Venture-Visionary-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "OI",
  "PINS",
  "SE",
  "HIO",
  "HOOD",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "TROW",
  null,
  "AES",
  null,
  null,
  "RF",
  null,
  "ARM",
  "SNOW",
  null,
  "MPLX",
  "ACN",
  null,
  "MMM",
  "CASH",
  "ABT",
  "ABBV",
  null,
  "ADBE",
  "APD",
  null,
  "VONG",
  "ALL",
  "GOOGL",
  null,
  "AXP",
  "JQC",
  "NMZ",
  null,
  "AIG",
  "ASML",
  "T",
  "BLK",
  null,
  null,
  null,
  "CAT",
  "AVGO",
  "APP",
  "ANDE",
  "LOW",
  "BDJ",
  "ARCC",
  "SAN",
  "BLW",
  "BIDU",
  null,
  "BSX",
  null,
  "RQI",
  "UTF",
  null,
  null,
  "COF",
  "CMI",
  "LINE",
  "DUK",
  "NUV",
  "D",
  "POWL",
  "PDI",
  "SAND",
  "FUN",
  null,
  null,
  "EOG",
  "EXPE",
  "FCX",
  "FITB",
  null,
  "ARKB",
  "NVRI",
  "GD",
  null,
  "GILD",
  null,
  "GIS",
  "HON",
  "BITB",
  "HD",
  null,
  null,
  null,
  "AZN",
  "MCD",
  "INTU",
  "APPS",
  null,
  "RPM",
  "UNP",
  "QCOM",
  "SCCO",
  "FSCO",
  null,
  null,
  null,
  "ISRG",
  null,
  "HUBB",
  null,
  "HWM",
  "ITW",
  "INGR",
  "AMAT",
  "EMR",
  "BKNG",
  null,
  "ICE",
  "META",
  null,
  null,
  "IVW",
  "IJH",
  "SBFG",
  null,
  null,
  "RNP",
  null,
  "JLS",
  "DMO",
  null,
  null,
  null,
  "KMI",
  "LRCX",
  "GBAB",
  "LIN",
  "PCN",
  null,
  null,
  "EXG",
  "MPC",
  "MMC",
  "TLRY",
  null,
  "MA",
  "MDT",
  "MSFT",
  null,
  "MDLZ",
  "MS",
  null,
  "SATS",
  "ESPR",
  "FRME",
  "FHN",
  "GE",
  "HIG",
  "NVS",
  "OXY",
  null,
  null,
  "ORLY",
  "ADM",
  "BX",
  "HSY",
  "AMP",
  "IJR",
  "KKR",
  "IWD",
  "KR",
  "ORCL",
  "KHC",
  "NOC",
  "OKE",
  "VHT",
  "IRT",
  null,
  null,
  null,
  null,
  "EEM",
  "IWF",
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "IRM",
  null,
  "PGR",
  "IEMG",
  "IJK",
  "IVV",
  "PBR",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "BXSL",
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "MKC",
  "AMGN",
  "MAS",
  null,
  "PKG",
  "MSTR",
  "PDO",
  "DGX",
  "PPG",
  null,
  "ROK",
  null,
  "IEFA",
  "SPGI",
  "SCHX",
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "SLB",
  "SPG",
  "O",
  "ROST",
  "SNA",
  "RIO",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  null,
  null,
  "SPYG",
  "BP",
  "AMT",
  "RSG",
  "SPLG",
  "IBM",
  "STLD",
  "SYK",
  "SBUX",
  "TEL",
  "CI",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TW",
  "TFC",
  "TRV",
  "UBER",
  "UNM",
  "UPS",
  "VNQ",
  "VO",
  "NEM",
  "MET",
  "DTM",
  "LZB",
  "VXF",
