Vise Technologies

Latest statistics and disclosures from Vise Technologies's latest quarterly 13F-HR filing:

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Portfolio Holdings for Vise Technologies

Companies in the Vise Technologies portfolio as of the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Msci Eafe (IEFA) 3.6 $9.5M -69% 136k 69.51
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 2.5 $6.6M NEW 173k 37.97
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.3 $6.2M NEW 72k 86.04
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.3 $6.1M NEW 131k 46.13
Ishares Tr Barclays 7 10 Yr (IEF) 2.2 $5.7M -80% 53k 107.48
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 2.1 $5.6M NEW 89k 62.91
Abrdn Etfs Bbrg All Comd K1 (BCI) 1.9 $5.1M NEW 176k 28.72
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.8 $4.9M NEW 93k 52.44
United Parcel Service CL B (UPS) 1.7 $4.6M -32% 22k 214.45
Ishares Tr Short Treas Bd (SHV) 1.6 $4.3M -80% 39k 110.24
Schwab Strategic Tr Us Reit Etf (SCHH) 1.6 $4.2M NEW 170k 24.89
Apple (AAPL) 1.4 $3.8M +79% 22k 174.61
Lockheed Martin Corporation (LMT) 1.4 $3.7M -52% 8.5k 441.37
Costco Wholesale Corporation (COST) 1.4 $3.6M -57% 6.2k 575.89

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Ishares Tr Russell 2000 Etf (IWM) 1.3 $3.6M -74% 17k 205.25
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.3 $3.5M -22% 8.5k 415.22
Lowe's Companies (LOW) 1.3 $3.5M -51% 17k 202.20
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.3 $3.5M NEW 44k 78.08
Accenture Plc Ireland Shs Class A (ACN) 1.3 $3.4M -56% 10k 337.22
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 1.3 $3.4M +107% 70k 48.04
Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.2 $3.3M NEW 55k 59.26
Schwab Strategic Tr Us Tips Etf (SCHP) 1.2 $3.2M NEW 53k 60.71
Northrop Grumman Corporation (NOC) 1.2 $3.1M -42% 7.0k 447.17
Ishares Tr Mbs Etf (MBB) 1.2 $3.1M NEW 30k 101.86
Tractor Supply Company (TSCO) 1.2 $3.1M -58% 13k 233.37
Ishares Tr Broad Usd High (USHY) 1.1 $2.9M NEW 75k 38.87
Dollar General (DG) 1.1 $2.9M -61% 13k 222.65
3M Company (MMM) 1.1 $2.9M -48% 19k 148.90
Home Depot (HD) 1.1 $2.9M -48% 9.5k 299.35
Microsoft Corporation (MSFT) 1.1 $2.8M +331% 9.2k 308.30
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 1.0 $2.7M NEW 33k 82.86
O'reilly Automotive (ORLY) 1.0 $2.6M -57% 3.9k 685.06
Pepsi (PEP) 1.0 $2.6M -40% 16k 167.38
Sherwin-Williams Company (SHW) 1.0 $2.6M -52% 10k 249.64
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $2.4M +79% 6.7k 352.88
Amazon (AMZN) 0.9 $2.3M +13% 718.00 3260.45
W.W. Grainger (GWW) 0.9 $2.3M -60% 4.5k 515.86
Hershey Company (HSY) 0.9 $2.3M -57% 11k 216.63
Avery Dennison Corporation (AVY) 0.9 $2.3M -61% 13k 173.95
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.8 $2.2M -77% 19k 120.94
