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 6 of 28

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46654Q203

Shares:104.2K

Value:$5.4M

% of Portfolio:0.2% ($5.4M/$2.2B)

Blackstone Inc.

BX|09260D107

Shares:38.5K

Value:$5.4M

% of Portfolio:0.2% ($5.4M/$2.2B)

HUBBELL INC

HUBB|443510607

Shares:16.2K

Value:$5.3M

% of Portfolio:0.2% ($5.3M/$2.2B)

33737A108

Shares:46.8K

Value:$5.3M

% of Portfolio:0.2% ($5.3M/$2.2B)

25434V708

DFAC|25434V708

Shares:160.3K

Value:$5.3M

% of Portfolio:0.2% ($5.3M/$2.2B)

Philip Morris International Inc.

PM|718172109

Shares:33.2K

Value:$5.3M

% of Portfolio:0.2% ($5.3M/$2.2B)

ServiceNow, Inc.

NOW|81762P102

Shares:6.6K

Value:$5.2M

% of Portfolio:0.2% ($5.2M/$2.2B)

74348A467

Shares:50.5K

Value:$5.2M

% of Portfolio:0.2% ($5.2M/$2.2B)

464287630

IWN|464287630

Shares:33.4K

Value:$5.0M

% of Portfolio:0.2% ($5.0M/$2.2B)

78468R788

Shares:109.8K

Value:$4.9M

% of Portfolio:0.2% ($4.9M/$2.2B)

464287507

IJH|464287507

Shares:80.2K

Value:$4.7M

% of Portfolio:0.2% ($4.7M/$2.2B)

KINDER MORGAN, INC.

KMI|49456B101

Shares:163.5K

Value:$4.7M

% of Portfolio:0.2% ($4.7M/$2.2B)

921946794

VYMI|921946794

Shares:62.8K

Value:$4.6M

% of Portfolio:0.2% ($4.6M/$2.2B)

WHIRLPOOL CORP /DE/

WHR|963320106

Shares:49.6K

Value:$4.5M

% of Portfolio:0.2% ($4.5M/$2.2B)

381430529

Shares:43.0K

Value:$4.3M

% of Portfolio:0.2% ($4.3M/$2.2B)

46435U515

Shares:169.7K

Value:$4.3M

% of Portfolio:0.2% ($4.3M/$2.2B)

NOVO NORDISK A S

NVO|670100205

Shares:61.5K

Value:$4.3M

% of Portfolio:0.2% ($4.3M/$2.2B)

808524102

SCHB|808524102

Shares:196.8K

Value:$4.2M

% of Portfolio:0.2% ($4.2M/$2.2B)

Blackstone Secured Lending Fund

BXSL|09261X102

Shares:129.0K

Value:$4.2M

% of Portfolio:0.2% ($4.2M/$2.2B)

Merck & Co., Inc.

