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Asset Manager ← All Institutions

Venture Visionary Partners LLC

Q2 2025 · Filed 2025-07-17
Market Value
$2.7B
+11.5%
Holdings
592
-34
New Purchases
53
Added To
262
Closed
26
Reduced
185
Top 10 Concentration
26.7%
Turnover
13.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
QQQ 3.03% 1.93% +1.10% $80M
NVDA 1.55% 0.98% +0.58% $41M
META 1.98% 1.52% +0.47% $53M
MSFT 3.87% 3.49% +0.39% $103M
HOOD 0.44% 0.13% +0.31% $12M
AMZN 1.99% 1.71% +0.29% $53M
AVGO 0.99% 0.74% +0.25% $26M
MS 0.34% 0.10% +0.23% $9M
JPM 2.61% 2.39% +0.22% $69M
VUG 2.86% 2.65% +0.21% $76M
CRWD 0.49% 0.28% +0.21% $13M
PWRD 0.20% 0.00% +0.20% $5M
ARKK 0.75% 0.55% +0.20% $20M
GOOGL 1.75% 1.57% +0.19% $47M
APP 0.31% 0.12% +0.18% $8M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IGV 0.05% 0.63% -0.59% $1M
AAPL 2.70% 3.26% -0.56% $72M
IWO 0.03% 0.46% -0.43% $801K
CHAT 0.00% 0.38% -0.38% $0
PFE 0.18% 0.42% -0.25% $5M
SCHD 1.27% 1.51% -0.24% $34M
BMY 0.11% 0.29% -0.19% $3M
ROK 0.07% 0.26% -0.19% $2M
CVX 0.58% 0.76% -0.17% $16M
TDY 0.00% 0.17% -0.17% $0
GRID 0.06% 0.22% -0.16% $2M
ABBV 0.25% 0.39% -0.14% $7M
ANDE 0.45% 0.59% -0.14% $12M
PDD 0.00% 0.14% -0.14% $0
BRK-B 0.69% 0.83% -0.14% $18M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 69 $1.3B 48.3%
Large Cap 367 $979M 36.9%
Mid Cap 96 $335M 12.6%
Small Cap 50 $53M 2.0%
Micro Cap 10 $6M 0.2%

Portfolio Analytics

Avg Market Cap
$139.6B
Median Market Cap
$36.8B
Avg P/E
32.4
Median P/E
23.7
Avg Dividend Yield
0.02%
Avg Beta
0.98
# Stocks
381
# ETFs / Funds
211

