Vise Technologies
Latest statistics and disclosures from Vise Technologies's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VCIT, VGIT, BNDX, VGSH, SCHC, and represent 12.72% of Vise Technologies's stock portfolio.
- Added to shares of these 10 stocks: SHV, ADBE, MRK, META, BNDX, VGSH, VUG, TSLA, VTV, AVGO.
- Started 44 new stock positions in QSR, PCAR, SNPS, CARR, BDC, SAH, CBT, WTW, ORLY, SCHW.
- Reduced shares in these 10 stocks: SGOV, SCHP, USHY, VMware, SCHC, CMCSA, XOM, BOXX, AVT, USRT.
- Sold out of its positions in BFH, BOXX, AMED, AMP, AVT, BNTX, CHTR, DISH Network, GM, HAE.
- Vise Technologies was a net buyer of stock by $27M.
- Vise Technologies has $465M in assets under management (AUM), dropping by 14.21%.
- Central Index Key (CIK): 0001812090
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Portfolio Holdings for Vise Technologies
Vise Technologies holds 349 positions in its portfolio as reported in the December 2023 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 | $14M | +2% | 175k | 81.28 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 2.9 | $13M | 223k | 59.32 |
|
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 2.4 | $11M | +25% | 225k | 49.37 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 2.3 | $11M | +18% | 182k | 58.33 |
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 2.1 | $9.9M | -12% | 285k | 34.89 |
|
| Ishares Tr Mbs Etf (MBB) | 2.0 | $9.1M | 96k | 94.08 |
|
|
| Apple (AAPL) | 1.9 | $9.0M | +2% | 47k | 192.53 |
|
| Microsoft Corporation (MSFT) | 1.9 | $9.0M | +13% | 24k | 376.03 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 1.9 | $8.7M | 112k | 77.37 |
|
|
| Meta Platforms Cl A (META) | 1.8 | $8.3M | +41% | 23k | 353.96 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.8 | $8.1M | 198k | 41.10 |
|
|
| Amazon (AMZN) | 1.7 | $7.7M | +2% | 51k | 151.94 |
|
| NVIDIA Corporation (NVDA) | 1.6 | $7.5M | +11% | 15k | 495.22 |
|
| Schwab Strategic Tr Us Reit Etf (SCHH) | 1.4 | $6.4M | +4% | 307k | 20.71 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 1.4 | $6.3M | -9% | 78k | 81.10 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.3 | $6.3M | 131k | 47.90 |
|
|
| Abrdn Etfs Bbrg All Comd K1 (BCI) | 1.3 | $6.1M | -9% | 315k | 19.36 |
|
| Ishares Tr Short Treas Bd (SHV) | 1.2 | $5.8M | +216% | 52k | 110.13 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $5.5M | +11% | 39k | 139.69 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.1 | $5.2M | -7% | 92k | 56.40 |
|
| Tesla Motors (TSLA) | 1.1 | $5.0M | +33% | 20k | 248.48 |
|
| JPMorgan Chase & Co. (JPM) | 1.1 | $4.9M | +9% | 29k | 170.10 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $4.7M | +8% | 13k | 356.66 |
|
| Adobe Systems Incorporated (ADBE) | 1.0 | $4.6M | +267% | 7.8k | 596.60 |
|
| Wal-Mart Stores (WMT) | 1.0 | $4.5M | +12% | 28k | 157.65 |
|
| Home Depot (HD) | 0.9 | $4.0M | +5% | 12k | 346.54 |
|
| Merck & Co (MRK) | 0.8 | $3.9M | +174% | 36k | 109.02 |
|
| United Parcel Service CL B (UPS) | 0.8 | $3.9M | -2% | 25k | 157.23 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.8 | $3.8M | 42k | 89.06 |
|
|
| Ishares Tr National Mun Etf (MUB) | 0.8 | $3.7M | +3% | 34k | 108.41 |
|
| UnitedHealth (UNH) | 0.8 | $3.7M | +8% | 7.0k | 526.47 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.8 | $3.6M | +6% | 70k | 51.05 |
|
| Ishares Tr Broad Usd High (USHY) | 0.8 | $3.5M | -32% | 97k | 36.35 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.7 | $3.4M | -34% | 66k | 52.20 |
|
| Exxon Mobil Corporation (XOM) | 0.7 | $3.4M | -21% | 34k | 99.98 |
|
| Johnson & Johnson (JNJ) | 0.7 | $3.4M | +2% | 22k | 156.74 |
|
| Broadcom (AVGO) | 0.7 | $3.2M | +49% | 2.9k | 1116.13 |