Ishares Tr Jpmorgan Usd Emg (EMB) 0.8 $2.2M NEW 23k 97.78
Clorox Company (CLX) 0.7 $2.0M -55% 14k 139.01
Alphabet Cap Stk Cl A (GOOGL) 0.7 $1.9M +170% 696.00 2781.61
Tesla Motors (TSLA) 0.7 $1.9M +485% 1.7k 1077.86
Meta Platforms Cl A (FB) 0.7 $1.8M -16% 8.1k 222.39
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.7 $1.8M +1789% 33k 53.86
Cdw (CDW) 0.6 $1.7M -62% 9.3k 178.91
Target Corporation (TGT) 0.6 $1.7M -22% 7.8k 212.23
J.B. Hunt Transport Services (JBHT) 0.6 $1.6M -62% 8.1k 200.84
Oracle Corporation (ORCL) 0.6 $1.6M +97% 19k 82.71
Spdr Ser Tr Portfli Mortgage (SPMB) 0.6 $1.5M NEW 64k 23.97
Wal-Mart Stores (WMT) 0.6 $1.5M -12% 10k 148.93
Exxon Mobil Corporation (XOM) 0.6 $1.5M NEW 18k 82.62
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.5 $1.4M NEW 28k 51.53
TJX Companies (TJX) 0.5 $1.4M -38% 22k 60.60
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.5 $1.3M -78% 16k 82.27
Colgate-Palmolive Company (CL) 0.5 $1.3M -50% 17k 75.85
Seagate Technology Hldngs Pl Ord Shs (STX) 0.5 $1.3M -56% 15k 89.94
Procter & Gamble Company (PG) 0.5 $1.3M -13% 8.5k 152.76
Kimberly-Clark Corporation (KMB) 0.5 $1.3M -57% 11k 123.16
UnitedHealth (UNH) 0.5 $1.3M +277% 2.5k 510.20
JPMorgan Chase & Co. (JPM) 0.5 $1.2M +322% 9.0k 136.32
Johnson & Johnson (JNJ) 0.4 $1.2M +454% 6.7k 177.19
Zebra Technologies Corporati Cl A (ZBRA) 0.4 $1.2M -39% 2.8k 413.53
Cisco Systems (CSCO) 0.4 $1.1M +380% 20k 55.77
A. O. Smith Corporation (AOS) 0.4 $1.1M -57% 18k 63.90
Comcast Corp Cl A (CMCSA) 0.4 $1.1M +121% 24k 46.80
C H Robinson Worldwide Com New (CHRW) 0.4 $1.0M -62% 9.7k 107.74
Expeditors International of Washington (EXPD) 0.4 $1.0M -59% 10k 103.19
Qualcomm (QCOM) 0.4 $1.0M NEW 6.7k 152.78
Broadridge Financial Solutions (BR) 0.4 $1.0M -48% 6.5k 155.64
Hca Holdings (HCA) 0.4 $959k -72% 3.8k 250.52
Philip Morris International (PM) 0.4 $952k -45% 10k 93.92
FedEx Corporation (FDX) 0.4 $948k +42% 4.1k 231.39
NVIDIA Corporation (NVDA) 0.3 $910k +295% 3.3k 273.03
Genuine Parts Company (GPC) 0.3 $884k -48% 7.0k 125.98
Amgen (AMGN) 0.3 $876k +43% 3.6k 241.72
Best Buy (BBY) 0.3 $871k -51% 9.6k 90.90
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $862k +4% 2.4k 362.49
Allegion Ord Shs (ALLE) 0.3 $843k -47% 7.7k 109.74
Merck & Co (MRK) 0.3 $842k NEW 10k 82.05
NetApp (NTAP) 0.3 $838k -64% 10k 82.97
Pfizer (PFE) 0.3 $795k NEW 15k 51.76
Mastercard Incorporated Cl A (MA) 0.3 $791k NEW 2.2k 357.27
Chevron Corporation (CVX) 0.3 $787k NEW 4.8k 162.81
Diageo Spon Adr New (DEO) 0.3 $768k +70% 3.8k 203.17
Bhp Group Sponsored Ads (BHP) 0.3 $761k NEW 9.8k 77.29
CVS Caremark Corporation (CVS) 0.3 $744k -5% 7.3k 101.24
Cardinal Health (CAH) 0.3 $732k -53% 13k 56.67
Alphabet Cap Stk Cl C (GOOG) 0.3 $729k -49% 261.00 2793.10
Huntington Ingalls Inds (HII) 0.3 $728k -20% 3.6k 199.56
Verizon Communications (VZ) 0.3 $727k NEW 14k 50.95
