Vise Technologies
Latest statistics and disclosures from Vise Technologies's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFUS, NVDA, AAPL, MSFT, GOOG, and represent 13.93% of Vise Technologies's stock portfolio.
- Added to shares of these 10 stocks: DFUS (+$97M), GOOG (+$34M), DFAI (+$30M), DFSD (+$29M), DFCF (+$28M), DFLV (+$27M), DFAS (+$27M), DFAE (+$21M), DYNF (+$18M), DUSB (+$15M).
- Started 193 new stock positions in IDA, CYBR, NBIS, FNDE, MDYG, GVA, PXF, AVUS, PAAS, AIT.
- Reduced shares in these 10 stocks: GOOGL (-$34M), NVDA (-$21M), MSFT (-$15M), AAPL (-$13M), AGG (-$12M), SMTH (-$11M), META (-$11M), IVV (-$11M), AMZN (-$10M), FNDF (-$9.4M).
- Sold out of its positions in GOOGL, AMED, ANSS, ATKR, CAR, BSBR, CWH, EXE, ENOV, COTY.
- Vise Technologies was a net buyer of stock by $116M.
- Vise Technologies has $2.7B in assets under management (AUM), dropping by 10.93%.
- Central Index Key (CIK): 0001812090
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Portfolio Holdings for Vise Technologies
Vise Technologies holds 1181 positions in its portfolio as reported in the September 2025 quarterly 13F filing
Vise Technologies has 1181 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Vise Technologies Sept. 30, 2025 positions
- Download the Vise Technologies September 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Us Equity Market (DFUS) | 3.6 | $97M | NEW | 1.3M | 72.44 |
|
| NVIDIA Corporation (NVDA) | 3.1 | $82M | -19% | 441k | 186.58 |
|
| Apple (AAPL) | 2.8 | $74M | -14% | 291k | 254.63 |
|
| Microsoft Corporation (MSFT) | 2.7 | $72M | -16% | 139k | 517.95 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.8 | $48M | +240% | 199k | 243.21 |
|
| Amazon (AMZN) | 1.7 | $46M | -18% | 208k | 219.57 |
|
| Meta Platforms Cl A (META) | 1.3 | $35M | -23% | 48k | 734.38 |
|
| Broadcom (AVGO) | 1.2 | $32M | 97k | 329.91 |
|
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 1.1 | $30M | NEW | 832k | 36.21 |
|
| Dimensional Etf Trust Short Duration F (DFSD) | 1.1 | $29M | NEW | 599k | 48.19 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.1 | $28M | -27% | 42k | 669.30 |
|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 1.0 | $28M | NEW | 655k | 42.76 |
|
| Dimensional Etf Trust Us Large Cap Val (DFLV) | 1.0 | $27M | +10964% | 834k | 32.90 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 1.0 | $27M | 323k | 84.11 |
|
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 1.0 | $27M | +6628% | 397k | 68.46 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 1.0 | $26M | +9% | 429k | 60.03 |
|
| JPMorgan Chase & Co. (JPM) | 0.9 | $25M | -25% | 80k | 315.43 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.9 | $23M | -14% | 425k | 54.18 |
|
| Tesla Motors (TSLA) | 0.8 | $23M | -15% | 51k | 444.72 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.8 | $22M | -4% | 79k | 279.29 |
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.8 | $21M | NEW | 679k | 31.53 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.8 | $21M | +12% | 428k | 49.46 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.8 | $20M | +25% | 94k | 215.79 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $20M | -6% | 40k | 502.74 |
|
| Wal-Mart Stores (WMT) | 0.7 | $20M | -16% | 194k | 103.06 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.7 | $20M | +256% | 41k | 479.61 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.7 | $19M | +1344% | 325k | 59.20 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.6 | $17M | +173% | 142k | 120.72 |
