Venturi Wealth Management, LLC Incresed Positions in Q4 2024

Venturi Wealth Management, LLC

  • $1.88 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CCI
Crown Castle International Corp

Real Estate
1.28K
+ 3207.5%
$89.78 - $119.11 $115K - $153K
1.32K $120K
CAT
Caterpillar Inc

Industrials
620
+ 15.91%
$360.37 - $416.88 $223K - $258K
4.52K $1.64M
ROLL
Rbc Bearings Inc

Industrials
457
+ 2405.26%
N/A
476 $117K
DDOG
Datadog, Inc.

Technology
638
+ 82.11%
$113.98 - $168.65 $72.7K - $108K
1.42K $202K
NOVT
Novanta Inc

Technology
715
+ 6500.0%
N/A
726 $114K
EVRG
Evergy, Inc.

Utilities
1.84K
+ 132.9%
$59.06 - $65.0 $109K - $120K
3.23K $198K
CB
Chubb LTD

Financial Services
490
+ 25.3%
$271.57 - $301.89 $133K - $148K
2.43K $670K
UDR
Udr, Inc.

Real Estate
3.43K
+ 17.66%
$41.3 - $46.33 $142K - $159K
22.8K $991K
SLGN
Silgan Holdings Inc

Consumer Cyclical
2.15K
+ 153.21%
$50.6 - $57.53 $109K - $123K
3.55K $184K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.24K
+ 1517.07%
$88.59 - $94.57 $110K - $118K
1.33K $117K
TWLO
Twilio Inc

Communication Services
699
+ 95.36%
$63.73 - $114.96 $44.5K - $80.4K
1.43K $154K
CAH
Cardinal Health Inc

Healthcare
838
+ 86.04%
$107.89 - $125.33 $90.4K - $105K
1.81K $214K
MLM
Martin Marietta Materials Inc

Basic Materials
213
+ 131.48%
$516.5 - $619.58 $110K - $132K
375 $193K
FIVN
Five9, Inc.

Technology
2.57K
+ 3955.38%
$27.26 - $43.41 $70.1K - $112K
2.64K $107K
PCAR
Paccar Inc

Industrials
712
+ 12.35%
$97.92 - $118.41 $69.7K - $84.3K
6.48K $673K
SAM
Boston Beer CO Inc

Consumer Defensive
335
+ 66.87%
$270.2 - $323.56 $90.5K - $108K
836 $250K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
1.03K
+ 420.08%
$101.82 - $114.06 $104K - $117K
1.27K $131K
OPCH
Option Care Health, Inc.

Healthcare
4.56K
+ 2621.26%
$21.74 - $31.64 $99.2K - $144K
4.74K $109K
AL
Air Lease Corp

Industrials
2.14K
+ 2018.87%
$42.79 - $52.16 $91.6K - $112K
2.25K $108K
BWXT
Bwx Technologies, Inc.

Industrials
771
+ 12.13%
$111.39 - $133.28 $85.9K - $103K
7.13K $794K
CHKP
Check Point Software Technologies LTD

Technology
552
+ 5018.18%
$170.18 - $209.01 $93.9K - $115K
563 $105K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
4.97K
+ 53.54%
$49.78 - $66.55 $247K - $330K
14.2K $713K
GWRE
Guidewire Software, Inc.

Technology
590
+ 457.36%
$168.58 - $207.12 $99.5K - $122K
719 $121K
MEDP
Medpace Holdings, Inc.

Healthcare
295
+ 602.04%
$308.93 - $363.58 $91.1K - $107K
344 $114K
WEX
Wex Inc.

Technology
585
+ 390.0%
$167.45 - $216.67 $98K - $127K
735 $128K
LFUS
Littelfuse Inc

Technology
412
+ 2746.67%
$233.99 - $262.18 $96.4K - $108K
427 $100K
STRL
Sterling Construction CO Inc

Industrials
575
+ 1369.05%
$142.94 - $199.03 $82.2K - $114K
617 $103K
TRGP
Targa Resources Corp.

Energy
449
+ 84.4%
$150.58 - $207.69 $67.6K - $93.3K
981 $175K
APO
Apollo Global Management, Inc.

Financial Services
575
+ 2300.0%
$131.36 - $178.61 $75.5K - $103K
600 $99K
FCNCA
First Citizens Bancshares Inc

Financial Services
20
+ 10.36%
$1818.92 - $2353.08 $36.4K - $47.1K
213 $450K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.96K
+ 3161.29%
$46.48 - $51.32 $91.1K - $101K
2.02K $97K
EBAY
Ebay Inc

Consumer Cyclical
1.57K
+ 190.4%
$57.51 - $67.17 $90.1K - $105K
2.39K $148K
EL
Estee Lauder Companies Inc

Consumer Defensive
1.29K
+ 1610.0%
$62.74 - $97.24 $80.8K - $125K
1.37K $102K
FOXA
Fox Corp

Communication Services
1.75K
+ 121.61%
$41.35 - $49.99 $72.4K - $87.5K
3.19K $154K
AVY
Avery Dennison Corp

Industrials
1.1K
+ 32.43%
$186.26 - $220.48 $205K - $243K
4.49K $840K
SMG
Scotts Miracle Gro CO

Basic Materials
2.55K
+ 64.67%
$65.14 - $93.47 $166K - $238K
6.48K $430K
AEE
Ameren Corp

Utilities
973
+ 164.64%
$85.81 - $94.98 $83.5K - $92.4K
1.56K $139K
GM
General Motors CO

Consumer Cyclical
1.37K
+ 84.07%
$44.82 - $60.2 $61.3K - $82.3K
2.99K $159K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
9.06K
+ 901.09%
$9.25 - $10.62 $83.8K - $96.2K
10.1K $97K
EA
Electronic Arts Inc.

Communication Services
581
+ 268.98%
$140.69 - $167.97 $81.7K - $97.6K
797 $116K
KRC
Kilroy Realty Corp

Real Estate
1.96K
+ 67.41%
$37.51 - $43.55 $73.6K - $85.5K
4.88K $197K
YETI
Yeti Holdings, Inc.

Consumer Cyclical
2.26K
+ 481.84%
$35.21 - $44.8 $79.4K - $101K
2.72K $104K
MTZ
Mastec Inc

Industrials
603
+ 374.53%
$119.94 - $147.94 $72.3K - $89.2K
764 $104K
DTM
Dt Midstream, Inc.

Energy
786
+ 310.67%
$78.85 - $108.56 $62K - $85.3K
1.04K $103K
GBCI
Glacier Bancorp, Inc.

Financial Services
1.37K
+ 45.74%
$44.09 - $58.89 $60.4K - $80.7K
4.37K $219K
ABG
Asbury Automotive Group Inc

Consumer Cyclical
315
+ 28.82%
$221.83 - $266.82 $69.9K - $84K
1.41K $342K
KMI
Kinder Morgan, Inc.

Energy
683
+ 5.83%
$22.59 - $28.54 $15.4K - $19.5K
12.4K $339K
HESM
Hess Midstream LP

Energy
1.47K
+ 9.79%
$34.2 - $37.9 $50.3K - $55.8K
16.5K $611K
RL
Ralph Lauren Corp

Consumer Cyclical
316
+ 141.7%
$192.23 - $233.41 $60.7K - $73.8K
539 $124K
Activity Summary
Buys All Purchases 1215 New Holdings 311 Increased Positions 904 Sells All Sells 354 Reductions 354 Sold out 0 Options Calls 0 Puts 0
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