Ishares Tr National Mun Etf (MUB) 0.3 $710k -83% 6.5k 109.64
Broadcom (AVGO) 0.3 $701k -15% 1.1k 629.83
Bristol Myers Squibb (BMY) 0.3 $688k NEW 9.4k 73.04
Kellogg Company (K) 0.3 $681k -48% 11k 64.48
Whirlpool Corporation (WHR) 0.2 $662k -47% 3.8k 172.67
NVR (NVR) 0.2 $661k -58% 148.00 4466.22
Bank of America Corporation (BAC) 0.2 $657k NEW 16k 41.21
Sanofi Sponsored Adr (SNY) 0.2 $651k NEW 13k 51.35
Emerson Electric (EMR) 0.2 $645k -39% 6.6k 98.11
Asml Holding N V N Y Registry Shs (ASML) 0.2 $633k NEW 947.00 668.43
Pool Corporation (POOL) 0.2 $627k -61% 1.5k 422.79
Intel Corporation (INTC) 0.2 $619k NEW 13k 49.58
Glaxosmithkline Sponsored Adr (GSK) 0.2 $617k NEW 14k 43.55
Marathon Petroleum Corp (MPC) 0.2 $612k -36% 7.2k 85.50
International Business Machines (IBM) 0.2 $601k NEW 4.6k 129.95
American Express Company (AXP) 0.2 $600k NEW 3.2k 186.86
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $595k +34% 16k 36.72
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $591k +46% 7.9k 74.83
Ishares Tr Core S&p500 Etf (IVV) 0.2 $589k 1.3k 453.77
BP Sponsored Adr (BP) 0.2 $582k NEW 20k 29.38
Phillips 66 (PSX) 0.2 $575k -21% 6.7k 86.45
Morgan Stanley Com New (MS) 0.2 $570k NEW 6.5k 87.37
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $564k +146% 11k 53.36
Dow (DOW) 0.2 $564k +149% 8.8k 63.74
PPG Industries (PPG) 0.2 $559k -59% 4.3k 131.19
Dover Corporation (DOV) 0.2 $559k -58% 3.6k 156.85
Novartis Sponsored Adr (NVS) 0.2 $558k +153% 6.4k 87.78
Ishares Tr Msci Eafe Etf (EFA) 0.2 $550k 7.5k 73.63
Cummins (CMI) 0.2 $544k -56% 2.7k 205.13
Walt Disney Company (DIS) 0.2 $544k +52% 4.0k 137.24
Toyota Motor Corp Ads (TM) 0.2 $529k NEW 2.9k 180.12
Applied Materials (AMAT) 0.2 $524k NEW 4.0k 131.92
Humana (HUM) 0.2 $510k -7% 1.2k 435.53
Signet Jewelers SHS (SIG) 0.2 $493k NEW 6.8k 72.63
Archer Daniels Midland Company (ADM) 0.2 $490k -49% 5.4k 90.29
General Dynamics Corporation (GD) 0.2 $489k -54% 2.0k 241.01
Goldman Sachs (GS) 0.2 $488k NEW 1.5k 329.95
At&t (T) 0.2 $481k NEW 20k 23.63
Hp (HPQ) 0.2 $460k -63% 13k 36.27
Abbvie (ABBV) 0.2 $458k NEW 2.8k 162.24
Visa Com Cl A (V) 0.2 $458k NEW 2.1k 222.01
SYSCO Corporation (SYY) 0.2 $449k -19% 5.5k 81.70
Sap Se Spon Adr (SAP) 0.2 $441k NEW 4.0k 111.08
Aptiv SHS (APTV) 0.2 $430k -68% 3.6k 119.64
Caterpillar (CAT) 0.2 $417k NEW 1.9k 222.88
Sony Group Corporation Sponsored Adr (SONY) 0.2 $416k NEW 4.1k 102.67
Novo-nordisk A S Adr (NVO) 0.2 $410k NEW 3.7k 111.11
Shell Spon Ads (SHEL) 0.2 $405k NEW 7.4k 54.96
Korn Ferry Com New (KFY) 0.2 $405k NEW 6.2k 64.90
Valero Energy Corporation (VLO) 0.2 $400k -40% 3.9k 101.55
Dillards Cl A (DDS) 0.1 $395k NEW 1.5k 268.71
Robert Half International (RHI) 0.1 $389k -65% 3.4k 114.21
Rio Tinto Sponsored Adr (RIO) 0.1 $388k NEW 4.8k 80.36
Sprouts Fmrs Mkt (SFM) 0.1 $382k NEW 12k 32.01
Ecolab (ECL) 0.1 $378k -77% 2.1k 176.64
