HoldingsChannel.com
| Entity | Amount | Change
12/31/2022 to 03/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 APPLE INC |
365,248 | +1,270 | $60,230 |
| AAPL | 365,248 | +1,270 | $60,230 |
| MICROSOFT CORP |
208,899 | +10,623 | $60,226 |
| MSFT | 208,899 | +10,623 | $60,226 |
| SPDR S&P 500 ETF TR (SPY) |
124,848 | -6,637 | $51,112 |
| SPY | 124,848 | -6,637 | $51,112 |
| VANGUARD INDEX FDS (VO) |
179,506 | +2,745 | $37,861 |
| VO | 179,506 | +2,745 | $37,861 |
| INVESCO EXCHANGE TRADED FD T (RSP) |
253,755 | -951 | $36,698 |
| RSP | 253,755 | -951 | $36,698 |
| VANGUARD INDEX FDS (VTV) |
260,496 | +28,023 | $35,977 |
| VTV | 260,496 | +28,023 | $35,977 |
| VANGUARD INDEX FDS (VUG) |
133,672 | +8,752 | $33,343 |
| VUG | 133,672 | +8,752 | $33,343 |
| JPMORGAN CHASE & CO |
236,826 | -1,468 | $30,861 |
| JPM | 236,826 | -1,468 | $30,861 |
| INVESCO QQQ TR |
81,703 | +1,218 | $26,221 |
| QQQ | 81,703 | +1,218 | $26,221 |
| VANGUARD WHITEHALL FDS (VYM) |
214,683 | +898 | $22,649 |
| VYM | 214,683 | +898 | $22,649 |
| SCHWAB STRATEGIC TR |
306,369 | +18,688 | $22,414 |
| SCHD | 306,369 | +18,688 | $22,414 |
| ANDERSONS INC |
526,895 | +66,318 | $21,771 |
| ANDE | 526,895 | +66,318 | $21,771 |
| VANGUARD INDEX FDS (VTI) |
94,651 | -50,924 | $19,318 |
| VTI | 94,651 | -50,924 | $19,318 |
| VISA INC |
82,964 | -1,168 | $18,705 |
| V | 82,964 | -1,168 | $18,705 |
| ISHARES TR (IEFA) |
278,361 | +63,225 | $18,608 |
| IEFA | 278,361 | +63,225 | $18,608 |
| ISHARES TR (IWN) |
131,864 | +86,490 | $18,068 |
| IWN | 131,864 | +86,490 | $18,068 |
| ALPHABET INC |
167,948 | +11,422 | $17,421 |
| GOOGL | 167,948 | +11,422 | $17,421 |
| ISHARES TR (IJR) |
174,908 | -21,938 | $16,913 |
| IJR | 174,908 | -21,938 | $16,913 |
| PROCTER AND GAMBLE CO |
109,420 | +8,630 | $16,270 |
| PG | 109,420 | +8,630 | $16,270 |
| PACER FDS TR |
345,023 | +345,023 | $16,199 |
| COWZ | 345,023 | +345,023 | $16,199 |
| RAYTHEON TECHNOLOGIES CORP |
164,693 | +9,092 | $16,128 |
| RTX | 164,693 | +9,092 | $16,128 |
| AMAZON COM INC |
155,208 | +8,123 | $16,031 |
| AMZN | 155,208 | +8,123 | $16,031 |
| JOHNSON & JOHNSON |
99,147 | +7,030 | $15,368 |
| JNJ | 99,147 | +7,030 | $15,368 |
| VANGUARD INDEX FDS (VOO) |
37,433 | +2,019 | $14,077 |
| VOO | 37,433 | +2,019 | $14,077 |
| ISHARES TR (IBDR) |
584,321 | +31,500 | $13,866 |
| IBDR | 584,321 | +31,500 | $13,866 |
| COCA COLA CO |
205,459 | +2,789 | $12,745 |
| KO | 205,459 | +2,789 | $12,745 |
| HOME DEPOT INC |
42,732 | +2,581 | $12,611 |
| HD | 42,732 | +2,581 | $12,611 |
| CHEVRON CORP NEW |
73,742 | +7,362 | $12,032 |
| CVX | 73,742 | +7,362 | $12,032 |
| EXXON MOBIL CORP |
106,883 | -10,205 | $11,721 |
| XOM | 106,883 | -10,205 | $11,721 |
| PFIZER INC |
284,626 | +10,674 | $11,613 |
| PFE | 284,626 | +10,674 | $11,613 |
| MASTERCARD INCORPORATED |
31,427 | -468 | $11,422 |
| MA | 31,427 | -468 | $11,422 |
| VANGUARD SPECIALIZED FUNDS (VIG) |
66,519 | +7,571 | $10,244 |
| VIG | 66,519 | +7,571 | $10,244 |
 BERKSHIRE HATHAWAY INC DEL |
$10,213 | ||
| BRK.B | 33,076 | +203 | $10,213 |
| PEPSICO INC |
55,954 | +16,731 | $10,201 |
| PEP | 55,954 | +16,731 | $10,201 |
| VANGUARD INDEX FDS (VB) |
51,843 | +5,005 | $9,827 |
| VB | 51,843 | +5,005 | $9,827 |
| AMGEN INC |
39,309 | +9,333 | $9,503 |
| AMGN | 39,309 | +9,333 | $9,503 |
| VANGUARD SCOTTSDALE FDS (VCIT) |
118,354 | -10,973 | $9,494 |
| VCIT | 118,354 | -10,973 | $9,494 |
| NEXTERA ENERGY INC |
121,001 | +30,966 | $9,327 |
| NEE | 121,001 | +30,966 | $9,327 |
| MCDONALDS CORP |
33,336 | +2,761 | $9,321 |
| MCD | 33,336 | +2,761 | $9,321 |
| BROADCOM INC |
14,394 | +1,348 | $9,235 |
| AVGO | 14,394 | +1,348 | $9,235 |
| ISHARES TR (EEM) |
233,568 | +216,391 | $9,217 |
| EEM | 233,568 | +216,391 | $9,217 |
| SPDR SER TR (XOP) |
70,783 | -10,822 | $9,031 |
| XOP | 70,783 | -10,822 | $9,031 |
| LOWES COS INC |
44,972 | +2,309 | $8,993 |
| LOW | 44,972 | +2,309 | $8,993 |
| DISNEY WALT CO |
87,105 | +3,537 | $8,722 |
| DIS | 87,105 | +3,537 | $8,722 |
| UNITEDHEALTH GROUP INC |
18,440 | +1,301 | $8,715 |
| UNH | 18,440 | +1,301 | $8,715 |
| CISCO SYS INC |
164,056 | +13,964 | $8,576 |
| CSCO | 164,056 | +13,964 | $8,576 |
| ISHARES TR (IBDT) |
336,088 | +139,240 | $8,382 |
| IBDT | 336,088 | +139,240 | $8,382 |
| LINDE PLC |
23,151 | +5,715 | $8,229 |
| LIN | 23,151 | +5,715 | $8,229 |
| VANGUARD INDEX FDS (VV) |
43,307 | -1,039 | $8,090 |
| VV | 43,307 | -1,039 | $8,090 |
| ISHARES TR (IVV) |
19,608 | -269 | $8,060 |
| IVV | 19,608 | -269 | $8,060 |
See Full List: All Stocks Held By Venture Visionary Partners LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Venture Visionary Partners LLC
|
Size ($ in 1000's)
At 03/31/2023: $1,578,609 At 12/31/2022: $1,381,741 Venture Visionary Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Venture Visionary Partners LLC 13F filings. Link to 13F filings: SEC filings |