|
| Oracle Corporation (ORCL) | 0.7 | $3.1M | -2% | 30k | 105.43 |
|
| Qualcomm (QCOM) | 0.6 | $2.9M | 20k | 144.63 |
|
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| Eli Lilly & Co. (LLY) | 0.6 | $2.8M | +12% | 4.9k | 582.97 |
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| Pepsi (PEP) | 0.6 | $2.8M | 17k | 169.84 |
|
|
| Wells Fargo & Company (WFC) | 0.6 | $2.7M | +46% | 54k | 49.22 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.5 | $2.5M | +52% | 53k | 48.45 |
|
| Cisco Systems (CSCO) | 0.5 | $2.5M | -8% | 49k | 50.52 |
|
| Abbvie (ABBV) | 0.5 | $2.5M | -7% | 16k | 154.97 |
|
| Applied Materials (AMAT) | 0.5 | $2.4M | +24% | 15k | 162.07 |
|
| Caterpillar (CAT) | 0.5 | $2.4M | +32% | 8.2k | 295.65 |
|
| Sherwin-Williams Company (SHW) | 0.5 | $2.3M | +43% | 7.5k | 311.90 |
|
| Visa Com Cl A (V) | 0.5 | $2.3M | 8.9k | 260.35 |
|
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.5 | $2.3M | -8% | 44k | 52.00 |
|
| International Business Machines (IBM) | 0.5 | $2.3M | -13% | 14k | 163.55 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.5 | $2.2M | +269% | 7.2k | 310.88 |
|
| Ishares Tr Core Intl Aggr (IAGG) | 0.5 | $2.2M | +33% | 45k | 49.80 |
|
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.5 | $2.2M | -7% | 45k | 49.72 |
|
| Ishares Core Msci Emkt (IEMG) | 0.5 | $2.2M | +9% | 44k | 50.58 |
|
| Novo-nordisk A S Adr (NVO) | 0.5 | $2.1M | +4% | 20k | 103.45 |
|
| Procter & Gamble Company (PG) | 0.5 | $2.1M | +19% | 14k | 146.54 |
|
| American Express Company (AXP) | 0.4 | $2.0M | +2% | 11k | 187.34 |
|
| FedEx Corporation (FDX) | 0.4 | $2.0M | 8.0k | 252.97 |
|
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| Bank of America Corporation (BAC) | 0.4 | $2.0M | +12% | 60k | 33.67 |
|
| Gilead Sciences (GILD) | 0.4 | $1.9M | +9% | 24k | 81.01 |
|
| Comcast Corp Cl A (CMCSA) | 0.4 | $1.9M | -38% | 42k | 43.85 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.4 | $1.9M | +13% | 36k | 51.28 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $1.8M | +2% | 3.8k | 477.69 |
|
| Mastercard Incorporated Cl A (MA) | 0.4 | $1.8M | -12% | 4.2k | 426.52 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.4 | $1.8M | +12% | 2.3k | 756.96 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.4 | $1.8M | +3% | 38k | 46.36 |
|
| Bristol Myers Squibb (BMY) | 0.4 | $1.7M | +24% | 33k | 51.31 |
|
| Marsh & McLennan Companies (MMC) | 0.4 | $1.7M | +90% | 9.0k | 189.47 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.4 | $1.7M | -20% | 27k | 61.90 |
|
| Texas Instruments Incorporated (TXN) | 0.4 | $1.7M | +28% | 9.9k | 170.45 |
|
| TJX Companies (TJX) | 0.4 | $1.7M | -3% | 18k | 93.81 |
|
| Novartis Sponsored Adr (NVS) | 0.4 | $1.6M | +5% | 16k | 100.97 |
|
| Verizon Communications (VZ) | 0.4 | $1.6M | -6% | 44k | 37.70 |
|
| Amgen (AMGN) | 0.4 | $1.6M | -16% | 5.7k | 288.01 |
|
| Pfizer (PFE) | 0.3 | $1.6M | -19% | 55k | 28.79 |
|
| Deere & Company (DE) | 0.3 | $1.6M | +17% | 3.9k | 399.87 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.3 | $1.5M | +359% | 10k | 149.50 |
|
| BP Sponsored Adr (BP) | 0.3 | $1.5M | 42k | 35.40 |
|
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| Chevron Corporation (CVX) | 0.3 | $1.5M | -15% | 10k | 149.17 |
|
| Sap Se Spon Adr (SAP) | 0.3 | $1.5M | 9.5k | 154.59 |
|
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| Nike CL B (NKE) | 0.3 | $1.5M | +22% | 14k | 108.57 |
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| Stellantis SHS (STLA) | 0.3 | $1.5M | +4% | 62k | 23.32 |
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| Toyota Motor Corp Ads (TM) | 0.3 | $1.4M | +2% | 7.5k | 183.38 |
|
