Venture Visionary Partners LLC

data from 30/09/2025

Capitalization

$ 2.913 B 9.33 %

Average holding period

13 ans

Performance

$ 973.697 M 76.92 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Venture Visionary Partners LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 MSFT MICROSOFT CORP 3.81% 110.849 M $ 214014 2019/12/31 4.246 M $ 4.13 %
2025/09/30 AAPL APPLE INC 3.21% 93.629 M $ 367706 2019/12/31 17.262 M $ 24.11 %
2025/09/30 QQQ INVESCO QQQ TR 3.09% 89.991 M $ 149892 2019/12/31 7.097 M $ 8.83 %
2025/09/30 SPY SPDR S&P 500 ETF TR 2.79% 81.238 M $ 121945 2019/12/31 5.670 M $ 7.82 %
2025/09/30 VUG VANGUARD INDEX FDS 2.69% 78.438 M $ 163544 2019/12/31 7.147 M $ 9.40 %
2025/09/30 JPM JPMORGAN CHASE & CO. 2.58% 75.204 M $ 238416 2019/12/31 6.096 M $ 8.80 %
2025/09/30 RSP INVESCO EXCHANGE TRADED FD T 2.46% 71.635 M $ 377623 2019/12/31 2.958 M $ 4.38 %
2025/09/30 VO VANGUARD INDEX FDS 2.28% 66.380 M $ 225983 2019/12/31 3.145 M $ 4.97 %
2025/09/30 GOOGL ALPHABET INC 2.23% 64.954 M $ 267190 2019/12/31 17.677 M $ 37.94 %
2025/09/30 META META PLATFORMS INC 1.96% 57.066 M $ 77706 2019/12/31 -264.400 K $ -0.50 %
2025/09/30 AMZN AMAZON COM INC 1.91% 55.753 M $ 253918 2019/12/31 43.397 K $ 0.08 %
2025/09/30 IBDW ISHARES TR 1.80% 52.336 M $ 2466330 2022/12/31 429.445 K $ 0.86 %
2025/09/30 NVDA NVIDIA CORPORATION 1.75% 50.843 M $ 272499 2020/12/31 7.465 M $ 18.10 %
2025/09/30 V VISA INC 1.16% 33.799 M $ 99008 2019/12/31 -1.326 M $ -3.85 %
2025/09/30 AVGO BROADCOM INC 1.15% 33.479 M $ 101480 2019/12/31 5.176 M $ 19.68 %
2025/09/30 VYM VANGUARD WHITEHALL FDS 1.06% 30.780 M $ 218372 2020/12/31 1.671 M $ 5.73 %
2025/09/30 IBDU ISHARES TR 1.04% 30.378 M $ 1294318 2022/12/31 213.278 K $ 0.60 %
2025/09/30 RTX RTX CORPORATION 1.03% 29.863 M $ 178465 2020/06/30 3.971 M $ 14.59 %
2025/09/30 IBDS ISHARES TR 0.96% 27.981 M $ 1149605 2022/09/30 68.807 K $ 0.29 %
2025/09/30 VTI VANGUARD INDEX FDS 0.96% 27.895 M $ 85000 2019/12/31 2.082 M $ 7.98 %
2025/09/30 ARKK ARK ETF TR 0.85% 24.776 M $ 287094 2023/12/31 4.556 M $ 22.78 %
2025/09/30 VOO VANGUARD INDEX FDS 0.84% 24.560 M $ 40105 2019/12/31 2.116 M $ 7.81 %
2025/09/30 IEFA ISHARES TR 0.82% 24.030 M $ 275227 2019/12/31 1.049 M $ 4.59 %
2025/09/30 WMT WALMART INC 0.76% 22.238 M $ 215774 2019/12/31 1.110 M $ 5.40 %
2025/09/30 GRNY TIDAL TRUST I 0.76% 22.216 M $ 888986 2024/12/31 1.908 M $ 10.19 %
2025/09/30 IWD ISHARES TR 0.76% 22.095 M $ 108525 2020/09/30 994.808 K $ 4.82 %
2025/09/30 VTV VANGUARD INDEX FDS 0.75% 21.823 M $ 117016 2019/12/31 1.158 M $ 5.52 %
2025/09/30 EPI WISDOMTREE TR 0.68% 19.943 M $ 451203 2023/12/31 -1.450 M $ -6.89 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.68% 19.747 M $ 39279 2019/12/31 642.552 K $ 3.49 %
2025/09/30 GOOG ALPHABET INC 0.67% 19.480 M $ 79981 2019/12/31 5.288 M $ 37.30 %
2025/09/30 TSLA TESLA INC 0.66% 19.320 M $ 43442 2020/06/30 5.853 M $ 40.00 %
2025/09/30 APP APPLOVIN CORP 0.66% 19.102 M $ 26585 2024/06/30 8.533 M $ 105.25 %
