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

Page 3 of 28

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LINDE PLC

LIN|G54950103

Shares:28.1K

Value:$13.1M

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

97717X669

Shares:161.9K

Value:$12.9M

% of Portfolio:0.6% ($12.9M/$2.2B)

Alphabet Inc.

GOOG|02079K107

Shares:82.3K

Value:$12.9M

% of Portfolio:0.6% ($12.9M/$2.2B)

81369Y803

XLK|81369Y803

Shares:61.5K

Value:$12.7M

% of Portfolio:0.6% ($12.7M/$2.2B)

464287200

IVV|464287200

Shares:22.4K

Value:$12.6M

% of Portfolio:0.6% ($12.6M/$2.2B)

464287432

Shares:127.7K

Value:$11.6M

% of Portfolio:0.5% ($11.6M/$2.2B)

JOHNSON & JOHNSON

JNJ|478160104

Shares:70.0K

Value:$11.6M

% of Portfolio:0.5% ($11.6M/$2.2B)

BlackRock, Inc.

BLK|09290D101

Shares:11.8K

Value:$11.2M

% of Portfolio:0.5% ($11.2M/$2.2B)

464287648

IWO|464287648

Shares:43.2K

Value:$11.0M

% of Portfolio:0.5% ($11.0M/$2.2B)

81369Y852

Shares:113.8K

Value:$11.0M

% of Portfolio:0.5% ($11.0M/$2.2B)

Chubb Ltd

CB|H1467J104

Shares:36.4K

Value:$11.0M

% of Portfolio:0.5% ($11.0M/$2.2B)

CATERPILLAR INC

CAT|149123101

Shares:30.9K

Value:$10.2M

% of Portfolio:0.5% ($10.2M/$2.2B)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:243.3K

Value:$10.2M

% of Portfolio:0.5% ($10.2M/$2.2B)

NEXTERA ENERGY INC

NEE|65339F101

Shares:142.6K

Value:$10.1M

% of Portfolio:0.5% ($10.1M/$2.2B)

PFIZER INC

PFE|717081103

Shares:397.1K

Value:$10.1M

% of Portfolio:0.5% ($10.1M/$2.2B)

922908637

VV|922908637

Shares:39.0K

Value:$10.0M

% of Portfolio:0.5% ($10.0M/$2.2B)

78464A854

SPLG|78464A854

Shares:148.4K

Value:$9.8M

% of Portfolio:0.5% ($9.8M/$2.2B)

PEPSICO INC

PEP|713448108

Shares:64.6K

Value:$9.7M

% of Portfolio:0.4% ($9.7M/$2.2B)

COCA COLA CO

KO|191216100

Shares:134.6K

Value:$9.6M

% of Portfolio:0.4% ($9.6M/$2.2B)

