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Asset Manager ← All Institutions

Venture Visionary Partners LLC

Q4 2025 · Filed 2026-02-13
Market Value
$3.1B
+5.4%
Holdings
629
+24
New Purchases
45
Added To
270
Closed
27
Reduced
214
Top 10 Concentration
27.0%
Turnover
11.4%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GOOGL 2.79% 2.24% +0.55% $85M
GOOG 0.86% 0.67% +0.19% $26M
AAPL 3.37% 3.23% +0.15% $103M
RDDT 0.32% 0.18% +0.13% $10M
AMZN 2.05% 1.92% +0.13% $63M
PFFA 0.13% 0.00% +0.13% $4M
CRDO 0.13% 0.00% +0.13% $4M
LLY 0.46% 0.33% +0.13% $14M
CGGE 0.19% 0.06% +0.13% $6M
CGBL 0.26% 0.14% +0.12% $8M
ALL 0.14% 0.02% +0.12% $4M
RH 0.10% 0.00% +0.10% $3M
ANDE 0.55% 0.44% +0.10% $17M
AMD 0.33% 0.24% +0.10% $10M
VT 0.18% 0.09% +0.09% $6M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MSFT 3.49% 3.82% -0.33% $107M
UBER 0.16% 0.34% -0.17% $5M
VO 2.12% 2.29% -0.17% $65M
ARKK 0.71% 0.85% -0.14% $22M
VUG 2.57% 2.70% -0.14% $79M
SPY 2.67% 2.80% -0.13% $82M
APP 0.54% 0.66% -0.12% $16M
RSP 2.35% 2.47% -0.12% $72M
LIN 0.36% 0.48% -0.12% $11M
QQQ 2.99% 3.10% -0.11% $91M
HOOD 0.40% 0.51% -0.11% $12M
FIX 0.08% 0.19% -0.11% $3M
ARM 0.07% 0.17% -0.11% $2M
PZZA 0.06% 0.17% -0.10% $2M
ORCL 0.16% 0.25% -0.09% $5M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 71 $1.5B 48.6%
Large Cap 394 $1.1B 37.3%
Mid Cap 101 $364M 11.9%
Small Cap 54 $60M 2.0%
Micro Cap 9 $6M 0.2%

Portfolio Analytics

Avg Market Cap
$135.7B
Median Market Cap
$34.6B
Avg P/E
33.2
Median P/E
24.3
Avg Dividend Yield
0.02%
Avg Beta
1.00
# Stocks
402
# ETFs / Funds
227