| Union Pacific Corporation (UNP) | 0.3 | $1.3M | 5.5k | 245.62 |
|
|
| Spdr Ser Tr Nuveen Blmbrg Mu (TFI) | 0.3 | $1.3M | -15% | 28k | 47.00 |
|
| Morgan Stanley Com New (MS) | 0.3 | $1.3M | -17% | 14k | 93.25 |
|
| GSK Sponsored Adr (GSK) | 0.3 | $1.2M | +2% | 34k | 37.06 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $1.2M | +7% | 4.1k | 303.17 |
|
| Sanofi Sponsored Adr (SNY) | 0.3 | $1.2M | -20% | 25k | 49.73 |
|
| Shell Spon Ads (SHEL) | 0.3 | $1.2M | +5% | 19k | 65.80 |
|
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.3 | $1.2M | +25% | 37k | 32.83 |
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| Signet Jewelers SHS (SIG) | 0.3 | $1.2M | -6% | 11k | 107.26 |
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| Rio Tinto Sponsored Adr (RIO) | 0.3 | $1.2M | +18% | 16k | 74.46 |
|
| Philip Morris International (PM) | 0.3 | $1.2M | +13% | 13k | 94.08 |
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| Ubs Group SHS (UBS) | 0.3 | $1.2M | 38k | 30.90 |
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| ConocoPhillips (COP) | 0.3 | $1.2M | -9% | 10k | 116.07 |
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| Costco Wholesale Corporation (COST) | 0.2 | $1.1M | +12% | 1.7k | 660.23 |
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| Lam Research Corporation (LRCX) | 0.2 | $1.1M | -17% | 1.5k | 783.26 |
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| Lowe's Companies (LOW) | 0.2 | $1.1M | +124% | 5.1k | 222.53 |
|
| 3M Company (MMM) | 0.2 | $1.1M | +55% | 10k | 109.32 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $1.1M | -3% | 30k | 36.96 |
|
| Bhp Group Sponsored Ads (BHP) | 0.2 | $1.1M | +2% | 16k | 68.31 |
|
| Coca-Cola Company (KO) | 0.2 | $1.1M | +4% | 18k | 58.93 |
|
| Totalenergies Se Sponsored Ads (TTE) | 0.2 | $1.0M | +5% | 15k | 67.38 |
|
| Boise Cascade (BCC) | 0.2 | $1.0M | -8% | 8.0k | 129.36 |
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| At&t (T) | 0.2 | $1.0M | 61k | 16.78 |
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| Relx Sponsored Adr (RELX) | 0.2 | $1.0M | +14% | 26k | 39.66 |
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| CVS Caremark Corporation (CVS) | 0.2 | $1.0M | +8% | 13k | 78.96 |
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| HSBC HLDGS Spon Adr New (HSBC) | 0.2 | $1.0M | +7% | 25k | 40.54 |
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| Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 0.2 | $990k | -17% | 62k | 15.95 |
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| Graniteshares Etf Tr Bbg Commd K 1 (COMB) | 0.2 | $986k | -10% | 51k | 19.43 |
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| Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) | 0.2 | $984k | 28k | 34.86 |
|
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| Marathon Petroleum Corp (MPC) | 0.2 | $980k | 6.6k | 148.35 |
|
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $977k | +25% | 21k | 47.24 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $946k | +34% | 2.7k | 350.90 |
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| Duke Energy Corp Com New (DUK) | 0.2 | $942k | 9.7k | 97.04 |
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| Ishares Tr Cre U S Reit Etf (USRT) | 0.2 | $930k | -42% | 17k | 54.29 |
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| Spdr Ser Tr Port Mtg Bk Etf (SPMB) | 0.2 | $921k | +31% | 42k | 22.07 |
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| Intel Corporation (INTC) | 0.2 | $884k | -2% | 18k | 50.25 |
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| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.2 | $880k | +28% | 14k | 64.62 |