  "LTC",
  "VV",
  "RCL",
  "EOSE",
  "VOE",
  "RKLB",
  "SCHW",
  "PCT",
  "FMAO",
  "PAG",
  null,
  null,
  null,
  "VWO",
  "JBL",
  "BXMX",
  null,
  "VCIT",
  "EPRT",
  "VIG",
  null,
  null,
  "TRGP",
  "PML",
  "IWO",
  "GT",
  "WY",
  null,
  "IWN",
  null,
  "TSM",
  "GSK",
  null,
  null,
  "FSK",
  "VYM",
  "DD",
  "VRTX",
  null,
  null,
  "TT",
  "VRT",
  "PBF",
  "ATO",
  "ADSK",
  "AON",
  "GM",
  "WTS",
  "AMD",
  "SDY",
  "FI",
  "DRI",
  "DOV",
  "TAP",
  "IP",
  "F",
  "GNRC",
  "WEC",
  "DEO",
  "WM",
  "FSLR",
  "FTNT",
  "IWP",
  "IWR",
  "EFX",
  "AEP",
  "NVO",
  "VIGI",
  "AMZN",
  "MSI",
  "NEA",
  "SCHB",
  null,
  null,
  null,
  "CMS",
  "CLF",
  null,
  "IVE",
  "PFG",
  null,
  null,
  null,
  null,
  "IVZ",
  "SBRA",
  null,
  "ELS",
  null,
  null,
  "BEKE",
  "HBAN",
  "PDD",
  null,
  "DKNG",
  "VEU",
  null,
  "VGT",
  null,
  "USB",
  "VUG",
  "VLO",
  "VFH",
  "VEA",
  "VYMI",
  "MGK",
  "VTWO",
  "MGV",
  "BND",
  "VOT",
  "VT",
  "VB",
  "VOO",
  "VTV",
  "VTRS",
  "V",
  null,
  "VST",
  "WMT",
  "WSBC",
  "WFC",
  "WELL",
  "WHR",
  null,
  null,
  "WPC",
  "WH",
  "WYNN",
  "XPEL",
  "XEL",
  null,
  "YUM",
  null,
  "IUSG",
  "SOLV",
  "DTE",
  "FLR",
  "SCHD",
  "ET",
  "DVY",
  "CHKP",
  "SCHG",
  null,
  null,
  "SCHA",
  "KRC",
  "MSCI",
  "MTZ",
  "NSC",
  "KEY",
  "NDSN",
  "NXPI",
  "NZF",
  "SO",
  null,
  "TTD",
  "SJM",
  "TRP",
  "OTIS",
  "PSX",
  "ROL",
  "CRM",
  "PENN",
  null,
  "TDY",
  "DIA",
  "PACB",
  "LII",
  null,
  null,
  "JBGS",
  null,
  null,
  "GEV",
  "MELI",
  "DGRO",
  "GAP",
  "MCK",
  "SPYV",
  "GWW",
  null,
  "PZZA",
  "SYF",
  "NUE",
  "NRG",
  "FDX",
  null,
  "KMB",
  "LULU",
  "ADP",
  "BAC",
  "BNS",
  "BRK-A",
  "BRK-B",
  "BA",
  "BMY",
  "BF-B",
  "BXP",
  "AI",
  "CPB",
  "CARR",
  "CVX",
  "GTLS",
  "CINF",
  "CB",
  "CMG",
  "CTAS",
  "CSCO",
  "CFG",
  "C",
  "CLX",
  "CME",
  "KO",
  "CMCSA",
  "CTSH",
  "CL",
  "CAG",
  "COP",
  "STZ",
  "CEG",
  "ED",
  "CTRA",
  "COST",
  "GLW",
  "CTVA",
  "CXT",
  "CR",
  "CRWD",
  "CVS",
  "CSX",
  "DHR",
  "DAN",
  "DELL",
  "DE",
  "DVN",
  "FANG",
  "DAL",
  "DFAC",
  "RSP",
  "IJT",
  "IJJ",
  "EFA",
  "ADI",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  null,
  "AWK",
  "MO",
  "XLK",
  "URI",
  "MCHP",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 547
Total Value: 2164048517
Accession Number: 0001172661-25-001797
Form Type: 13F-HR
CIK: venture-visionary-partners
Manager Name: Venture-Visionary-Partners

