Venturi Wealth Management, LLC Incresed Positions in Q1 2025

Venturi Wealth Management, LLC

  • $1.77 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
1.77M
+ 718.05%
$69.57 - $78.65 $123M - $139M
2.01M $152M
IEMG
Ishares Inc

ETFs
1.29M
+ 8649.14%
N/A
1.3M $69.8M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
519K
+ 74.67%
$90.0 - $96.32 $46.7M - $50M
1.21M $112M
VUG
Vanguard Growth ETF

ETFs
96.4K
+ 38.08%
$369.1 - $427.61 $35.6M - $41.2M
350K $130M
RTX
Raytheon Technologies Corp

Industrials
108K
+ 3042.35%
$114.1 - $135.66 $12.3M - $14.6M
111K $14.7M
JPM
Jpmorgan Chase & CO

Financial Services
50.4K
+ 281.02%
$225.19 - $279.95 $11.3M - $14.1M
68.3K $16.8M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
33.9K
+ 5871.23%
$254.58 - $302.92 $8.62M - $10.3M
34.5K $8.8M
EEMV
Ishares Msci Emerging Markets

ETFs
111K
+ 19449.38%
$57.07 - $59.29 $6.32M - $6.56M
111K $6.49M
XOM
Exxon Mobil Corp

Energy
47.9K
+ 85.16%
$105.44 - $118.93 $5.05M - $5.7M
104K $12.4M
ABBV
Abb Vie Inc.

Healthcare
10.6K
+ 13.48%
$169.2 - $216.66 $1.8M - $2.3M
89.4K $18.7M
MU
Micron Technology Inc

Technology
42.8K
+ 36.56%
$86.89 - $109.38 $3.72M - $4.68M
160K $13.9M
LLY
Eli Lilly & CO

Healthcare
3.47K
+ 19.46%
$725.72 - $929.72 $2.52M - $3.22M
21.3K $17.6M
EFA
Ishares Tr Msci Eafe ETF

ETFs
33.3K
+ 18.79%
$74.85 - $84.89 $2.49M - $2.82M
210K $17.2M
TXN
Texas Instruments Inc

Technology
17.8K
+ 23.46%
N/A
93.6K $18.2M
PGR
Progressive Corp

Financial Services
2.43K
+ 3.85%
$235.61 - $291.22 $573K - $709K
65.6K $18.6M
KLAC
Kla Corp

Technology
3.69K
+ 20.44%
$636.62 - $777.63 $2.35M - $2.87M
21.7K $14.8M
UNH
Unitedhealth Group Inc

Healthcare
5.39K
+ 16.98%
$461.52 - $548.18 $2.49M - $2.96M
37.1K $19.5M
QCOM
Qualcomm Inc

Technology
20.1K
+ 24.3%
$151.94 - $175.86 $3.05M - $3.53M
103K $15.8M
XLF
Financial Sector Spdr

ETFs
45.9K
+ 38.76%
$47.32 - $52.19 $2.17M - $2.4M
164K $8.19M
XLV
Select Sector Spdr Fund Health

ETFs
10.2K
+ 37.12%
$137.61 - $149.68 $1.4M - $1.52M
37.6K $5.49M
CVX
Chevron Corp

Energy
4.27K
+ 12.84%
$146.71 - $167.97 $626K - $716K
37.5K $6.27M
VMI
Valmont Industries Inc

Industrials
3.22K
+ 1037.1%
$285.37 - $376.98 $917K - $1.21M
3.53K $1.01M
PM
Philip Morris International Inc.

Consumer Defensive
619
+ 2.93%
$117.15 - $158.79 $72.5K - $98.3K
21.8K $3.45M
SBUX
Starbucks Corp

Consumer Cyclical
8.87K
+ 179.12%
$91.75 - $115.81 $814K - $1.03M
13.8K $1.36M
XLU
Utilities Sector Spdr

ETFs
10.8K
+ 73.68%
$74.7 - $80.27 $806K - $866K
25.4K $2M
ASML
Asml Holding Nv

Technology
1.5K
+ 29.4%
$662.63 - $776.99 $993K - $1.16M
6.6K $4.37M
AMGN
Amgen Inc

Healthcare
852
+ 7.64%
$258.59 - $327.36 $220K - $279K
12K $3.74M
XLI
Industrial Sector Spdr

ETFs
6.45K
+ 30.67%
$128.78 - $141.67 $831K - $914K
27.5K $3.6M
TGT
Target Corp

Consumer Defensive
8.54K
+ 361.08%
$103.65 - $142.5 $885K - $1.22M
10.9K $1.14M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
7.68K
+ 156.28%
$97.25 - $104.79 $747K - $805K
12.6K $1.31M
TJX
Tjx Companies Inc

Consumer Cyclical
5.44K
+ 4.52%
$112.81 - $126.16 $614K - $687K
126K $15.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
485
+ 7.76%
$442.66 - $534.52 $215K - $259K
6.73K $3.59M
AWI
Armstrong World Industries Inc

Industrials
5.06K
+ 272.28%
$136.0 - $154.19 $688K - $780K
6.92K $974K
OEF
Ishares S&P 100 ETF

ETFs
2.67K
+ 7015.79%
N/A
2.7K $719K
DVY
Ishares Tr

ETFs
5.12K
+ 101.1%
$128.58 - $138.1 $659K - $708K
10.2K $1.37M
MELI
Mercadolibre Inc

Consumer Cyclical
141
+ 9.99%
$1739.0 - $2260.0 $245K - $319K
1.55K $3.03M
XLC
Select Sector Spdr Tr Communic

ETFs
6.33K
+ 20.92%
$94.84 - $105.31 $601K - $667K
36.6K $3.53M
VTV
Vanguard Value ETF

ETFs
3.34K
+ 239.14%
$167.73 - $179.21 $560K - $598K
4.73K $817K
XLP
Consumer Staples Sector Spdr

ETFs
7.6K
+ 36.35%
N/A
28.5K $2.17M
IVE
Ishares S&P 500 Value ETF

ETFs
2.84K
+ 36.25%
$185.78 - $198.58 $527K - $563K
10.7K $2.03M
EWT
Ishares Inc Msci Taiwan ETF

ETFs
17.4K
+ 24.43%
$47.48 - $53.82 $825K - $935K
88.5K $4.2M
IAU
Ishares Gold Trust

ETFs
4.98K
+ 25.12%
$49.74 - $58.96 $248K - $294K
24.8K $1.46M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
9.25K
+ 18.6%
$50.72 - $50.92 $469K - $471K
59K $3M
VGT
Vanguard Information Technolog

ETFs
1.01K
+ 108.18%
$542.38 - $646.34 $545K - $650K
1.93K $1.05M
JNJ
Johnson & Johnson

Healthcare
227
+ 1.15%
$142.06 - $167.7 $32.2K - $38.1K
19.9K $3.3M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
8.97K
+ 27.19%
$17.16 - $25.25 $154K - $226K
42K $999K
NXPI
Nxp Semiconductors N.V.

Technology
2.37K
+ 68.24%
$189.99 - $245.86 $450K - $582K
5.83K $1.11M
DE
Deere & CO

Industrials
743
+ 101.5%
$408.57 - $509.27 $304K - $378K
1.48K $692K
VTI
Vanguard Total Stock Market Et

ETFs
1.5K
+ 60.89%
$271.18 - $303.12 $406K - $453K
3.95K $1.09M
Activity Summary
Buys All Purchases 336 New Holdings 8 Increased Positions 328 Sells All Sells 187 Reductions 187 Sold out 0 Options Calls 1 Puts 1
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