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CIK: 0001792283
Total reported value
$3.6B
$3.6B
589 檔
12.7%
At the close of Q3 2025, Venture Visionary Partners LLC disclosed equity holdings valued at approximately $3.6B, spread across 589 reported holdings.
In Q3 2025, Venture Visionary Partners LLC displayed an active expansion posture, initiating 23 new positions and adding to 98 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 589 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 3.81% | -0.28% | +3.33% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.24% | +0.24% | +5.31% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.09% | +0.18% | +2.91% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.79% | -0.10% | +2.20% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 2.69% | -0.04% | -5.70% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.58% | -0.10% | -0.19% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.46% | -0.14% | +1.62% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.28% | -0.02% | -0.05% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.23% | +0.15% | +1.30% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.96% | -0.20% | +9.18% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.93% | -0.08% | +4.88% | |
| 12 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 1.80% | -0.18% | +3.38% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.75% | +0.12% | +4.49% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 1.16% | — | +1.83% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 1.15% | +0.10% | +6.58% | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.06% | -0.12% | -0.18% | |
| 17 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 1.04% | -0.20% | -15.04% | |
| 18 | RTX | Rtx CORP | Stock-Industrials | 1.03% | -0.16% | -4.22% | |
| 19 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.96% | -0.15% | +16.95% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.96% | -0.02% | -1.05% | |
| 21 | ARKK | Ark Innovation ETF | ETF-Other | 0.85% | +0.01% | +0.90% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.84% | — | -15.95% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.82% | +0.10% | +0.49% | |
| 24 | WMT | Walmart Inc | Stock-Consumer Staples | 0.76% | -0.17% | +2.62% | |
| 25 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-Other | 0.76% | -0.03% | +7.65% | |
| 26 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.76% | -0.03% | +2.11% | |
| 27 | VTV | Vanguard Value ETF | ETF-Other | 0.75% | -0.01% | -1.45% | |
| 28 | EPI | Wisdomtree India Earnings | ETF-Other | 0.68% | -0.07% | +1.73% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.68% | — | -5.55% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.68% | -0.07% | +3.74% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.67% | +0.05% | +0.07% | |
| 32 | APP | Applovin Corp-class A | Stock-Tech | 0.66% | +0.03% | +14.80% | |
| 33 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.65% | -0.11% | -45.56% | |
| 34 | NFLX | Netflix Inc | Stock-Comm Services | 0.64% | -0.31% | +19.12% | |
| 35 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.62% | -0.25% | -20.53% | |
| 36 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 0.62% | +0.01% | -7.81% | |
| 37 | MA | Mastercard Inc - A | Stock-Financials | 0.60% | -0.06% | +1.02% | |
| 38 | XLK | Ss Technology Select Sector | ETF-Tech | 0.59% | +0.07% | -1.76% | |
| 39 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.56% | -0.02% | +12.42% | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.56% | -0.01% | +1.21% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.55% | +0.05% | +5.10% | |
| 42 | CGDV | Cap Group Dividend Value | ETF-Other | 0.54% | +0.03% | +1461.61% | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.53% | -0.17% | -3.44% | |
| 44 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.52% | +0.03% | +0.41% | |
| 45 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 0.51% | +0.11% | -17.28% | |
| 46 | BLK | Blackrock Inc | Stock-Financials | 0.49% | -0.03% | +2.30% | |
