Venture Visionary Partners LLC Reduced Holdings in Q1 2025

Venture Visionary Partners LLC

  • $2.29 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MS
Morgan Stanley

Financial Services
-2.47K
- 10.55%
$111.68 - $141.08 $276K - $349K
21K $2.45M
DOV
Dover Corp

Industrials
-2.55K
- 67.89%
$174.65 - $206.43 $445K - $526K
1.2K $211K
IGM
Ishares Expanded Tech Sector E

ETFs
-4.29K
- 50.0%
$90.67 - $108.46 $389K - $465K
4.29K $388K
FEX
First Tr Large Cap Core Alphde

ETFs
-4.57K
- 50.0%
$99.27 - $109.89 $454K - $503K
4.57K $468K
FTSL
First Trust Senior Ln Fund

ETFs
-10.2K
- 50.0%
$45.65 - $46.48 $465K - $473K
10.2K $464K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
-19.7K
- 50.0%
$24.07 - $24.5 $474K - $483K
19.7K $477K
INTU
Intuit Inc

Technology
-720
- 59.7%
$555.63 - $630.23 $400K - $454K
486 $298K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-4.72K
- 52.33%
$95.85 - $99.25 $453K - $469K
4.3K $425K
MLPA
Global X Mlp ETF

ETFs
-9.82K
- 49.98%
$49.83 - $54.53 $490K - $536K
9.83K $523K
ACN
Accenture PLC

Technology
-50
- 0.47%
$300.91 - $398.25 $15K - $19.9K
10.7K $3.33M
JBGS
Jbg Smith Properties

Real Estate
-30K
- 50.0%
$14.0 - $16.11 $420K - $483K
30K $483K
MBB
Ishares Tr

ETFs
-4.87K
- 52.98%
$90.37 - $94.08 $440K - $458K
4.33K $405K
EMR
Emerson Electric CO

Industrials
-3.04K
- 46.14%
$108.64 - $131.17 $331K - $399K
3.55K $389K
INGR
Ingredion Inc

Consumer Defensive
-3.01K
- 50.03%
$125.6 - $137.36 $378K - $413K
3K $405K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-4.02K
- 47.58%
$105.1 - $109.61 $422K - $440K
4.42K $480K
DTE
Dte Energy CO

Utilities
-4.03K
- 49.98%
$117.6 - $138.27 $474K - $558K
4.04K $558K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-11.3K
- 50.38%
$36.63 - $37.45 $415K - $424K
11.2K $410K
CLX
Clorox CO

Consumer Defensive
-2.28K
- 51.11%
$141.76 - $162.89 $324K - $372K
2.18K $321K
HSC
Harsco Corp

Industrials
-55.2K
- 50.0%
N/A
55.2K $398K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-4.67K
- 50.0%
$87.68 - $94.52 $409K - $441K
4.67K $437K
PHO
Invesco Exchange Traded Fd Tr

ETFs
-5.83K
- 50.0%
$63.77 - $68.75 $372K - $401K
5.83K $376K
TIP
Ishares Tr Tips Bd ETF

ETFs
-3.8K
- 50.36%
$106.22 - $111.09 $404K - $422K
3.75K $416K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-1.12K
- 50.0%
$302.31 - $337.54 $339K - $378K
1.12K $343K
ENB
Enbridge Inc

Energy
-8.98K
- 50.67%
$41.54 - $45.45 $373K - $408K
8.75K $387K
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
-15.5K
- 57.66%
$23.55 - $23.74 $364K - $367K
11.4K $268K
IYW
Ishares Dj Us Tech ETF

ETFs
-2.01K
- 50.0%
$140.44 - $166.79 $282K - $335K
2.01K $282K
ITW
Illinois Tool Works Inc

Industrials
-1.31K
- 38.24%
$244.9 - $274.48 $320K - $359K
2.11K $523K
EPD
Enterprise Products Partners L.P.

Energy
-13.8K
- 29.91%
$31.75 - $34.14 $437K - $470K
32.3K $1.1M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-2.76K
- 50.0%
$96.3 - $112.23 $266K - $310K
2.76K $269K
CR
Crane Holdings, Co.

Industrials
-2.21K
- 21.37%
$150.33 - $175.81 $332K - $389K
8.13K $1.25M
CAG
Conagra Brands Inc.

Consumer Defensive
-10.7K
- 31.55%
$23.9 - $27.67 $257K - $297K
23.3K $620K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-3.33K
- 52.18%
$106.31 - $123.73 $354K - $412K
3.05K $377K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-2.2K
- 50.46%
$121.0 - $142.28 $266K - $313K
2.16K $268K
ELS
Equity Lifestyle Properties Inc

Real Estate
-4.4K
- 50.0%
$64.36 - $69.32 $283K - $305K
4.4K $293K
FISV
Fiserv Inc

Technology
-2.33K
- 48.89%
N/A
2.44K $305K
FXO
First Tr Exchange Traded Fd Fi

ETFs
-5.2K
- 50.0%
$50.93 - $57.24 $265K - $298K
5.2K $275K
BSMS
Invesco Bulletshares 2028 Muni

ETFs
-12.1K
- 56.43%
$23.1 - $23.56 $280K - $285K
9.35K $216K
FYX
First Tr Small Cap Core Alphad

ETFs
-2.34K
- 50.0%
$89.26 - $104.61 $209K - $245K
2.34K $210K
JUST
Goldman Sachs ETF Tr Just Us L

ETFs
-2.91K
- 50.0%
$78.45 - $87.45 $228K - $254K
2.91K $231K
FCX
Freeport Mcmoran Inc

Basic Materials
-6.41K
- 44.1%
$34.5 - $43.01 $221K - $276K
8.12K $307K
HWM
Howmet Aerospace Inc.

Industrials
-2.68K
- 51.9%
$110.79 - $139.39 $297K - $373K
2.48K $321K
GWW
W.W. Grainger, Inc.

Industrials
-216
- 50.0%
$953.54 - $1132.42 $206K - $245K
216 $213K
SATS
Echo Star Corp

Technology
-11.7K
- 50.03%
$22.73 - $31.23 $267K - $366K
11.7K $299K
IYJ
Ishares Tr

ETFs
-1.7K
- 50.0%
$127.48 - $142.0 $217K - $241K
1.7K $221K
MKC
Mccormick & CO Inc

Consumer Defensive
-3.32K
- 49.86%
$71.24 - $84.73 $237K - $282K
3.34K $275K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-77
- 0.04%
$21.23 - $23.75 $1.63K - $1.83K
197K $4.24M
DTM
Dt Midstream, Inc.

Energy
-2.15K
- 50.0%
$86.95 - $113.75 $187K - $245K
2.15K $207K
EFX
Equifax Inc

Industrials
-798
- 48.25%
$235.63 - $278.34 $188K - $222K
856 $208K
ELV
Elevance Health, Inc.

Healthcare
-669
- 51.23%
$365.9 - $436.25 $245K - $292K
637 $277K
Activity Summary
Buys All Purchases 217 New Holdings 32 Increased Positions 185 Sells All Sells 301 Reductions 301 Sold out 0 Options Calls 15 Puts 16
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