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
BSY
Bentley Systems Inc

Technology
315
+ 3.45%
$39.34 - $47.7 $12.4K - $15K
9.44K $371K
IWF
Ishares Russell 1000 Gr ETF

ETFs
287
+ 7.33%
$360.07 - $417.26 $103K - $120K
4.2K $1.52M
APH
Amphenol Corp

Technology
417
+ 1.79%
$61.62 - $78.55 $25.7K - $32.8K
23.8K $1.56M
ARES
Ares Management Corp

Financial Services
36
+ 1.35%
$140.19 - $198.28 $5.05K - $7.14K
2.7K $395K
AMAT
Applied Materials Inc

Technology
1.26K
+ 8.2%
$145.06 - $195.51 $183K - $247K
16.6K $2.42M
WDC
Western Digital Corp

Technology
1.75K
+ 20.75%
$40.43 - $72.03 $70.6K - $126K
10.2K $410K
DIS
Walt Disney CO

Communication Services
41
+ 0.55%
$96.87 - $114.0 $3.97K - $4.67K
7.55K $745K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
77
+ 2.1%
$522.96 - $601.18 $40.3K - $46.3K
3.75K $2M
BX
Blackstone Inc.

Financial Services
154
+ 3.77%
$136.53 - $186.74 $21K - $28.8K
4.24K $592K
THO
Thor Industries Inc

Consumer Cyclical
182
+ 2.88%
$75.81 - $105.39 $13.8K - $19.2K
6.49K $492K
SRE
Sempra Energy

Utilities
179
+ 2.17%
$67.85 - $87.67 $12.1K - $15.7K
8.43K $601K
URI
United Rentals, Inc.

Industrials
2.29K
+ 11.16%
$594.17 - $789.56 $1.36M - $1.81M
22.8K $14.3M
HUBS
Hubspot Inc

Technology
16
+ 1.07%
$571.29 - $819.71 $9.14K - $13.1K
1.51K $860K
EQIX
Equinix Inc

Real Estate
36
+ 2.07%
$803.0 - $959.97 $28.9K - $34.6K
1.78K $1.45M
TFII
Tfi International Inc.

Industrials
630
+ 13.94%
$76.98 - $140.13 $48.5K - $88.3K
5.15K $398K
WST
West Pharmaceutical Services Inc

Healthcare
334
+ 11.63%
$199.11 - $347.87 $66.5K - $116K
3.21K $717K
TTD
Trade Desk, Inc.

Technology
971
+ 19.93%
$53.59 - $126.58 $52K - $123K
5.84K $319K
MSFT
Microsoft Corp

Technology
11.4K
+ 11.51%
$375.39 - $447.2 $4.26M - $5.08M
110K $41.3M
GOOG
Alphabet Inc.

Communication Services
2.14K
+ 10.8%
$156.06 - $207.71 $334K - $444K
21.9K $3.43M
HD
Home Depot, Inc.

Consumer Cyclical
1.51K
+ 3.43%
$347.25 - $424.87 $523K - $640K
45.4K $16.6M
AMZN
Amazon Com Inc

Consumer Cyclical
7.67K
+ 11.08%
$190.26 - $242.06 $1.46M - $1.86M
76.9K $14.6M
CRM
Salesforce, Inc.

Technology
342
+ 3.45%
$268.36 - $359.95 $91.8K - $123K
10.3K $2.75M
AMD
Advanced Micro Devices Inc

Technology
696
+ 1.83%
$96.63 - $129.55 $67.3K - $90.2K
38.6K $3.97M
NOW
Service Now, Inc.

Technology
271
+ 7.85%
$783.83 - $1170.39 $212K - $317K
3.73K $2.97M
AVUV
American Centy ETF Tr Avantis

ETFs
2.29K
+ 1.47%
$84.95 - $100.62 $194K - $230K
158K $13.8M
NVDA
Nvidia Corp

Technology
32.1K
+ 12.11%
$106.98 - $149.43 $3.43M - $4.79M
297K $32.2M
GOOGL
Alphabet Inc.

Communication Services
2.95K
+ 1.99%
$154.33 - $206.19 $455K - $608K
151K $23.4M
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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