Owens & Minor (OMI) 0.1 $375k NEW 8.5k 44.05
Nike CL B (NKE) 0.1 $370k NEW 2.8k 134.55
Insight Enterprises (NSIT) 0.1 $368k NEW 3.4k 107.35
Altria (MO) 0.1 $368k -50% 7.0k 52.23
Dollar Tree (DLTR) 0.1 $364k -41% 2.3k 160.28
Teradata Corporation (TDC) 0.1 $361k NEW 7.3k 49.27
Charter Communications Inc N Cl A (CHTR) 0.1 $357k NEW 655.00 545.04
Eli Lilly & Co. (LLY) 0.1 $337k NEW 1.2k 286.56
Astrazeneca Sponsored Adr (AZN) 0.1 $333k NEW 5.0k 66.27
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $332k -38% 4.7k 71.38
LHC (LHCG) 0.1 $329k NEW 1.9k 168.80
Kla Corp Com New (KLAC) 0.1 $324k -10% 886.00 365.69
Gilead Sciences (GILD) 0.1 $324k NEW 5.4k 59.50
Perrigo SHS (PRGO) 0.1 $322k NEW 8.4k 38.39
Marsh & McLennan Companies (MMC) 0.1 $315k NEW 1.9k 170.27
Nordstrom (JWN) 0.1 $303k NEW 11k 27.15
Texas Instruments Incorporated (TXN) 0.1 $302k NEW 1.6k 183.36
Unilever Spon Adr New (UL) 0.1 $301k NEW 6.6k 45.50
Southern Company (SO) 0.1 $299k NEW 4.1k 72.57
Ross Stores (ROST) 0.1 $298k -72% 3.3k 90.33
Thomson Reuters Corp. Com New (TRI) 0.1 $297k NEW 2.7k 108.91
Suncor Energy (SU) 0.1 $296k NEW 9.1k 32.60
Oneok (OKE) 0.1 $291k 4.1k 70.60
Avnet (AVT) 0.1 $290k NEW 7.2k 40.54
Academy Sports & Outdoor (ASO) 0.1 $288k NEW 7.3k 39.41
Mr Cooper Group (COOP) 0.1 $288k NEW 6.3k 45.63
Totalenergies Se Sponsored Ads (TTE) 0.1 $287k NEW 5.7k 50.53
Bk Nova Cad (BNS) 0.1 $284k NEW 4.0k 71.72
Relx Sponsored Adr (RELX) 0.1 $282k NEW 9.1k 31.07
Capital One Financial (COF) 0.1 $282k NEW 2.1k 131.35
Amedisys (AMED) 0.1 $281k NEW 1.6k 172.18
Coca-Cola Company (KO) 0.1 $278k NEW 4.5k 62.00
Pennymac Financial Services (PFSI) 0.1 $276k NEW 5.2k 53.13
Group 1 Automotive (GPI) 0.1 $272k NEW 1.6k 167.80
AMN Healthcare Services (AMN) 0.1 $272k NEW 2.6k 104.17
Science App Int'l (SAIC) 0.1 $271k NEW 2.9k 92.11
Beacon Roofing Supply (BECN) 0.1 $270k NEW 4.6k 59.25
Wells Fargo & Company (WFC) 0.1 $269k NEW 5.5k 48.48
Blackstone Group Inc Com Cl A (BX) 0.1 $268k NEW 2.1k 127.13
Stmicroelectronics N V Ny Registry (STM) 0.1 $268k NEW 6.2k 43.22
Anthem (ANTM) 0.1 $267k NEW 544.00 490.81
Ishares Tr Rus 1000 Etf (IWB) 0.1 $267k 1.1k 249.77
Patterson Companies (PDCO) 0.1 $265k NEW 8.2k 32.41
Rbc Cad (RY) 0.1 $265k NEW 2.4k 110.42
Toronto Dominion Bk Ont Com New (TD) 0.1 $263k NEW 3.3k 79.34
Ubs Group SHS (UBS) 0.1 $262k NEW 13k 19.56
Ortho Clinical Diagnostics H Ord Shs (OCDX) 0.1 $261k NEW 14k 18.67
Stellantis SHS (STLA) 0.1 $256k NEW 16k 16.26
Abbott Laboratories (ABT) 0.1 $254k NEW 2.1k 118.53
Cirrus Logic (CRUS) 0.1 $252k NEW 3.0k 84.79
HSBC HLDGS Spon Adr New (HSBC) 0.1 $249k NEW 7.3k 34.24
Automatic Data Processing (ADP) 0.1 $248k +6% 1.1k 227.73
Linde SHS (LIN) 0.1 $243k -45% 762.00 318.90
Copart (CPRT) 0.1 $243k -49% 1.9k 125.65
Vodafone Group Sponsored Adr (VOD) 0.1 $241k NEW 15k 16.64