Top Holdings (629 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 MSFT 3.49% 216,975 $107M $491.75 -$4M +2,961 +1.4%
2 AAPL 3.37% 375,095 $103M $274.94 $9M +7,389 +2.0%
3 QQQ 2.99% 148,037 $91M $617.69 $1M -1,855 -1.2%
4 GOOGL 2.79% 270,159 $85M $315.69 $20M +2,969 +1.1%
5 SPY 2.67% 119,681 $82M $681.92 $376K -2,264 -1.9%
6 VUG 2.57% 160,721 $79M $488.67 $102K -2,823 -1.7%
7 JPM 2.55% 240,725 $78M $324.47 $3M +2,309 +1.0%
8 RSP 2.35% 375,222 $72M $191.56 $242K -2,401 -0.6%
9 VO 2.12% 222,980 $65M $291.10 -$1M -3,003 -1.3%
10 AMZN 2.05% 269,086 $63M $233.40 $7M +15,168 +6.0%
11 META 1.91% 88,083 $58M $661.44 $1M +10,377 +13.3%
12 IBDW 1.84% 2,640,751 $56M $21.33 $4M +174,421 +7.1%
13 NVDA 1.73% 281,483 $53M $187.37 $2M +8,984 +3.3%
14 V 1.17% 102,131 $36M $351.56 $2M +3,123 +3.1%
15 AVGO 1.13% 99,111 $34M $347.60 $971K -2,369 -2.3%
16 RTX 1.07% 177,687 $33M $184.27 $3M -778 -0.4%
17 IBDU 1.04% 1,351,617 $32M $23.53 $1M +57,299 +4.4%
18 VYM 1.04% 220,806 $32M $143.99 $1M +2,434 +1.1%
19 VTI 0.94% 83,828 $29M $342.59 $824K -1,172 -1.4%
20 IBDS 0.93% 1,161,524 $28M $24.41 $377K +11,919 +1.0%
21 GOOG 0.86% 80,809 $26M $325.53 $7M +828 +1.0%
22 VOO 0.83% 39,761 $25M $638.38 $823K -344 -0.9%
23 WMT 0.82% 223,221 $25M $111.87 $3M +7,447 +3.5%
24 IEFA 0.80% 272,680 $24M $89.46 $364K -2,547 -0.9%
25 IWD 0.75% 109,139 $23M $210.34 $862K +614 +0.6%
26 GRNY 0.74% 913,745 $23M $24.76 $409K +24,759 +2.8%
27 VTV 0.73% 115,872 $22M $191.99 $424K -1,144 -1.0%
28 ARKK 0.71% 283,857 $22M $76.92 -$3M -3,237 -1.1%
29 TSLA 0.69% 46,759 $21M $449.72 $2M +3,317 +7.6%
30 EPI 0.68% 451,781 $21M $46.32 $983K +578 +0.1%
31 IBDR 0.66% 829,557 $20M $24.40 $2M +84,519 +11.3%
32 BRK-B 0.65% 39,278 $20M $503.55 $31K -1
33 SCHD 0.64% 692,188 $19M $28.11 $536K -953 -0.1%
34 NFLX 0.61% 197,415 $19M $93.76 $250K +182,185 +1196.2%
35 MA 0.59% 31,653 $18M $570.89 $558K +866 +2.8%
36 CGDV 0.59% 410,945 $18M $43.92 $2M +35,988 +9.6%
37 IVV 0.58% 25,997 $18M $687.45 $2M +1,881 +7.8%
38 JGRO 0.58% 191,169 $18M $93.17 -$239K -1,360 -0.7%
39 XLK 0.58% 123,330 $18M $144.22 $555K +62,196 +101.7%
40 ANDE 0.55% 314,010 $17M $53.17 $4M -9,076 -2.8%
41 APP 0.54% 24,379 $16M $673.82 -$3M -2,206 -8.3%
42 CAT 0.53% 28,329 $16M $572.88 $3M -179 -0.6%
43 DGRW 0.53% 179,839 $16M $89.78 -$232K -4,267 -2.3%
44 IJR 0.49% 123,503 $15M $120.52 -$241K -3,782 -3.0%
45 HD 0.47% 41,676 $15M $348.38 -$2M +1,277 +3.2%
46 WELL 0.47% 74,144 $14M $193.25 $504K -3,461 -4.5%
47 WTV 0.46% 150,451 $14M $93.72 $329K -866 -0.6%
48 AMGN 0.46% 42,365 $14M $331.89 $2M +1,375 +3.4%
49 SPMO 0.46% 117,297 $14M $119.85 $86K +1,883 +1.6%
50 LLY 0.46% 12,923 $14M $1,081.31 $4M +462 +3.7%
51 POWL 0.45% 43,599 $14M $318.78 $2M +3,319 +8.2%
52 PG 0.45% 94,289 $14M $147.08 -$1M -5,688 -5.7%
53 XLC 0.45% 117,411 $14M $118.03 -$12K +235 +0.2%
54 SHOP 0.45% 85,930 $14M $160.97 $2M +8,168 +10.5%
55 BLK 0.45% 12,706 $14M $1,073.02 -$657K +449 +3.7%
56 JNJ 0.43% 62,059 $13M $214.10 $1M -3,269 -5.0%
57 PLTR 0.43% 73,990 $13M $177.75 -$364K -101 -0.1%
58 BAC 0.43% 235,712 $13M $55.64 $702K -4,893 -2.0%
59 CRWD 0.43% 27,766 $13M $469.77 $873K +2,948 +11.9%
60 NEE 0.43% 160,549 $13M $81.19 $2M +11,466 +7.7%
61 TLT 0.42% 148,781 $13M $87.16 -$570K -2,702 -1.8%
62 IBDV 0.41% 568,050 $13M $22.17 $138K +5,652 +1.0%
63 CB 0.41% 39,971 $13M $312.83 $2M +2,067 +5.5%
64 CVX 0.41% 80,390 $12M $155.05 -$91K -463 -0.6%
65 PSX 0.41% 96,544 $12M $129.04 $2M +17,408 +22.0%
66 VRT 0.41% 76,560 $12M $162.01 $2M +7,291 +10.5%
67 HOOD 0.40% 108,722 $12M $113.10 -$3M +4,978 +4.8%
68 VV 0.40% 38,919 $12M $314.80 $233K -120 -0.3%
69 RF 0.39% 440,794 $12M $27.10 $841K +19,680 +4.7%
70 XOM 0.39% 93,391 $12M $127.01 $2M +2,103 +2.3%
71 MS 0.38% 66,193 $12M $177.53 $1M +929 +1.4%
72 IWF 0.37% 23,863 $11M $477.38 $137K -163 -0.7%
73 FSLR 0.37% 40,867 $11M $274.01 $3M +2,024 +5.2%
74 LIN 0.36% 26,010 $11M $427.77 -$3M -3,307 -11.3%
75 SPLG 0.36% 136,085 $11M $80.48 $2M +15,825 +13.2%
76 QCOM 0.35% 63,246 $11M $171.46 $362K +241 +0.4%
77 JEPQ 0.35% 184,687 $11M $58.12 $645K +9,294 +5.3%
78 LRCX 0.35% 61,759 $11M $171.18 -$2M -29,905 -32.6%
79 VIG 0.34% 47,233 $10M $219.79 $637K +2,077 +4.6%
80 AVUV 0.34% 100,430 $10M $101.98 $520K +2,748 +2.8%
81 EFA 0.33% 106,632 $10M $96.03 $207K -820 -0.8%
82 AMD 0.33% 47,349 $10M $215.68 $3M +5,165 +12.2%
83 PANW 0.33% 53,876 $10M $185.25 $246K +6,070 +12.7%
84 CINF 0.32% 59,523 $10M $163.32 $313K +18 +0.0%
85 RDDT 0.32% 41,891 $10M $230.61 $4M +18,993 +83.0%
86 CR 0.31% 50,694 $9M $186.80 $2M +10,136 +25.0%
87 LOW 0.30% 38,513 $9M $241.72 $799K +4,649 +13.7%
88 AXP 0.29% 23,899 $9M $373.41 $693K -881 -3.6%
89 SPYG 0.28% 80,613 $9M $106.70 $564K +3,705 +4.8%
90 XLF 0.28% 154,695 $8M $54.93 $146K -337 -0.2%
91 VB 0.27% 32,263 $8M $260.26 -$308K -1,971 -5.8%
92 AEP 0.27% 70,831 $8M $116.51 $378K +839 +1.2%
93 AMP 0.27% 16,812 $8M $490.35 $18K +69 +0.4%
94 LMT 0.27% 16,808 $8M $486.61 -$40K +345 +2.1%
95 CGBL 0.26% 224,211 $8M $35.90 $4M +105,344 +88.6%
96 COST 0.26% 9,125 $8M $877.68 -$276K +175 +2.0%
97 PWRD 0.26% 81,665 $8M $96.55 $38K +1,346 +1.7%
98 MCD 0.26% 25,318 $8M $309.26 $861K +2,388 +10.4%
99 KO 0.25% 110,175 $8M $70.67 $205K -4,140 -3.6%
100 ABBV 0.25% 33,455 $8M $231.60 -$5K -31 -0.1%

