Venture Visionary Partners LLC Portfolio Holdings
Venture Visionary Partners LLC
- $2.08 Billion
- Q1 2024
Venture Visionary Partners LLC has filed its 13F form on May 13, 2024 for Q1 2024 where it was disclosed a total value porftolio of $2.08 Billion distributed in 553 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $88.2M, Invesco S&P 500 Equal Weight E with a value of $61.3M, Apple Inc. with a value of $59M, Spdr S&P 500 ETF Trust with a value of $58.2M, and Vanguard Growth ETF with a value of $51.9M.
Examining the 13F form we can see an increase of $203M in the current position value, from $1.87B to 2.08B.
Below you can find more details about Venture Visionary Partners LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.08 Billion
ETFs: $863 Million
Technology: $272 Million
Financial Services: $224 Million
Consumer Cyclical: $126 Million
Consumer Defensive: $111 Million
Industrials: $94.7 Million
Healthcare: $93.5 Million
Communication Services: $93.1 Million
Other: $151 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 553
- Current Value $2.08 Billion
- Prior Value $1.87 Billion
- Filing
- Period Q1 2024
- Filing Date May 13, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 54 stocks
- Additional Purchases 249 stocks
- Sold out of 0 stocks
- Reduced holdings in 171 stocks