2025/09/30 SCHD SCHWAB STRATEGIC TR 0.65% 18.923 M $ 693141 2020/12/31 1.019 M $ 3.02 %
2025/09/30 NFLX NETFLIX INC 0.63% 18.260 M $ 15230 2019/12/31 -1.800 M $ -10.47 %
2025/09/30 IBDR ISHARES TR 0.62% 18.104 M $ 745038 2022/09/30 46.878 K $ 0.21 %
2025/09/30 JGRO J P MORGAN EXCHANGE TRADED F 0.62% 18.050 M $ 192529 2024/09/30 1.604 M $ 8.92 %
2025/09/30 MA MASTERCARD INCORPORATED 0.60% 17.512 M $ 30787 2019/12/31 209.376 K $ 1.22 %
2025/09/30 XLK SELECT SECTOR SPDR TR 0.59% 17.231 M $ 61134 2019/12/31 1.782 M $ 11.31 %
2025/09/30 DGRW WISDOMTREE TR 0.56% 16.378 M $ 184106 2023/06/30 854.827 K $ 6.23 %
2025/09/30 HD HOME DEPOT INC 0.56% 16.369 M $ 40399 2019/12/31 1.527 M $ 10.51 %
2025/09/30 IVV ISHARES TR 0.55% 16.142 M $ 24116 2019/12/31 1.111 M $ 7.80 %
2025/09/30 CGDV CAPITAL GROUP DIVIDEND VALUE 0.54% 15.759 M $ 374957 2024/12/31 60.987 K $ 6.43 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.53% 15.362 M $ 99977 2019/12/31 -587.088 K $ -3.56 %
2025/09/30 IJR ISHARES TR 0.52% 15.125 M $ 127285 2019/12/31 1.209 M $ 8.73 %
2025/09/30 HOOD ROBINHOOD MKTS INC 0.51% 14.854 M $ 103744 2025/03/31 6.215 M $ 52.92 %
2025/09/30 BLK BLACKROCK INC 0.49% 14.291 M $ 12257 2024/12/31 1.397 M $ 11.11 %
2025/09/30 SPMO INVESCO EXCH TRADED FD TR II 0.48% 13.972 M $ 115414 2025/09/30 0.000 $ 0.00 %
2025/09/30 LIN LINDE PLC 0.48% 13.926 M $ 29317 2023/03/31 166.451 K $ 1.24 %
2025/09/30 XLC SELECT SECTOR SPDR TR 0.48% 13.870 M $ 117176 2020/12/31 1.164 M $ 9.07 %
2025/09/30 WELL WELLTOWER INC 0.47% 13.825 M $ 77605 2019/12/31 1.967 M $ 15.88 %
2025/09/30 WTV WISDOMTREE TR 0.47% 13.771 M $ 151317 2025/09/30 0.000 $ 0.00 %
2025/09/30 CAT CATERPILLAR INC 0.47% 13.603 M $ 28508 2020/12/31 2.784 M $ 22.91 %
2025/09/30 TLT ISHARES TR 0.46% 13.538 M $ 151483 2023/12/31 146.149 K $ 1.27 %
2025/09/30 PLTR PALANTIR TECHNOLOGIES INC 0.46% 13.516 M $ 74091 2021/06/30 3.181 M $ 33.82 %
2025/09/30 ANDE ANDERSONS INC 0.44% 12.862 M $ 323086 2020/09/30 1.002 M $ 8.33 %
2025/09/30 CVX CHEVRON CORP NEW 0.43% 12.556 M $ 80853 2019/12/31 1.312 M $ 8.45 %
2025/09/30 IBDV ISHARES TR 0.43% 12.457 M $ 562398 2022/09/30 190.944 K $ 0.77 %
2025/09/30 BAC BANK AMERICA CORP 0.43% 12.413 M $ 240605 2019/12/31 1.028 M $ 9.02 %
2025/09/30 POWL POWELL INDS INC 0.42% 12.278 M $ 40280 2025/03/31 1.114 M $ 44.84 %
2025/09/30 LRCX LAM RESEARCH CORP 0.42% 12.274 M $ 91664 2024/12/31 3.468 M $ 37.56 %
2025/09/30 CRWD CROWDSTRIKE HLDGS INC 0.42% 12.171 M $ 24818 2021/12/31 -483.888 K $ -3.72 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.42% 12.113 M $ 65328 2019/12/31 2.213 M $ 21.39 %
2025/09/30 VV VANGUARD INDEX FDS 0.41% 12.019 M $ 39039 2019/12/31 880.516 K $ 7.91 %
2025/09/30 AMGN AMGEN INC 0.40% 11.567 M $ 40990 2019/12/31 119.289 K $ 1.07 %
2025/09/30 SHOP SHOPIFY INC 0.40% 11.556 M $ 77762 2022/03/31 2.541 M $ 28.83 %
2025/09/30 NEE NEXTERA ENERGY INC 0.39% 11.254 M $ 149083 2019/12/31 867.148 K $ 8.74 %
