Venture Visionary Partners LLC Reduced Holdings in Q3 2025

Venture Visionary Partners LLC

  • $2.76 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-580K
- 45.56%
$26.38 - $27.95 $15.3M - $16.2M
693K $18.9M
IBDV
Ishares Tr

Technology
-561K
- 49.93%
$21.75 - $22.22 $12.2M - $12.5M
562K $12.5M
VIG
Vanguard Dividend Appreciation

ETFs
-46.5K
- 50.76%
N/A
45.2K $8.23M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-129K
- 94.56%
$52.12 - $55.33 $6.7M - $7.11M
7.4K $409K
NVO
Novo Nordisk A S

Healthcare
-75.9K
- 94.13%
$45.38 - $71.7 $3.44M - $5.44M
4.73K $262K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
-229K
- 15.04%
$23.13 - $23.54 $5.3M - $5.39M
1.29M $30.4M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-193K
- 20.53%
N/A
745K $17.7M
BLW
Blackrock LTD Duration Income Trust

Financial Services
-298K
- 55.13%
$14.0 - $14.26 $4.17M - $4.24M
242K $3.39M
PEP
Pepsico Inc

Consumer Defensive
-29.7K
- 46.02%
$133.81 - $152.16 $3.98M - $4.52M
34.9K $4.89M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-51.6K
- 30.01%
$72.65 - $78.68 $3.75M - $4.06M
120K $9.42M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-7.61K
- 15.95%
$567.77 - $614.76 $4.32M - $4.68M
40.1K $24.6M
WHR
Whirlpool Corp

Consumer Cyclical
-14K
- 23.7%
$77.47 - $110.59 $1.08M - $1.54M
45K $3.53M
DKNG
Draft Kings Inc.

Consumer Cyclical
-48.4K
- 70.67%
$37.4 - $48.23 $1.81M - $2.33M
20.1K $751K
UNH
Unitedhealth Group Inc

Healthcare
-7.69K
- 42.01%
$237.77 - $353.61 $1.83M - $2.72M
10.6K $3.66M
UPS
United Parcel Service Inc

Industrials
-11.2K
- 23.18%
$82.58 - $105.54 $927K - $1.19M
37.2K $3.11M
KO
Coca Cola CO

Consumer Defensive
-15.5K
- 11.91%
$65.67 - $71.67 $1.01M - $1.11M
114K $7.58M
XOM
Exxon Mobil Corp

Energy
-18.9K
- 17.16%
$105.83 - $117.22 $2M - $2.22M
91.3K $10.3M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-27.7K
- 71.92%
$55.61 - $57.37 $1.54M - $1.59M
10.8K $615K
PDI
Pimco Dynamic Income Fund

Financial Services
-73.7K
- 75.83%
$18.85 - $20.07 $1.39M - $1.48M
23.5K $465K
PG
Procter & Gamble CO

Consumer Defensive
-3.57K
- 3.44%
$150.47 - $161.22 $537K - $575K
100K $15.4M
FSK
Fs Kkr Capital Corp

Financial Services
-750
- 0.4%
$14.93 - $22.48 $11.2K - $16.9K
187K $2.8M
RIO
Rio Tinto PLC

Basic Materials
-19.8K
- 61.12%
$57.66 - $66.01 $1.14M - $1.31M
12.6K $830K
UBER
Uber Technologies, Inc

Technology
-16.3K
- 14.03%
$86.91 - $99.57 $1.41M - $1.62M
99.6K $9.76M
GNRC
Generac Holdings Inc.

Industrials
-6.72K
- 74.88%
$146.61 - $202.85 $984K - $1.36M
2.25K $377K
CRWD
Crowd Strike Holdings, Inc.

Technology
-744
- 2.91%
$412.46 - $514.1 $307K - $382K
24.8K $12.2M
FLR
Fluor Corp

Industrials
-13.3K
- 45.28%
$39.99 - $56.77 $534K - $758K
16.1K $678K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-6.7K
- 49.61%
$121.81 - $137.24 $816K - $919K
6.8K $899K
PM
Philip Morris International Inc.

Consumer Defensive
-1.53K
- 5.54%
$157.77 - $183.27 $241K - $280K
26.1K $4.23M
ACN
Accenture PLC

Technology
-902
- 9.51%
$232.56 - $304.78 $210K - $275K
8.58K $2.12M
DIS
Walt Disney CO

Communication Services
-149
- 0.23%
$112.25 - $124.0 $16.7K - $18.5K
64.6K $7.39M
MSTR
Microstrategy Inc

Technology
-1.01K
- 28.56%
$300.7 - $455.9 $303K - $460K
2.52K $812K
GBIL
Goldman Sachs Access Treasury

ETFs
-5.29K
- 12.21%
$99.82 - $100.23 $528K - $530K
38K $3.8M
AMAT
Applied Materials Inc

Technology
-3.72K
- 33.32%
$156.25 - $204.95 $581K - $762K
7.44K $1.52M
ADBE
Adobe Inc.

Technology
-799
- 13.76%
$333.65 - $392.1 $267K - $313K
5.01K $1.77M
PPG
Ppg Industries Inc

Basic Materials
-3.72K
- 38.4%
$103.65 - $119.07 $385K - $442K
5.96K $626K
BMY
Bristol Myers Squibb CO

Healthcare
-7.2K
- 11.95%
$43.31 - $48.98 $312K - $353K
53.1K $2.39M
ET
Energy Transfer LP

Energy
-7.79K
- 5.31%
$17.11 - $18.16 $133K - $141K
139K $2.39M
HSY
Hershey CO

Consumer Defensive
-2.57K
- 24.36%
$161.95 - $193.45 $416K - $497K
7.98K $1.49M
ABT
Abbott Laboratories

Healthcare
-1.57K
- 7.59%
$120.51 - $136.62 $189K - $214K
19.1K $2.56M
AMT
American Tower Corp

Real Estate
-712
- 20.76%
$192.32 - $232.35 $137K - $165K
2.72K $522K
ELV
Elevance Health, Inc.

Healthcare
-489
- 42.67%
$274.66 - $395.76 $134K - $194K
657 $212K
PCT
Pure Cycle Technologies, Inc.

Industrials
-8.44K
- 4.21%
$12.21 - $16.92 $103K - $143K
192K $2.53M
EOG
Eog Resources Inc

Energy
-1.58K
- 28.8%
$112.12 - $126.1 $177K - $199K
3.9K $436K
T
At&T Inc.

Communication Services
-5.21K
- 5.19%
$26.94 - $29.62 $140K - $154K
95.1K $2.69M
CMCSA
Comcast Corp

Communication Services
-287
- 0.6%
$31.41 - $36.33 $9.01K - $10.4K
47.9K $1.5M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-9
- 2.14%
$5364.25 - $5815.92 $48.3K - $52.3K
412 $2.22M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-975
- 3.54%
$60.9 - $70.75 $59.4K - $69K
26.5K $1.66M
IBM
International Business Machines Corp

Technology
-160
- 1.38%
$234.77 - $292.47 $37.6K - $46.8K
11.5K $3.23M
VOT
Vanguard Mid Cap Growth Index

ETFs
-897
- 10.62%
$282.75 - $294.19 $254K - $264K
7.55K $2.22M
Activity Summary
Buys All Purchases 286 New Holdings 40 Increased Positions 246 Sells All Sells 218 Reductions 218 Sold out 0 Options Calls 25 Puts 19
Track This Portfolio

Track Venture Visionary Partners LLC Portfolio

Follow Venture Visionary Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Venture Visionary Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Venture Visionary Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email