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",
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  "ABT",
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  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,
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  "MS",
  null,
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  "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",
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  "XPEL",
  "XEL",
  null,
  "YUM",
  null,
  "IUSG",
  "SOLV",
  "DTE",
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  "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 4 of 28

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88636J600

Shares:261.1K

Value:$9.1M

% of Portfolio:0.4% ($9.1M/$2.2B)

464287614

IWF|464287614

Shares:24.4K

Value:$8.8M

% of Portfolio:0.4% ($8.8M/$2.2B)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:11

Value:$8.8M

% of Portfolio:0.4% ($8.8M/$2.2B)

464287465

EFA|464287465

Shares:107.4K

Value:$8.8M

% of Portfolio:0.4% ($8.8M/$2.2B)

Phillips 66

PSX|718546104

Shares:70.6K

Value:$8.7M

% of Portfolio:0.4% ($8.7M/$2.2B)

REGIONS FINANCIAL CORP

RF|7591EP100

Shares:395.8K

Value:$8.6M

% of Portfolio:0.4% ($8.6M/$2.2B)

ELI LILLY & Co

LLY|532457108

Shares:10.3K

Value:$8.5M

% of Portfolio:0.4% ($8.5M/$2.2B)

CINCINNATI FINANCIAL CORP

CINF|172062101

Shares:56.7K

Value:$8.4M

% of Portfolio:0.4% ($8.4M/$2.2B)

025072877

Shares:96.0K

Value:$8.4M

% of Portfolio:0.4% ($8.4M/$2.2B)

REALTY INCOME CORP

O|756109104

Shares:142.5K

Value:$8.3M

% of Portfolio:0.4% ($8.3M/$2.2B)

Marathon Petroleum Corp

MPC|56585A102

Shares:56.4K

Value:$8.2M

% of Portfolio:0.4% ($8.2M/$2.2B)

922908751

VB|922908751

Shares:36.8K

Value:$8.2M

% of Portfolio:0.4% ($8.2M/$2.2B)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:15.3K

Value:$8.0M

% of Portfolio:0.4% ($8.0M/$2.2B)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:8.2K

Value:$7.7M

% of Portfolio:0.4% ($7.7M/$2.2B)

81369Y605

Shares:152.4K

Value:$7.6M

% of Portfolio:0.4% ($7.6M/$2.2B)

MCDONALDS CORP

MCD|580135101

Shares:23.9K

Value:$7.5M

% of Portfolio:0.3% ($7.5M/$2.2B)

LOWES COMPANIES INC

LOW|548661107

Shares:32.0K

Value:$7.5M

% of Portfolio:0.3% ($7.5M/$2.2B)

Palo Alto Networks Inc

PANW|697435105

Shares:43.6K

Value:$7.4M

% of Portfolio:0.3% ($7.4M/$2.2B)

AMERIPRISE FINANCIAL INC

AMP|03076C106

Shares:14.9K

Value:$7.2M

% of Portfolio:0.3% ($7.2M/$2.2B)

