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CIK: 0001792283
Total reported value
$3.6B
$3.6B
546 檔
9.6%
At the close of Q2 2024, Venture Visionary Partners LLC disclosed equity holdings valued at approximately $3.6B, spread across 546 reported holdings.
During Q2 2024, Venture Visionary Partners LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 546 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.37% | -0.28% | +1.43% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.36% | +0.24% | +0.91% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.79% | -0.10% | -0.07% | |
| 4 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.70% | -0.14% | -1.13% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 2.61% | -0.04% | +0.79% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.11% | -0.02% | +0.14% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.01% | -0.10% | +0.83% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.72% | +0.18% | +0.28% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.67% | -0.08% | +6.58% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.62% | +0.15% | +0.76% | |
| 11 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 1.57% | -0.18% | +8.89% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.49% | -0.11% | -0.84% | |
| 13 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.18% | -0.12% | +0.17% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.11% | -0.02% | -0.33% | |
| 15 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 1.09% | -0.20% | +7.88% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.08% | — | +2.14% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.06% | +0.12% | +960.37% | |
| 18 | EPI | Wisdomtree India Earnings | ETF-Other | 1.03% | -0.07% | +25.57% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.93% | -0.20% | +14.99% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.92% | — | -1.80% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.90% | +0.10% | +0.03% | |
| 22 | VTV | Vanguard Value ETF | ETF-Other | 0.89% | -0.01% | -1.09% | |
| 23 | RTX | Rtx CORP | Stock-Industrials | 0.87% | -0.16% | +2.21% | |
| 24 | ANDE | Andersons Inc/the | Stock-Other | 0.85% | -0.12% | -2.30% | |
| 25 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.81% | -0.25% | +6.80% | |
| 26 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 0.79% | -0.08% | +10.43% | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.77% | -0.17% | +1.55% | |
| 28 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.76% | -0.03% | -0.47% | |
| 29 | CVX | Chevron CORP | Stock-Energy | 0.75% | -0.16% | +3.37% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.71% | +0.10% | -2.89% | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 0.70% | -0.01% | +1.38% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.70% | -0.07% | +1.52% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.69% | -0.03% | +2.46% | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.66% | +0.03% | -40.96% | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.65% | -0.14% | +13.23% | |
| 36 | AMGN | Amgen Inc | Stock-Healthcare | 0.64% | -0.07% | +0.46% | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.62% | -0.04% | +0.85% | |
| 38 | MA | Mastercard Inc - A | Stock-Financials | 0.62% | -0.06% | +0.22% | |
| 39 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.62% | -0.12% | — | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.61% | +0.05% | +1.00% | |
| 41 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.60% | -0.15% | +3.05% | |
| 42 | PFE | Pfizer Inc | Stock-Healthcare | 0.56% | -0.04% | +37.44% | |
| 43 | XLK | Ss Technology Select Sector | ETF-Tech | 0.54% | +0.07% | +1.01% | |
| 44 | KRE | Ss Spdr S&p Regional Bank | ETF-Other | 0.54% | +0.02% | +0.68% | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.53% | +0.05% | +16.18% | |
| 46 | LIN | Linde plc | Stock-Materials | 0.52% | -0.27% | -0.72% | |
| 47 | ARKK | Ark Innovation ETF | ETF-Other | 0.51% | +0.01% | -1.41% | |
| 48 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.49% | -0.02% | +1.62% | |
| 49 | QCOM | Qualcomm Inc | Stock-Tech | 0.48% | +0.06% | +1.51% | |
| 50 | VB | Vanguard Small-cap ETF | ETF-Other | 0.48% | -0.03% | +1.12% |
According to official SEC Form 13F filings, Venture Visionary Partners LLC reported a total U.S. public equity portfolio value of $3.6B across 546 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, SPY) accounted for 9.6% of total reported equity market value during Q2 2024.
During Q2 2024, Venture Visionary Partners LLC's top holdings by market value included MSFT (4.4%)、AAPL (3.4%)、SPY (2.8%). The largest single position, MSFT, represented 4.4% of total portfolio value.
In Q2 2024, Venture Visionary Partners LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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