13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001792283
Total reported value
$3.6B
$3.6B
542 檔
10.0%
During the Q3 2024 filing period, Venture Visionary Partners LLC (CIK: 0001792283) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $3.6B across 542 reported positions.
During Q3 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 542 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 3.91% | -0.28% | -1.53% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.53% | +0.24% | +0.58% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.81% | -0.10% | +1.44% | |
| 4 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.78% | -0.14% | +0.02% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 2.64% | -0.04% | +4.41% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.21% | -0.02% | +1.98% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.01% | +0.18% | +21.53% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.00% | -0.10% | +0.76% | |
| 9 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 1.79% | -0.18% | +15.68% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.56% | -0.08% | +2.48% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.54% | -0.11% | +0.70% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.38% | +0.15% | -0.45% | |
| 13 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 1.27% | -0.20% | +19.03% | |
| 14 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.21% | -0.12% | +0.50% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 1.10% | — | +2.67% | |
| 16 | EPI | Wisdomtree India Earnings | ETF-Other | 1.10% | -0.07% | +7.52% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.08% | -0.20% | +8.38% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.07% | +0.12% | +8.71% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.04% | -0.02% | -6.46% | |
| 20 | RTX | Rtx CORP | Stock-Industrials | 0.99% | -0.16% | -0.57% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.98% | — | +7.14% | |
| 22 | VTV | Vanguard Value ETF | ETF-Other | 0.92% | -0.01% | +0.45% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.88% | +0.10% | -3.53% | |
| 24 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.86% | -0.15% | +47.95% | |
| 25 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 0.84% | -0.08% | +7.78% | |
| 26 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.82% | -0.03% | +4.97% | |
| 27 | ANDE | Andersons Inc/the | Stock-Other | 0.81% | -0.12% | -0.28% | |
| 28 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.80% | -0.25% | +3.11% | |
| 29 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.75% | -0.17% | -1.82% | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 0.74% | -0.01% | -5.35% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.73% | -0.07% | -1.66% | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 0.71% | +0.10% | +888.85% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.70% | -0.03% | -3.28% | |
| 34 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.68% | -0.04% | +6.65% | |
| 35 | CVX | Chevron CORP | Stock-Energy | 0.67% | -0.16% | -0.27% | |
| 36 | MA | Mastercard Inc - A | Stock-Financials | 0.67% | -0.06% | +1.00% | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.66% | +0.03% | -3.62% | |
| 38 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.63% | -0.12% | +5.00% | |
| 39 | AMGN | Amgen Inc | Stock-Healthcare | 0.62% | -0.07% | -0.30% | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.57% | -0.14% | -8.42% | |
| 41 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 0.55% | -0.01% | +81.87% | |
| 42 | ARKK | Ark Innovation ETF | ETF-Other | 0.55% | +0.01% | +4.81% | |
| 43 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.54% | +0.05% | +3.09% | |
| 44 | PFE | Pfizer Inc | Stock-Healthcare | 0.54% | -0.04% | -0.37% | |
| 45 | LIN | Linde plc | Stock-Materials | 0.54% | -0.27% | +0.48% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.54% | +0.05% | +1.53% | |
| 47 | XLK | Ss Technology Select Sector | ETF-Tech | 0.53% | +0.07% | +5.74% | |
| 48 | NEE | Nextera Energy Inc | Stock-Utilities | 0.52% | -0.10% | +1.64% | |
| 49 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.51% | — | +4.88% | |
| 50 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.51% | -0.07% | +28.18% |
According to official SEC Form 13F filings, Venture Visionary Partners LLC reported a total U.S. public equity portfolio value of $3.6B across 542 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, SPY) accounted for 10.0% of total reported equity market value during Q3 2024.
During Q3 2024, Venture Visionary Partners LLC's top holdings by market value included MSFT (3.9%)、AAPL (3.5%)、SPY (2.8%). The largest single position, MSFT, represented 3.9% of total portfolio value.
In Q3 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.