Vise Technologies, Inc.

Q4 2024 13F-HR Holdings

Location
New York, NY
Holdings as of
12/31/2024
Date filed
2/18/2025
Form type
13F-HR
Num holdings
816
Total value ($000)
$1,200,350
Net value change ($000)
+414,478 (52.7%)
New positions
259
Sold out positions
31
Turnover %
9.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/13/2024 Next filing: 8/7/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 20,752 105.6%
NVDA 18,012 92.1%
MSFT 13,336 64.5%
AMZN 13,033 75.9%
GOOGL 8,716 77.9%
TSLA 8,070 142.2%
IVV 7,553 141.9%
META 6,748 50.1%
TSM 6,725 152.9%
AVGO 6,692 90.4%
Top Reduces (Value $000, Stocks/ETFs)
F -978 -66.4%
TIP -764 -100.0%
PEP -688 -18.8%
MUB -589 -17.2%
DLN -585 -100.0%
SCHC -575 -4.4%
NVO -573 -24.6%
BHP -508 -31.6%
GSK -494 -27.6%
INSP -430 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type