Venture Visionary Partners LLC Top Holdings and 13F Report (2025) About Venture Visionary Partners LLCInvestment ActivityVenture Visionary Partners LLC has $2.39 billion in total holdings as of March 31, 2025.Venture Visionary Partners LLC owns shares of 547 different stocks, but just 119 companies or ETFs make up 80% of its holdings.Approximately 6.66% of the portfolio was purchased this quarter.About 43.56% of the portfolio was sold this quarter.This quarter, Venture Visionary Partners LLC has purchased 603 new stocks and bought additional shares in 185 stocks.Venture Visionary Partners LLC sold shares of 301 stocks and completely divested from 89 stocks this quarter.Largest Holdings Microsoft $83,001,671Apple $77,663,266SPDR S&P 500 ETF Trust $66,107,876Invesco S&P 500 Equal Weight ETF $63,416,337Vanguard Growth ETF $63,093,675 Largest New Holdings this Quarter 879360105 - Teledyne Technologies $3,967,744 Holding698813102 - Papa Johns International $3,326,321 Holding722304102 - PDD $3,243,855 Holding770700102 - Robinhood Markets $3,201,660 Holding983134107 - Wynn Resorts $3,134,274 Holding Largest Purchases this Quarter JPMorgan Active Growth ETF 123,456 shares (about $9.11M)Meta Platforms 13,798 shares (about $7.95M)Walmart 73,977 shares (about $6.49M)BlackRock Limited Duration Income Trust 457,860 shares (about $6.47M)SPDR Portfolio S&P 500 Value ETF 126,221 shares (about $6.45M) Largest Sales this Quarter JPMorgan Chase & Co. 628,828 shares (about $154.25M)Invesco S&P 500 Equal Weight ETF 366,339 shares (about $63.46M)Johnson & Johnson 309,361 shares (about $51.30M)Invesco QQQ 93,860 shares (about $44.01M)iShares iBonds Dec 2031 Term Corporate ETF 1,934,477 shares (about $40.14M) Sector Allocation Over TimeMap of 500 Largest Holdings ofVenture Visionary Partners LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$83,001,671$2,211,055 ▲2.7%221,1073.5%Computer and TechnologyAAPLApple$77,663,266$386,729 ▲0.5%349,6293.3%Computer and TechnologySPYSPDR S&P 500 ETF Trust$66,107,876$1,081,865 ▲1.7%118,1782.8%FinanceRSPInvesco S&P 500 Equal Weight ETF$63,416,337$63,461,030 ▼-50.0%366,0812.7%ETFVUGVanguard Growth ETF$63,093,675$2,810,080 ▲4.7%170,1462.6%ETFVOVanguard Mid-Cap ETF$57,414,306$6,241,838 ▲12.2%222,0012.4%ETFJPMJPMorgan Chase & Co.$56,927,381$154,251,832 ▼-73.0%232,0722.4%FinanceIBDWiShares iBonds Dec 2031 Term Corporate ETF$46,458,178$40,140,422 ▼-46.4%2,238,9471.9%ETFQQQInvesco QQQ$45,891,100$44,013,515 ▼-49.0%97,8641.9%FinanceAMZNAmazon.com$40,730,293$2,533,312 ▲6.6%214,0771.7%Retail/WholesaleGOOGLAlphabet$37,351,879$3,366,679 ▲9.9%241,5401.6%Computer and TechnologyMETAMeta Platforms$36,205,714$7,952,727 ▲28.1%62,8171.5%Computer and TechnologySCHDSchwab US Dividend Equity ETF$36,062,777$3,151,653 ▲9.6%1,289,7981.5%ETFVVisa$33,491,153$707,932 ▲2.2%95,5631.4%Business ServicesIBDUiShares iBonds Dec 2029 Term Corporate ETF$31,442,776$31,549,544 ▼-50.1%1,359,3931.3%ETFVYMVanguard