | +273% | 5.6k | 500.09 |
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.5 | $2.7M | +4% | 57k | 48.13 |
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Applied Materials (AMAT) | 0.5 | $2.7M | -4% | 12k | 235.98 |
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Cisco Systems (CSCO) | 0.5 | $2.7M | +16% | 57k | 47.51 |
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Ishares Tr Core Intl Aggr (IAGG) | 0.5 | $2.7M | +14% | 53k | 49.92 |
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Wells Fargo & Company (WFC) | 0.5 | $2.6M | 44k | 59.39 |
|
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Ishares Core Msci Emkt (IEMG) | 0.4 | $2.5M | 48k | 53.53 |
|
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Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.4 | $2.5M | +23% | 52k | 48.77 |
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Vanguard Index Fds Growth Etf (VUG) | 0.4 | $2.5M | -7% | 6.7k | 374.03 |
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Asml Holding N V N Y Registry Shs (ASML) | 0.4 | $2.5M | 2.4k | 1022.78 |
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Mastercard Incorporated Cl A (MA) | 0.4 | $2.4M | +25% | 5.4k | 441.16 |
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Chevron Corporation (CVX) | 0.4 | $2.4M | +37% | 15k | 156.42 |
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Caterpillar (CAT) | 0.4 | $2.3M | +3% | 7.0k | 333.08 |
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International Business Machines (IBM) | 0.4 | $2.2M | 13k | 172.95 |
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Sap Se Spon Adr (SAP) | 0.4 | $2.2M | +10% | 11k | 201.71 |
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United Parcel Service CL B (UPS) | 0.4 | $2.2M | -32% | 16k | 136.85 |
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UnitedHealth (UNH) | 0.4 | $2.2M | -8% | 4.3k | 509.29 |
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Procter & Gamble Company (PG) | 0.4 | $2.1M | +20% | 13k | 164.92 |
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Marsh & McLennan Companies (MMC) | 0.4 | $2.1M | +7% | 9.9k | 210.72 |
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Uber Technologies (UBER) | 0.4 | $2.1M | +40% | 29k | 72.68 |
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FedEx Corporation (FDX) | 0.3 | $1.9M | -8% | 6.4k | 299.83 |
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Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.3 | $1.8M | 36k | 51.24 |
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Costco Wholesale Corporation (COST) | 0.3 | $1.8M | +11% | 2.1k | 849.97 |
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Sherwin-Williams Company (SHW) | 0.3 | $1.8M | -10% | 6.1k | 298.43 |
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American Express Company (AXP) | 0.3 | $1.8M | -3% | 7.8k | 231.56 |
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Ford Motor Company (F) | 0.3 | $1.8M | 141k | 12.54 |
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Verizon Communications (VZ) | 0.3 | $1.8M | +17% | 43k | 41.24 |
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Lowe's Companies (LOW) | 0.3 | $1.8M | 8.0k | 220.46 |
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Coca-Cola Company (KO) | 0.3 | $1.8M | +29% | 28k | 63.65 |
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Novartis Sponsored Adr (NVS) | 0.3 | $1.7M | +4% | 16k | 106.46 |
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Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.3 | $1.7M | +56% | 44k | 38.42 |
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Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.3 | $1.7M | +11% | 28k | 61.64 |
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Toyota Motor Corp Ads (TM) | 0.3 | $1.7M | +5% | 8.1k | 204.97 |
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BP Sponsored Adr (BP) | 0.3 | $1.7M | +7% | 46k | 36.10 |
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Shell Spon Ads (SHEL) | 0.3 | $1.6M | +16% | 23k | 72.18 |
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Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $1.6M | 4.5k | 364.51 |