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.6 | $17M | 371k | 45.51 |
|
|
| Ishares Tr Mbs Etf (MBB) | 0.6 | $16M | +7% | 172k | 95.15 |
|
| Pgim Rock Etf Tr Laddered S&p 500 (PBFR) | 0.6 | $16M | +7% | 571k | 28.59 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.6 | $15M | +9% | 262k | 58.85 |
|
| Dimensional Etf Trust Ultrashort Fixed (DUSB) | 0.6 | $15M | NEW | 295k | 50.78 |
|
| Netflix (NFLX) | 0.5 | $15M | -13% | 12k | 1198.92 |
|
| Oracle Corporation (ORCL) | 0.5 | $14M | +11% | 51k | 281.24 |
|
| Celestica (CLS) | 0.5 | $14M | 58k | 246.38 |
|
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.5 | $14M | +9% | 177k | 79.93 |
|
| Visa Com Cl A (V) | 0.5 | $14M | -33% | 41k | 341.38 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.5 | $13M | +6% | 73k | 178.73 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $13M | +76% | 39k | 328.17 |
|
| Ishares Tr National Mun Etf (MUB) | 0.5 | $12M | +31% | 117k | 106.49 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.5 | $12M | +8% | 206k | 59.92 |
|
| Dimensional Etf Trust Us High Profitab (DUHP) | 0.5 | $12M | NEW | 326k | 37.77 |
|
| Mastercard Incorporated Cl A (MA) | 0.5 | $12M | -26% | 21k | 568.81 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $12M | -29% | 15k | 763.02 |
|
| Hdfc Bank Sponsored Ads (HDB) | 0.4 | $12M | +118% | 345k | 34.16 |
|
| Ishares Core Msci Emkt (IEMG) | 0.4 | $11M | +89% | 167k | 65.92 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.4 | $11M | 214k | 50.07 |
|
|
| Johnson & Johnson (JNJ) | 0.4 | $11M | -25% | 57k | 185.42 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $10M | -23% | 93k | 112.75 |
|
| Dimensional Etf Trust Us Real Estate E (DFAR) | 0.4 | $10M | NEW | 432k | 23.85 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.4 | $10M | +58% | 69k | 145.65 |
|
| Home Depot (HD) | 0.4 | $10M | -16% | 25k | 405.18 |
|
| Abbvie (ABBV) | 0.4 | $9.9M | -7% | 43k | 231.54 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.4 | $9.8M | -2% | 372k | 26.34 |
|
| United Rentals (URI) | 0.4 | $9.5M | 10k | 954.70 |
|
|
| Cisco Systems (CSCO) | 0.3 | $9.3M | -30% | 136k | 68.42 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $9.0M | +46% | 14k | 666.17 |
|
| Palantir Technologies Cl A (PLTR) | 0.3 | $8.9M | -15% | 49k | 182.42 |
|
| International Business Machines (IBM) | 0.3 | $8.7M | -45% | 31k | 282.16 |
|
| Costco Wholesale Corporation (COST) | 0.3 | $8.6M | -11% | 9.3k | 925.65 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.3 | $8.5M | -8% | 87k | 97.82 |
|
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.3 | $8.5M | +3% | 393k | 21.57 |
|
| Caterpillar (CAT) | 0.3 | $8.3M | -13% | 18k | 477.15 |
|
| Uber Technologies (UBER) | 0.3 | $8.3M | -24% | 84k | 97.97 |
|
| Philip Morris International (PM) | 0.3 | $8.2M | 51k | 162.20 |
|
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.3 | $8.2M | NEW | 178k | 46.12 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $8.1M | +183% | 93k | 87.31 |
|
| Ge Aerospace Com New (GE) | 0.3 | $8.1M | +4% | 27k | 300.82 |
|
| Dimensional Etf Trust Intl Small Cap E (DFIS) | 0.3 | $7.7M | NEW | 244k | 31.63 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.3 | $7.6M | +21% | 39k | 194.50 |
|
| American Express Company (AXP) | 0.3 | $7.6M | -10% | 23k | 332.16 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.3 | $7.4M | +7% | 78k | 95.19 |
|
| Bank of America Corporation (BAC) | 0.3 | $7.2M | -14% | 140k | 51.59 |
|
| Morgan Stanley Com New (MS) | 0.3 | $7.0M | 44k | 158.96 |
|
|
| Wells Fargo & Company (WFC) | 0.3 | $6.7M | +4% | 80k | 83.82 |
