Venturi Wealth Management, LLC Purchases in Q4 2024

Venturi Wealth Management, LLC

  • $1.88 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Pimco ETF Tr
4.4K
New
N/A
4.4K $0
Qiagen Nv
189
+ 290.77%
N/A
254 $0
Reddit Inc
80
New
N/A
80 $0
Safehold Inc
146
+ 92.41%
N/A
304 $0
FNDA
Schwab Fundamental U S Small C

ETFs
873
+ 100.11%
$29.26 - $59.11 $25.5K - $51.6K
1.75K $51K
SCHV
Schwab Strategic Tr Us Large C

ETFs
372
+ 200.0%
$25.79 - $80.4 $9.59K - $29.9K
558 $14K
Sharkninja Inc
46
+ 60.53%
N/A
122 $0
SHEL
Shell PLC

Energy
79
+ 5.02%
$60.63 - $70.23 $4.79K - $5.55K
1.65K $103K
Simplify Exchange Traded Fun
1.18K
+ 7.57%
N/A
16.8K $0
Skyward Specialty Ins Group
92
New
N/A
92 $0
Smurfit Westrock PLC
227
New
N/A
227 $0
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
35
+ 12.77%
$36.36 - $43.93 $1.27K - $1.54K
309 $11K
Solventum Corp
1.19K
+ 2284.62%
N/A
1.24K $0
Spyre Therapeutics Inc
231
New
N/A
231 $0
STN
Stantec Inc

Industrials
8
+ 20.0%
$78.45 - $87.5 $628 - $700
48 $3K
Sunrise Communications Ag
107
New
N/A
107 $0
Super Micro Computer Inc
3.13K
New
N/A
3.13K $0
Talen Energy Corp
813
New
N/A
813 $0
Te Connectivity PLC
5.27K
+ 80.56%
N/A
11.8K $0
Texas Cap Tex Equity Index E
1
+ 2.44%
N/A
42 $0
Thomson Reuters Corp
8
New
N/A
8 $0
Tidal ETF Tr
958
New
N/A
958 $0
Tidal ETF Tr
250
New
N/A
250 $0
Tko Group Holdings Inc
2.7K
New
N/A
2.7K $0
DWAC
Digital World Acquisition Corp.

Financial Services
133
New
N/A
133 $0
Twfg Inc
2.8K
New
N/A
2.8K $0
Vaneck Bitcoin ETF
62
New
N/A
62 $0
VTR
Ventas, Inc.

Real Estate
22
+ 10.48%
$57.73 - $66.48 $1.27K - $1.46K
232 $13K
Wk Kellogg CO
900
New
N/A
900 $0
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
280
+ 6.84%
$20.17 - $21.84 $5.65K - $6.12K
4.38K $88K
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
1
+ 0.6%
$32.68 - $36.28 $32.7 - $36.3
169 $5K
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
25
+ 5.3%
$28.76 - $32.28 $719 - $807
497 $14K
FNDX
Schwab Fundamental U S Large C

ETFs
3.06K
+ 200.0%
$23.49 - $71.77 $71.9K - $220K
4.59K $108K
TD
Toronto Dominion Bank

Financial Services
47
+ 12.67%
$51.56 - $63.8 $2.42K - $3K
418 $22K
EWJ
Ishares Msci Japan ETF

ETFs
23
+ 3.2%
$66.18 - $71.84 $1.52K - $1.65K
741 $49K
USRT
Ishares Core U.S. Reit ETF

ETFs
78
+ 5.45%
$55.97 - $62.75 $4.37K - $4.89K
1.51K $86K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
391
+ 10.47%
$64.62 - $71.43 $25.3K - $27.9K
4.13K $266K
LI
Li Auto Inc.

Consumer Cyclical
38
+ 1.96%
$21.8 - $30.51 $828 - $1.16K
1.97K $47K
MKC
Mccormick & CO Inc

Consumer Defensive
4
+ 1.17%
$73.97 - $84.09 $296 - $336
345 $26K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.2K
+ 201.01%
$26.93 - $84.95 $32.2K - $102K
1.79K $48K
VOD
Vodafone Group Public LTD CO

Communication Services
88
+ 4.73%
$8.37 - $9.95 $737 - $876
1.95K $16K
STZ
Constellation Brands, Inc.

Consumer Defensive
20
+ 10.2%
$219.66 - $257.62 $4.39K - $5.15K
216 $47K
AOM
Ishares Tr Core Moderate Alloc

ETFs
122
+ 2.68%
$43.44 - $45.05 $5.3K - $5.5K
4.67K $202K
O
Realty Income Corp

Real Estate
68
+ 9.18%
$51.76 - $64.71 $3.52K - $4.4K
809 $43K
SITE
Site One Landscape Supply, Inc.

Industrials
209
+ 13.48%
$131.3 - $156.31 $27.4K - $32.7K
1.76K $231K
XPEV
Xpeng Inc.

Consumer Cyclical
64
+ 0.71%
$10.22 - $15.3 $654 - $979
9.12K $107K
NUE
Nucor Corp

Basic Materials
12
+ 6.78%
$115.78 - $167.74 $1.39K - $2.01K
189 $22K
PDD
Pinduoduo Inc.

Consumer Cyclical
43
+ 20.28%
$94.39 - $154.27 $4.06K - $6.63K
255 $24K
BAH
Booz Allen Hamilton Holding Corp

Industrials
7
+ 4.17%
$128.36 - $186.0 $899 - $1.3K
175 $22K
Activity Summary
Buys All Purchases 1215 New Holdings 311 Increased Positions 904 Sells All Sells 354 Reductions 354 Sold out 0 Options Calls 0 Puts 0
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