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CIK: 0001792283
Total reported value
$3.6B
$3.6B
537 檔
10.5%
The Q4 2024 SEC filing reveals that Venture Visionary Partners LLC held a total portfolio value of $3.6B, covering 537 public equity positions.
During Q4 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 537 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 3.84% | -0.28% | +2.68% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.69% | +0.24% | -0.39% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.89% | -0.10% | +3.04% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 2.83% | -0.04% | +2.57% | |
| 5 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.72% | -0.14% | +2.40% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.21% | -0.02% | +2.38% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.19% | -0.10% | -1.32% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.08% | +0.18% | +1.08% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.87% | -0.08% | +4.21% | |
| 10 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 1.80% | -0.18% | +7.52% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.76% | +0.15% | +14.39% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.36% | -0.11% | +180.03% | |
| 13 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 1.32% | -0.20% | +9.66% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 1.25% | — | +1.62% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.22% | -0.20% | +12.68% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.20% | +0.12% | +3.88% | |
| 17 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.18% | -0.12% | +0.02% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.03% | -0.02% | -1.08% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.02% | — | +4.23% | |
| 20 | EPI | Wisdomtree India Earnings | ETF-Other | 0.96% | -0.07% | +0.51% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 0.90% | +0.10% | -3.47% | |
| 22 | RTX | Rtx CORP | Stock-Industrials | 0.89% | -0.16% | -3.87% | |
| 23 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.87% | -0.15% | +5.15% | |
| 24 | VTV | Vanguard Value ETF | ETF-Other | 0.86% | -0.01% | -0.82% | |
| 25 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.84% | -0.25% | +8.03% | |
| 26 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 0.83% | -0.08% | +5.09% | |
| 27 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.81% | -0.03% | +4.70% | |
| 28 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.79% | +0.10% | +1.84% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.72% | — | +2.17% | |
| 30 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.72% | -0.12% | +4.34% | |
| 31 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.71% | -0.17% | -0.20% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.71% | -0.07% | +0.38% | |
| 33 | MA | Mastercard Inc - A | Stock-Financials | 0.67% | -0.06% | -3.11% | |
| 34 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.67% | -0.04% | +1.56% | |
| 35 | ARKK | Ark Innovation ETF | ETF-Other | 0.67% | +0.01% | +3.93% | |
| 36 | CVX | Chevron CORP | Stock-Energy | 0.66% | -0.16% | +3.04% | |
| 37 | HD | Home Depot Inc | Stock-Consumer Disc | 0.64% | -0.01% | -7.74% | |
| 38 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.63% | +0.03% | -1.03% | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.60% | +0.05% | +0.26% | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.59% | -0.03% | -2.95% | |
| 41 | ANDE | Andersons Inc/the | Stock-Other | 0.58% | -0.12% | -9.17% | |
| 42 | XLK | Ss Technology Select Sector | ETF-Tech | 0.56% | +0.07% | +4.05% | |
| 43 | NFLX | Netflix Inc | Stock-Comm Services | 0.55% | -0.31% | +1.49% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.54% | +0.05% | +1.72% | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.53% | -0.14% | +3.24% | |
| 46 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.52% | — | +4.56% | |
| 47 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-Other | 0.51% | -0.03% | — | |
| 48 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.50% | -0.02% | +4.29% | |
| 49 | AMGN | Amgen Inc | Stock-Healthcare | 0.50% | -0.07% | +1.37% | |
| 50 | BLK | Blackrock Inc | Stock-Financials | 0.49% | -0.03% | — |
According to official SEC Form 13F filings, Venture Visionary Partners LLC reported a total U.S. public equity portfolio value of $3.6B across 537 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, SPY) accounted for 10.5% of total reported equity market value during Q4 2024.
During Q4 2024, Venture Visionary Partners LLC's top holdings by market value included MSFT (3.8%)、AAPL (3.7%)、SPY (2.9%). The largest single position, MSFT, represented 3.8% of total portfolio value.
In Q4 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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