|
| Goldman Sachs (GS) | 0.3 | $6.7M | -4% | 8.4k | 796.35 |
|
| Flex Ord (FLEX) | 0.2 | $6.6M | -3% | 113k | 57.97 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $6.5M | +2% | 38k | 170.85 |
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.2 | $6.4M | NEW | 96k | 67.26 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $6.4M | -64% | 64k | 100.25 |
|
| Chevron Corporation (CVX) | 0.2 | $6.4M | -20% | 41k | 155.29 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.2 | $6.4M | +264% | 62k | 102.99 |
|
| Servicenow (NOW) | 0.2 | $6.3M | +2% | 6.9k | 920.29 |
|
| Ishares Tr Core Total Usd (IUSB) | 0.2 | $6.2M | NEW | 133k | 46.71 |
|
| Merck & Co (MRK) | 0.2 | $6.2M | -14% | 74k | 83.93 |
|
| Applied Materials (AMAT) | 0.2 | $6.1M | -7% | 30k | 204.74 |
|
| Pepsi (PEP) | 0.2 | $6.1M | 44k | 140.44 |
|
|
| Procter & Gamble Company (PG) | 0.2 | $6.0M | -34% | 39k | 153.65 |
|
| Welltower Inc Com reit (WELL) | 0.2 | $6.0M | 34k | 178.14 |
|
|
| salesforce (CRM) | 0.2 | $6.0M | -6% | 25k | 237.00 |
|
| Alps Etf Tr Smith Core Plus (SMTH) | 0.2 | $5.8M | -66% | 221k | 26.16 |
|
| Icici Bank Adr (IBN) | 0.2 | $5.7M | +6% | 189k | 30.23 |
|
| Blackrock Etf Trust Ii Ishares Total Re (BRTR) | 0.2 | $5.7M | NEW | 112k | 50.99 |
|
| UnitedHealth (UNH) | 0.2 | $5.7M | -28% | 17k | 345.30 |
|
| Metropcs Communications (TMUS) | 0.2 | $5.6M | +14% | 24k | 239.38 |
|
| Coca-Cola Company (KO) | 0.2 | $5.5M | -23% | 83k | 66.32 |
|
| Ameriprise Financial (AMP) | 0.2 | $5.4M | +2% | 11k | 491.25 |
|
| Ishares Tr Broad Usd High (USHY) | 0.2 | $5.4M | 143k | 37.78 |
|
|
| Abbott Laboratories (ABT) | 0.2 | $5.4M | -29% | 40k | 133.94 |
|
| At&t (T) | 0.2 | $5.3M | -11% | 189k | 28.24 |
|
| Verizon Communications (VZ) | 0.2 | $5.3M | -23% | 121k | 43.95 |
|
| Qualcomm (QCOM) | 0.2 | $5.3M | -15% | 32k | 166.36 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.2 | $5.3M | -5% | 21k | 256.45 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.2 | $5.3M | +11% | 196k | 26.95 |
|
| Altria (MO) | 0.2 | $5.2M | -14% | 79k | 66.06 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $5.2M | +44% | 8.6k | 600.39 |
|
| Schwab Strategic Tr Fundamental Intl (FNDC) | 0.2 | $5.1M | +235% | 118k | 43.41 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $5.1M | +21% | 27k | 186.49 |
|
| eBay (EBAY) | 0.2 | $4.9M | -8% | 54k | 90.95 |
|
| Booking Holdings (BKNG) | 0.2 | $4.9M | -6% | 908.00 | 5398.68 |
|
| TJX Companies (TJX) | 0.2 | $4.9M | -35% | 34k | 144.54 |
|
| Blackrock Etf Trust Ishares Us Thema (THRO) | 0.2 | $4.8M | +825% | 128k | 37.86 |
|
| Lowe's Companies (LOW) | 0.2 | $4.8M | -11% | 19k | 251.31 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.2 | $4.8M | +93% | 14k | 332.84 |
|
| Hca Holdings (HCA) | 0.2 | $4.7M | 11k | 426.20 |
|
|
| Intuit (INTU) | 0.2 | $4.7M | +8% | 6.9k | 682.89 |
|
| Linde SHS (LIN) | 0.2 | $4.7M | -6% | 9.9k | 475.00 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.2 | $4.7M | 32k | 148.61 |
|
|
| Advanced Micro Devices (AMD) | 0.2 | $4.6M | -8% | 29k | 161.79 |
|
| Lam Research Corp Com New (LRCX) | 0.2 | $4.6M | -23% | 35k | 133.90 |
|
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.2 | $4.6M | +7% | 290k | 15.94 |
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $4.5M | -39% | 13k | 352.76 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $4.5M | -17% | 12k | 365.49 |
|
| Nrg Energy Com New (NRG) | 0.2 | $4.5M | +2% | 28k | 161.95 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $4.4M | -31% | 27k | 167.33 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $4.4M | +66% | 9.4k | 468.39 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.2 | $4.4M | +3% | 151k | 28.79 |