DaVita (DVA) 0.1 $241k -69% 2.1k 113.15
Air Lease Corp Cl A (AL) 0.1 $238k NEW 5.3k 44.64
Lam Research Corporation (LRCX) 0.1 $235k NEW 438.00 536.53
Medtronic SHS (MDT) 0.1 $234k NEW 2.1k 111.06
Manulife Finl Corp (MFC) 0.1 $231k NEW 11k 21.32
Atlas Air Worldwide Hldgs In Com New (AAWW) 0.1 $230k NEW 2.7k 86.27
British Amern Tob Sponsored Adr (BTI) 0.1 $230k NEW 5.5k 42.07
Resideo Technologies (REZI) 0.1 $230k NEW 9.6k 23.87
Illinois Tool Works (ITW) 0.1 $228k NEW 1.1k 209.17
Axis Cap Hldgs SHS (AXS) 0.1 $226k NEW 3.7k 60.40
Advanced Micro Devices (AMD) 0.1 $225k +13% 2.1k 109.54
Nucor Corporation (NUE) 0.1 $220k NEW 1.5k 148.75
Union Pacific Corporation (UNP) 0.1 $219k NEW 803.00 272.73
Zoetis Cl A (ZTS) 0.1 $218k -46% 1.2k 188.74
Booking Holdings (BKNG) 0.1 $218k NEW 93.00 2344.09
Ishares Msci Equal Weite (EUSA) 0.1 $218k -37% 2.6k 84.76
National Grid Sponsored Adr Ne (NGG) 0.1 $217k NEW 2.8k 76.92
Adobe Systems Incorporated (ADBE) 0.1 $216k NEW 473.00 456.66
American Electric Power Company (AEP) 0.1 $215k NEW 2.2k 99.95
Tyson Foods Cl A (TSN) 0.1 $214k -52% 2.4k 89.58
Nutrien (NTR) 0.1 $213k NEW 2.0k 104.21
Vanguard Index Fds Value Etf (VTV) 0.1 $212k -12% 1.4k 147.74
Quidel Corporation (QDEL) 0.1 $212k NEW 1.9k 112.47
Abb Sponsored Adr (ABB) 0.1 $212k NEW 6.6k 32.33
Murphy Oil Corporation (MUR) 0.1 $211k NEW 5.2k 40.32
Viavi Solutions Inc equities (VIAV) 0.1 $210k NEW 13k 16.10
Bank Of Montreal Cadcom (BMO) 0.1 $210k NEW 1.8k 118.18
salesforce (CRM) 0.1 $210k NEW 990.00 212.12
Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) 0.1 $210k NEW 34k 6.26
Dell Technologies CL C (DELL) 0.1 $209k NEW 4.2k 50.11
Select Sector Spdr Tr Technology (XLK) 0.1 $209k +6% 1.3k 158.69
Msc Indl Direct Cl A (MSM) 0.1 $208k NEW 2.4k 85.18
Select Sector Spdr Tr Financial (XLF) 0.1 $205k -2% 5.3k 38.34
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.1 $205k -8% 2.5k 83.44
Leggett & Platt (LEG) 0.1 $204k -52% 5.9k 34.73
Coca-Cola Bottling Co. Consolidated (COKE) 0.1 $203k NEW 408.00 497.55
Nextera Energy (NEE) 0.1 $202k -6% 2.4k 84.84
Canadian Natl Ry (CNI) 0.1 $200k NEW 1.5k 133.96
Southwestern Energy Company (SWN) 0.1 $198k NEW 28k 7.18
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.1 $178k NEW 29k 6.20
Orange Sponsored Adr (ORAN) 0.1 $176k NEW 15k 11.81
Cnh Indl N V SHS (CNHI) 0.1 $170k NEW 11k 15.88
JetBlue Airways Corporation (JBLU) 0.1 $163k NEW 11k 14.95
Takeda Pharmaceutical Sponsored Ads (TAK) 0.1 $163k NEW 11k 14.30
Barclays Adr (BCS) 0.0 $130k NEW 17k 7.88
Nokia Corp Sponsored Adr (NOK) 0.0 $108k NEW 20k 5.47
Ecoark Hldgs Com New (ZEST) 0.0 $66k 29k 2.31
Qurate Retail Com Ser A (QRTEA) 0.0 $59k NEW 13k 4.74
Macquarie Infrastr Hold Common Units (MIC) 0.0 $42k 11k 3.77

Past Filings by Vise Technologies

SEC 13F filings are viewable for Vise Technologies going back to 2021