Venture Visionary Partners LLC Top Holdings and 13F Report (2025) About Venture Visionary Partners LLCInvestment ActivityVenture Visionary Partners LLC has $2.66 billion in total holdings as of June 30, 2025.Venture Visionary Partners LLC owns shares of 570 different stocks, but just 115 companies or ETFs make up 80% of its holdings.Approximately 7.30% of the portfolio was purchased this quarter.About 5.32% of the portfolio was sold this quarter.This quarter, Venture Visionary Partners LLC has purchased 547 new stocks and bought additional shares in 266 stocks.Venture Visionary Partners LLC sold shares of 183 stocks and completely divested from 30 stocks this quarter.Largest Holdings Microsoft $103,211,688Invesco QQQ $80,452,649Vanguard Growth ETF $76,033,871SPDR S&P 500 ETF Trust $73,724,003Apple $72,323,370 Largest New Holdings this Quarter 29287L205 - TCW Transform Systems ETF $5,431,390 Holding687793109 - Oscar Health $3,627,133 Holding199908104 - Comfort Systems USA $3,080,582 Holding773121108 - ROCKET LAB CORP $2,411,435 Holding75734B100 - REDDIT INC $2,408,969 Holding Largest Purchases this Quarter Invesco QQQ 47,978 shares (about $26.47M)NVIDIA 46,504 shares (about $7.35M)Amazon.com 30,022 shares (about $6.59M)Meta Platforms 8,450 shares (about $6.24M)Morgan Stanley 42,404 shares (about $5.97M) Largest Sales this Quarter iShares Expanded Tech-Software Sector ETF 157,994 shares (about $17.30M)iShares Russell 2000 Growth ETF 40,352 shares (about $11.54M)Microsoft 13,609 shares (about $6.77M)Rockwell Automation 17,968 shares (about $5.97M)Pfizer 204,375 shares (about $4.95M) 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$103,211,688$6,769,260 ▼-6.2%207,4983.9%Computer and TechnologyQQQInvesco QQQ$80,452,649$26,466,705 ▲49.0%145,8423.0%FinanceVUGVanguard Growth ETF$76,033,871$1,441,467 ▲1.9%173,4342.9%ETFSPYSPDR S&P 500 ETF Trust$73,724,003$707,441 ▲1.0%119,3232.8%FinanceAAPLApple$72,323,370$589,865 ▲0.8%352,5042.7%Computer and TechnologyJPMJPMorgan Chase & Co.$69,248,861$1,968,781 ▲2.9%238,8632.6%FinanceRSPInvesco S&P 500 Equal Weight ETF$67,535,157$1,003,569 ▲1.5%371,6032.5%ETFVOVanguard Mid-Cap ETF$63,268,452$1,145,904 ▲1.8%226,0962.4%ETFAMZNAmazon.com$53,552,954$6,586,536 ▲14.0%244,0992.0%Retail/WholesaleMETAMeta Platforms$52,602,163$6,236,944 ▲13.5%71,2672.0%Computer and TechnologyIBDWiShares iBonds Dec 2031 Term Corporate ETF$50,197,363$3,089,914 ▲6.6%2,385,8061.9%ETFGOOGLAlphabet$46,585,130$4,018,408 ▲9.4%264,3421.7%Computer and TechnologyNVDANVIDIA$41,249,341$7,347,175 ▲21.7%261,0881.5%Computer and TechnologyIBDUiShares iBonds Dec 2029 Term Corporate ETF$35,541,312$3,826,658 ▲12.1%1,523,4161.3%ETFVVisa$34,521,849$591,874 ▲1.7%97,2301.3%Business ServicesSCHDSchwab US Dividend Equity ETF$33,743,046$436,614 ▼-1.3%1,273,3221.3%ETFVYMVanguard High Dividend Yield ETF$29,164,087$20,397 ▼-0.1%218,7681.1%ETFRTXRTX$27,207,125$175,225 ▲0.6%186,3241.0%AerospaceVOOVanguard S&P 500 ETF$27,105,299$339,114 ▼-1.2%47,7181.0%ETFAVGOBroadcom$26,296,875$2,911,431 ▼-10.0%95,3991.0%Computer and TechnologyVTIVanguard Total Stock Market ETF$26,109,168$100,601 ▼-0.4%85,9051.0%ETFIBDViShares iBonds Dec 2030 Term Corporate ETF$24,688,056$3,410,198 ▲16.0%1,123,2050.9%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$23,856,702$1,526,973 ▲6.8%982,9700.9%ETFIEFAiShares Core MSCI EAFE ETF$22,865,052$3,590 ▼0.0%273,8980.9%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$22,735,850$3,065,566 ▲15.6%937,5600.9%ETFEPIWisdomTree India Earnings Fund$21,054,580$185,133 ▲0.9%443,5340.8%FinanceVTVVanguard Value ETF$20,986,240$64,511 ▼-0.3%118,7400.8%ETFIWDiShares Russell 1000 Value ETF$20,643,416$428,667 ▲2.1%106,2830.8%ETFWMTWalmart$20,558,925$1,154,396 ▲5.9%210,2560.8%Retail/WholesaleARKKARK Innovation ETF$20,000,829$502,223 ▲2.6%284,5470.8%ETFVIGVanguard Dividend Appreciation ETF$18,769,206$401,770 ▲2.2%91,7040.7%ETFTIDAL TRUST I$18,728,872$685,526 ▲3.8%825,7880.7%FUNDSTRAT GRANNYBRK.BBerkshire Hathaway$18,393,268$416,792 ▲2.3%37,8640.7%FinanceJGROJPMorgan Active Growth ETF$17,975,793$1,562,005 ▲9.5%208,8500.7%ETFNFLXNetflix$17,458,311$3,700,032 ▼-17.5%13,0370.7%Consumer DiscretionaryMAMastercard$17,126,505$34,279 ▲0.2%30,4770.6%Business ServicesPGProcter & Gamble$16,496,481$129,368 ▼-0.8%103,5430.6%Consumer StaplesXLKTechnology Select Sector SPDR Fund$15,758,721$184,101 ▲1.2%62,2300.6%ETFCVXChevron$15,521,307$106,534 ▲0.7%108,3960.6%EnergyTSLATesla$15,014,868$1,903,105 ▲14.5%47,2670.6%Auto/Tires/TrucksHDHome Depot$14,635,336$56,097 ▲0.4%39,9170.5%Retail/WholesaleIVViShares Core S&P 500 ETF$14,246,632$340,876 ▲2.5%22,9450.5%ETFGOOGAlphabet$14,177,419$414,030 ▼-2.8%79,9220.5%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$13,853,710$2,732 ▼0.0%126,7610.5%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$13,713,282$152,826 ▲1.1%163,7600.5%ManufacturingLINDE PLC$13,418,657$250,075 ▲1.9%28,6000.5%SHSCRWDCrowdStrike$13,019,299$3,383,429 ▲35.1%25,5620.5%Computer and TechnologyXLCCommunication Services Select Sector SPDR Fund$12,835,028$372,368 ▲3.0%118,2620.5%ETFBLACKROCK INC$12,571,146$148,994 ▲1.2%11,9810.5%COMSPLGSPDR Portfolio S&P 500 ETF$12,489,480$1,701,968 ▲15.8%171,8180.5%ETFWELLWelltower$12,386,394$774,957 ▼-5.9%80,5720.5%FinanceCATCaterpillar$12,149,911$158,779 ▲1.3%31,2970.5%IndustrialsANDEAndersons$12,029,242$25,174 ▼-0.2%327,3260.5%Basic MaterialsXOMExxon Mobil$11,879,098$143,267 ▼-1.2%110,1950.4%EnergyHOODRobinhood Markets$11,743,075$4,540,493 ▲63.0%125,4200.4%FinanceTLTiShares 20+ Year Treasury Bond ETF$11,586,475$319,731 ▲2.8%131,2910.4%ETFBACBank of America$11,388,066$126,061 ▼-1.1%240,6600.4%FinanceAMGNAmgen$11,139,452$5,019,119 ▲82.0%39,8960.4%MedicalVVVanguard Large-Cap