|
| Johnson Ctls Intl SHS (JCI) | 0.2 | $4.3M | -4% | 40k | 109.95 |
|
| Ishares Tr U S Equity Factr (LRGF) | 0.2 | $4.3M | +11% | 62k | 69.08 |
|
| Nextera Energy (NEE) | 0.2 | $4.3M | -12% | 57k | 75.49 |
|
| Ge Vernova (GEV) | 0.2 | $4.3M | +9% | 6.9k | 614.86 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.2 | $4.3M | -14% | 15k | 281.86 |
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| Ishares Tr Core Intl Aggr (IAGG) | 0.2 | $4.2M | +44% | 82k | 51.23 |
|
| Suncor Energy (SU) | 0.2 | $4.2M | -13% | 99k | 41.81 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $4.2M | +8% | 14k | 293.74 |
|
| Blackrock (BLK) | 0.2 | $4.1M | 3.5k | 1165.79 |
|
|
| Eaton Corp SHS (ETN) | 0.2 | $4.1M | -11% | 11k | 374.26 |
|
| Duke Energy Corp Com New (DUK) | 0.2 | $4.0M | -12% | 33k | 123.75 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $3.9M | +16% | 16k | 254.28 |
|
| Pfizer (PFE) | 0.1 | $3.9M | -33% | 154k | 25.48 |
|
| Gilead Sciences (GILD) | 0.1 | $3.9M | -29% | 35k | 111.00 |
|
| Ishares Tr Msci Intl Moment (IMTM) | 0.1 | $3.9M | -60% | 81k | 47.88 |
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| Sap Se Spon Adr (SAP) | 0.1 | $3.9M | 15k | 267.20 |
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|
| McDonald's Corporation (MCD) | 0.1 | $3.8M | -25% | 13k | 303.88 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $3.8M | -8% | 3.9k | 968.11 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.1 | $3.7M | -9% | 69k | 54.09 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $3.7M | -65% | 6.0k | 612.37 |
|
| Spdr Series Trust Portfolio S&p500 (SPLG) | 0.1 | $3.6M | +183% | 46k | 78.34 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $3.6M | -3% | 20k | 183.73 |
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| Applovin Corp Com Cl A (APP) | 0.1 | $3.6M | -45% | 4.9k | 718.49 |
|
| Victory Portfolios Ii Usaa Msci Usa Sm (USVM) | 0.1 | $3.4M | -55% | 38k | 90.56 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $3.4M | 146k | 23.28 |
|
|
| Citigroup Com New (C) | 0.1 | $3.3M | +4% | 33k | 101.50 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $3.3M | -51% | 9.3k | 355.47 |
|
| ConocoPhillips (COP) | 0.1 | $3.3M | 35k | 94.59 |
|
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| Amgen (AMGN) | 0.1 | $3.3M | -23% | 12k | 282.21 |
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| Walt Disney Company (DIS) | 0.1 | $3.3M | +28% | 29k | 114.50 |
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.1 | $3.3M | NEW | 33k | 99.81 |
|
| Blackrock Etf Trust Ishares A I Inno (BAI) | 0.1 | $3.2M | NEW | 94k | 34.16 |
|
| S&p Global (SPGI) | 0.1 | $3.2M | +12% | 6.6k | 486.71 |
|
| Kb Finl Group Sponsored Adr (KB) | 0.1 | $3.2M | +4% | 38k | 82.91 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $3.2M | -31% | 33k | 95.14 |
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| Micron Technology (MU) | 0.1 | $3.2M | -9% | 19k | 167.32 |
|
| Honeywell International (HON) | 0.1 | $3.2M | -3% | 15k | 210.49 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $3.1M | -6% | 107k | 29.11 |
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| Rbc Cad (RY) | 0.1 | $3.1M | 21k | 147.32 |
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| Agnico (AEM) | 0.1 | $3.0M | 18k | 168.56 |
|
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| Expedia Group Com New (EXPE) | 0.1 | $3.0M | 14k | 213.75 |
|
|
