| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 16 | Q3 2023 | 11.0% |
| SPDR S&P 500 ETF TR | 16 | Q3 2023 | 9.7% |
| MICROSOFT CORP | 16 | Q3 2023 | 4.1% |
| VANGUARD INDEX FDS | 16 | Q3 2023 | 5.1% |
| VANGUARD MID CAP ETF IV | 16 | Q3 2023 | 3.4% |
| VANGUARD TOTAL STOCK MARKET ETF | 16 | Q3 2023 | 3.9% |
| INVSC S P 500 EQUAL WEIGHT ETF | 16 | Q3 2023 | 4.8% |
| VANGUARD LARGE CAP ETF IV | 16 | Q3 2023 | 5.0% |
| ISHARES TR | 16 | Q3 2023 | 4.6% |
| JPMORGAN CHASE & CO | 16 | Q3 2023 | 2.6% |
View Venture Visionary Partners LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR/A | 2024-02-15 |
| 13F-HR | 2024-01-24 |
| 13F-HR | 2023-10-13 |
| 13F-HR | 2023-07-14 |
| 13F-HR | 2023-04-13 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-07-26 |
| 13F-HR | 2022-05-03 |
| 13F-HR | 2022-02-08 |
View Venture Visionary Partners LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.