High Dividend Yield ETF$28,232,252$152,303 ▲0.5%218,9211.2%ETFVOOVanguard S&P 500 ETF$24,829,968$1,862,440 ▲8.1%48,3151.0%ETFRTXRTX$24,521,548$479,903 ▲2.0%185,1241.0%AerospaceVTIVanguard Total Stock Market ETF$23,701,410$700,027 ▲3.0%86,2361.0%ETFNVDANVIDIA$23,256,670$337,821 ▲1.5%214,5841.0%Computer and TechnologyIBDSiShares iBonds Dec 2027 Term Corporate ETF$22,246,922$19,136,405 ▼-46.2%920,0540.9%ETFIBDViShares iBonds Dec 2030 Term Corporate ETF$21,026,169$18,794,568 ▼-47.2%968,0550.9%ETFIEFAiShares Core MSCI EAFE ETF$20,723,689$19,456,397 ▼-48.4%273,9410.9%ETFVTVVanguard Value ETF$20,574,380$160,822 ▼-0.8%119,1050.9%ETFBRK.BBerkshire Hathaway$19,708,836$78,290 ▲0.4%37,0060.8%FinanceIBDRiShares iBonds Dec 2026 Term Corporate ETF$19,637,830$20,061,650 ▼-50.5%811,1450.8%ETFIWDiShares Russell 1000 Value ETF$19,583,085$19,486,746 ▼-49.9%104,0760.8%ETFEPIWisdomTree India Earnings Fund$19,216,409$2,738,345 ▼-12.5%439,6340.8%FinanceCVXChevron$18,009,176$103,720 ▼-0.6%107,6520.8%EnergyPGProcter & Gamble$17,784,452$700,267 ▲4.1%104,3550.7%Consumer StaplesAVGOBroadcom$17,741,137$2,462,572 ▲16.1%105,9610.7%Computer and TechnologyWMTWalmart$17,422,002$6,494,469 ▲59.4%198,4500.7%Retail/WholesaleVIGVanguard Dividend Appreciation ETF$17,408,904$1,807,798 ▲11.6%89,7410.7%ETFMAMastercard$16,672,090$16,303,743 ▼-49.4%30,4160.7%Business ServicesIGViShares Expanded Tech-Software Sector ETF$15,072,615$15,143,095 ▼-50.1%169,3740.6%ETFNFLXNetflix$14,733,974$1,048,164 ▲7.7%15,8000.6%Consumer DiscretionaryHDHome Depot$14,573,486$13,951,903 ▼-48.9%39,7640.6%Retail/WholesaleTIDAL ETF TR$14,459,340$7,506,639 ▼-34.2%795,5620.6%FUNDSTRAT GRANNYANDEAndersons$14,081,532$432,349 ▼-3.0%328,0110.6%Basic MaterialsJGROJPMorgan Active Growth ETF$14,071,903$9,109,820 ▲183.6%190,7020.6%ETFXOMExxon Mobil$13,263,755$14,403,360 ▼-52.1%111,5240.6%EnergyIJRiShares Core S&P Small-Cap ETF$13,258,085$13,571,169 ▼-50.6%126,7860.6%ETFARKKARK Innovation ETF$13,198,801$3,521 ▲0.0%277,4020.6%ETFWELLWelltower$13,116,835$496,863 ▲3.9%85,6130.5%FinanceLINDE PLC$13,069,138$37,667,075 ▼-74.2%28,0670.5%SHSDGRWWisdomTree U.S. Quality Dividend Growth Fund$12,932,131$1,915,842 ▲17.4%161,9350.5%ManufacturingGOOGAlphabet$12,851,086$1,147,999 ▲9.8%82,2560.5%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$12,699,211$1,005,357 ▲8.6%61,5030.5%ETFIVViShares Core S&P 500 ETF$12,584,800$11,954,324 ▼-48.7%22,3960.5%ETFTLTiShares 20+ Year Treasury Bond ETF$11,621,619$10,209,379 ▼-46.8%127,6680.5%ETFJNJJohnson & Johnson$11,613,219$51,304,902 ▼-81.5%70,0260.5%MedicalBLACKROCK INC$11,205,832$467,580 ▲4.4%11,8390.5%COMXLCCommunication Services Select Sector SPDR Fund$11,075,543$1,045,430 ▲10.4%114,8310.5%ETFIWOiShares Russell 2000 Growth ETF$11,027,606$10,969,344 ▼-49.9%43,1550.5%ETFCBChubb$10,977,615$1,371,673 ▲14.3%36,3500.5%FinanceTSLATesla$10,697,335$257,352 ▼-2.3%41,2760.4%Auto/Tires/TrucksCATCaterpillar$10,186,868$524,052 ▲5.4%30,8880.4%IndustrialsBACBank