Vise Technologies, Inc.
CIK 1812090 · Holdings on Jun 30, 2025 · First reported Aug 7, 2025
Top ten holdings
Q2 2025- NVDA3.59%
- MSFT3.44%
- AAPL2.88%
- AMZN2.31%
- META1.92%
- IVV1.50%
- GOOGL1.41%
- JPM1.27%
- AVGO1.10%
- VCIT1.09%
Share classes counted separately20.51%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | NVDANVIDIA CORP View history and evidence | $87.06M | 3.59% | 551.05K shares | Prior unavailable +271.21K (+96.90%) | Added | ↗▾ |
| 02 | MSFTMICROSOFT CORP View history and evidence | $83.32M | 3.44% | 167.52K shares | Prior unavailable +86.81K (+107.60%) | Added | ↗▾ |
| 03 | AAPLAPPLE INC View history and evidence | $69.73M | 2.88% | 339.87K shares | Prior unavailable +178.50K (+110.60%) | Added | ↗▾ |
| 04 | AMZNAMAZON.COM INC View history and evidence | $55.89M | 2.31% | 254.75K shares | Prior unavailable +117.09K (+85.10%) | Added | ↗▾ |
| 05 | METAMETA PLATFORMS INC-CLASS ACL A View history and evidence | $46.56M | 1.92% | 63.08K shares | Prior unavailable +28.54K (+82.60%) | Added | ↗▾ |
| 06 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $36.26M | 1.50% | 58.39K shares | Prior unavailable +36.52K (+167.00%) | Added | ↗▾ |
| 07 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $34.19M | 1.41% | 194.01K shares | Prior unavailable +88.90K (+84.60%) | Added | ↗▾ |
| 08 | JPMJPMORGAN CHASE & CO View history and evidence | $30.87M | 1.27% | 106.48K shares | Prior unavailable +60.24K (+130.30%) | Added | ↗▾ |
| 09 | AVGOBROADCOM INC View history and evidence | $26.58M | 1.10% | 96.42K shares | Prior unavailable +35.62K (+58.60%) | Added | ↗▾ |
| 10 | VCITVANGUARD INT-TERM CORPORATEINT-TERM CORP View history and evidence | $26.28M | 1.09% | 316.94K shares | Prior unavailable +58.66K (+22.70%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 64
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| G98196101 WNS HOLDINGS LTD | Non-derivative | -90,953 | -$4.31M | SEC filing ↗ | SEC filing ↗ |
| MDYV SS SPDR S&P 400 MC VAL ETF | Non-derivative | -27,927 | -$2.24M | SEC filing ↗ | SEC filing ↗ |
| FBCG FIDELITY BLUE CHIP GROW ETF | Non-derivative | -41,380 | -$1.91M | SEC filing ↗ | SEC filing ↗ |
3 / 64 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1812090 · Period 2025-06-30
Data loaded 2026-09-23 · First reported 2025-08-07
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 2421912403
}Research all 1,046 reported holdings.
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