Venture Visionary Partners LLC Portfolio Holdings
Venture Visionary Partners LLC
- $3.19 Billion
- Q4 2024
Venture Visionary Partners LLC has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $3.19 Billion distributed in 633 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $206M, Invesco S&P 500 Equal Weight E with a value of $128M, Invesco Qqq Trust, Series 1 with a value of $98M, Microsoft Corp with a value of $90.7M, and Apple Inc. with a value of $87.1M.
Examining the 13F form we can see an increase of $939M in the current position value, from $2.25B to 3.19B.
Below you can find more details about Venture Visionary Partners LLC portfolio as well as his latest detailed transactions.
Portfolio value
$3.19 Billion
ETFs: $1.35 Billion
Financial Services: $463 Million
Technology: $367 Million
Consumer Cyclical: $196 Million
Healthcare: $140 Million
Industrials: $128 Million
Communication Services: $116 Million
Energy: $107 Million
Other: $200 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 633
- Current Value $3.19 Billion
- Prior Value $2.25 Billion
- Filing
- Period Q4 2024
- Filing Date February 12, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 88 stocks
- Additional Purchases 345 stocks
- Sold out of 0 stocks
- Reduced holdings in 134 stocks