| 47 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.48% | +0.06% | — | |
| 48 | LIN | Linde plc | Stock-Materials | 0.48% | -0.27% | +2.51% | |
| 49 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.48% | -0.08% | -0.92% | |
| 50 | WELL | Welltower Inc | Stock-Real Estate | 0.47% | -0.02% | -3.68% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | +1.2% | +2.91% | Add |
| 2 | NVDA | Nvidia CORP | +0.8% | +4.49% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.7% | +1.30% | Add |
| 4 | APP | Applovin Corp-class A | +0.5% | +14.80% | Add |
| 5 | CGDV | Cap Group Dividend Value | +0.5% | +1461.61% | Add |
| 6 | META | Meta Platforms Inc-class A | +0.4% | +9.18% | Add |
| 7 | AVGO | Broadcom Inc | +0.4% | +6.58% | Trim |
| 8 | POWL | Powell Industries Inc | +0.4% | +241.30% | Add |
| 9 | HOOD | Robinhood Markets Inc - A | +0.4% | -17.28% | Add |
| 10 | MSFT | Microsoft CORP | +0.3% | +3.33% | Trim |
| 11 | ARKK | Ark Innovation ETF | +0.3% | +0.90% | Add |
| 12 | MS | Morgan Stanley | +0.3% | +2.98% | Add |
| 13 | VRT | Vertiv Holdings Co-a | +0.3% | +59.42% | Add |
| 14 | TSLA | Tesla Inc | +0.2% | -5.55% | Add |
| 15 | AMZN | Amazon.com Inc | +0.2% | +4.88% | Add |
| 16 | JPM | Jpmorgan Chase & Co | +0.2% | -0.19% | Add |
| 17 | PLTR | Palantir Technologies Inc-a | +0.2% | +7.19% | Trim |
| 18 | SBUX | Starbucks CORP | +0.2% | +230.08% | Add |
| 19 | GRNY | Fundstr Gran Sh US Lrg Cap | +0.2% | +7.65% | Add |
| 20 | GLW | Corning Inc | +0.2% | +2.64% | Add |
| 21 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | -2.91% | Add |
| 22 | GOOG | Alphabet Inc-cl C | +0.1% | +0.07% | Trim |
| 23 | LRCX | Lam Research CORP | +0.1% | -3.36% | Trim |
| 24 | NBIS | Nebius Group N.V. | +0.1% | +405.66% | Trim |
| 25 | SHOP | Shopify Inc - Class A | +0.1% | +1.79% | Add |
| 26 | JEPQ | JPM Nasdaq Equity Premium | +0.1% | +4.78% | Add |
| 27 | AMD | Advanced Micro Devices | +0.1% | +53.02% | Add |
| 28 | ORCL | Oracle CORP | +0.1% | +7.06% | Add |
| 29 | AMGN | Amgen Inc | +0.1% | +2.74% | Add |
| 30 | MSOS | Advisorshares Pure US Cann | +0.1% | +196.21% | Add |
| 31 | CGBL | Cap Group Core Balanced | +0.1% | +39.18% | Add |
| 32 | URI | United Rentals Inc | +0.1% | +16.37% | Add |
| 33 | XLK | Ss Technology Select Sector | +0.1% | -1.76% | Trim |
| 34 | PGR | Progressive CORP | +0.1% | +6.54% | Add |
| 35 | CGGR | Cap Group Growth Equity | +0.1% | +31.89% | Add |
| 36 | CMS | Cms Energy CORP | +0.1% | +769.54% | Add |
| 37 | VUG | Vanguard Growth ETF | +0.1% | -5.70% | Trim |
| 38 | MELI | Mercadolibre Inc | +0.1% | +20.24% | Add |
| 39 | GE | General Electric | +0.1% | +11.70% | Add |
| 40 | VT | Vanguard Tot World Stk ETF | +0.1% | +40.12% | Add |
| 41 | VLO | Valero Energy CORP | +0.1% | +79.70% | Add |
| 42 | CAT | Caterpillar Inc | 0% | -8.91% | Trim |
| 43 | TFC | Truist Financial CORP | 0% | +3.12% | Add |
| 44 | GS | Goldman Sachs Group Inc | 0% | -0.40% | Add |
| 45 | GEV | GE Vernova Inc | 0% | +22.21% | Add |
| 46 | BA | Boeing Co/the | 0% | +42.97% | Add |
| 47 | BSX | Boston Scientific CORP | 0% | +70.70% | Add |
| 48 | PCT | Purecycle Technologies Inc | 0% | -3.82% | Trim |
| 49 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | 0% | +16.95% | Add |
| 50 | WMT | Walmart Inc | 0% | +2.62% | Add |
According to official SEC Form 13F filings, Venture Visionary Partners LLC reported a total U.S. public equity portfolio value of $3.6B across 589 disclosed positions in Q3 2025.
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, QQQ) accounted for 12.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
SPMO
市值: $14.0M
Top Position Liquidated / Trimmed
CHAT
前期市值: $9.1M
During Q3 2025, Venture Visionary Partners LLC's top holdings by market value included MSFT (3.8%)、AAPL (3.2%)、QQQ (3.1%). The largest single position, MSFT, represented 3.8% of total portfolio value.
In Q3 2025, Venture Visionary Partners LLC made 199 total portfolio adjustments, initiating 23 new buys, adding to 98 positions, trimming 66 holdings, and fully liquidating 12 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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