Data Enrichment

80% identified

437 identified110 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

547 positions • $2.2B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:37.0K

Value:$19.7M

% of Portfolio:0.9% ($19.7M/$2.2B)

46435GAA0

Shares:811.1K

Value:$19.6M

% of Portfolio:0.9% ($19.6M/$2.2B)

464287598

IWD|464287598

Shares:104.1K

Value:$19.6M

% of Portfolio:0.9% ($19.6M/$2.2B)

97717W422

Shares:439.6K

Value:$19.2M

% of Portfolio:0.9% ($19.2M/$2.2B)

CHEVRON CORP

CVX|166764100

Shares:107.7K

Value:$18.0M

% of Portfolio:0.8% ($18.0M/$2.2B)

PROCTER & GAMBLE Co

PG|742718109

Shares:104.4K

Value:$17.8M

% of Portfolio:0.8% ($17.8M/$2.2B)

Broadcom Inc.

AVGO|11135F101

Shares:105.4K

Value:$17.6M

% of Portfolio:0.8% ($17.6M/$2.2B)

Walmart Inc.

WMT|931142103

Shares:198.4K

Value:$17.4M

% of Portfolio:0.8% ($17.4M/$2.2B)

921908844

VIG|921908844

Shares:89.7K

Value:$17.4M

% of Portfolio:0.8% ($17.4M/$2.2B)

Mastercard Inc

MA|57636Q104

Shares:30.4K

Value:$16.7M

% of Portfolio:0.8% ($16.7M/$2.2B)

464287515

Shares:169.4K

Value:$15.1M

% of Portfolio:0.7% ($15.1M/$2.2B)

NETFLIX INC

NFLX|64110L106

Shares:15.7K

Value:$14.6M

% of Portfolio:0.7% ($14.6M/$2.2B)

HOME DEPOT, INC.

HD|437076102

Shares:39.8K

Value:$14.6M

% of Portfolio:0.7% ($14.6M/$2.2B)

886364231

Shares:795.6K

Value:$14.5M

% of Portfolio:0.7% ($14.5M/$2.2B)

Andersons, Inc.

ANDE|034164103

Shares:328.0K

Value:$14.1M

% of Portfolio:0.7% ($14.1M/$2.2B)

46654Q609

Shares:190.7K

Value:$14.1M

% of Portfolio:0.7% ($14.1M/$2.2B)

EXXON MOBIL CORP

XOM|30231G102

Shares:111.5K

Value:$13.3M

% of Portfolio:0.6% ($13.3M/$2.2B)

464287804

IJR|464287804

Shares:126.8K

Value:$13.3M

% of Portfolio:0.6% ($13.3M/$2.2B)

00214Q104

Shares:277.4K

Value:$13.2M

% of Portfolio:0.6% ($13.2M/$2.2B)

WELLTOWER INC.