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| Citigroup Com New (C) | 0.2 | $870k | +46% | 17k | 51.44 |
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| Astrazeneca Sponsored Adr (AZN) | 0.2 | $869k | 13k | 67.35 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.2 | $863k | -15% | 9.1k | 94.69 |
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| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.2 | $858k | +36% | 14k | 63.75 |
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| Target Corporation (TGT) | 0.2 | $841k | +38% | 5.9k | 142.41 |
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| Anthem (ELV) | 0.2 | $829k | 1.8k | 471.57 |
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| Spdr Ser Tr Portfli Tips Etf (SPIP) | 0.2 | $816k | -4% | 32k | 25.57 |
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| Thomson Reuters Corp. (TRI) | 0.2 | $794k | +2% | 5.4k | 146.21 |
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| Nextera Energy (NEE) | 0.2 | $793k | +233% | 13k | 60.74 |
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| CRH Ord (CRH) | 0.2 | $792k | 11k | 69.16 |
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| Spdr Ser Tr Portfli Intrmdit (SPTI) | 0.2 | $789k | 28k | 28.56 |
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| Patterson Companies (PDCO) | 0.2 | $788k | -12% | 28k | 28.45 |
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| Stmicroelectronics N V Ny Registry (STM) | 0.2 | $785k | +3% | 16k | 50.13 |
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| Jackson Financial Com Cl A (JXN) | 0.2 | $758k | +21% | 15k | 51.20 |
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| Autodesk (ADSK) | 0.2 | $756k | +56% | 3.1k | 243.48 |
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| Dbx Etf Tr Xtrack Usd High (HYLB) | 0.2 | $746k | -2% | 21k | 35.55 |
|
| Ferguson SHS (FERG) | 0.2 | $736k | 3.8k | 193.07 |
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| Group 1 Automotive (GPI) | 0.2 | $735k | +5% | 2.4k | 304.74 |
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| Metropcs Communications (TMUS) | 0.2 | $733k | +13% | 4.6k | 160.33 |
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| Nordstrom (JWN) | 0.2 | $705k | 38k | 18.45 |
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| EOG Resources (EOG) | 0.2 | $703k | +101% | 5.8k | 120.95 |
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| Equinor Asa Sponsored Adr (EQNR) | 0.1 | $696k | +27% | 22k | 31.64 |
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| Diageo Spon Adr New (DEO) | 0.1 | $693k | +5% | 4.8k | 145.67 |
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| salesforce (CRM) | 0.1 | $692k | +9% | 2.6k | 263.14 |
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| Goldman Sachs (GS) | 0.1 | $678k | -31% | 1.8k | 385.85 |
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| National Grid Sponsored Adr Ne (NGG) | 0.1 | $675k | -6% | 9.9k | 67.99 |
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| Nucor Corporation (NUE) | 0.1 | $664k | 3.8k | 174.04 |
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| Manpower (MAN) | 0.1 | $663k | +35% | 8.3k | 79.47 |
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| Teladoc (TDOC) | 0.1 | $661k | +100% | 31k | 21.55 |
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| Medtronic SHS (MDT) | 0.1 | $659k | +25% | 8.0k | 82.38 |
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| Carrier Global Corporation (CARR) | 0.1 | $659k | NEW | 12k | 57.45 |
|
| Sylvamo Corp Common Stock (SLVM) | 0.1 | $649k | +2% | 13k | 49.11 |
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| Unilever Spon Adr New (UL) | 0.1 | $646k | -9% | 13k | 48.48 |
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| Merit Medical Systems (MMSI) | 0.1 | $645k | +126% | 8.5k | 75.96 |
|
| Gms (GMS) | 0.1 | $644k | +30% | 7.8k | 82.43 |
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| Bk Nova Cad (BNS) | 0.1 | $634k | -5% | 13k | 48.69 |
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| Booking Holdings (BKNG) | 0.1 | $621k | -22% | 175.00 | 3547.22 |
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| Spdr Ser Tr Portfolio Short (SPSB) | 0.1 | $617k | +5% | 21k | 29.78 |
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| British Amern Tob Sponsored Adr (BTI) | 0.1 | $616k | +11% | 21k | 29.29 |
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| PNC Financial Services (PNC) | 0.1 | $615k | +27% | 4.0k | 154.85 |
|
| Ringcentral Cl A (RNG) | 0.1 | $613k | +9% | 18k | 33.95 |
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| Automatic Data Processing (ADP) | 0.1 | $603k | +21% | 2.6k | 233.00 |
|
| Cadence Design Systems (CDNS) | 0.1 | $602k | NEW | 2.2k | 272.37 |
|
| Integra Lifesciences Hldgs C Com New (IART) | 0.1 | $589k | +12% | 14k | 43.55 |
|
| Uber Technologies (UBER) | 0.1 | $587k | +106% | 9.5k | 61.57 |
|
| W.W. Grainger (GWW) | 0.1 | $585k | +17% | 706.00 | 828.54 |
|
| Sprouts Fmrs Mkt (SFM) | 0.1 | $576k | -52% | 12k | 48.11 |
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| Carvana Cl A (CVNA) | 0.1 | $565k | -19% | 11k | 52.94 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $564k | +106% | 16k | 35.41 |
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| Advanced Micro Devices (AMD) | 0.1 | $558k | 3.8k | 147.41 |
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| Korn Ferry Com New (KFY) | 0.1 | $557k | -12% | 9.4k | 59.35 |
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| Synopsys (SNPS) | 0.1 | $556k | NEW | 1.1k | 514.91 |
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| Altria (MO) | 0.1 | $555k | -18% | 14k | 40.34 |
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| Werner Enterprises (WERN) | 0.1 | $541k | -16% | 13k | 42.37 |
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| Intuit (INTU) | 0.1 | $536k | +27% | 857.00 | 625.03 |
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| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.1 | $536k | -9% | 55k | 9.68 |
|
| Humana (HUM) | 0.1 | $535k | +43% | 1.2k | 457.98 |
|
| Phillips 66 (PSX) | 0.1 | $533k | -40% | 4.0k | 133.13 |
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| Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 0.1 | $533k | +33% | 18k | 29.05 |
|
| Valero Energy Corporation (VLO) | 0.1 | $528k | +44% | 4.1k | 129.99 |
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| Vishay Intertechnology (VSH) | 0.1 | $521k | -12% | 22k | 23.97 |
|
| On Assignment (ASGN) | 0.1 | $519k | NEW | 5.4k | 96.17 |
|
| Illinois Tool Works (ITW) | 0.1 | $518k | +15% | 2.0k | 262.00 |
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| Premier Cl A (PINC) | 0.1 | $515k | -15% | 23k | 22.36 |
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| Suncor Energy (SU) | 0.1 | $513k | 16k | 32.04 |
|
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| AMN Healthcare Services (AMN) | 0.1 | $508k | -15% | 6.8k | 74.88 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $504k | +7% | 7.8k | 64.62 |
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| Pioneer Natural Resources (PXD) | 0.1 | $504k | -12% | 2.2k | 224.88 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $503k | NEW | 2.3k | 219.57 |
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| Colfax Corp (ENOV) | 0.1 | $489k | -6% | 8.7k | 56.02 |
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| Chubb (CB) | 0.1 | $482k | 2.1k | 226.00 |
|
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| Academy Sports & Outdoor (ASO) | 0.1 | $476k | +45% | 7.2k | 66.00 |
|
| Rush Enterprises Cl A (RUSHA) | 0.1 | $472k | NEW | 9.4k | 50.30 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $472k | +47% | 5.3k | 88.35 |
|
| Rbc Cad (RY) | 0.1 | $471k | +9% | 4.7k | 101.13 |
|
| Cirrus Logic (CRUS) | 0.1 | $470k | +89% | 5.7k | 83.19 |
|
| Ferrari Nv Ord (RACE) | 0.1 | $467k | +4% | 1.4k | 338.43 |
|
| Nxp Semiconductors N V (NXPI) | 0.1 | $465k | -30% | 2.0k | 229.68 |
|
| Netflix (NFLX) | 0.1 | $461k | +5% | 946.00 | 486.88 |
|
| Freeport-mcmoran CL B (FCX) | 0.1 | $460k | +48% | 11k | 42.57 |
|
| Camping World Hldgs Cl A (CWH) | 0.1 | $453k | -10% | 17k | 26.26 |
|
| Tidal Etf Tr Acruence Active (XVOL) | 0.1 | $452k | NEW | 25k | 18.33 |
|
| Abbott Laboratories (ABT) | 0.1 | $451k | -10% | 4.1k | 110.08 |
|
| Cigna Corp (CI) | 0.1 | $450k | -28% | 1.5k | 299.45 |
|
| Manulife Finl Corp (MFC) | 0.1 | $443k | -19% | 20k | 22.10 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $440k | +4% | 926.00 | 475.18 |
|
| Linde SHS (LIN) | 0.1 | $438k | +17% | 1.1k | 410.71 |
|
| PPG Industries (PPG) | 0.1 | $436k | +74% | 2.9k | 149.56 |
|
| McDonald's Corporation (MCD) | 0.1 | $431k | +3% | 1.5k | 296.50 |
|
| Shopify Cl A (SHOP) | 0.1 | $430k | +7% | 5.5k | 77.90 |
|
| Mr Cooper Group (COOP) | 0.1 | $425k | 6.5k | 65.12 |
|
|
| General Electric Com New (GE) | 0.1 | $425k | -7% | 3.3k | 127.63 |
|
| Cme (CME) | 0.1 | $420k | -12% | 2.0k | 210.60 |
|
| Consolidated Edison (ED) | 0.1 | $417k | -15% | 4.6k | 90.98 |
|
| Ecolab (ECL) | 0.1 | $408k | NEW | 2.1k | 198.36 |
|
| Bgc Group Cl A (BGC) | 0.1 | $405k | +257% | 56k | 7.22 |
|
| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.1 | $404k | -2% | 8.8k | 46.06 |
|
| Federated Hermes CL B (FHI) | 0.1 | $404k | +41% | 12k | 33.86 |
|
| Canadian Natl Ry (CNI) | 0.1 | $402k | +27% | 3.2k | 125.63 |
|
| Servicenow (NOW) | 0.1 | $393k | +28% | 556.00 | 706.49 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $392k | -5% | 4.7k | 84.13 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $391k | +15% | 1.8k | 213.32 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $391k | NEW | 2.0k | 191.17 |
|
| Ford Motor Company (F) | 0.1 | $387k | -27% | 32k | 12.19 |
|
| Cibc Cad (CM) | 0.1 | $386k | +19% | 8.0k | 48.14 |
|
| Terex Corporation (TEX) | 0.1 | $382k | +50% | 6.7k | 57.46 |
|
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.1 | $382k | -4% | 44k | 8.61 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $381k | +14% | 718.00 | 530.79 |
|
| Kinder Morgan (KMI) | 0.1 | $381k | +40% | 22k | 17.64 |
|
| Pennymac Financial Services (PFSI) | 0.1 | $369k | -4% | 4.2k | 88.37 |
|
| Iac Com New (IAC) | 0.1 | $368k | NEW | 7.0k | 52.38 |
|
| Motorola Solutions Com New (MSI) | 0.1 | $366k | -3% | 1.2k | 313.09 |
|
| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.1 | $360k | +45% | 12k | 30.91 |
|
| Nutanix Cl A (NTNX) | 0.1 | $359k | -3% | 7.5k | 47.69 |
|
| Takeda Pharmaceutical Sponsored Ads (TAK) | 0.1 | $357k | 25k | 14.27 |
|
|
| Rent-A-Center (UPBD) | 0.1 | $356k | -24% | 11k | 33.97 |
|
| Frontier Communications Pare (FYBR) | 0.1 | $356k | -29% | 14k | 25.34 |
|
| Ptc Therapeutics I (PTCT) | 0.1 | $353k | +20% | 13k | 27.56 |
|
| Spdr Ser Tr Portfli High Yld (SPHY) | 0.1 | $351k | +7% | 15k | 23.38 |
|
| Brink's Company (BCO) | 0.1 | $350k | +22% | 4.0k | 87.95 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $349k | +9% | 3.3k | 104.92 |
|
| Cabot Corporation (CBT) | 0.1 | $348k | NEW | 4.2k | 83.50 |