QUALCOMM INC/DE

QCOM|747525103

Shares:62.6K

Value:$9.6M

% of Portfolio:0.4% ($9.6M/$2.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
LINDE PLC(LINcusipG54950103)	28.1K	QoQ -48.48% (-26.4K) YoY +7.77% (+2.0K)	All Managers (Combined)	$13.1M	0.6% ($13.1M/$2.2B)	QoQ -42.71% (-$9.7M) YoY +8.08% (+$977.4K)
(cusip97717X669)✕	161.9K	QoQ +17.39% (+24.0K) YoY +42.99% (+48.7K)	All Managers (Combined)	$12.9M	0.6% ($12.9M/$2.2B)	QoQ +15.81% (+$1.8M) YoY +49.88% (+$4.3M)
Alphabet Inc.(GOOGcusip02079K107)	82.3K	QoQ +9.80% (-7.3K) YoY +14.63% (+10.5K)	All Managers (Combined)	$12.9M	0.6% ($12.9M/$2.2B)	QoQ -9.91% (-$1.4M) YoY +17.62% (+$1.9M)
(XLKcusip81369Y803)	61.5K	QoQ +8.59% (-4.9K) YoY +20.64% (+10.5K)	All Managers (Combined)	$12.7M	0.6% ($12.7M/$2.2B)	QoQ -3.59% (-$473.2K) YoY +19.60% (+$2.1M)
(IVVcusip464287200)	22.4K	QoQ -48.71% (-21.3K) YoY +23.01% (+4.2K)	All Managers (Combined)	$12.6M	0.6% ($12.6M/$2.2B)	QoQ -51.07% (-$13.1M) YoY +31.48% (+$3.0M)
(cusip464287432)✕	127.7K	QoQ -46.76% (-112.2K) YoY +44.29% (+39.2K)	All Managers (Combined)	$11.6M	0.5% ($11.6M/$2.2B)	QoQ -44.51% (-$9.3M) YoY +38.82% (+$3.3M)
JOHNSON & JOHNSON(JNJcusip478160104)	70.0K	QoQ -62.22% (-115.3K) YoY -30.12% (-30.2K)	All Managers (Combined)	$11.6M	0.5% ($11.6M/$2.2B)	QoQ -56.68% (-$15.2M) YoY -26.74% (-$4.2M)
BlackRock, Inc.(BLKcusip09290D101)	11.8K	QoQ +4.35% (-494) YoY NEW(+11.8K)	All Managers (Combined)	$11.2M	0.5% ($11.2M/$2.2B)	QoQ -3.71% (-$432.8K) YoY NEW(+$11.2M)
(IWOcusip464287648)	43.2K	QoQ -49.86% (-42.9K) YoY NEW(+43.2K)	All Managers (Combined)	$11.0M	0.5% ($11.0M/$2.2B)	QoQ -55.49% (-$13.7M) YoY NEW(+$11.0M)
(cusip81369Y852)✕	113.8K	QoQ +9.46% (+9.8K) YoY +26.39% (+23.8K)	All Managers (Combined)	$11.0M	0.5% ($11.0M/$2.2B)	QoQ +9.01% (+$908.3K) YoY +49.28% (+$3.6M)
Chubb Ltd(CBcusipH1467J104)	36.4K	QoQ +14.27% (+4.5K) YoY +564.65% (+30.9K)	All Managers (Combined)	$11.0M	0.5% ($11.0M/$2.2B)	QoQ +24.89% (+$2.2M) YoY +674.60% (+$9.6M)
CATERPILLAR INC(CATcusip149123101)	30.9K	QoQ +5.42% (-1.6K) YoY +13.16% (+3.6K)	All Managers (Combined)	$10.2M	0.5% ($10.2M/$2.2B)	QoQ -4.18% (-$444.6K) YoY +1.84% (+$185.0K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	243.3K	QoQ +6.27% (+14.4K) YoY +2.24% (+5.3K)	All Managers (Combined)	$10.2M	0.5% ($10.2M/$2.2B)	QoQ +0.90% (+$90.7K) YoY +12.52% (+$1.1M)
NEXTERA ENERGY INC(NEEcusip65339F101)	142.6K	QoQ +2.21% (+3.1K) YoY +6.61% (+8.8K)	All Managers (Combined)	$10.1M	0.5% ($10.1M/$2.2B)	QoQ +1.05% (+$105.7K) YoY +18.26% (+$1.6M)
PFIZER INC(PFEcusip717081103)	397.1K	QoQ +5.23% (+19.8K) YoY +30.23% (+92.2K)	All Managers (Combined)	$10.1M	0.5% ($10.1M/$2.2B)	QoQ +0.50% (+$51.0K) YoY +18.92% (+$1.6M)
(VVcusip922908637)	39.0K	QoQ -0.07% (-31) YoY +0.01% (+7)	All Managers (Combined)	$10.0M	0.5% ($10.0M/$2.2B)	QoQ -4.77% (-$503.0K) YoY +7.22% (+$675.5K)
(SPLGcusip78464A854)	148.4K	QoQ +136.26% (+85.6K) YoY +243.17% (+105.2K)	All Managers (Combined)	$9.8M	0.5% ($9.8M/$2.2B)	QoQ +125.34% (+$5.4M) YoY +266.76% (+$7.1M)
PEPSICO INC(PEPcusip713448108)	64.6K	QoQ +1.08% (-693) YoY +1.63% (-1.0K)	All Managers (Combined)	$9.7M	0.4% ($9.7M/$2.2B)	QoQ -0.34% (-$33.6K) YoY -12.92% (-$1.4M)
COCA COLA CO(KOcusip191216100)	134.6K	QoQ -4.95% (-7.0K) YoY -34.38% (-70.5K)	All Managers (Combined)	$9.6M	0.4% ($9.6M/$2.2B)	QoQ +9.32% (-$822.3K) YoY -23.19% (-$2.9M)
QUALCOMM INC/DE(QCOMcusip747525103)	62.6K	QoQ +3.53% (+2.1K) YoY +20.93% (+10.8K)	All Managers (Combined)	$9.6M	0.4% ($9.6M/$2.2B)	QoQ +3.49% (+$325.1K) YoY +9.73% (+$853.1K)