Options Breakdown

41 Calls $5M Call Value 35 Puts $2M Put Value 0.29 P/C Ratio

Top Calls

SymbolSharesValueStatus
MSOS 281,100 $1M
OI 50,000 $738K
GT 70,000 $613K
AMZN 2,100 $485K
META 600 $396K
ORCL 1,600 $312K NEW
NVDA 1,500 $280K
RH 1,000 $179K NEW
PATH 10,000 $164K NEW
PCT 17,000 $146K

Top Puts

SymbolSharesValueStatus
COST 400 $345K
QQQ 200 $123K NEW
ZS 400 $90K NEW
GLD 200 $79K
SMH 200 $72K NEW
AVGO 200 $69K
SPY 100 $68K NEW
COIN 300 $68K
APP 100 $67K NEW
ORCL 300 $58K

New Positions

SymbolValue% Port
PFFA $4M 0.13%
CRDO $4M 0.13%
RH $3M 0.10%
TWLO $3M 0.09%
FBTC $2M 0.06%
PATH $1M 0.04%
CHAT $1M 0.04%
TE $1M 0.04%
QQQM $982K 0.03%
Q $970K 0.03%
ECL $909K 0.03%
FBND $781K 0.03%
CRCL $779K 0.03%
WPC $653K 0.02%
LNT $608K 0.02%

Sold Out Positions

SymbolValue% Port
FLR —%
QXO —%
SE —%
APO —%
GSK —%
MP —%
STZ —%
EFX —%
EOS —%
CLX —%
EME —%
DOC —%
GWW —%
JD —%
IBKR —%
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