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Gilead Sciences (GILD) | 0.3 | $1.6M | 23k | 68.61 |
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.3 | $1.6M | -2% | 34k | 45.40 |
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Philip Morris International (PM) | 0.3 | $1.6M | +17% | 15k | 101.33 |
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TJX Companies (TJX) | 0.3 | $1.6M | -4% | 14k | 110.10 |
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Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.3 | $1.5M | +20% | 47k | 32.56 |
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Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $1.5M | +5% | 5.0k | 303.39 |
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Morgan Stanley Com New (MS) | 0.3 | $1.5M | +12% | 15k | 97.19 |
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GSK Sponsored Adr (GSK) | 0.3 | $1.5M | +7% | 38k | 38.50 |
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Bank of America Corporation (BAC) | 0.3 | $1.4M | -12% | 36k | 39.77 |
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Ubs Group SHS (UBS) | 0.3 | $1.4M | +20% | 49k | 29.54 |
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Pfizer (PFE) | 0.3 | $1.4M | +9% | 52k | 27.98 |
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Bristol Myers Squibb (BMY) | 0.2 | $1.4M | -13% | 34k | 41.53 |
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Relx Sponsored Adr (RELX) | 0.2 | $1.4M | +20% | 30k | 45.88 |
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Astrazeneca Sponsored Adr (AZN) | 0.2 | $1.3M | +24% | 17k | 77.99 |
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Intuit (INTU) | 0.2 | $1.3M | +51% | 1.9k | 657.21 |
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Ishares Tr Cre U S Reit Etf (USRT) | 0.2 | $1.2M | +28% | 23k | 53.56 |
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3M Company (MMM) | 0.2 | $1.2M | 12k | 102.19 |
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Amgen (AMGN) | 0.2 | $1.2M | -9% | 3.9k | 312.47 |
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Unilever Spon Adr New (UL) | 0.2 | $1.2M | +43% | 21k | 54.99 |
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HSBC HLDGS Spon Adr New (HSBC) | 0.2 | $1.1M | +9% | 26k | 43.50 |
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Nextera Energy (NEE) | 0.2 | $1.1M | +39% | 16k | 70.81 |
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Stellantis SHS (STLA) | 0.2 | $1.1M | +5% | 57k | 19.85 |
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At&t (T) | 0.2 | $1.1M | +8% | 59k | 19.11 |
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ConocoPhillips (COP) | 0.2 | $1.1M | +7% | 9.9k | 114.38 |
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EOG Resources (EOG) | 0.2 | $1.1M | +13% | 8.9k | 125.87 |
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Spdr Ser Tr Nuveen Blmbrg Mu (TFI) | 0.2 | $1.1M | 24k | 45.75 |
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Advanced Micro Devices (AMD) | 0.2 | $1.1M | +43% | 6.6k | 162.21 |
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Union Pacific Corporation (UNP) | 0.2 | $1.1M | 4.8k | 226.26 |
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Comcast Corp Cl A (CMCSA) | 0.2 | $1.1M | 27k | 39.16 |
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Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 0.2 | $1.1M | +186% | 33k | 32.69 |
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $1.1M | +4% | 22k | 47.45 |
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Strategy Day Hagan Ned (SSUS) | 0.2 | $1.1M | +98% | 27k | 39.51 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $1.1M | +79% | 2.2k | 479.03 |
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Lam Research Corporation (LRCX) | 0.2 | $1.1M | -6% | 991.00 | 1064.85 |
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Totalenergies Se Sponsored Ads (TTE) | 0.2 | $1.0M | +10% | 16k | 66.68 |
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Altria (MO) | 0.2 | $1.0M | +18% | 23k | 45.55 |
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Citigroup Com New (C) | 0.2 | $1.0M | 16k | 63.46 |
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Sanofi Sponsored Adr (SNY) | 0.2 | $1.0M | -4% | 21k | 48.52 |
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Nike CL B (NKE) | 0.2 | $1.0M | +5% | 14k | 75.37 |
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Bhp Group Sponsored Ads (BHP) | 0.2 | $1.0M | +2% | 18k | 57.09 |
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salesforce (CRM) | 0.2 | $1.0M | +42% | 4.0k | 257.10 |
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Netflix (NFLX) | 0.2 | $1000k | +62% | 1.5k | 674.88 |
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Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.2 | $998k | +22% | 17k | 58.15 |
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Equinor Asa Sponsored Adr (EQNR) | 0.2 | $989k | +41% | 35k | 28.56 |
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Synopsys (SNPS) | 0.2 | $983k | +4% | 1.7k | 595.06 |
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Schwab Strategic Tr Fundamental Intl (FNDC) | 0.2 | $972k | +2% | 28k | 34.76 |
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Cadence Design Systems (CDNS) | 0.2 | $964k | +4% | 3.1k | 307.75 |
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Duke Energy Corp Com New (DUK) | 0.2 | $959k | +5% | 9.6k | 100.23 |
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Texas Instruments Incorporated (TXN) | 0.2 | $952k | -21% | 4.9k | 194.55 |
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Signet Jewelers SHS (SIG) | 0.2 | $939k | +6% | 11k | 89.58 |
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Nordstrom (JWN) | 0.2 | $925k | +12% | 44k | 21.22 |
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Rio Tinto Sponsored Adr (RIO) | 0.2 | $918k | +63% | 14k | 65.93 |
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Thomson Reuters Corp. (TRI) | 0.2 | $916k | -2% | 5.4k | 168.56 |
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Ecolab (ECL) | 0.2 | $908k | +24% | 3.8k | 238.01 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $908k | +39% | 1.7k | 544.13 |
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Deere & Company (DE) | 0.2 | $899k | -12% | 2.4k | 373.64 |
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Anthem (ELV) | 0.2 | $885k | +8% | 1.6k | 541.87 |
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Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.2 | $858k | +3% | 14k | 62.91 |
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Vanguard Index Fds Value Etf (VTV) | 0.1 | $854k | -5% | 5.3k | 160.40 |
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Schwab Strategic Tr Fundamental Intl (FNDF) | 0.1 | $852k | +314% | 24k | 35.03 |
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CRH Ord (CRH) | 0.1 | $848k | +61% | 11k | 74.98 |
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Graniteshares Etf Tr Bbg Commd K 1 (COMB) | 0.1 | $830k | -15% | 41k | 20.36 |
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Ferguson SHS | 0.1 | $826k | +8% | 4.3k | 193.65 |
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Merit Medical Systems (MMSI) | 0.1 | $820k | +21% | 9.5k | 85.95 |
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Ge Aerospace Com New (GE) | 0.1 | $800k | +4% | 5.0k | 158.97 |
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Booking Holdings (BKNG) | 0.1 | $796k | +12% | 201.00 | 3961.50 |
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Servicenow (NOW) | 0.1 | $795k | +28% | 1.0k | 786.67 |
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Ishares Tr Tips Bd Etf (TIP) | 0.1 | $790k | +196% | 7.4k | 106.78 |
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W.W. Grainger (GWW) | 0.1 | $785k | +11% | 870.00 | 902.03 |
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Suncor Energy (SU) | 0.1 | $783k | +18% | 21k | 38.10 |
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Metropcs Communications (TMUS) | 0.1 | $773k | +40% | 4.4k | 176.19 |
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Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 0.1 | $771k | -18% | 41k | 18.82 |
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Carvana Cl A (CVNA) | 0.1 | $769k | -19% | 6.0k | 128.72 |