| Turkcell Iletisim Hizmetleri Spon Adr New (TKC) | 0.1 | $3.0M | 500k | 6.02 |
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|
| Autodesk (ADSK) | 0.1 | $3.0M | +2% | 9.5k | 317.66 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $3.0M | NEW | 46k | 65.00 |
|
| Automatic Data Processing (ADP) | 0.1 | $2.9M | -18% | 9.9k | 293.50 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $2.9M | +211% | 14k | 206.51 |
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| Cummins (CMI) | 0.1 | $2.9M | -3% | 6.9k | 422.39 |
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| Howmet Aerospace (HWM) | 0.1 | $2.9M | -25% | 15k | 196.23 |
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| Marsh & McLennan Companies (MMC) | 0.1 | $2.9M | -22% | 14k | 201.53 |
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| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 0.1 | $2.9M | +38% | 46k | 62.22 |
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| Royal Caribbean Cruises (RCL) | 0.1 | $2.9M | -7% | 8.8k | 323.57 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $2.8M | -3% | 6.3k | 447.20 |
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| Southern Company (SO) | 0.1 | $2.8M | -15% | 30k | 94.77 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $2.8M | -53% | 121k | 23.12 |
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| Ubs Group SHS (UBS) | 0.1 | $2.8M | +19% | 68k | 41.00 |
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| First Tr Exchange-traded Growth Strength (FTGS) | 0.1 | $2.8M | NEW | 77k | 35.91 |
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| Kla Corp Com New (KLAC) | 0.1 | $2.8M | 2.6k | 1078.48 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $2.8M | -40% | 5.5k | 499.22 |
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| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $2.8M | +53% | 39k | 70.98 |
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| Boston Scientific Corporation (BSX) | 0.1 | $2.8M | -6% | 28k | 97.63 |
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| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.1 | $2.7M | -4% | 109k | 25.13 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $2.7M | -12% | 59k | 46.81 |
|
| Toyota Motor Corp Ads (TM) | 0.1 | $2.7M | +2% | 14k | 191.09 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $2.7M | -5% | 37k | 72.77 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $2.7M | -59% | 11k | 246.60 |
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| First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON) | 0.1 | $2.7M | NEW | 107k | 25.19 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.1 | $2.7M | -13% | 35k | 76.72 |
|
| Newmont Mining Corporation (NEM) | 0.1 | $2.6M | 31k | 84.31 |
|
|
| Shell Spon Ads (SHEL) | 0.1 | $2.6M | 37k | 71.53 |
|
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| Aercap Holdings Nv SHS (AER) | 0.1 | $2.6M | +3% | 22k | 121.00 |
|
| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.1 | $2.6M | +7% | 157k | 16.74 |
|
| Capital One Financial (COF) | 0.1 | $2.6M | +2% | 12k | 212.58 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $2.6M | +3% | 5.4k | 485.01 |
|
| Vaneck Etf Trust Intrmdt Muni Etf (ITM) | 0.1 | $2.6M | +22% | 56k | 46.60 |
|
| Manulife Finl Corp (MFC) | 0.1 | $2.6M | +4% | 83k | 31.15 |
|
| F5 Networks (FFIV) | 0.1 | $2.6M | -4% | 8.0k | 323.19 |
|
| Abrdn Etfs Bbrg All Comd K1 (BCI) | 0.1 | $2.6M | -36% | 120k | 21.54 |
|
