Venturi Wealth Management, LLC New Holdings in Q4 2024

Venturi Wealth Management, LLC

  • $1.88 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
236
New
$13.54 - $14.25 $3.2K - $3.36K
236 $3K
BZ
Kanzhun LTD

Industrials
285
New
$12.18 - $19.2 $3.47K - $5.47K
285 $3K
PIM
Putnam Master Intermediate Income Trust

Financial Services
1.08K
New
$3.21 - $3.42 $3.45K - $3.68K
1.08K $3K
WFG
West Fraser Timber Co., LTD

Basic Materials
34
New
$84.65 - $101.14 $2.88K - $3.44K
34 $2K
NMR
Nomura Holdings Inc

Financial Services
443
New
$5.05 - $6.25 $2.24K - $2.77K
443 $2K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
99
New
$23.25 - $23.37 $2.3K - $2.31K
99 $2K
OVV
Ovintiv Inc.

Energy
58
New
$37.74 - $46.71 $2.19K - $2.71K
58 $2K
CMP
Compass Minerals International Inc

Basic Materials
200
New
$10.59 - $15.7 $2.12K - $3.14K
200 $2K
KMPH
Kempharm, Inc

Healthcare
531
New
N/A
531 $2K
CHK
Chesapeake Energy Corp

Energy
26
New
$81.46 - $87.57 $2.12K - $2.28K
26 $2K
HTHT
Huazhu Group LTD

Consumer Cyclical
80
New
$32.03 - $41.74 $2.56K - $3.34K
80 $2K
UHAL
Amerco

Industrials
43
New
$67.46 - $78.4 $2.9K - $3.37K
43 $2K
SUI
Sun Communities Inc

Real Estate
17
New
$119.89 - $139.05 $2.04K - $2.36K
17 $2K
VSCO
Victoria'S Secret & Co.

Consumer Cyclical
38
New
$24.08 - $48.71 $915 - $1.85K
38 $1K
DKNG
Draft Kings Inc.

Consumer Cyclical
32
New
$35.32 - $44.84 $1.13K - $1.43K
32 $1K
CNHI
Cnh Industrial N.V.

Industrials
145
New
N/A
145 $1K
GIB
Cgi Inc

Technology
13
New
$107.0 - $116.25 $1.39K - $1.51K
13 $1K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
16
New
$105.85 - $112.84 $1.69K - $1.81K
16 $1K
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
34
New
$32.93 - $39.8 $1.12K - $1.35K
34 $1K
EDU
New Oriental Education & Technology Group Inc.

Consumer Defensive
19
New
$55.05 - $80.66 $1.05K - $1.53K
19 $1K
TAL
Tal Education Group

Consumer Defensive
113
New
$9.45 - $12.13 $1.07K - $1.37K
113 $1K
HMY
Harmony Gold Mining CO LTD

Basic Materials
213
New
$8.14 - $12.23 $1.73K - $2.6K
213 $1K
TRIP
Trip Advisor, Inc.

Consumer Cyclical
132
New
$12.95 - $17.41 $1.71K - $2.3K
132 $1K
Diversified Energy Company P
710
New
N/A
710 $0
Destiny Tech100 Inc
134
New
N/A
134 $0
Concentra Group Holdings Par
131
New
N/A
131 $0
QTUM
ETF Ser Solutions Defiance Qua
141
New
N/A
141 $0
Blackrock Inc
1.81K
New
N/A
1.81K $0
Tidal ETF Tr
958
New
N/A
958 $0
YEAR
Ab Active Etfs Inc Ultra Short
44
New
N/A
44 $0
Aptiv PLC
108
New
N/A
108 $0
Arista Networks Inc
13.9K
New
N/A
13.9K $0
Wk Kellogg CO
900
New
N/A
900 $0
Arm Holdings PLC
1.5K
New
N/A
1.5K $0
Reddit Inc
80
New
N/A
80 $0
Bgc Group Inc
903
New
N/A
903 $0
Everus Constr Group
296
New
N/A
296 $0
Vaneck Bitcoin ETF
62
New
N/A
62 $0
Tidal ETF Tr
250
New
N/A
250 $0
ALCC
Alt C Acquisition Corp.

Financial Services
1.1K
New
N/A
1.1K $0
Spyre Therapeutics Inc
231
New
N/A
231 $0
Pacs Group Inc
344
New
N/A
344 $0
Perimeter Solutions Inc
704
New
N/A
704 $0
Pimco ETF Tr
4.4K
New
N/A
4.4K $0
Talen Energy Corp
813
New
N/A
813 $0
Super Micro Computer Inc
3.13K
New
N/A
3.13K $0
Sunrise Communications Ag
107
New
N/A
107 $0
Skyward Specialty Ins Group
92
New
N/A
92 $0
Liberty Media Corp Del
703
New
N/A
703 $0
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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