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
GTES
Gates Industrial Corp PLC

Industrials
10.3K
New
$15.56 - $23.13 $160K - $238K
10.3K $236K
TWLO
Twilio Inc

Communication Services
1.89K
New
$81.34 - $124.36 $153K - $235K
1.89K $234K
PFFA
Etfis Ser Tr I

ETFs
11.2K
New
$19.49 - $21.31 $219K - $239K
11.2K $233K
FIVE
Five Below, Inc

Consumer Cyclical
1.78K
New
$55.75 - $131.18 $99.1K - $233K
1.78K $233K
EBAY
Ebay Inc

Consumer Cyclical
3.09K
New
$59.52 - $79.36 $184K - $245K
3.09K $229K
APG
A Pi Group Corp

Industrials
4.42K
New
$32.2 - $51.23 $142K - $227K
4.42K $225K
CLBT
Cellebrite Di Ltd.

Technology
14K
New
$15.47 - $20.14 $217K - $282K
14K $224K
THC
Tenet Healthcare Corp

Healthcare
1.26K
New
$110.41 - $176.0 $139K - $221K
1.26K $221K
UL
Unilever PLC

Consumer Defensive
3.6K
New
$57.9 - $65.43 $208K - $235K
3.6K $220K
CNQ
Canadian Natural Resources LTD

Energy
7.03K
New
$25.14 - $34.01 $177K - $239K
7.03K $220K
IX
Orix Corp

Financial Services
9.66K
New
$18.25 - $22.52 $176K - $217K
9.66K $217K
ABT
Abbott Laboratories

Healthcare
1.01K
+ 4.37%
$123.95 - $138.08 $126K - $140K
24.2K $3.29M
COST
Costco Wholesale Corp

Consumer Defensive
54
+ 1.48%
$908.13 - $1056.85 $49K - $57.1K
3.7K $3.67M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
7.43K
New
$28.21 - $28.85 $210K - $214K
7.43K $213K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
5.42K
New
$30.87 - $39.17 $167K - $212K
5.42K $212K
TXG
10x Genomics, Inc.

Healthcare
18K
New
$7.14 - $11.73 $128K - $211K
18K $207K
BLOK
Amplify ETF Tr Trnsformational

ETFs
3.6K
New
$32.56 - $57.11 $117K - $206K
3.6K $205K
GGG
Graco Inc

Industrials
2.37K
New
$74.02 - $87.26 $175K - $207K
2.37K $203K
MIDD
Middleby Corp

Industrials
1.42K
New
$124.01 - $154.76 $175K - $219K
1.42K $203K
UBER
Uber Technologies, Inc

Technology
1.48K
+ 46.1%
$64.62 - $93.3 $95.4K - $138K
4.68K $436K
SHEL
Shell PLC

Energy
2.85K
New
$59.75 - $73.05 $170K - $208K
2.85K $200K
ZS
Zscaler, Inc.

Technology
97
+ 6.6%
$174.67 - $315.32 $16.9K - $30.6K
1.57K $491K
DIS
Walt Disney CO

Communication Services
53
+ 0.7%
$81.72 - $124.01 $4.33K - $6.57K
7.61K $943K
ORCC
Owl Rock Capital Corp

Financial Services
14.4K
+ 141.18%
N/A
24.6K $329K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
12.5K
New
$13.71 - $15.46 $171K - $193K
12.5K $192K
BK
Bank Of New York Mellon Corp

Financial Services
2.11K
New
$73.31 - $91.62 $154K - $193K
2.11K $191K
VV
Vanguard Large Cap ETF

ETFs
460
+ 21.6%
$228.25 - $285.3 $105K - $131K
2.59K $738K
ENB
Enbridge Inc

Energy
4.17K
New
$41.09 - $47.16 $171K - $197K
4.17K $189K
ICE
Intercontinental Exchange, Inc.

Financial Services
830
+ 25.2%
$151.62 - $183.47 $126K - $152K
4.12K $756K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
12.2K
New
$12.23 - $15.46 $149K - $189K
12.2K $184K
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.21K
+ 54.54%
$83.97 - $92.85 $186K - $205K
6.26K $552K
AOA
Ishares Tr Core Aggressive All

ETFs
385
+ 1.77%
$69.46 - $83.4 $26.7K - $32.1K
22.2K $1.85M
HEI
Heico Corp

Industrials
132
+ 5.95%
$236.44 - $328.0 $31.2K - $43.3K
2.35K $771K
EMR
Emerson Electric CO

Industrials
314
+ 5.59%
$94.15 - $133.33 $29.6K - $41.9K
5.93K $791K
SE
Sea LTD

Consumer Cyclical
114
+ 2.27%
$105.57 - $170.4 $12K - $19.4K
5.15K $823K
RDY
Dr Reddys Laboratories LTD

Healthcare
10.2K
New
$12.36 - $16.17 $126K - $164K
10.2K $152K
GWW
W.W. Grainger, Inc.

Industrials
37
+ 1.73%
$919.93 - $1101.66 $34K - $40.8K
2.18K $2.27M
SBUX
Starbucks Corp

Consumer Cyclical
2.58K
+ 18.63%
$79.69 - $99.41 $205K - $256K
16.4K $1.5M
CNS
Cohen & Steers, Inc.

Financial Services
2.08K
+ 45.22%
$70.24 - $83.51 $146K - $173K
6.66K $502K
MKSI
Mks Instruments Inc

Technology
566
+ 14.17%
$58.78 - $100.27 $33.3K - $56.8K
4.56K $452K
NMR
Nomura Holdings Inc

Financial Services
19.7K
New
$4.95 - $6.6 $97.7K - $130K
19.7K $129K
ISRG
Intuitive Surgical Inc

Healthcare
79
+ 4.6%
$451.58 - $565.94 $35.7K - $44.7K
1.8K $975K
HWM
Howmet Aerospace Inc.

Industrials
62
+ 3.05%
$112.33 - $186.13 $6.96K - $11.5K
2.09K $389K
BSX
Boston Scientific Corp

Healthcare
654
+ 7.96%
$89.7 - $107.41 $58.7K - $70.2K
8.87K $952K
T
At&T Inc.

Communication Services
3.79K
+ 20.17%
$26.33 - $28.94 $99.7K - $110K
22.6K $653K
VTI
Vanguard Total Stock Market Et

ETFs
4
+ 0.1%
$243.75 - $303.93 $975 - $1.22K
3.96K $1.2M
RELX
Relx PLC

Communication Services
232
+ 0.96%
$45.31 - $55.66 $10.5K - $12.9K
24.5K $1.33M
TNL
Travel & Leisure Co.

Consumer Cyclical
1.37K
+ 22.37%
$38.78 - $51.89 $53.2K - $71.2K
7.51K $387K
MNST
Monster Beverage Corp

Consumer Defensive
1.1K
+ 13.54%
$55.01 - $64.24 $60.6K - $70.8K
9.24K $578K
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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