Top Holdings (592 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 MSFT 3.87% 206,698 $103M $497.41 $20M -14,409 -6.5%
2 QQQ 3.03% 145,642 $80M $551.64 $34M +47,778 +48.8%
3 VUG 2.86% 173,434 $76M $438.40 $13M +3,288 +1.9%
4 SPY 2.73% 117,323 $72M $617.85 $7M -255 -0.2%
5 AAPL 2.70% 349,004 $72M $205.17 -$6M -425 -0.1%
6 JPM 2.61% 238,863 $69M $289.91 $12M +6,791 +2.9%
7 RSP 2.54% 371,603 $68M $181.74 $4M +5,522 +1.5%
8 VO 2.38% 226,096 $63M $279.83 $6M +4,095 +1.8%
9 AMZN 1.99% 241,099 $53M $219.39 $12M +27,622 +12.9%
10 META 1.98% 71,267 $53M $738.10 $17M +8,650 +13.8%
11 IBDW 1.89% 2,385,806 $50M $21.04 $4M +146,859 +6.6%
12 GOOGL 1.75% 264,342 $47M $176.23 $9M +22,802 +9.4%
13 NVDA 1.55% 261,088 $41M $157.99 $18M +46,704 +21.8%
14 IBDU 1.34% 1,523,416 $36M $23.33 $4M +164,023 +12.1%
15 V 1.30% 97,030 $34M $355.05 $960K +1,467 +1.5%
16 SCHD 1.27% 1,273,322 $34M $26.50 -$2M -16,476 -1.3%
17 VYM 1.10% 218,768 $29M $133.31 $932K -153 -0.1%
18 RTX 1.02% 186,324 $27M $146.02 $3M +1,200 +0.7%
19 VOO 1.02% 47,718 $27M $568.03 $2M -597 -1.2%
20 AVGO 0.99% 95,399 $26M $275.65 $9M -9,962 -9.5%
21 VTI 0.98% 85,905 $26M $303.93 $2M -331 -0.4%
22 IBDV 0.93% 1,123,205 $25M $21.98 $4M +155,150 +16.0%
23 IBDS 0.90% 982,970 $24M $24.27 $2M +62,916 +6.8%
24 IEFA 0.86% 273,898 $23M $83.48 $2M -43 -0.0%
25 IBDR 0.86% 937,560 $23M $24.25 $3M +126,415 +15.6%
26 EPI 0.79% 443,534 $21M $47.47 $2M +3,900 +0.9%
27 VTV 0.79% 118,740 $21M $176.74 $412K -365 -0.3%
28 IWD 0.78% 106,283 $21M $194.23 $1M +2,207 +2.1%
29 WMT 0.77% 210,256 $21M $97.78 $3M +11,806 +6.0%
30 ARKK 0.75% 284,547 $20M $70.29 $7M +7,145 +2.6%
31 VIG 0.71% 91,704 $19M $204.67 $1M +1,963 +2.2%
32 GRNY 0.71% 825,788 $19M $22.68 $4M +30,226 +3.8%
33 BRK-B 0.69% 37,864 $18M $485.77 -$1M +858 +2.3%
34 JGRO 0.68% 208,850 $18M $86.07 $4M +18,148 +9.5%
35 NFLX 0.65% 12,837 $17M $1,339.14 $3M -2,863 -18.2%
36 MA 0.65% 30,477 $17M $561.95 $454K +61 +0.2%
37 PG 0.62% 103,543 $16M $159.32 -$1M -812 -0.8%
38 XLK 0.59% 62,230 $16M $253.23 $3M +727 +1.2%
39 CVX 0.58% 108,396 $16M $143.19 -$2M +744 +0.7%
40 TSLA 0.55% 46,067 $15M $317.66 $4M +4,991 +12.2%
41 HD 0.55% 39,617 $15M $366.64 -$48K -147 -0.4%
42 IVV 0.54% 22,945 $14M $620.90 $2M +549 +2.5%
43 GOOG 0.53% 79,922 $14M $177.39 $1M -2,334 -2.8%
44 IJR 0.52% 126,761 $14M $109.29 $596K -25 -0.0%
45 DGRW 0.52% 163,760 $14M $83.74 $781K +1,825 +1.1%
46 LIN 0.51% 28,600 $13M $469.18 $350K +533 +1.9%
47 CRWD 0.49% 25,562 $13M $509.32 $6M +6,643 +35.1%
48 XLC 0.48% 118,262 $13M $108.53 $2M +4,431 +3.9%
49 BLK 0.47% 11,981 $13M $1,049.26 $1M +142 +1.2%
50 SPLG 0.47% 171,818 $12M $72.69 $3M +23,414 +15.8%
51 WELL 0.47% 80,572 $12M $153.73 -$730K -5,041 -5.9%
52 CAT 0.46% 31,297 $12M $388.21 $2M +409 +1.3%
53 ANDE 0.45% 327,326 $12M $36.75 -$2M -685 -0.2%
54 XOM 0.45% 110,195 $12M $107.80 -$1M -1,329 -1.2%
55 HOOD 0.44% 125,420 $12M $93.63 $9M +48,494 +63.0%
56 TLT 0.43% 130,491 $12M $88.25 -$106K +2,823 +2.2%
57 BAC 0.43% 240,660 $11M $47.32 $1M -2,664 -1.1%
58 AMGN 0.42% 39,896 $11M $279.21 $4M +17,976 +82.0%
59 VV 0.42% 39,030 $11M $285.30 $1M +14 +0.0%
60 CB 0.41% 37,382 $11M $289.72 -$147K +1,032 +2.8%
61 UBER 0.41% 115,853 $11M $93.30 $2M -1,074 -0.9%
62 IWF 0.39% 24,473 $10M $424.59 $2M +72 +0.3%
63 JNJ 0.39% 67,740 $10M $152.75 -$1M -2,286 -3.3%
64 QCOM 0.38% 63,582 $10M $159.26 $506K +954 +1.5%
65 NEE 0.37% 142,858 $10M $69.42 -$192K +258 +0.2%
66 EFA 0.36% 107,386 $10M $89.39 $823K +4
67 PANW 0.36% 46,714 $10M $204.64 $2M +3,071 +7.0%
68 RF 0.36% 403,220 $9M $23.52 $884K +7,449 +1.9%
69 PLTR 0.35% 69,002 $9M $136.32 $3M -7,999 -10.4%
70 LLY 0.35% 12,046 $9M $779.54 $855K +1,712 +16.6%
71 LRCX 0.35% 94,854 $9M $97.34 $2M -1,831 -1.9%
72 KO 0.35% 129,771 $9M $70.75 -$457K -4,804 -3.6%
73 JEPQ 0.34% 167,391 $9M $54.40 $4M +63,184 +60.6%
74 MS 0.34% 63,373 $9M $140.86 $6M +42,404 +202.2%
75 SHOP 0.33% 76,397 $9M $115.35 $2M +5,715 +8.1%
76 AVUV 0.33% 95,385 $9M $91.10 $326K -566 -0.6%
77 CINF 0.33% 57,973 $9M $148.92 $254K +1,248 +2.2%
78 PEP 0.32% 64,567 $9M $132.04 -$1M -19 -0.0%
79 COST 0.32% 8,547 $8M $989.96 $739K +383 +4.7%
80 PSX 0.31% 69,551 $8M $119.30 -$419K -1,041 -1.5%
81 VB 0.31% 34,965 $8M $236.98 $121K -1,857 -5.0%
82 XLF 0.31% 155,267 $8M $52.37 $542K +2,900 +1.9%
83 APP 0.31% 23,158 $8M $350.08 $5M +12,294 +113.2%
84 SPYG 0.30% 84,565 $8M $95.32 $2M +11,171 +15.2%
85 AMP 0.30% 15,073 $8M $533.74 $846K +203 +1.4%
86 DIS 0.30% 64,721 $8M $124.01 $954K -6,927 -9.7%
87 AXP 0.29% 24,426 $8M $318.99 $1M +195 +0.8%
88 BLW 0.29% 539,864 $8M $14.18 $1M +70,432 +15.0%
89 NOW 0.29% 7,439 $8M $1,028.08 $2M +848 +12.9%
90 O 0.28% 131,016 $8M $57.61 -$718K -11,480 -8.1%
91 CR 0.28% 38,994 $7M $189.89 $1M -652 -1.6%
92 LMT 0.28% 15,811 $7M $463.14 $287K +62 +0.4%
93 FSLR 0.28% 44,170 $7M $165.54 $830K -7,102 -13.8%
94 LOW 0.27% 32,675 $7M $221.88 -$217K +659 +2.1%
95 KRE 0.27% 121,551 $7M $59.39 $498K +3,332 +2.8%
96 SPYV 0.27% 135,902 $7M $52.34 $459K +5,610 +4.3%
97 AEP 0.27% 68,233 $7M $103.76 $128K +4,616 +7.3%
98 MCD 0.26% 23,228 $7M $292.17 -$688K -701 -2.9%
99 ABBV 0.25% 35,770 $7M $185.62 -$3M -8,593 -19.4%
100 HUBB 0.25% 16,071 $7M $408.43 $1M -81 -0.5%