|
| Bank Of Montreal Cadcom (BMO) | 0.1 | $346k | +14% | 3.5k | 98.95 |
|
| Cnx Resources Corporation (CNX) | 0.1 | $346k | 17k | 20.00 |
|
|
| Dominion Resources (D) | 0.1 | $346k | -50% | 7.4k | 47.00 |
|
| Gap (GPS) | 0.1 | $340k | -6% | 16k | 20.91 |
|
| Walt Disney Company (DIS) | 0.1 | $340k | +39% | 3.8k | 90.29 |
|
| Fortinet (FTNT) | 0.1 | $339k | NEW | 5.8k | 58.53 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $339k | -33% | 3.2k | 107.49 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $337k | +13% | 823.00 | 409.49 |
|
| Norfolk Southern (NSC) | 0.1 | $335k | -38% | 1.4k | 236.38 |
|
| O-i Glass (OI) | 0.1 | $334k | -27% | 20k | 16.38 |
|
| Micron Technology (MU) | 0.1 | $330k | +4% | 3.9k | 85.34 |
|
| Bank of New York Mellon Corporation (BK) | 0.1 | $329k | NEW | 6.3k | 52.05 |
|
| Piper Jaffray Companies (PIPR) | 0.1 | $328k | NEW | 1.9k | 174.87 |
|
| Occidental Petroleum Corporation (OXY) | 0.1 | $328k | NEW | 5.5k | 59.71 |
|
| Honeywell International (HON) | 0.1 | $327k | +39% | 1.6k | 209.71 |
|
| Brighthouse Finl (BHF) | 0.1 | $325k | -32% | 6.1k | 52.92 |
|
| Insperity (NSP) | 0.1 | $325k | NEW | 2.8k | 117.22 |
|
| One Gas (OGS) | 0.1 | $324k | +13% | 5.1k | 63.72 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $322k | +2% | 5.6k | 57.96 |
|
| Travelers Companies (TRV) | 0.1 | $320k | +20% | 1.7k | 190.49 |
|
| Ross Stores (ROST) | 0.1 | $320k | -13% | 2.3k | 138.42 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $320k | -7% | 706.00 | 453.14 |
|
| American Intl Group Com New (AIG) | 0.1 | $317k | -19% | 4.7k | 67.76 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $313k | +17% | 2.4k | 130.91 |
|
| NCR Corporation (VYX) | 0.1 | $312k | -3% | 18k | 16.91 |
|
| Abercrombie & Fitch Cl A (ANF) | 0.1 | $306k | NEW | 3.5k | 88.22 |
|
| Southern Copper Corporation (SCCO) | 0.1 | $303k | -20% | 3.5k | 86.07 |
|
| Kla Corp Com New (KLAC) | 0.1 | $302k | -30% | 519.00 | 581.26 |
|
| Navient Corporation equity (NAVI) | 0.1 | $300k | -14% | 16k | 18.62 |
|
| Bce Com New (BCE) | 0.1 | $299k | +34% | 7.6k | 39.38 |
|
| Copa Holdings Sa Cl A (CPA) | 0.1 | $297k | -12% | 2.8k | 106.31 |
|
| Oneok (OKE) | 0.1 | $293k | +8% | 4.2k | 70.22 |
|
| Arcbest (ARCB) | 0.1 | $290k | 2.4k | 120.21 |
|
|
| Super Micro Computer (SMCI) | 0.1 | $289k | -7% | 1.0k | 284.26 |
|
| Exelon Corporation (EXC) | 0.1 | $288k | +18% | 8.0k | 35.90 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $288k | 2.3k | 124.97 |
|
|
| PG&E Corporation (PCG) | 0.1 | $288k | -31% | 16k | 18.03 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $287k | NEW | 5.2k | 54.98 |
|
| Xerox Holdings Corp Com New (XRX) | 0.1 | $286k | -26% | 16k | 18.33 |
|
| Perrigo SHS (PRGO) | 0.1 | $284k | NEW | 8.8k | 32.18 |
|
| Haleon Spon Ads (HLN) | 0.1 | $281k | +26% | 34k | 8.23 |
|
| Paccar (PCAR) | 0.1 | $280k | NEW | 2.9k | 97.65 |
|
| California Res Corp Com Stock (CRC) | 0.1 | $278k | -29% | 5.1k | 54.68 |
|
| Janus Henderson Group Ord Shs (JHG) | 0.1 | $272k | +11% | 9.0k | 30.15 |
|
| Tegna (TGNA) | 0.1 | $271k | NEW | 18k | 15.30 |
|
| Euronet Worldwide (EEFT) | 0.1 | $270k | NEW | 2.7k | 101.49 |
|
| Edison International (EIX) | 0.1 | $267k | -28% | 3.7k | 71.49 |
|
| Kraft Heinz (KHC) | 0.1 | $266k | NEW | 7.2k | 36.98 |
|
| Danaher Corporation (DHR) | 0.1 | $265k | +20% | 1.1k | 231.34 |
|
| Dow (DOW) | 0.1 | $264k | -35% | 4.8k | 54.85 |
|
| Macy's (M) | 0.1 | $259k | NEW | 13k | 20.12 |
|
| Diodes Incorporated (DIOD) | 0.1 | $258k | -16% | 3.2k | 80.52 |
|
| Livanova SHS (LIVN) | 0.1 | $257k | -3% | 5.0k | 51.74 |
|
| Prestige Brands Holdings (PBH) | 0.1 | $257k | -16% | 4.2k | 61.22 |
|