WELL|95040Q104

Shares:85.6K

Value:$13.1M

% of Portfolio:0.6% ($13.1M/$2.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	37.0K	QoQ +0.39% (+147) YoY +0.61% (+228)	All Managers (Combined)	$19.7M	0.9% ($19.7M/$2.2B)	QoQ +17.96% (+$3.0M) YoY +27.43% (+$4.2M)
(cusip46435GAA0)✕	811.1K	QoQ - YoY +17.69% (+122.0K)	All Managers (Combined)	$19.6M	0.9% ($19.6M/$2.2B)	QoQ -50.24% (-$19.8M) YoY +19.47% (+$3.2M)
(IWDcusip464287598)	104.1K	QoQ -49.87% (-103.6K) YoY +9.65% (+9.2K)	All Managers (Combined)	$19.6M	0.9% ($19.6M/$2.2B)	QoQ -49.05% (-$18.9M) YoY +15.19% (+$2.6M)
(cusip97717W422)✕	439.6K	QoQ -12.47% (-62.6K) YoY +18.76% (+69.5K)	All Managers (Combined)	$19.2M	0.9% ($19.2M/$2.2B)	QoQ -15.49% (-$3.5M) YoY +19.17% (+$3.1M)
CHEVRON CORP(CVXcusip166764100)	107.7K	QoQ -0.57% (-620) YoY +6.47% (+6.5K)	All Managers (Combined)	$18.0M	0.8% ($18.0M/$2.2B)	QoQ +14.81% (-$2.3M) YoY +12.91% (+$2.1M)
PROCTER & GAMBLE Co(PGcusip742718109)	104.4K	QoQ +4.09% (+4.1K) YoY +4.12% (+4.1K)	All Managers (Combined)	$17.8M	0.8% ($17.8M/$2.2B)	QoQ +5.79% (+$973.8K) YoY +9.37% (+$1.5M)
Broadcom Inc.(AVGOcusip11135F101)	105.4K	QoQ +15.46% (-14.1K) YoY +971.28% (+95.5K)	All Managers (Combined)	$17.6M	0.8% ($17.6M/$2.2B)	QoQ -16.63% (-$3.5M) YoY +35.33% (+$4.6M)
Walmart Inc.(WMTcusip931142103)	198.4K	QoQ +59.43% (+74.0K) YoY +66.15% (+79.0K)	All Managers (Combined)	$17.4M	0.8% ($17.4M/$2.2B)	QoQ +54.90% (+$6.2M) YoY +142.43% (+$10.2M)
(VIGcusip921908844)	89.7K	QoQ +11.58% (+9.3K) YoY +21.82% (+16.1K)	All Managers (Combined)	$17.4M	0.8% ($17.4M/$2.2B)	QoQ +10.47% (+$1.7M) YoY +29.41% (+$4.0M)
Mastercard Inc(MAcusip57636Q104)	30.4K	QoQ -49.44% (-29.7K) YoY -0.85% (-263)	All Managers (Combined)	$16.7M	0.8% ($16.7M/$2.2B)	QoQ -47.37% (-$15.0M) YoY +12.84% (-$1.9M)
(cusip464287515)✕	169.4K	QoQ -50.11% (-170.2K) YoY NEW(+169.4K)	All Managers (Combined)	$15.1M	0.7% ($15.1M/$2.2B)	QoQ -55.66% (-$18.9M) YoY NEW(+$15.1M)
NETFLIX INC(NFLXcusip64110L106)	15.7K	QoQ +6.97% (+1.0K) YoY +9.69% (+1.4K)	All Managers (Combined)	$14.6M	0.7% ($14.6M/$2.2B)	QoQ +11.92% (+$1.6M) YoY +68.42% (+$5.9M)
HOME DEPOT, INC.(HDcusip437076102)	39.8K	QoQ -48.91% (-38.1K) YoY -8.95% (-3.9K)	All Managers (Combined)	$14.6M	0.7% ($14.6M/$2.2B)	QoQ -51.88% (-$15.7M) YoY -13.01% (-$2.2M)
(cusip886364231)✕	795.6K	QoQ -34.17% (-413.0K) YoY NEW(+795.6K)	All Managers (Combined)	$14.5M	0.7% ($14.5M/$2.2B)	QoQ -40.06% (-$9.7M) YoY NEW(+$14.5M)
Andersons, Inc.(ANDEcusip034164103)	328.0K	QoQ -2.97% (-10.1K) YoY -14.14% (-54.0K)	All Managers (Combined)	$14.1M	0.7% ($14.1M/$2.2B)	QoQ +2.79% (-$382.4K) YoY -35.75% (-$7.8M)
(cusip46654Q609)✕	190.7K	QoQ +183.58% (+123.5K) YoY NEW(+190.7K)	All Managers (Combined)	$14.1M	0.7% ($14.1M/$2.2B)	QoQ +158.24% (+$8.6M) YoY NEW(+$14.1M)
EXXON MOBIL CORP(XOMcusip30231G102)	111.5K	QoQ -52.05% (-121.1K) YoY +3.35% (+3.6K)	All Managers (Combined)	$13.3M	0.6% ($13.3M/$2.2B)	QoQ -46.99% (-$11.8M) YoY +5.74% (+$720.7K)
(IJRcusip464287804)	126.8K	QoQ -50.58% (-129.8K) YoY -44.34% (-101.0K)	All Managers (Combined)	$13.3M	0.6% ($13.3M/$2.2B)	QoQ -55.15% (-$16.3M) YoY -47.34% (-$11.9M)
(cusip00214Q104)✕	277.4K	QoQ +0.02% (-74) YoY +7.43% (+19.2K)	All Managers (Combined)	$13.2M	0.6% ($13.2M/$2.2B)	QoQ -16.16% (-$2.5M) YoY +2.06% (+$267.3K)
WELLTOWER INC.(WELLcusip95040Q104)	85.6K	QoQ +3.93% (+3.2K) YoY -2.98% (-2.6K)	All Managers (Combined)	$13.1M	0.6% ($13.1M/$2.2B)	QoQ +26.35% (+$2.7M) YoY +59.08% (-$4.9M)