Options Breakdown

35 Calls $5M Call Value 31 Puts $2M Put Value 0.43 P/C Ratio

Top Calls

SymbolSharesValueStatus
GT 90,000 $933K
OI 60,000 $884K
AAPL 3,500 $718K NEW
AMZN 3,000 $658K NEW
UBER 3,300 $308K
MSOS 120,000 $289K
PCT 20,000 $274K
NFLX 200 $268K NEW
MSFT 400 $199K NEW
HD 300 $110K NEW

Top Puts

SymbolSharesValueStatus
SPY 2,000 $1M NEW
TSLA 900 $286K
MSFT 400 $199K NEW
GLD 400 $122K NEW
QQQ 200 $110K NEW
FSLR 400 $66K NEW
IWM 200 $43K NEW
IBIT 700 $43K NEW
ADBE 100 $39K NEW
V 100 $36K NEW

New Positions

SymbolValue% Port
PWRD $5M 0.20%
OSCR $4M 0.13%
FIX $3M 0.12%
RDDT $2M 0.09%
RKLB $2M 0.09%
RHP $1M 0.06%
ASTS $1M 0.05%
NE $1M 0.05%
CGGE $873K 0.03%
TEM $836K 0.03%
RKT $586K 0.02%
IMTM $556K 0.02%
COIN $549K 0.02%
CGHM $510K 0.02%
PSC $457K 0.02%

Sold Out Positions

SymbolValue% Port
AIG —%
VST —%
BEKE —%
TDY —%
AI —%
LII —%
SOLV —%
JBL —%
GTLS —%
EXPE —%
CPB —%
CHKP —%
BIDU —%
BSMS —%
MOAT —%
View SEC EDGAR Filings for Venture Visionary Partners LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms