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
EVRG
Evergy, Inc.

Utilities
428
+ 13.19%
$67.73 - $76.02 $29K - $32.5K
3.67K $279K
SO
Southern CO

Utilities
105
+ 0.69%
$90.83 - $96.0 $9.54K - $10.1K
15.2K $1.44M
GILD
Gilead Sciences, Inc.

Healthcare
491
+ 14.74%
$108.22 - $120.47 $53.1K - $59.2K
3.82K $424K
UBER
Uber Technologies, Inc

Technology
315
+ 6.73%
$86.91 - $99.57 $27.4K - $31.4K
4.99K $489K
PODD
Insulet Corp

Healthcare
202
+ 11.44%
$277.3 - $352.82 $56K - $71.3K
1.97K $607K
THC
Tenet Healthcare Corp

Healthcare
93
+ 7.4%
$148.38 - $203.04 $13.8K - $18.9K
1.35K $273K
CEG
Constellation Energy Corp

Utilities
117
+ 6.41%
$298.82 - $354.89 $35K - $41.5K
1.94K $639K
MMM
3 M CO

Industrials
225
+ 4.37%
$144.41 - $160.2 $32.5K - $36K
5.37K $833K
CLBT
Cellebrite Di Ltd.

Technology
700
+ 5.0%
$13.52 - $18.97 $9.46K - $13.3K
14.7K $272K
CCK
Crown Holdings Inc

Consumer Cyclical
678
+ 24.46%
$92.19 - $108.12 $62.5K - $73.3K
3.45K $333K
WRB
Berkley W R Corp

Financial Services
66
+ 0.5%
$67.78 - $76.62 $4.47K - $5.06K
13.2K $1.01M
DUK
Duke Energy Corp

Utilities
146
+ 3.03%
$116.31 - $125.93 $17K - $18.4K
4.96K $613K
GTES
Gates Industrial Corp PLC

Industrials
1.09K
+ 10.57%
$23.38 - $26.14 $25.4K - $28.4K
11.4K $281K
ED
Consolidated Edison Inc

Utilities
430
+ 8.52%
$95.57 - $105.36 $41.1K - $45.3K
5.48K $550K
BDX
Becton Dickinson & CO

Healthcare
124
+ 10.5%
$172.41 - $199.66 $21.4K - $24.8K
1.31K $244K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
1.41K
+ 1.51%
$8.46 - $9.02 $11.9K - $12.7K
94.2K $845K
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
632
+ 18.44%
$73.7 - $90.42 $46.6K - $57.1K
4.06K $299K
CB
Chubb LTD

Financial Services
197
+ 8.28%
$265.99 - $289.59 $52.4K - $57K
2.58K $727K
PAYC
Paycom Software, Inc.

Technology
276
+ 31.08%
$208.14 - $238.8 $57.4K - $65.9K
1.16K $242K
GPN
Global Payments Inc

Industrials
346
+ 12.4%
$77.61 - $90.01 $26.9K - $31.1K
3.14K $260K
T
At&T Inc.

Communication Services
1.86K
+ 8.24%
$26.94 - $29.62 $50.1K - $55.1K
24.4K $689K
ST
Sensata Technologies Holding PLC

Technology
1.02K
+ 10.6%
$29.37 - $33.52 $29.8K - $34K
10.6K $323K
ACGL
Arch Capital Group Ltd.

Financial Services
429
+ 3.44%
$85.61 - $93.54 $36.7K - $40.1K
12.9K $1.17M
RGLD
Royal Gold Inc

Basic Materials
15
+ 1.09%
$151.42 - $200.58 $2.27K - $3.01K
1.39K $279K
BA
Boeing CO

Industrials
30
+ 0.65%
$209.79 - $237.38 $6.29K - $7.12K
4.66K $1M
MET
Metlife Inc

Financial Services
288
+ 5.52%
$73.82 - $82.37 $21.3K - $23.7K
5.5K $453K
RYAAY
Ryanair Holdings PLC

Industrials
225
+ 2.88%
$55.19 - $66.72 $12.4K - $15K
8.04K $484K
BR
Broadridge Financial Solutions, Inc.

Technology
185
+ 7.45%
$233.75 - $266.89 $43.2K - $49.4K
2.67K $635K
SNOW
Snowflake Inc.

Technology
112
+ 3.2%
$191.73 - $241.0 $21.5K - $27K
3.61K $814K
UL
Unilever PLC

Consumer Defensive
621
+ 17.26%
$58.43 - $65.01 $36.3K - $40.4K
4.22K $250K
TTE
Total Energies Se

Energy
445
+ 2.41%
N/A
18.9K $1.3M
TAK
Takeda Pharmaceutical CO LTD

Healthcare
2.46K
+ 19.75%
$13.6 - $15.52 $33.4K - $38.2K
14.9K $218K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
22
+ 0.18%
$23.82 - $25.84 $524 - $568
12.4K $320K
HWM
Howmet Aerospace Inc.

Industrials
11
+ 0.53%
$171.0 - $196.23 $1.88K - $2.16K
2.1K $412K
KR
Kroger CO

Consumer Defensive
576
+ 14.02%
$64.52 - $74.35 $37.2K - $42.8K
4.68K $315K
YUM
Yum Brands Inc

Consumer Cyclical
75
+ 3.13%
$139.5 - $153.94 $10.5K - $11.5K
2.47K $375K
IDEV
Ishares Core Msci Intl Develop

ETFs
103
+ 3.43%
$74.68 - $80.26 $7.69K - $8.27K
3.1K $248K
JBHT
Hunt J B Transport Services Inc

Industrials
289
+ 13.83%
$130.65 - $154.66 $37.8K - $44.7K
2.38K $319K
SUB
Ishares Short Term National Mu

ETFs
170
+ 6.45%
$106.17 - $107.3 $18K - $18.2K
2.81K $299K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
111
+ 1.85%
$92.18 - $95.14 $10.2K - $10.6K
6.12K $582K
RDY
Dr Reddys Laboratories LTD

Healthcare
1.84K
+ 18.12%
$13.33 - $15.08 $24.5K - $27.7K
12K $167K
BMY
Bristol Myers Squibb CO

Healthcare
451
+ 8.19%
$43.31 - $48.98 $19.5K - $22.1K
5.96K $268K
LLY
Eli Lilly & CO

Healthcare
507
+ 2.25%
$625.65 - $812.69 $317K - $412K
23.1K $17.6M
IBN
Icici Bank LTD

Financial Services
1.69K
+ 13.87%
$30.23 - $34.41 $51.1K - $58.2K
13.9K $419K
TGTX
Tg Therapeutics, Inc.

Healthcare
196
+ 2.18%
$26.39 - $39.19 $5.17K - $7.68K
9.2K $332K
CNQ
Canadian Natural Resources LTD

Energy
79
+ 1.12%
$29.31 - $32.93 $2.32K - $2.6K
7.11K $227K
JEPI
J P Morgan Exchange Traded Fd

ETFs
51
+ 0.89%
$55.61 - $57.37 $2.84K - $2.93K
5.79K $330K
BGNE
Bei Gene, Ltd.

Healthcare
11
+ 0.72%
N/A
1.55K $350K
APG
A Pi Group Corp

Industrials
2.21K
+ 49.99%
$33.09 - $36.34 $73.2K - $80.3K
6.63K $228K
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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