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Manpower (MAN) | 0.1 | $763k | +19% | 11k | 69.80 |
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Ishares Tr Msci Intl Moment (IMTM) | 0.1 | $748k | NEW | 19k | 38.69 |
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Goldman Sachs (GS) | 0.1 | $745k | +9% | 1.6k | 452.42 |
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Occidental Petroleum Corporation (OXY) | 0.1 | $745k | +30% | 12k | 63.03 |
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Lockheed Martin Corporation (LMT) | 0.1 | $743k | +122% | 1.6k | 467.10 |
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Sony Group Corp Sponsored Adr (SONY) | 0.1 | $739k | -2% | 8.7k | 84.95 |
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Valero Energy Corporation (VLO) | 0.1 | $723k | +2% | 4.6k | 156.76 |
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CVS Caremark Corporation (CVS) | 0.1 | $720k | -12% | 12k | 59.06 |
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Target Corporation (TGT) | 0.1 | $717k | -7% | 4.8k | 148.03 |
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On Assignment (ASGN) | 0.1 | $717k | +41% | 8.1k | 88.17 |
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Carrier Global Corporation (CARR) | 0.1 | $717k | -3% | 11k | 63.08 |
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Bk Nova Cad (BNS) | 0.1 | $716k | +4% | 16k | 45.72 |
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Ishares Gold Tr Ishares New (IAU) | 0.1 | $714k | NEW | 16k | 43.93 |
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CommVault Systems (CVLT) | 0.1 | $711k | +113% | 5.8k | 121.57 |
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Honeywell International (HON) | 0.1 | $709k | +94% | 3.3k | 213.54 |
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Sylvamo Corp Common Stock (SLVM) | 0.1 | $701k | -2% | 10k | 68.60 |
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Jackson Financial Com Cl A (JXN) | 0.1 | $696k | -23% | 9.4k | 74.26 |
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Spdr Gold Tr Gold Shs (GLD) | 0.1 | $692k | +47% | 3.2k | 215.01 |
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Rbc Cad (RY) | 0.1 | $692k | +25% | 6.5k | 106.38 |
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Gms (GMS) | 0.1 | $689k | +11% | 8.5k | 80.61 |
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Pennymac Financial Services (PFSI) | 0.1 | $688k | +57% | 7.3k | 94.60 |
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Piper Jaffray Companies (PIPR) | 0.1 | $681k | +38% | 3.0k | 230.17 |
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Group 1 Automotive (GPI) | 0.1 | $680k | +7% | 2.3k | 297.29 |
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Amplify Etf Tr Blockchain Ldr (BLOK) | 0.1 | $676k | NEW | 19k | 35.47 |
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Stmicroelectronics N V Ny Registry (STM) | 0.1 | $672k | +6% | 17k | 39.28 |
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One Gas (OGS) | 0.1 | $669k | +20% | 11k | 63.85 |
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Diageo Spon Adr New (DEO) | 0.1 | $657k | -3% | 5.2k | 126.09 |
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British Amern Tob Sponsored Adr (BTI) | 0.1 | $657k | +29% | 21k | 30.93 |
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Colgate-Palmolive Company (CL) | 0.1 | $654k | +58% | 6.7k | 97.04 |
|
Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $650k | NEW | 6.7k | 97.08 |
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Autodesk (ADSK) | 0.1 | $648k | -19% | 2.6k | 247.45 |
|
Medtronic SHS (MDT) | 0.1 | $648k | +12% | 8.2k | 78.71 |
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Federated Hermes CL B (FHI) | 0.1 | $644k | +12% | 20k | 32.88 |
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Ringcentral Cl A (RNG) | 0.1 | $644k | +6% | 23k | 28.20 |
|
Sprouts Fmrs Mkt (SFM) | 0.1 | $644k | -16% | 7.7k | 83.66 |
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Honda Motor Adr Ech Cnv In 3 (HMC) | 0.1 | $640k | +15% | 20k | 32.24 |
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Abbott Laboratories (ABT) | 0.1 | $639k | +62% | 6.1k | 103.92 |