| Builders FirstSource (BLDR) | 0.1 | $2.6M | 21k | 121.25 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $2.5M | +417% | 34k | 74.37 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.1 | $2.5M | +602% | 25k | 100.70 |
|
| Dell Technologies CL C (DELL) | 0.1 | $2.5M | 18k | 141.77 |
|
|
| Novartis Sponsored Adr (NVS) | 0.1 | $2.5M | -29% | 19k | 128.24 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $2.5M | -31% | 79k | 31.42 |
|
| Ishares Tr Intl Eqty Factor (INTF) | 0.1 | $2.5M | +161% | 69k | 35.91 |
|
| Cigna Corp (CI) | 0.1 | $2.4M | -27% | 8.5k | 288.26 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $2.4M | 3.2k | 758.19 |
|
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.1 | $2.4M | -9% | 52k | 46.96 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $2.4M | -29% | 54k | 45.10 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $2.4M | -7% | 38k | 62.47 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $2.4M | -24% | 6.9k | 346.28 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $2.4M | +14% | 19k | 123.75 |
|
| Fidelity National Information Services (FIS) | 0.1 | $2.4M | -18% | 36k | 65.94 |
|
| Union Pacific Corporation (UNP) | 0.1 | $2.4M | -22% | 10k | 236.37 |
|
| Arista Networks Com Shs (ANET) | 0.1 | $2.4M | -6% | 16k | 145.71 |
|
| Corpay Com Shs (CPAY) | 0.1 | $2.4M | -14% | 8.2k | 288.06 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $2.3M | -25% | 4.8k | 490.38 |
|
| Chubb (CB) | 0.1 | $2.3M | -32% | 8.3k | 282.26 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.1 | $2.3M | -3% | 96k | 24.40 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $2.3M | -2% | 84k | 27.90 |
|
| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $2.3M | +13% | 29k | 79.95 |
|
| Cadence Design Systems (CDNS) | 0.1 | $2.3M | +3% | 6.5k | 351.24 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.1 | $2.3M | 30k | 76.72 |
|
|
| First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) | 0.1 | $2.2M | -26% | 47k | 47.51 |
|
| O'reilly Automotive (ORLY) | 0.1 | $2.2M | -5% | 21k | 107.81 |
|
| 3M Company (MMM) | 0.1 | $2.2M | -39% | 14k | 155.18 |
|
| Global X Fds Defense Tech Etf (SHLD) | 0.1 | $2.2M | NEW | 32k | 70.24 |
|
| Bank of New York Mellon Corporation (BK) | 0.1 | $2.2M | 20k | 108.96 |
|
|
| Royal Gold (RGLD) | 0.1 | $2.2M | -9% | 11k | 200.58 |
|
| Anthem (ELV) | 0.1 | $2.2M | +14% | 6.7k | 323.13 |
|
| Vistra Energy (VST) | 0.1 | $2.2M | -10% | 11k | 195.92 |
|
| Cibc Cad (CM) | 0.1 | $2.2M | +5% | 27k | 79.89 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $2.1M | -13% | 27k | 79.94 |
|
| Phillips 66 (PSX) | 0.1 | $2.1M | -11% | 16k | 136.02 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $2.1M | +2% | 40k | 53.03 |
|
| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.1 | $2.1M | +9% | 59k | 35.48 |
|
| CRH Ord (CRH) | 0.1 | $2.1M | -5% | 18k | 119.90 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $2.1M | +225% | 33k | 63.97 |
|
| Spdr Series Trust Portfolio Intrmd (SPIB) | 0.1 | $2.1M | +28% | 65k | 32.13 |
|
| Cme (CME) | 0.1 | $2.1M | -28% | 7.7k | 270.20 |
|
| Boeing Company (BA) | 0.1 | $2.1M | +5% | 9.6k | 215.82 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $2.0M | +9% | 21k | 95.47 |
|
| Ecolab (ECL) | 0.1 | $2.0M | +16% | 7.4k | 273.88 |
|
Past Filings by Vise Technologies
SEC 13F filings are viewable for Vise Technologies going back to 2021
- Vise Technologies 2025 Q3 filed Nov. 13, 2025
- Vise Technologies 2025 Q2 filed Aug. 7, 2025
- Vise Technologies 2024 Q4 filed Feb. 18, 2025
- Vise Technologies 2024 Q3 filed Nov. 13, 2024
- 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