Venturi Wealth Management, LLC Purchases in Q2 2025

Venturi Wealth Management, LLC

  • $1.86 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BNDX
Vanguard Total International B

ETFs
2.56M
+ 36224.03%
$48.77 - $49.55 $125M - $127M
2.57M $127M
EMB
Ishares Tr

ETFs
714K
+ 4716.63%
$86.54 - $92.62 $61.7M - $66.1M
729K $67.5M
VCIT
Vanguard Intermediate Term Cor

ETFs
663K
+ 11596.36%
$79.56 - $82.92 $52.7M - $55M
668K $55.4M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
1.32M
+ 4385.21%
$35.3 - $37.51 $46.6M - $49.5M
1.35M $50.6M
VGSH
Vanguard

ETFs
551K
+ 8959.02%
$58.32 - $58.95 $32.2M - $32.5M
557K $32.8M
IWM
Ishares Russell 2000 ETF

ETFs
91.8K
+ 843.6%
$174.82 - $215.79 $16.1M - $19.8M
103K $22.2M
IWF
Ishares Russell 1000 Gr ETF

ETFs
46.4K
+ 1103.79%
$320.42 - $424.58 $14.9M - $19.7M
50.6K $21.5M
EEMV
Ishares Msci Emerging Markets

ETFs
193K
+ 173.56%
$54.12 - $62.8 $10.4M - $12.1M
304K $19.1M
DHR
Danaher Corp

Healthcare
63.4K
+ 1901.92%
$174.64 - $205.16 $11.1M - $13M
66.8K $13.2M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
111K
+ 432.63%
$90.56 - $109.49 $10.1M - $12.2M
137K $15M
GOOGL
Alphabet Inc.

Communication Services
32.4K
+ 21.46%
$144.7 - $178.6 $4.69M - $5.79M
184K $32.3M
META
Meta Platforms, Inc.

Communication Services
2.76K
+ 6.53%
$484.66 - $738.09 $1.34M - $2.03M
45K $33.2M
ILF
Ishares Latin America 40 ETF

ETFs
251K
New
$21.35 - $26.21 $5.35M - $6.57M
251K $6.57M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
109K
+ 21.79%
$34.72 - $42.74 $3.78M - $4.65M
608K $26M
AMZN
Amazon Com Inc

Consumer Cyclical
6.35K
+ 8.26%
$167.32 - $223.3 $1.06M - $1.42M
83.2K $18.3M
AMAT
Applied Materials Inc

Technology
11.2K
+ 67.52%
$126.95 - $183.52 $1.43M - $2.06M
27.9K $5.1M
WMT
Walmart Inc.

Consumer Defensive
701
+ 0.31%
$81.79 - $99.98 $57.3K - $70.1K
229K $22.4M
IEMG
Ishares Inc

ETFs
41.8K
+ 3.21%
N/A
1.34M $72.1M
MRVL
Marvell Technology, Inc.

Technology
27.3K
New
$49.38 - $79.97 $1.35M - $2.18M
27.3K $2.11M
TSLA
Tesla, Inc.

Consumer Cyclical
4.11K
+ 31.1%
$221.86 - $362.89 $911K - $1.49M
17.3K $5.5M
NOW
Service Now, Inc.

Technology
910
+ 24.43%
$721.65 - $1040.18 $657K - $947K
4.64K $4.77M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
8.29K
+ 2.56%
$39.89 - $49.46 $331K - $410K
332K $16.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.51K
+ 11.28%
$496.48 - $617.85 $752K - $935K
14.9K $9.23M
XLC
Select Sector Spdr Tr Communic

ETFs
11.3K
+ 30.97%
$86.13 - $108.53 $976K - $1.23M
47.9K $5.2M
NFLX
Netflix Inc

Communication Services
136
+ 3.74%
$855.86 - $1339.13 $116K - $182K
3.77K $5.05M
IGV
Ishares Expanded Tech Software

ETFs
14.8K
New
$80.15 - $109.5 $1.19M - $1.62M
14.8K $1.62M
HOOD
Robinhood Markets, Inc.

Technology
4.2K
+ 18.26%
$34.17 - $93.63 $143K - $393K
27.2K $2.54M
MGK
Vanguard Mega Cap Growth ETF

ETFs
4K
New
$273.67 - $366.17 $1.09M - $1.46M
4K $1.46M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
828
+ 3.97%
$141.37 - $228.57 $117K - $189K
21.7K $4.91M
ASML
Asml Holding Nv

Technology
600
+ 9.1%
$595.37 - $815.24 $357K - $489K
7.2K $5.77M
XLY
Select Sector Spdr Consumer Di

ETFs
3.8K
+ 16.57%
$176.34 - $218.59 $670K - $831K
26.7K $5.81M
MELI
Mercadolibre Inc

Consumer Cyclical
62
+ 3.99%
$1794.73 - $2613.63 $111K - $162K
1.62K $4.22M
QCOM
Qualcomm Inc

Technology
2.93K
+ 2.86%
$124.66 - $159.48 $366K - $468K
106K $16.8M
HON
Honeywell International Inc

Industrials
4.14K
New
$182.86 - $232.88 $757K - $964K
4.14K $963K
XLP
Consumer Staples Sector Spdr

ETFs
12.2K
+ 42.89%
N/A
40.7K $3.1M
COF
Capital One Financial Corp

Financial Services
3.94K
+ 267.76%
$150.57 - $212.76 $593K - $837K
5.41K $1.15M
PM
Philip Morris International Inc.

Consumer Defensive
1.94K
+ 8.91%
$149.23 - $184.95 $289K - $359K
23.7K $4.32M
INTU
Intuit Inc

Technology
160
+ 3.9%
$544.07 - $787.63 $87.1K - $126K
4.26K $3.36M
PLTR
Palantir Technologies Inc.

Technology
1.43K
+ 12.27%
$74.01 - $144.25 $106K - $207K
13.1K $1.79M
PANW
Palo Alto Networks Inc

Technology
1.33K
+ 8.51%
$152.44 - $204.64 $202K - $272K
16.9K $3.46M
CSCO
Cisco Systems, Inc.

Technology
4.59K
+ 11.22%
$53.19 - $69.38 $244K - $319K
45.5K $3.16M
IDXX
Idexx Laboratories Inc

Healthcare
1.18K
New
$361.04 - $536.34 $424K - $630K
1.18K $630K
USFR
Wisdomtree Floating Rate Treas

ETFs
12K
New
$50.28 - $50.47 $604K - $607K
12K $604K
XLRE
Select Sector Spdr Tr Real Est

ETFs
14.6K
New
$37.08 - $42.26 $540K - $615K
14.6K $602K
AXP
American Express CO

Financial Services
184
+ 1.7%
$231.39 - $318.98 $42.6K - $58.7K
11K $3.51M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
37.8K
New
$11.9 - $15.57 $450K - $589K
37.8K $581K
SAN
Banco Santander, S.A.

Financial Services
69.2K
New
$5.72 - $8.32 $396K - $576K
69.2K $574K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
6.01K
New
$85.42 - $94.39 $513K - $567K
6.01K $564K
KNSL
Kinsale Capital Group, Inc.

Financial Services
1.18K
+ 41.45%
$419.99 - $501.97 $495K - $591K
4.02K $1.95M
Activity Summary
Buys All Purchases 243 New Holdings 67 Increased Positions 176 Sells All Sells 263 Reductions 263 Sold out 0 Options Calls 0 Puts 0
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