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Patterson Companies (PDCO) | 0.1 | $636k | 26k | 24.12 |
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Avnet (AVT) | 0.1 | $632k | +135% | 12k | 51.49 |
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Dbx Etf Tr Xtrack Usd High (HYLB) | 0.1 | $625k | +12% | 18k | 35.46 |
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Oneok (OKE) | 0.1 | $622k | +17% | 7.6k | 81.55 |
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Edwards Lifesciences (EW) | 0.1 | $614k | +46% | 6.6k | 92.37 |
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Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.1 | $614k | +32% | 21k | 29.44 |
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Automatic Data Processing (ADP) | 0.1 | $614k | +52% | 2.6k | 238.72 |
|
Spdr Ser Tr Portfli Intrmdit (SPTI) | 0.1 | $613k | -8% | 22k | 28.02 |
|
Linde SHS (LIN) | 0.1 | $607k | +24% | 1.4k | 438.81 |
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J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $605k | -16% | 11k | 56.68 |
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Boise Cascade (BCC) | 0.1 | $601k | -18% | 5.0k | 119.22 |
|
Cme (CME) | 0.1 | $601k | +16% | 3.1k | 196.60 |
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McDonald's Corporation (MCD) | 0.1 | $595k | +31% | 2.3k | 254.89 |
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Shopify Cl A (SHOP) | 0.1 | $590k | +60% | 8.9k | 66.05 |
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Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.1 | $584k | +11% | 54k | 10.80 |
|
Ferrari Nv Ord (RACE) | 0.1 | $584k | +4% | 1.4k | 408.37 |
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Bgc Group Cl A (BGC) | 0.1 | $583k | +36% | 70k | 8.30 |
|
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN) | 0.1 | $579k | NEW | 11k | 55.28 |
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $577k | -6% | 15k | 37.67 |
|
Livanova SHS (LIVN) | 0.1 | $576k | +60% | 11k | 54.82 |
|
Nucor Corporation (NUE) | 0.1 | $575k | 3.6k | 158.08 |
|
|
Rush Enterprises Cl A (RUSHA) | 0.1 | $562k | +21% | 13k | 41.87 |
|
Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $558k | +10% | 6.7k | 83.75 |
|
Radian (RDN) | 0.1 | $551k | +114% | 18k | 31.10 |
|
Spdr Ser Tr Portfolio Short (SPSB) | 0.1 | $549k | +12% | 19k | 29.70 |
|
Dominion Resources (D) | 0.1 | $541k | +5% | 11k | 49.00 |
|
Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $527k | NEW | 2.7k | 194.87 |
|
Emerson Electric (EMR) | 0.1 | $520k | +134% | 4.7k | 110.17 |
|
Phillips 66 (PSX) | 0.1 | $515k | +21% | 3.6k | 141.15 |
|
Bank Of Montreal Cadcom (BMO) | 0.1 | $513k | +14% | 6.1k | 83.85 |
|
Spdr Ser Tr Port Mtg Bk Etf (SPMB) | 0.1 | $510k | -23% | 24k | 21.57 |
|
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.1 | $506k | NEW | 8.0k | 63.54 |
|
Cibc Cad (CM) | 0.1 | $504k | +15% | 11k | 47.54 |
|
Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $503k | +98% | 2.9k | 170.77 |
|
Walt Disney Company (DIS) | 0.1 | $500k | +21% | 5.0k | 99.29 |
|
Fidelity Covington Trust Blue Chip Grwth (FBCG) | 0.1 | $495k | +90% | 12k | 42.44 |
|
Cnx Resources Corporation (CNX) | 0.1 | $491k | 20k | 24.30 |
|
|
Manulife Finl Corp (MFC) | 0.1 | $490k | +2% | 18k | 26.62 |
|
Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.1 | $489k | +61% | 12k | 41.53 |
|
Ishares Tr Blackrock Ultra (ICSH) | 0.1 | $489k | +51% | 9.7k | 50.53 |
|
Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.1 | $485k | -2% | 36k | 13.41 |
|
Bank of New York Mellon Corporation (BK) | 0.1 | $482k | +18% | 8.0k | 59.89 |
|
Palantir Technologies Cl A (PLTR) | 0.1 | $477k | +58% | 19k | 25.33 |
|
Micron Technology (MU) | 0.1 | $473k | +8% | 3.6k | 131.53 |
|
Thermo Fisher Scientific (TMO) | 0.1 | $471k | +7% | 852.00 | 553.00 |
|
Williams Companies (WMB) | 0.1 | $471k | +21% | 11k | 42.50 |
|
Fortinet (FTNT) | 0.1 | $471k | 7.8k | 60.27 |
|
|
Marathon Petroleum Corp (MPC) | 0.1 | $471k | -43% | 2.7k | 173.47 |
|
Prudential Financial (PRU) | 0.1 | $469k | +4% | 4.0k | 117.20 |
|
Western Union Company (WU) | 0.1 | $465k | +50% | 38k | 12.22 |
|
Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 0.1 | $464k | +7% | 16k | 28.87 |
|