Walt Disney Co

DIS|254687106

Shares:71.6K

Value:$7.1M

% of Portfolio:0.3% ($7.1M/$2.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip88636J600)✕	261.1K	QoQ +0.71% (-1.9K) YoY NEW(+261.1K)	All Managers (Combined)	$9.1M	0.4% ($9.1M/$2.2B)	QoQ -13.24% (-$1.4M) YoY NEW(+$9.1M)
(IWFcusip464287614)	24.4K	QoQ -49.56% (-24.0K) YoY -2.34% (-586)	All Managers (Combined)	$8.8M	0.4% ($8.8M/$2.2B)	QoQ -54.65% (-$10.6M) YoY +4.62% (-$389.6K)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	11	QoQ +22.22% (+2) YoY 0.00% (+0)	All Managers (Combined)	$8.8M	0.4% ($8.8M/$2.2B)	QoQ +43.31% (+$2.7M) YoY +25.84% (+$1.8M)
(EFAcusip464287465)	107.4K	QoQ -42.31% (-78.8K) YoY +24.40% (+21.1K)	All Managers (Combined)	$8.8M	0.4% ($8.8M/$2.2B)	QoQ -37.64% (-$5.3M) YoY +27.31% (+$1.9M)
Phillips 66(PSXcusip718546104)	70.6K	QoQ +0.58% (+409) YoY +0.74% (-519)	All Managers (Combined)	$8.7M	0.4% ($8.7M/$2.2B)	QoQ +8.99% (+$719.2K) YoY -23.84% (-$2.7M)
REGIONS FINANCIAL CORP(RFcusip7591EP100)	395.8K	QoQ +37.07% (+107.0K) YoY +32.96% (+98.1K)	All Managers (Combined)	$8.6M	0.4% ($8.6M/$2.2B)	QoQ +26.63% (+$1.8M) YoY +37.32% (+$2.3M)
ELI LILLY & Co(LLYcusip532457108)	10.3K	QoQ -18.25% (-2.3K) YoY +62.05% (+4.0K)	All Managers (Combined)	$8.5M	0.4% ($8.5M/$2.2B)	QoQ -12.56% (-$1.2M) YoY +72.04% (+$3.6M)
CINCINNATI FINANCIAL CORP(CINFcusip172062101)	56.7K	QoQ +204.80% (+38.1K) YoY +891.17% (+51.0K)	All Managers (Combined)	$8.4M	0.4% ($8.4M/$2.2B)	QoQ +213.32% (+$5.7M) YoY +1079.24% (+$7.7M)
(cusip025072877)✕	96.0K	QoQ +1.33% (-1.3K) YoY +47.16% (+30.8K)	All Managers (Combined)	$8.4M	0.4% ($8.4M/$2.2B)	QoQ -8.49% (-$776.6K) YoY +36.89% (+$2.3M)
REALTY INCOME CORP(Ocusip756109104)	142.5K	QoQ +6.18% (+8.3K) YoY +55.08% (+50.6K)	All Managers (Combined)	$8.3M	0.4% ($8.3M/$2.2B)	QoQ +15.31% (+$1.1M) YoY +66.29% (+$3.3M)
Marathon Petroleum Corp(MPCcusip56585A102)	56.4K	QoQ -50.17% (-56.8K) YoY +15.60% (-7.6K)	All Managers (Combined)	$8.2M	0.4% ($8.2M/$2.2B)	QoQ -47.96% (-$7.6M) YoY -16.41% (-$1.6M)
(VBcusip922908751)	36.8K	QoQ -23.18% (-11.1K) YoY -21.67% (-10.2K)	All Managers (Combined)	$8.2M	0.4% ($8.2M/$2.2B)	QoQ -29.15% (-$3.4M) YoY -24.02% (-$2.6M)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	15.3K	QoQ -15.41% (-2.8K) YoY -14.58% (-2.6K)	All Managers (Combined)	$8.0M	0.4% ($8.0M/$2.2B)	QoQ -12.46% (-$1.1M) YoY -9.57% (-$849.8K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	8.2K	QoQ +3.89% (+306) YoY -4.55% (-390)	All Managers (Combined)	$7.7M	0.4% ($7.7M/$2.2B)	QoQ +7.19% (+$518.6K) YoY +23.22% (-$1.5M)
(cusip81369Y605)✕	152.4K	QoQ -45.38% (-126.6K) YoY +25.37% (+30.8K)	All Managers (Combined)	$7.6M	0.4% ($7.6M/$2.2B)	QoQ -43.72% (-$5.9M) YoY +48.26% (+$2.5M)
MCDONALDS CORP(MCDcusip580135101)	23.9K	QoQ -67.82% (-50.4K) YoY -32.09% (-11.3K)	All Managers (Combined)	$7.5M	0.3% ($7.5M/$2.2B)	QoQ -65.34% (-$14.1M) YoY -24.77% (-$2.5M)
LOWES COMPANIES INC(LOWcusip548661107)	32.0K	QoQ -49.98% (-32.0K) YoY -22.34% (-9.2K)	All Managers (Combined)	$7.5M	0.3% ($7.5M/$2.2B)	QoQ -52.74% (-$8.3M) YoY -28.89% (-$3.0M)
Palo Alto Networks Inc(PANWcusip697435105)	43.6K	QoQ +24.28% (+8.5K) YoY +298.23% (+32.7K)	All Managers (Combined)	$7.4M	0.3% ($7.4M/$2.2B)	QoQ +16.55% (+$1.1M) YoY +139.17% (+$4.3M)
AMERIPRISE FINANCIAL INC(AMPcusip03076C106)	14.9K	QoQ +5.61% (-791) YoY -3.01% (-462)	All Managers (Combined)	$7.2M	0.3% ($7.2M/$2.2B)	QoQ -3.99% (-$299.5K) YoY +7.09% (-$476.8K)
Walt Disney Co(DIScusip254687106)	71.6K	QoQ +3.23% (-2.2K) YoY -13.28% (-11.0K)	All Managers (Combined)	$7.1M	0.3% ($7.1M/$2.2B)	QoQ -8.50% (-$657.0K) YoY -30.04% (-$3.0M)