Venture Visionary Partners LLC
Venture Visionary Partners LLC is an SEC-registered independent investment adviser headquartered in Sylvania, Ohio. Founded in 2019, the firm provides comprehensive wealth management services to affluent families and individuals, with a focus on personalized financial planning and investment management. The firm had 37-38 employees as of mid-2024, and it has been recognized among Forbes' Top RIA Firms.
Investment Strategy
Venture Visionary Partners delivers customized investment management and wealth planning, with a strong emphasis on aligning portfolios with each client's long-term goals and risk tolerance. The firm's strategy includes broad diversification across sectors and asset classes, active monitoring and rebalancing, and a personalized approach to client service. Accounts are primarily managed for individuals (including high net worth clients), but they also advise charitable organizations and some business entities. The firm maintains a long-term perspective, focusing on best-in-class practices in portfolio construction, discipline, and guiding clients through varied market environments.
Top Holdings
Equity Positions (584)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 3.81% | $110.8M | 214,014 | $250.51 | $517.95 | +$8.0M |
A AAPL | APPLE INC | 3.21% | $93.6M | 367,706 | $123.85 | $254.63 | +$22.0M |
Q QQQ | INVESCO QQQ TR | 3.09% | $90.0M | 149,892 | $406.95 | $600.37 | +$9.6M |
S SPY | SPDR S&P 500 ETF TR | 2.79% | $81.2M | 121,945 | $369.93 | $666.18 | +$8.7M |
V VUG | VANGUARD INDEX FDS | 2.69% | $78.4M | 163,544 | $243.23 | $479.61 | +$2.4M |
Options Positions (10)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
M MSOS | ADVISORSHARES TR | Bought | Call | $1.2M | 2,557 | $4.79 | $3.95 | +1,357 | +$935.6K |
A AAPL | APPLE INC | — | Call | $891.2K | 35 | $254.63 | $205.17 | 0 | +$173.1K |
O OI | O-I GLASS INC | — | Call | $778.2K | 600 | $12.97 | $10.85 | 0 | -$106.2K |
G GT | GOODYEAR TIRE & RUBR CO | Bought | Call | $748.0K | 1,000 | $7.48 | $9.02 | +100 | -$185.3K |
T TSLA | TESLA INC | Bought | Call | $533.7K | 12 | $444.72 | $412.96 | +9 | +$438.4K |