Pinterest Cl A (PINS) | 0.1 | $462k | +35% | 11k | 44.07 |
|
Chubb (CB) | 0.1 | $460k | +7% | 1.8k | 255.08 |
|
Spdr Ser Tr Portfli Tips Etf (SPIP) | 0.1 | $459k | -14% | 18k | 25.42 |
|
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) | 0.1 | $444k | NEW | 7.4k | 60.05 |
|
Iac Com New (IAC) | 0.1 | $443k | +18% | 9.5k | 46.85 |
|
Exelon Corporation (EXC) | 0.1 | $442k | 13k | 34.61 |
|
|
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Smlc (DWAS) | 0.1 | $439k | NEW | 5.2k | 85.05 |
|
Ptc Therapeutics I (PTCT) | 0.1 | $438k | +8% | 14k | 30.58 |
|
Teradata Corporation (TDC) | 0.1 | $437k | +69% | 13k | 34.56 |
|
Insmed Com Par $.01 (INSM) | 0.1 | $436k | NEW | 6.5k | 67.00 |
|
PPG Industries (PPG) | 0.1 | $426k | +2% | 3.4k | 125.89 |
|
Korn Ferry Com New (KFY) | 0.1 | $424k | -11% | 6.3k | 67.14 |
|
Haleon Spon Ads (HLN) | 0.1 | $423k | +47% | 51k | 8.26 |
|
Toronto Dominion Bk Ont Com New (TD) | 0.1 | $423k | +3% | 7.7k | 54.96 |
|
Canadian Natl Ry (CNI) | 0.1 | $422k | -6% | 3.6k | 118.13 |
|
Alkermes SHS (ALKS) | 0.1 | $422k | NEW | 18k | 24.10 |
|
Kinder Morgan (KMI) | 0.1 | $421k | +6% | 21k | 19.87 |
|
Advance Auto Parts (AAP) | 0.1 | $419k | +139% | 6.6k | 63.33 |
|
PNC Financial Services (PNC) | 0.1 | $418k | -16% | 2.7k | 155.49 |
|
Arm Holdings Sponsored Ads (ARM) | 0.1 | $416k | -14% | 2.5k | 163.62 |
|
Illinois Tool Works (ITW) | 0.1 | $412k | 1.7k | 237.02 |
|
|
Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $411k | -11% | 1.8k | 229.56 |
|
Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $409k | +14% | 2.3k | 174.47 |
|
Motorola Solutions Com New (MSI) | 0.1 | $400k | +15% | 1.0k | 386.05 |
|
Johnson Ctls Intl SHS (JCI) | 0.1 | $399k | +62% | 6.0k | 66.47 |
|
Barclays Adr (BCS) | 0.1 | $395k | +14% | 37k | 10.71 |
|
Fiserv (FI) | 0.1 | $394k | +88% | 2.6k | 149.04 |
|
Enstar Group SHS (ESGR) | 0.1 | $391k | NEW | 1.3k | 305.70 |
|
Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $388k | +50% | 1.8k | 217.98 |
|
Brink's Company (BCO) | 0.1 | $388k | +43% | 3.8k | 102.40 |
|
Terex Corporation (TEX) | 0.1 | $385k | +9% | 7.0k | 54.84 |
|
AMN Healthcare Services (AMN) | 0.1 | $385k | +10% | 7.5k | 51.23 |
|
Travelers Companies (TRV) | 0.1 | $384k | +3% | 1.9k | 203.34 |
|
Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.1 | $380k | +8% | 7.3k | 52.33 |
|
Paypal Holdings (PYPL) | 0.1 | $375k | +31% | 6.5k | 58.03 |
|
Perrigo SHS (PRGO) | 0.1 | $373k | +52% | 15k | 25.68 |
|
Mr Cooper Group (COOP) | 0.1 | $371k | -37% | 4.6k | 81.23 |
|
Super Micro Computer (SMCI) | 0.1 | $368k | -18% | 449.00 | 819.35 |
|
Nxp Semiconductors N V (NXPI) | 0.1 | $367k | +3% | 1.4k | 269.09 |
|
Colfax Corp (ENOV) | 0.1 | $365k | -10% | 8.1k | 45.20 |
|
Raytheon Technologies Corp (RTX) | 0.1 | $361k | +25% | 3.6k | 100.39 |
|
Enbridge (ENB) | 0.1 | $360k | +7% | 10k | 35.59 |
|
Intel Corporation (INTC) | 0.1 | $359k | -17% | 12k | 30.97 |
|
Vishay Intertechnology (VSH) | 0.1 | $358k | -7% | 16k | 22.30 |
|
Crane Holdings (CXT) | 0.1 | $355k | +45% | 5.8k | 61.42 |
|
Danaher Corporation (DHR) | 0.1 | $354k | +7% | 1.4k | 249.85 |
|
Echostar Corp Cl A (SATS) | 0.1 | $346k | NEW | 19k | 17.81 |
|
Ishares Tr Ishares Biotech (IBB) | 0.1 | $345k | -41% | 2.5k | 137.25 |
|
Cigna Corp (CI) | 0.1 | $345k | +4% | 1.0k | 330.58 |
|
Nutanix Cl A (NTNX) | 0.1 | $343k | 6.0k | 56.85 |
|
|
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $342k | +3% | 5.7k | 60.30 |
|
Stericycle (SRCL) | 0.1 | $341k | NEW | 5.9k | 58.13 |
|
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.1 | $341k | NEW | 3.3k | 102.78 |
|
Hims & Hers Health Com Cl A (HIMS) | 0.1 | $338k | NEW | 17k | 20.19 |
|
Blackstone Group Inc Com Cl A (BX) | 0.1 | $338k | +2% | 2.7k | 123.80 |
|
Rent-A-Center (UPBD) | 0.1 | $334k | +8% | 11k | 30.70 |
|
Cirrus Logic (CRUS) | 0.1 | $330k | -41% | 2.6k | 127.66 |
|
Portland Gen Elec Com New (POR) | 0.1 | $325k | NEW | 7.5k | 43.24 |
|
National Grid Sponsored Adr Ne (NGG) | 0.1 | $322k | -46% | 5.7k | 56.80 |
|
Premier Cl A (PINC) | 0.1 | $319k | -19% | 17k | 18.67 |
|
Abercrombie & Fitch Cl A (ANF) | 0.1 | $314k | -24% | 1.8k | 177.84 |
|
Takeda Pharmaceutical Sponsored Ads (TAK) | 0.1 | $313k | -9% | 24k | 12.94 |
|