of America$10,153,913$599,243 ▲6.3%243,3240.4%FinanceNEENextEra Energy$10,108,917$218,767 ▲2.2%142,6000.4%UtilitiesPFEPfizer$10,063,720$500,720 ▲5.2%397,1460.4%MedicalVVVanguard Large-Cap ETF$10,028,423$7,968 ▼-0.1%39,0160.4%ETFSPLGSPDR Portfolio S&P 500 ETF$9,759,076$5,628,481 ▲136.3%148,4040.4%ETFPEPPepsiCo$9,684,250$103,911 ▲1.1%64,5860.4%Consumer StaplesKOCoca-Cola$9,638,313$502,560 ▼-5.0%134,5750.4%Consumer StaplesQCOMQUALCOMM$9,620,397$328,115 ▲3.5%62,6280.4%Computer and TechnologyABBVAbbVie$9,378,881$543,712 ▼-5.5%44,7630.4%MedicalCHATRoundhill Generative AI & Technology ETF$9,097,802$64,612 ▲0.7%261,0560.4%ETFUBERUber Technologies$8,905,516$10,565 ▼-0.1%122,2270.4%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$8,811,240$8,658,855 ▼-49.6%24,4010.4%ETFBRK.ABerkshire Hathaway$8,782,857$1,596,883 ▲22.2%110.4%FinanceEFAiShares MSCI EAFE ETF$8,776,404$6,438,253 ▼-42.3%107,3820.4%FinancePSXPhillips 66$8,716,704$50,503 ▲0.6%70,5920.4%EnergyRFRegions Financial$8,600,104$2,326,153 ▲37.1%395,7710.4%FinanceLLYEli Lilly and Company$8,535,655$1,906,357 ▼-18.3%10,3340.4%MedicalCINFCincinnati Financial$8,379,420$5,630,350 ▲204.8%56,7250.4%FinanceAVUVAvantis U.S. Small Cap Value ETF$8,364,089$109,922 ▲1.3%95,9510.4%ETFORealty Income$8,266,210$481,310 ▲6.2%142,4960.3%FinanceMPCMarathon Petroleum$8,215,827$8,272,938 ▼-50.2%56,3920.3%EnergyVBVanguard Small-Cap ETF$8,165,394$2,465,230 ▼-23.2%36,8220.3%ETFUNHUnitedHealth Group$8,028,744$1,463,390 ▼-15.4%15,3290.3%MedicalCOSTCostco Wholesale$7,722,212$289,441 ▲3.9%8,1640.3%Retail/WholesaleXLFFinancial Select Sector SPDR Fund$7,589,425$6,306,415 ▼-45.4%152,3670.3%ETFMCDMcDonald's$7,474,944$15,754,892 ▼-67.8%23,9290.3%Retail/WholesaleLOWLowe's Companies$7,467,247$7,463,982 ▼-50.0%32,0160.3%Retail/WholesalePANWPalo Alto Networks$7,447,241$1,455,047 ▲24.3%43,6430.3%Computer and TechnologyAMPAmeriprise Financial$7,199,114$382,952 ▲5.6%14,8700.3%FinanceDISWalt Disney$7,071,708$221,682 ▲3.2%71,6480.3%Consumer DiscretionaryLMTLockheed Martin$7,035,284$6,964,703 ▼-49.7%15,7490.3%AerospaceLAM RESEARCH CORP$7,029,025$12,617,785 ▼-64.2%96,6850.3%COM NEWBMYBristol-Myers Squibb$6,971,929$129,909 ▼-1.8%114,3120.3%MedicalAEPAmerican Electric Power$6,951,482$334,041 ▲5.0%63,6170.3%UtilitiesAMGNAmgen$6,829,252$7,157,941 ▼-51.2%21,9200.3%MedicalSHOPShopify$6,767,813$1,810,301 ▲36.5%70,8820.3%Computer and TechnologyKRESPDR S&P Regional Banking ETF$6,720,789$571,175 ▲9.3%118,2190.3%ETFMOAltria Group$6,671,144$237,261 ▲3.7%111,1480.3%Consumer StaplesCRWDCrowdStrike$6,670,680$549,338 ▲9.0%18,9190.3%Computer and TechnologySPYVSPDR Portfolio S&P 500 Value ETF$6,654,015$6,446,109 ▲3,100.5%130,2920.3%ETFBLWBlackRock Limited Duration Income Trust$6,637,781$6,474,153 ▲3,956.6%469,4320.3%Financial ServicesPALANTIR TECHNOLOGIES INC$6,532,644$927,303 ▼-12.4%77,4010.3%CL AAXPAmerican Express$6,519,558$62,153 ▼-0.9%24,2310.3%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