MRK|58933Y105

Shares:46.5K

Value:$4.2M

% of Portfolio:0.2% ($4.2M/$2.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46654Q203)✕	104.2K	QoQ -43.14% (-79.1K) YoY +62.60% (+40.1K)	All Managers (Combined)	$5.4M	0.2% ($5.4M/$2.2B)	QoQ -47.78% (-$4.9M) YoY +55.22% (+$1.9M)
Blackstone Inc.(BXcusip09260D107)	38.5K	QoQ +2.26% (-852) YoY -24.08% (-12.2K)	All Managers (Combined)	$5.4M	0.2% ($5.4M/$2.2B)	QoQ -17.11% (-$1.1M) YoY -19.22% (-$1.3M)
HUBBELL INC(HUBBcusip443510607)	16.2K	QoQ -28.44% (-6.4K) YoY NEW(+16.2K)	All Managers (Combined)	$5.3M	0.2% ($5.3M/$2.2B)	QoQ -43.46% (-$4.1M) YoY NEW(+$5.3M)
(cusip33737A108)✕	46.8K	QoQ -24.09% (-14.8K) YoY NEW(+46.8K)	All Managers (Combined)	$5.3M	0.2% ($5.3M/$2.2B)	QoQ -28.05% (-$2.1M) YoY NEW(+$5.3M)
(DFACcusip25434V708)	160.3K	QoQ 0.00% (-0) YoY +40.28% (+46.0K)	All Managers (Combined)	$5.3M	0.2% ($5.3M/$2.2B)	QoQ -4.62% (-$256.5K) YoY +44.84% (+$1.6M)
Philip Morris International Inc.(PMcusip718172109)	33.2K	QoQ +5.91% (+1.9K) YoY -11.48% (-4.3K)	All Managers (Combined)	$5.3M	0.2% ($5.3M/$2.2B)	QoQ +39.69% (+$1.5M) YoY +53.35% (-$1.8M)
ServiceNow, Inc.(NOWcusip81762P102)	6.6K	QoQ -10.47% (-771) YoY +130.21% (+3.7K)	All Managers (Combined)	$5.2M	0.2% ($5.2M/$2.2B)	QoQ -32.76% (-$2.6M) YoY +140.40% (+$3.1M)
(cusip74348A467)✕	50.5K	QoQ +4.98% (+2.4K) YoY +1.11% (+559)	All Managers (Combined)	$5.2M	0.2% ($5.2M/$2.2B)	QoQ +7.72% (+$369.7K) YoY +1.88% (+$95.6K)
(IWNcusip464287630)	33.4K	QoQ -59.36% (-48.7K) YoY -25.01% (-11.1K)	All Managers (Combined)	$5.0M	0.2% ($5.0M/$2.2B)	QoQ -62.63% (-$8.4M) YoY -28.71% (-$2.0M)
(cusip78468R788)✕	109.8K	QoQ +1.36% (+1.5K) YoY +17.07% (+16.0K)	All Managers (Combined)	$4.9M	0.2% ($4.9M/$2.2B)	QoQ +3.75% (+$175.9K) YoY +27.28% (+$1.0M)
(IJHcusip464287507)	80.2K	QoQ -49.78% (-79.6K) YoY +0.29% (-240)	All Managers (Combined)	$4.7M	0.2% ($4.7M/$2.2B)	QoQ -52.98% (-$5.3M) YoY -3.64% (-$177.2K)
KINDER MORGAN, INC.(KMIcusip49456B101)	163.5K	QoQ -39.77% (-108.0K) YoY +192.97% (+107.7K)	All Managers (Combined)	$4.7M	0.2% ($4.7M/$2.2B)	QoQ -37.29% (-$2.8M) YoY +355.75% (+$3.6M)
(VYMIcusip921946794)	62.8K	QoQ -1.00% (-636) YoY +10.00% (+5.7K)	All Managers (Combined)	$4.6M	0.2% ($4.6M/$2.2B)	QoQ +7.47% (-$321.6K) YoY +17.82% (+$700.0K)
WHIRLPOOL CORP /DE/(WHRcusip963320106)	49.6K	QoQ +14.92% (-6.4K) YoY +141.30% (+29.1K)	All Managers (Combined)	$4.5M	0.2% ($4.5M/$2.2B)	QoQ -9.52% (-$470.9K) YoY +81.79% (+$2.0M)
(cusip381430529)✕	43.0K	QoQ +21.08% (+7.5K) YoY -39.69% (-28.3K)	All Managers (Combined)	$4.3M	0.2% ($4.3M/$2.2B)	QoQ +21.39% (+$759.7K) YoY -40.12% (-$2.9M)
(cusip46435U515)✕	169.7K	QoQ -47.66% (-154.6K) YoY +15.16% (+22.3K)	All Managers (Combined)	$4.3M	0.2% ($4.3M/$2.2B)	QoQ -46.91% (-$3.8M) YoY +16.80% (+$616.6K)
NOVO NORDISK A S(NVOcusip670100205)	61.5K	QoQ +1567.99% (+57.8K) YoY +1469.65% (+57.6K)	All Managers (Combined)	$4.3M	0.2% ($4.3M/$2.2B)	QoQ +1246.49% (+$4.0M) YoY +748.88% (+$3.8M)
(SCHBcusip808524102)	196.8K	QoQ -0.03% (-77) YoY +195.06% (+130.1K)	All Managers (Combined)	$4.2M	0.2% ($4.2M/$2.2B)	QoQ -5.19% (-$232.1K) YoY +4.05% (+$165.2K)
Blackstone Secured Lending Fund(BXSLcusip09261X102)	129.0K	QoQ -2.37% (-3.1K) YoY +16.72% (+18.5K)	All Managers (Combined)	$4.2M	0.2% ($4.2M/$2.2B)	QoQ -2.22% (-$94.8K) YoY +21.25% (+$731.7K)
Merck & Co., Inc.(MRKcusip58933Y105)	46.5K	QoQ -11.71% (-6.2K) YoY -14.29% (-7.7K)	All Managers (Combined)	$4.2M	0.2% ($4.2M/$2.2B)	QoQ -20.34% (-$1.1M) YoY -41.69% (-$3.0M)