VT
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Vise Technologies, Inc.13F | |
Vise Technologies, Inc. | |
Last update 2025-02-18 | 816 Stocks (258 new) |
Value $1.20 Bil | Turnover 36 % |
Vise Technologies, Inc. Top Holdings of 2024-12-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 161,375 | 40,411.5 | +91.27% | 3.370 | +1.61% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
NVDA | NVIDIA Corp | 279,838 | 37,579.5 | +73.68% | 3.130 | +1.33% | 0.000 | +69.89% | +28.41% | 4,204,658.7 | Semiconductors | |
MSFT | Microsoft Corp | 80,708 | 34,018.4 | +67.91% | 2.830 | +1.14% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
AMZN | Amazon.com Inc | 137,661 | 30,201.4 | +49.41% | 2.520 | +0.83% | 0.000 | +31.01% | +3.07% | 2,400,675.8 | Retail - Cyclical | |
VCIT |
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
| 258,287 | 20,732.7 | +6.72% | 1.730 | +0.11% | 0.040 | +3.07% | +4.86% | 53,338.9 | ||
META | Meta Platforms Inc | 34,538 | 20,222.2 | +46.74% | 1.680 | +0.54% | 0.000 | +40.55% | +20.48% | 1,770,790.4 | Interactive Media | |
GOOGL | Alphabet Inc | 105,113 | 19,897.9 | +55.90% | 1.660 | +0.60% | 0.000 | +22.57% | -2.01% | 2,250,461.0 | Interactive Media | |
VGIT |
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
| 293,678 | 17,033.3 | +9.00% | 1.420 | +0.12% | 0.060 | +0.86% | +4.09% | 31,611.5 | ||
BNDX |
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
| 345,273 | 16,935.7 | +6.04% | 1.410 | +0.08% | 0.030 | +0.50% | +1.56% | 66,226.8 | ||
VWO | Vanguard FTSE Emerging Markets ETF | 326,132 | 14,362.9 | +29.00% | 1.200 | +0.27% | 0.020 | +16.94% | +15.09% | 86,951.2 |
Vise Technologies, Inc.'s Historical Top Holdings Breakdowns
Vise Technologies, Inc.'s Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 2024-12-31 | Add Add | +1.61% | 221.69 ($235.83) 259.02 | $211.18 | -10.45% | Add 91.27% | 161,375 | 77,003 | |
NVDA | NVIDIA Corp | 2024-12-31 | Add Add | +1.33% | 118.85 ($138.16) 148.88 | $172.41 | 24.79% | Add 73.68% | 279,838 | 118,712 | |
MSFT | Microsoft Corp | 2024-12-31 | Add Add | +1.14% | 406.35 ($426.03) 454.46 | $510.05 | 19.72% | Add 67.91% | 80,708 | 32,643 | |
AMZN | Amazon.com Inc | 2024-12-31 | Add Add | +0.83% | 180.8 ($204.89) 232.93 | $226.13 | 10.37% | Add 49.41% | 137,661 | 45,523 | |
IVV | iShares Core S&P 500 ETF | 2024-12-31 | Add Add | +0.62% | 570.51 ($592.23) 610.83 | $630.67 | 6.49% | Add 136.99% | 21,872 | 12,643 | |
GOOGL | Alphabet Inc | 2024-12-31 | Add Add | +0.60% | 161.86 ($175.1) 196.66 | $185.06 | 5.69% | Add 55.9% | 105,113 | 37,690 | |
META | Meta Platforms Inc | 2024-12-31 | Add Add | +0.54% | 554.08 ($587.14) 632.68 | $704.28 | 19.95% | Add 46.74% | 34,538 | 11,001 | |
TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
| 2024-12-31 | Add Add | +0.51% | 175.8 ($193.87) 207.36 | $240.40 | 24.00% | Add 122.41% | 56,317 | 30,996 | |
HDB | HDFC Bank Ltd | 2024-12-31 | Add Add | +0.44% | 59.45 ($63.99) 68.01 | $75.28 | 17.64% | Add 1777.36% | 88,405 | 83,696 | |
TSLA | Tesla Inc | 2024-12-31 | Add Add | +0.42% | 213.65 ($322.75) 479.86 | $329.65 | 2.14% | Add 56.89% | 34,038 | 12,342 |
Vise Technologies, Inc. Total Holding History ($B)
Vise Technologies, Inc.'s Asset Allocation
Vise Technologies, Inc. Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Vise Technologies, Inc.'s Hypothetical Growth since 2024-12-31
Vise Technologies, Inc.'s Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Vise Technologies, Inc.'s Holdings Heat Map
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Vise Technologies, Inc.'s Holdings Bubble Chart
Vise Technologies, Inc. News
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