Kohl's Corporation (KSS) | 0.1 | $312k | +6% | 14k | 22.99 |
|
BlackRock (BLK) | 0.1 | $312k | +37% | 396.00 | 787.32 |
|
Sea Sponsord Ads (SE) | 0.1 | $311k | NEW | 4.4k | 71.42 |
|
Boston Beer Cl A (SAM) | 0.1 | $311k | 1.0k | 305.05 |
|
|
Concentrix Corp (CNXC) | 0.1 | $309k | NEW | 4.9k | 63.28 |
|
Spdr Ser Tr Portfli High Yld (SPHY) | 0.1 | $307k | 13k | 23.23 |
|
|
Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $307k | -13% | 3.9k | 78.33 |
|
Teck Resources CL B (TECK) | 0.1 | $305k | +2% | 6.4k | 47.90 |
|
Ishares Tr Global Tech Etf (IXN) | 0.1 | $300k | 3.6k | 82.82 |
|
|
Kla Corp Com New (KLAC) | 0.1 | $298k | +11% | 362.00 | 824.31 |
|
General Dynamics Corporation (GD) | 0.1 | $296k | NEW | 1.0k | 290.01 |
|
Franklin Electric (FELE) | 0.1 | $296k | NEW | 3.1k | 96.32 |
|
Haemonetics Corporation (HAE) | 0.1 | $296k | NEW | 3.6k | 82.73 |
|
Humana (HUM) | 0.1 | $293k | -15% | 785.00 | 373.81 |
|
American Eagle Outfitters (AEO) | 0.1 | $291k | +20% | 15k | 19.96 |
|
Teladoc (TDOC) | 0.1 | $290k | +4% | 30k | 9.78 |
|
Southern Copper Corporation (SCCO) | 0.1 | $288k | -25% | 2.7k | 107.74 |
|
Tractor Supply Company (TSCO) | 0.1 | $287k | 1.1k | 270.11 |
|
|
Gap (GAP) | 0.1 | $287k | -9% | 12k | 23.89 |
|
Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.1 | $287k | NEW | 5.0k | 57.68 |
|
Intuitive Surgical Com New (ISRG) | 0.1 | $286k | +22% | 643.00 | 444.85 |
|
Myriad Genetics (MYGN) | 0.1 | $285k | NEW | 12k | 24.46 |
|
Truist Financial Corp equities (TFC) | 0.1 | $285k | NEW | 7.3k | 38.85 |
|
Organon & Co Common Stock (OGN) | 0.0 | $285k | 14k | 20.70 |
|
|
Old Dominion Freight Line (ODFL) | 0.0 | $284k | +2% | 1.6k | 176.60 |
|
Alphabet Cap Stk Cl C (GOOG) | 0.0 | $280k | NEW | 1.5k | 183.42 |
|
S&p Global (SPGI) | 0.0 | $279k | NEW | 626.00 | 446.00 |
|
ACADIA Pharmaceuticals (ACAD) | 0.0 | $279k | NEW | 17k | 16.25 |
|
Freeport-mcmoran CL B (FCX) | 0.0 | $274k | +6% | 5.6k | 48.60 |
|
Boston Scientific Corporation (BSX) | 0.0 | $273k | +14% | 3.5k | 77.01 |
|
Integra Lifesciences Hldgs C Com New (IART) | 0.0 | $273k | -22% | 9.4k | 29.14 |
|
Direxion Shs Etf Tr Direxion Hcm (HCMT) | 0.0 | $273k | NEW | 8.0k | 34.05 |
|
United Sts Brent Oil Unit (BNO) | 0.0 | $273k | 8.5k | 32.15 |
|
|
Trane Technologies SHS (TT) | 0.0 | $273k | +19% | 829.00 | 328.87 |
|
Dell Technologies CL C (DELL) | 0.0 | $271k | NEW | 2.0k | 137.92 |
|
PPL Corporation (PPL) | 0.0 | $262k | NEW | 9.5k | 27.65 |
|
Frontier Communications Pare (FYBR) | 0.0 | $261k | -6% | 10k | 26.18 |
|
SYSCO Corporation (SYY) | 0.0 | $260k | +15% | 3.6k | 71.40 |
|
Southern Company (SO) | 0.0 | $260k | 3.3k | 77.57 |
|
|
Itron (ITRI) | 0.0 | $258k | NEW | 2.6k | 98.96 |
|
White Mountains Insurance Gp (WTM) | 0.0 | $258k | NEW | 142.00 | 1817.45 |
|
Discover Financial Services (DFS) | 0.0 | $257k | NEW | 2.0k | 130.81 |
|
Ross Stores (ROST) | 0.0 | $256k | -2% | 1.8k | 145.29 |
|
H.B. Fuller Company (FUL) | 0.0 | $254k | NEW | 3.3k | 76.96 |
|
Kroger (KR) | 0.0 | $253k | +4% | 5.1k | 49.93 |
|
Us Bancorp Del Com New (USB) | 0.0 | $251k | NEW | 6.3k | 39.70 |
|
Coca-cola Europacific Partne SHS (CCEP) | 0.0 | $251k | NEW | 3.4k | 72.87 |
|
Willis Towers Watson SHS (WTW) | 0.0 | $250k | +13% | 953.00 | 262.14 |
|
Vertiv Holdings Com Cl A (VRT) | 0.0 | $249k | +2% | 2.9k | 86.57 |
|
Textron (TXT) | 0.0 | $249k | 2.9k | 85.86 |
|
|
Under Armour Cl A (UAA) | 0.0 | $248k | +58% | 37k | 6.67 |
|
Select Sector Spdr Tr Technology (XLK) | 0.0 | $248k | -12% | 1.1k | 226.16 |
|
Nutrien (NTR) | 0.0 | $247k | +24% | 4.9k | 50.91 |
|
Kontoor Brands (KTB) | 0.0 | $245k | +7% | 3.7k | 66.15 |
|
Vodafone Group Sponsored Adr (VOD) | 0.0 | $245k | -22% | 28k | 8.87 |
|
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) | 0.0 | $244k | NEW | 6.5k | 37.47 |
|
Cgi Cl A Sub Vtg (GIB) | 0.0 | $243k | +10% | 2.4k | 99.81 |
|
Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $243k | NEW | 1.9k | 127.18 |
|
Stryker Corporation (SYK) | 0.0 | $242k | NEW | 710.00 | 340.25 |
|
J P Morgan Exchange Traded F Hedged Equity La (HELO) | 0.0 | $241k | NEW | 4.1k | 58.56 |
|
Academy Sports & Outdoor (ASO) | 0.0 | $241k | -3% | 4.5k | 53.25 |
|
Consolidated Edison (ED) | 0.0 | $240k | -25% | 2.7k | 89.43 |
|