2025/09/30 IWF ISHARES TR 0.39% 11.254 M $ 24026 2020/12/31 1.073 M $ 10.32 %
2025/09/30 RF REGIONS FINANCIAL CORP NEW 0.38% 11.105 M $ 421114 2021/12/31 1.149 M $ 12.12 %
2025/09/30 PSX PHILLIPS 66 0.37% 10.764 M $ 79136 2020/12/31 1.163 M $ 14.02 %
2025/09/30 CB CHUBB LIMITED 0.37% 10.699 M $ 37904 2019/12/31 -279.243 K $ -2.58 %
2025/09/30 QCOM QUALCOMM INC 0.36% 10.482 M $ 63005 2020/03/31 451.432 K $ 4.46 %
2025/09/30 VRT VERTIV HOLDINGS CO 0.36% 10.450 M $ 69269 2024/09/30 975.474 K $ 17.48 %
2025/09/30 MS MORGAN STANLEY 0.36% 10.374 M $ 65264 2020/12/31 1.147 M $ 12.85 %
2025/09/30 XOM EXXON MOBIL CORP 0.35% 10.293 M $ 91288 2020/12/31 545.465 K $ 4.59 %
2025/09/30 JEPQ J P MORGAN EXCHANGE TRADED F 0.35% 10.089 M $ 175393 2023/12/31 522.259 K $ 5.74 %
2025/09/30 EFA ISHARES TR 0.34% 10.033 M $ 107452 2019/12/31 427.396 K $ 4.45 %
2025/09/30 UBER UBER TECHNOLOGIES INC 0.33% 9.757 M $ 99595 2021/09/30 541.033 K $ 5.01 %
2025/09/30 VIG VANGUARD SPECIALIZED FUNDS 0.33% 9.744 M $ 45156 2020/12/31 1.020 M $ 5.43 %
2025/09/30 PANW PALO ALTO NETWORKS INC 0.33% 9.734 M $ 47806 2021/09/30 -47.648 K $ -0.50 %
2025/09/30 AVUV AMERICAN CENTY ETF TR 0.33% 9.722 M $ 97682 2023/12/31 804.095 K $ 9.25 %
2025/09/30 LLY ELI LILLY & CO 0.33% 9.508 M $ 12461 2020/12/31 -199.120 K $ -2.12 %
2025/09/30 SPLG SPDR SERIES TRUST 0.32% 9.421 M $ 120260 2022/12/31 970.771 K $ 7.77 %
2025/09/30 CINF CINCINNATI FINL CORP 0.32% 9.408 M $ 59505 2020/12/31 532.192 K $ 6.16 %
2025/09/30 VB VANGUARD INDEX FDS 0.30% 8.705 M $ 34234 2020/12/31 604.894 K $ 7.30 %
2025/09/30 FSLR FIRST SOLAR INC 0.29% 8.566 M $ 38843 2023/03/31 2.429 M $ 33.22 %
2025/09/30 LOW LOWES COS INC 0.29% 8.510 M $ 33864 2019/12/31 961.951 K $ 13.27 %
2025/09/30 XLF SELECT SECTOR SPDR TR 0.29% 8.352 M $ 155032 2019/12/31 232.900 K $ 2.86 %
2025/09/30 O REALTY INCOME CORP 0.28% 8.295 M $ 136456 2021/06/30 416.630 K $ 5.52 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.28% 8.285 M $ 8950 2019/12/31 -549.657 K $ -6.50 %
2025/09/30 AXP AMERICAN EXPRESS CO 0.28% 8.231 M $ 24780 2019/12/31 321.934 K $ 4.13 %
2025/09/30 AMP AMERIPRISE FINL INC 0.28% 8.225 M $ 16743 2020/09/30 -640.301 K $ -7.96 %
2025/09/30 LMT LOCKHEED MARTIN CORP 0.28% 8.219 M $ 16463 2019/12/31 570.302 K $ 7.79 %
2025/09/30 SPYG SPDR SERIES TRUST 0.28% 8.038 M $ 76908 2022/06/30 777.152 K $ 9.64 %
2025/09/30 AEP AMERICAN ELEC PWR CO INC 0.27% 7.874 M $ 69992 2020/12/31 596.356 K $ 8.42 %
2025/09/30 TCW ETF TRUST 0.27% 7.846 M $ 80319 2025/06/30 452.967 K $ 8.34 %
2025/09/30 ABBV ABBVIE INC 0.27% 7.753 M $ 33486 2019/12/31 1.643 M $ 24.74 %
2025/09/30 KRE SPDR SERIES TRUST 0.26% 7.680 M $ 121326 2023/03/31 475.264 K $ 6.58 %
2025/09/30 KO COCA COLA CO 0.26% 7.581 M $ 114315 2019/12/31 -574.885 K $ -6.26 %
2025/09/30 CR CRANE COMPANY 0.26% 7.468 M $ 40558 2023/06/30 -224.215 K $ -3.03 %
2025/09/30 SBUX STARBUCKS CORP 0.26% 7.432 M $ 87847 2020/06/30 -185.627 K $ -7.67 %