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
LNG
Cheniere Energy, Inc.

Energy
28
+ 2.06%
$197.25 - $244.33 $5.52K - $6.84K
1.38K $337K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
558
+ 25.34%
$99.37 - $134.05 $55.4K - $74.8K
2.76K $313K
GATX
Gatx Corp

Industrials
148
+ 9.53%
$141.27 - $159.24 $20.9K - $23.6K
1.7K $261K
WBS
Webster Financial Corp

Financial Services
91
+ 2.16%
$41.76 - $54.91 $3.8K - $5K
4.31K $235K
DUK
Duke Energy Corp

Utilities
307
+ 6.82%
$112.46 - $124.05 $34.5K - $38.1K
4.81K $567K
LLY
Eli Lilly & CO

Healthcare
1.29K
+ 6.05%
$713.71 - $898.95 $919K - $1.16M
22.6K $17.6M
PPG
Ppg Industries Inc

Basic Materials
37
+ 1.27%
$91.66 - $115.04 $3.39K - $4.26K
2.94K $334K
CI
Cigna Corp

Healthcare
45
+ 5.29%
$301.89 - $340.04 $13.6K - $15.3K
896 $296K
RGA
Reinsurance Group Of America Inc

Financial Services
44
+ 1.93%
$168.32 - $209.71 $7.41K - $9.23K
2.33K $461K
UNP
Union Pacific Corp

Industrials
147
+ 4.1%
$208.27 - $238.46 $30.6K - $35.1K
3.73K $857K
DEO
Diageo PLC

Consumer Defensive
142
+ 5.5%
$99.86 - $115.75 $14.2K - $16.4K
2.72K $274K
YUM
Yum Brands Inc

Consumer Cyclical
156
+ 6.97%
$138.36 - $161.45 $21.6K - $25.2K
2.39K $354K
Ul Solutions Inc
3.61K
New
N/A
3.61K $0
CLMB
Climb Global Solutions Inc Com
55
+ 1.77%
N/A
3.16K $0
Ge Vernova Inc Com
71
+ 5.44%
N/A
1.38K $0
Birkenstock Holding
3.32K
+ 32.86%
N/A
13.4K $0
Canadian Pac Kans
663
+ 7.24%
N/A
9.82K $0
Black Rock Funding, Inc. Cmn
239
+ 13.9%
N/A
1.96K $0
Arista Networks Inc
3.56K
+ 30.12%
N/A
15.4K $0
Corpay Inc Com Shs
399
+ 29.36%
N/A
1.76K $0
Fidelity Disruptive (Tech Etf)
6K
New
N/A
6K $0
Brookfield
7.49K
+ 32.74%
N/A
30.3K $0
Arm Holdings PLC
1.5K
New
N/A
1.5K $0
Astera Labs Inc Com
3.2K
New
N/A
3.2K $0
Capital Group (International Eq Shs)
61.6K
+ 4.9%
N/A
1.32M $0
Talen Energy Corporation
813
New
N/A
813 $0
Black Rock ETF Trust (Ii Flexible Income)
4
+ 0.03%
N/A
13.3K $0
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
175
+ 5.38%
$67.02 - $83.8 $11.7K - $14.7K
3.43K $260K
PPL
Ppl Corp

Utilities
646
+ 5.62%
$33.45 - $36.5 $21.6K - $23.6K
12.1K $411K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
183
+ 0.2%
$8.43 - $8.77 $1.54K - $1.6K
92.8K $806K
OKE
Oneok Inc

Energy
1.49K
+ 20.49%
$78.71 - $100.37 $117K - $150K
8.77K $716K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
82
+ 0.65%
$97.29 - $105.63 $7.98K - $8.66K
12.7K $1.29M
AZN
Astrazeneca PLC

Healthcare
490
+ 1.93%
$64.87 - $75.0 $31.8K - $36.8K
25.9K $1.81M
MRK
Merck & Co., Inc.

Healthcare
488
+ 4.87%
$73.47 - $87.12 $35.9K - $42.5K
10.5K $831K
VZ
Verizon Communications Inc

Communication Services
44
+ 0.12%
$41.67 - $45.62 $1.83K - $2.01K
37.3K $1.61M
MCD
Mcdonalds Corp

Consumer Cyclical
41
+ 0.7%
$285.55 - $321.23 $11.7K - $13.2K
5.91K $1.73M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
384
+ 5.7%
$483.48 - $539.8 $186K - $207K
7.12K $3.46M
JNJ
Johnson & Johnson

Healthcare
137
+ 0.69%
$146.36 - $159.82 $20.1K - $21.9K
20K $3.06M
CVX
Chevron Corp

Energy
1.01K
+ 2.68%
$133.73 - $168.51 $134K - $169K
38.5K $5.51M
XOM
Exxon Mobil Corp

Energy
293
+ 0.28%
$99.93 - $119.04 $29.3K - $34.9K
105K $11.3M
ABBV
Abb Vie Inc.

Healthcare
389
+ 0.44%
$170.16 - $206.27 $66.2K - $80.2K
89.8K $16.7M
AAPL
Apple Inc.

Technology
2.94K
+ 1.38%
$172.42 - $223.89 $507K - $659K
216K $44.4M
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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