Regeneron Pharmaceuticals (REGN) | 0.0 | $240k | +7% | 228.00 | 1051.03 |
|
Werner Enterprises (WERN) | 0.0 | $237k | -21% | 6.6k | 35.83 |
|
Mondelez Intl Cl A (MDLZ) | 0.0 | $236k | NEW | 3.6k | 65.43 |
|
Delta Air Lines Inc Del Com New (DAL) | 0.0 | $236k | +5% | 5.0k | 47.44 |
|
Cintas Corporation (CTAS) | 0.0 | $235k | -6% | 336.00 | 700.26 |
|
Intercontinental Exchange (ICE) | 0.0 | $235k | NEW | 1.7k | 136.89 |
|
Analog Devices (ADI) | 0.0 | $234k | NEW | 1.0k | 228.26 |
|
Brady Corp Cl A (BRC) | 0.0 | $234k | NEW | 3.5k | 66.02 |
|
American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.0 | $232k | NEW | 3.7k | 62.26 |
|
Airbnb Com Cl A (ABNB) | 0.0 | $231k | -32% | 1.5k | 151.63 |
|
Asana Cl A (ASAN) | 0.0 | $230k | NEW | 16k | 13.99 |
|
Te Connectivity SHS (TEL) | 0.0 | $229k | NEW | 1.5k | 150.45 |
|
Main Street Capital Corporation (MAIN) | 0.0 | $228k | NEW | 4.5k | 50.49 |
|
Moody's Corporation (MCO) | 0.0 | $227k | NEW | 540.00 | 420.93 |
|
Paccar (PCAR) | 0.0 | $227k | 2.2k | 102.94 |
|
|
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.0 | $227k | NEW | 5.7k | 39.72 |
|
Envista Hldgs Corp (NVST) | 0.0 | $225k | NEW | 14k | 16.63 |
|
Ye Cl A (YELP) | 0.0 | $224k | 6.0k | 36.95 |
|
|
Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) | 0.0 | $221k | NEW | 2.8k | 80.29 |
|
Republic Services (RSG) | 0.0 | $221k | NEW | 1.1k | 194.34 |
|
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 0.0 | $221k | NEW | 3.0k | 72.94 |
|
American Intl Group Com New (AIG) | 0.0 | $220k | -13% | 3.0k | 74.25 |
|
Coupang Cl A (CPNG) | 0.0 | $218k | NEW | 10k | 20.95 |
|
Edison International (EIX) | 0.0 | $217k | -11% | 3.0k | 71.81 |
|
Legg Mason Etf Invt Franklin Intl Lw (LVHI) | 0.0 | $216k | NEW | 7.3k | 29.64 |
|
Squarespace Class A (SQSP) | 0.0 | $215k | NEW | 4.9k | 43.63 |
|
Belden (BDC) | 0.0 | $212k | -6% | 2.3k | 93.80 |
|
Kraft Heinz (KHC) | 0.0 | $211k | -8% | 6.6k | 32.22 |
|
Cummins (CMI) | 0.0 | $211k | NEW | 762.00 | 276.93 |
|
Copa Holdings Sa Cl A (CPA) | 0.0 | $210k | +2% | 2.2k | 95.18 |
|
American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.0 | $209k | NEW | 3.3k | 62.84 |
|
Cimpress Shs Euro (CMPR) | 0.0 | $208k | NEW | 2.4k | 87.61 |
|
Charles Schwab Corporation (SCHW) | 0.0 | $207k | 2.8k | 73.70 |
|
|
Ishares Tr Short Treas Bd (SHV) | 0.0 | $206k | -95% | 1.9k | 110.50 |
|
Waste Connections (WCN) | 0.0 | $206k | NEW | 1.2k | 175.36 |
|
Dow (DOW) | 0.0 | $205k | -11% | 3.9k | 53.06 |
|
AFLAC Incorporated (AFL) | 0.0 | $205k | NEW | 2.3k | 89.31 |
|
O'reilly Automotive (ORLY) | 0.0 | $204k | NEW | 193.00 | 1056.06 |
|
Leidos Holdings (LDOS) | 0.0 | $204k | NEW | 1.4k | 145.88 |
|
MetLife (MET) | 0.0 | $202k | -9% | 2.9k | 70.19 |
|
Block Cl A (SQ) | 0.0 | $202k | +11% | 3.1k | 64.49 |
|
California Res Corp Com Stock (CRC) | 0.0 | $202k | -15% | 3.8k | 53.22 |
|
Resideo Technologies (REZI) | 0.0 | $202k | NEW | 10k | 19.56 |
|
Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $201k | NEW | 1.1k | 182.01 |
|
Canadian Natural Resources (CNQ) | 0.0 | $200k | NEW | 5.6k | 35.60 |
|
Extreme Networks (EXTR) | 0.0 | $198k | NEW | 15k | 13.45 |
|
Cenovus Energy (CVE) | 0.0 | $198k | 10k | 19.66 |
|
|
Camping World Hldgs Cl A (CWH) | 0.0 | $198k | -23% | 11k | 17.86 |
|
Blue Owl Capital Com Cl A (OWL) | 0.0 | $197k | -3% | 11k | 17.75 |
|
New Mountain Finance Corp (NMFC) | 0.0 | $188k | 15k | 12.24 |
|
|
Sprott Physical Silver Tr Tr Unit (PSLV) | 0.0 | $144k | 15k | 9.93 |
|
|
Patterson-UTI Energy (PTEN) | 0.0 | $143k | +20% | 14k | 10.36 |
|
O-i Glass (OI) | 0.0 | $142k | -27% | 13k | 11.13 |
|
Cnh Indl N V SHS (CNH) | 0.0 | $140k | -3% | 14k | 10.13 |
|
Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) | 0.0 | $106k | +37% | 17k | 6.17 |
|
Natwest Group Spons Adr (NWG) | 0.0 | $102k | NEW | 13k | 8.03 |
|
JetBlue Airways Corporation (JBLU) | 0.0 | $101k | -3% | 17k | 6.09 |
|
Viavi Solutions Inc equities (VIAV) | 0.0 | $85k | -19% | 12k | 6.87 |
|
Sql Technologies Corporation (SKYX) | 0.0 | $15k | 16k | 0.95 |
|
Past Filings by Vise Technologies
SEC 13F filings are viewable for Vise Technologies going back to 2021
- Vise Technologies 2024 Q2 filed Aug. 2, 2024
- 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