| Microchip Technology (MCHP) | 0.1 | $255k | -5% | 2.8k | 90.19 |
|
| Enbridge (ENB) | 0.1 | $254k | +17% | 7.1k | 36.02 |
|
| Southern Company (SO) | 0.1 | $251k | -9% | 3.6k | 70.12 |
|
| Sonic Automotive Cl A (SAH) | 0.1 | $251k | NEW | 4.5k | 56.21 |
|
| Insmed Com Par $.01 (INSM) | 0.1 | $250k | NEW | 8.1k | 30.99 |
|
| F.N.B. Corporation (FNB) | 0.1 | $249k | +14% | 18k | 13.77 |
|
| Airbnb Com Cl A (ABNB) | 0.1 | $248k | -27% | 1.8k | 136.14 |
|
| SYSCO Corporation (SYY) | 0.1 | $247k | -15% | 3.4k | 73.14 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $247k | 1.5k | 165.25 |
|
|
| Tractor Supply Company (TSCO) | 0.1 | $245k | +7% | 1.1k | 215.12 |
|
| Vodafone Group Sponsored Adr (VOD) | 0.1 | $245k | -12% | 28k | 8.70 |
|
| Ashland (ASH) | 0.1 | $245k | -16% | 2.9k | 84.31 |
|
| MetLife (MET) | 0.1 | $245k | -8% | 3.7k | 66.13 |
|
| Crane Holdings (CXT) | 0.1 | $244k | NEW | 4.3k | 56.87 |
|
| Peabody Energy (BTU) | 0.1 | $234k | +22% | 9.6k | 24.32 |
|
| Ishares Tr Global Tech Etf (IXN) | 0.1 | $234k | NEW | 3.4k | 68.18 |
|
| Tyson Foods Cl A (TSN) | 0.1 | $233k | 4.3k | 53.75 |
|
|
| Old Dominion Freight Line (ODFL) | 0.1 | $233k | NEW | 574.00 | 405.33 |
|
| Air Lease Corp Cl A (AL) | 0.1 | $233k | NEW | 5.5k | 41.94 |
|
| Prudential Financial (PRU) | 0.0 | $232k | -3% | 2.2k | 103.72 |
|
| United Sts Brent Oil Unit (BNO) | 0.0 | $232k | 8.5k | 27.31 |
|
|
| Textron (TXT) | 0.0 | $232k | 2.9k | 80.42 |
|
|
| Capital One Financial (COF) | 0.0 | $230k | -30% | 1.8k | 131.14 |
|
| BlackRock (BLK) | 0.0 | $227k | -12% | 280.00 | 811.80 |
|
| Lauder Estee Cos Cl A (EL) | 0.0 | $226k | -31% | 1.5k | 146.25 |
|
| AFLAC Incorporated (AFL) | 0.0 | $223k | -19% | 2.7k | 82.50 |
|
| Victorias Secret And Common Stock (VSCO) | 0.0 | $222k | NEW | 8.4k | 26.54 |
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.0 | $222k | NEW | 5.3k | 42.18 |
|
| Neogen Corporation (NEOG) | 0.0 | $220k | NEW | 11k | 20.11 |
|
| Willis Towers Watson SHS (WTW) | 0.0 | $218k | NEW | 902.00 | 241.20 |
|
| Nutrien (NTR) | 0.0 | $217k | -18% | 3.9k | 56.34 |
|
| Energizer Holdings (ENR) | 0.0 | $215k | -27% | 6.8k | 31.68 |
|
| Belden (BDC) | 0.0 | $215k | NEW | 2.8k | 77.25 |
|
| Kontoor Brands (KTB) | 0.0 | $212k | NEW | 3.4k | 62.42 |
|
| Xpo Logistics Inc equity (XPO) | 0.0 | $212k | NEW | 2.4k | 87.59 |
|
| CommVault Systems (CVLT) | 0.0 | $212k | NEW | 2.7k | 79.85 |
|
| D.R. Horton (DHI) | 0.0 | $211k | NEW | 1.4k | 151.98 |
|
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.0 | $207k | NEW | 2.7k | 78.13 |
|
| Kroger (KR) | 0.0 | $207k | NEW | 4.5k | 45.71 |
|
| Beacon Roofing Supply (BECN) | 0.0 | $206k | -28% | 2.4k | 87.02 |
|
| Vontier Corporation (VNT) | 0.0 | $204k | -17% | 5.9k | 34.55 |
|
| Ryder System (R) | 0.0 | $204k | -67% | 1.8k | 115.06 |
|
| O'reilly Automotive (ORLY) | 0.0 | $202k | NEW | 213.00 | 950.08 |
|
| Ishares Tr Blackrock Ultra (ICSH) | 0.0 | $202k | NEW | 4.0k | 50.36 |
|
| Blue Owl Capital Com Cl A (OWL) | 0.0 | $201k | -32% | 14k | 14.90 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $201k | NEW | 2.9k | 68.81 |
|
| Barclays Adr (BCS) | 0.0 | $187k | -18% | 24k | 7.88 |
|
| Cnh Indl N V SHS (CNHI) | 0.0 | $179k | -39% | 15k | 12.18 |
|
| Viavi Solutions Inc equities (VIAV) | 0.0 | $168k | -24% | 17k | 10.07 |
|
| Sprott Physical Silver Tr Tr Unit (PSLV) | 0.0 | $117k | 15k | 8.08 |
|
|
| JetBlue Airways Corporation (JBLU) | 0.0 | $111k | -58% | 20k | 5.55 |
|
| Peloton Interactive Cl A Com (PTON) | 0.0 | $62k | -48% | 10k | 6.09 |
|
Past Filings by Vise Technologies
SEC 13F filings are viewable for Vise Technologies going back to 2021
- 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