ETF$11,135,415$3,994 ▲0.0%39,0300.4%ETFUBERUber Technologies$11,117,003$286,805 ▼-2.5%119,1530.4%Computer and TechnologyCBChubb$10,830,405$298,994 ▲2.8%37,3820.4%FinanceIWFiShares Russell 1000 Growth ETF$10,390,895$30,570 ▲0.3%24,4730.4%ETFJNJJohnson & Johnson$10,347,336$349,188 ▼-3.3%67,7400.4%MedicalQCOMQUALCOMM$10,126,156$151,935 ▲1.5%63,5820.4%Computer and TechnologyNEENextEra Energy$9,917,218$17,910 ▲0.2%142,8580.4%UtilitiesEFAiShares MSCI EAFE ETF$9,599,320$358 ▲0.0%107,3860.4%FinancePANWPalo Alto Networks$9,559,553$628,449 ▲7.0%46,7140.4%Computer and TechnologyRFRegions Financial$9,483,739$175,201 ▲1.9%403,2200.4%FinancePALANTIR TECHNOLOGIES INC$9,460,881$1,090,424 ▼-10.3%69,4020.4%CL ALLYEli Lilly and Company$9,390,300$1,334,567 ▲16.6%12,0460.4%MedicalLAM RESEARCH CORP$9,233,137$178,230 ▼-1.9%94,8540.3%COM NEWKOCocaCola$9,181,298$339,883 ▼-3.6%129,7710.3%Consumer StaplesJEPQJPMorgan Nasdaq Equity Premium Income ETF$9,106,082$3,437,214 ▲60.6%167,3910.3%ETFMSMorgan Stanley$8,926,721$5,973,028 ▲202.2%63,3730.3%FinanceSHOPShopify$8,812,394$636,155 ▲7.8%76,3970.3%Computer and TechnologyAVUVAvantis U.S. Small Cap Value ETF$8,689,621$51,563 ▼-0.6%95,3850.3%ETFCINFCincinnati Financial$8,633,375$185,853 ▲2.2%57,9730.3%FinancePEPPepsiCo$8,525,531$2,509 ▼0.0%64,5670.3%Consumer StaplesCOSTCostco Wholesale$8,461,187$379,155 ▲4.7%8,5470.3%Retail/WholesalePSXPhillips 66$8,297,487$124,192 ▼-1.5%69,5510.3%EnergyVBVanguard Small-Cap ETF$8,286,147$440,079 ▼-5.0%34,9650.3%ETFXLFFinancial Select Sector SPDR Fund$8,131,339$151,873 ▲1.9%155,2670.3%ETFAPPLOVIN CORP$8,107,153$4,303,884 ▲113.2%23,1580.3%COM CL ASPYGSPDR Portfolio S&P 500 Growth ETF$8,060,756$1,064,822 ▲15.2%84,5650.3%ETFAMPAmeriprise Financial$8,045,004$108,348 ▲1.4%15,0730.3%FinanceDISWalt Disney$8,026,114$859,024 ▼-9.7%64,7210.3%Consumer DiscretionaryAXPAmerican Express$7,791,576$62,202 ▲0.8%24,4260.3%FinanceBLWBlackRock Limited Duration Income Trust$7,655,282$998,727 ▲15.0%539,8640.3%Financial ServicesNOWServiceNow$7,647,918$871,815 ▲12.9%7,4390.3%Computer and TechnologyORealty Income$7,547,872$661,366 ▼-8.1%131,0160.3%FinanceCRCrane$7,404,753$123,811 ▼-1.6%38,9940.3%IndustrialsFSLRFirst Solar$7,378,118$1,109,449 ▼-13.1%44,5700.3%EnergyLMTLockheed Martin$7,322,765$28,715 ▲0.4%15,8110.3%AerospaceLOWLowe's Companies$7,249,816$146,217 ▲2.1%32,6750.3%Retail/WholesaleKRESPDR S&P Regional Banking ETF$7,218,960$197,889 ▲2.8%121,5510.3%ETFSPYVSPDR Portfolio S&P 500 Value ETF$7,113,139$293,629 ▲4.3%135,9020.3%ETFAEPAmerican Electric Power$7,079,861$478,956 ▲7.3%68,2330.3%UtilitiesMCDMcDonald's$6,786,597$204,813 ▼-2.9%23,2280.3%Retail/WholesaleABBVAbbVie$6,658,203$1,650,722 ▼-19.9%35,8700.2%MedicalHUBBHubbell$6,563,822$33,083 ▼-0.5%16,0710.2%IndustrialsShowing 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. 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