Venturi Wealth Management, LLC Incresed Positions in Q3 2025

Venturi Wealth Management, LLC

  • $1.96 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
280K
+ 2654.75%
$433.97 - $484.08 $121M - $135M
290K $139M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
191K
+ 323.5%
$567.77 - $614.76 $108M - $117M
250K $153M
IEMG
Ishares Inc

ETFs
1.07M
+ 79.5%
N/A
2.41M $129M
IEFA
Ishares Tr

ETFs
372K
+ 41.66%
$81.7 - $87.53 $30.4M - $32.6M
1.27M $110M
AVEM
American Centy ETF Tr Avantis

ETFs
282K
+ 7254.93%
$68.33 - $75.41 $19.2M - $21.2M
285K $21.4M
AVUV
American Centy ETF Tr Avantis

ETFs
122K
+ 83.67%
$90.37 - $102.12 $11M - $12.5M
268K $26.7M
GOOGL
Alphabet Inc.

Communication Services
1.56K
+ 0.85%
$174.36 - $254.72 $271K - $396K
185K $45M
AAPL
Apple Inc.

Technology
1.15K
+ 0.53%
$202.38 - $256.87 $233K - $296K
218K $55.4M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
82.7K
+ 2549.97%
$91.44 - $91.77 $7.56M - $7.59M
86K $7.89M
IWM
Ishares Russell 2000 ETF

ETFs
6.92K
+ 6.74%
$214.92 - $244.84 $1.49M - $1.7M
110K $26.5M
XLK
Technology Sector Spdr

ETFs
7.87K
+ 13.48%
$250.97 - $282.66 $1.98M - $2.23M
66.3K $18.7M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
24.3K
+ 4.0%
$42.67 - $46.91 $1.04M - $1.14M
632K $29.6M
XLF
Financial Sector Spdr

ETFs
57.2K
+ 50.2%
$51.37 - $54.25 $2.94M - $3.1M
171K $9.21M
TSLA
Tesla, Inc.

Consumer Cyclical
2.13K
+ 12.28%
$293.94 - $444.72 $625K - $945K
19.4K $8.64M
TJX
Tjx Companies Inc

Consumer Cyclical
1.3K
+ 1.05%
$121.35 - $144.54 $158K - $188K
124K $18M
IVV
Ishares Core S&P 500 ETF

ETFs
3.08K
+ 22.7%
$620.67 - $670.08 $1.91M - $2.07M
16.7K $11.2M
RTX
Raytheon Technologies Corp

Industrials
1.73K
+ 1.71%
$144.19 - $167.33 $249K - $289K
103K $17.2M
FISV
Fiserv Inc

Technology
18.3K
+ 24.58%
N/A
92.5K $11.6M
JPM
Jpmorgan Chase & CO

Financial Services
1.52K
+ 2.24%
$282.78 - $316.06 $429K - $480K
69.2K $21.8M
HD
Home Depot, Inc.

Consumer Cyclical
864
+ 1.91%
$357.4 - $423.42 $309K - $366K
46.1K $18.7M
UNH
Unitedhealth Group Inc

Healthcare
4.46K
+ 37.2%
$237.77 - $353.61 $1.06M - $1.58M
16.5K $5.68M
QCOM
Qualcomm Inc

Technology
4.59K
+ 4.35%
$145.84 - $173.55 $670K - $797K
110K $18.3M
ORCL
Oracle Corp

Technology
975
+ 5.44%
$218.96 - $328.33 $213K - $320K
18.9K $5.31M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
569
+ 2.62%
$224.68 - $282.71 $128K - $161K
22.3K $6.22M
WMT
Walmart Inc.

Consumer Defensive
707
+ 0.31%
$94.4 - $104.27 $66.7K - $73.7K
230K $23.7M
DHR
Danaher Corp

Healthcare
5.8K
+ 8.69%
$181.46 - $212.2 $1.05M - $1.23M
72.6K $14.4M
ILF
Ishares Latin America 40 ETF

ETFs
16.6K
+ 6.62%
$24.77 - $28.98 $411K - $481K
267K $7.72M
COP
Conocophillips

Energy
3.88K
+ 2.41%
$91.0 - $98.99 $353K - $384K
164K $15.6M
CVX
Chevron Corp

Energy
4.29K
+ 11.15%
$145.57 - $161.83 $625K - $695K
42.8K $6.64M
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.51K
+ 2.01%
$87.29 - $93.61 $306K - $328K
178K $16.6M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
19.3K
+ 35.06%
$50.81 - $51.07 $982K - $987K
74.4K $3.8M
MCO
Moodys Corp

Financial Services
2.13K
+ 148.99%
$472.69 - $521.32 $1.01M - $1.11M
3.56K $1.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
300
+ 2.01%
$617.65 - $666.84 $185K - $200K
15.2K $10.2M
AMD
Advanced Micro Devices Inc

Technology
306
+ 0.81%
$134.8 - $184.42 $41.2K - $56.4K
38.1K $6.16M
PLTR
Palantir Technologies Inc.

Technology
810
+ 6.18%
$130.68 - $186.97 $106K - $151K
13.9K $2.54M
MRVL
Marvell Technology, Inc.

Technology
6.59K
+ 24.15%
$62.31 - $84.07 $411K - $554K
33.9K $2.85M
IGV
Ishares Expanded Tech Software

ETFs
5.53K
+ 37.35%
$105.96 - $117.79 $586K - $652K
20.3K $2.34M
MUB
Ishares National Muni Bond ETF

ETFs
6.16K
+ 24.9%
$103.24 - $106.68 $636K - $657K
30.9K $3.29M
IVW
Ishares S&P 500 Growth ETF

ETFs
3.28K
+ 11.81%
$108.97 - $121.65 $357K - $399K
31K $3.75M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
4.96K
+ 20.78%
$98.53 - $107.1 $489K - $531K
28.8K $3.03M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
13K
+ 12.73%
$45.6 - $46.92 $594K - $611K
115K $5.38M
XLC
Select Sector Spdr Tr Communic

ETFs
1.55K
+ 3.24%
$105.99 - $119.41 $164K - $185K
49.5K $5.86M
PANW
Palo Alto Networks Inc

Technology
3.15K
+ 18.6%
$167.06 - $208.19 $526K - $655K
20.1K $4.09M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.96K
+ 11.38%
$182.33 - $194.5 $356K - $380K
19.1K $3.72M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
6.02K
+ 12.92%
$54.35 - $59.32 $327K - $357K
52.6K $3.11M
GLD
Spdr Gold Trust

ETFs
1.07K
+ 31.01%
$300.96 - $355.47 $322K - $380K
4.52K $1.61M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
7.54K
+ 41.27%
$62.09 - $66.51 $468K - $501K
25.8K $1.68M
SHOP
Shopify Inc.

Technology
135
+ 0.86%
$112.11 - $157.12 $15.1K - $21.2K
15.9K $2.36M
SONY
Sony Group Corp

Technology
17.2K
+ 120.22%
$23.92 - $30.07 $411K - $517K
31.5K $905K
Activity Summary
Buys All Purchases 305 New Holdings 75 Increased Positions 230 Sells All Sells 218 Reductions 218 Sold out 0 Options Calls 0 Puts 0
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