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CIK: 0001792283
Total reported value
$3.6B
$3.6B
570 檔
11.3%
As reported in its official Q2 2025 Form 13F filing, Venture Visionary Partners LLC's tracked investment portfolio stood at $3.6B with 570 total positions.
During Q2 2025, 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 570 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 3.87% | -0.28% | -6.15% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.02% | +0.18% | +49.03% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 2.85% | -0.04% | +1.93% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.77% | -0.10% | +0.97% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.71% | +0.24% | +0.82% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.60% | -0.10% | +2.93% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.53% | -0.14% | +1.51% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.37% | -0.02% | +1.84% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.01% | -0.08% | +14.02% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.97% | -0.20% | +13.45% | |
| 11 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 1.88% | -0.18% | +6.56% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.75% | +0.15% | +9.44% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.55% | +0.12% | +21.67% | |
| 14 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 1.33% | -0.20% | +12.07% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 1.30% | — | +1.74% | |
| 16 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.27% | -0.11% | -1.28% | |
| 17 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.09% | -0.12% | -0.07% | |
| 18 | RTX | Rtx CORP | Stock-Industrials | 1.02% | -0.16% | +0.65% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.02% | — | -1.24% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 0.99% | +0.10% | -9.97% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.98% | -0.02% | -0.38% | |
| 22 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 0.93% | -0.08% | +16.03% | |
| 23 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.90% | -0.15% | +6.84% | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.86% | +0.10% | -0.02% | |
| 25 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.85% | -0.25% | +15.58% | |
| 26 | EPI | Wisdomtree India Earnings | ETF-Other | 0.79% | -0.07% | +0.89% | |
| 27 | VTV | Vanguard Value ETF | ETF-Other | 0.79% | -0.01% | -0.31% | |
| 28 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.77% | -0.03% | +2.12% | |
| 29 | WMT | Walmart Inc | Stock-Consumer Staples | 0.77% | -0.17% | +5.95% | |
| 30 | ARKK | Ark Innovation ETF | ETF-Other | 0.75% | +0.01% | +2.58% | |
| 31 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.70% | -0.04% | +2.19% | |
| 32 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-Other | 0.70% | -0.03% | +3.80% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.69% | -0.07% | +2.32% | |
| 34 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 0.67% | +0.01% | +9.52% | |
| 35 | NFLX | Netflix Inc | Stock-Comm Services | 0.66% | -0.31% | -17.49% | |
| 36 | MA | Mastercard Inc - A | Stock-Financials | 0.64% | -0.06% | +0.20% | |
| 37 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.62% | -0.17% | -0.78% | |
| 38 | XLK | Ss Technology Select Sector | ETF-Tech | 0.59% | +0.07% | +1.18% | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.58% | -0.16% | +0.69% | |
| 40 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.56% | — | +14.51% | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.55% | -0.01% | +0.38% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.53% | +0.05% | +2.45% | |
| 43 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.53% | +0.05% | -2.84% | |
| 44 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.52% | +0.03% | -0.02% | |
| 45 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.51% | -0.02% | +1.13% | |
| 46 | LIN | Linde plc | Stock-Materials | 0.50% | -0.27% | +1.90% | |
| 47 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.49% | +0.22% | +35.11% | |
| 48 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.48% | -0.08% | +2.99% | |
| 49 | BLK | Blackrock Inc | Stock-Financials | 0.47% | -0.03% | +1.20% | |
| 50 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.47% | -0.01% | +15.78% |
According to official SEC Form 13F filings, Venture Visionary Partners LLC reported a total U.S. public equity portfolio value of $3.6B across 570 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, QQQ, VUG) accounted for 11.3% of total reported equity market value during Q2 2025.
During Q2 2025, Venture Visionary Partners LLC's top holdings by market value included MSFT (3.9%)、QQQ (3.0%)、VUG (2.9%). The largest single position, MSFT, represented 3.9% of total portfolio value.
In Q2 2025, 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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