Venturi Wealth Management, LLC Sells in Q2 2025

Venturi Wealth Management, LLC

  • $1.86 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GIS
General Mills Inc

Consumer Defensive
-1.21K
- 6.15%
$50.37 - $60.97 $60.8K - $73.7K
18.4K $955K
AON
Aon PLC

Financial Services
-168
- 4.64%
$335.85 - $398.81 $56.4K - $67K
3.45K $1.23M
BDX
Becton Dickinson & CO

Healthcare
-623
- 34.53%
$165.15 - $226.42 $103K - $141K
1.18K $203K
IT
Gartner Inc

Technology
-427
- 17.47%
$377.5 - $449.52 $161K - $192K
2.02K $815K
DVY
Ishares Tr

ETFs
-1.45K
- 14.2%
$118.37 - $134.86 $171K - $195K
8.75K $1.16M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-3.89K
- 6.59%
$50.52 - $50.92 $196K - $198K
55.1K $2.81M
JKHY
Henry Jack & Associates Inc

Technology
-1.03K
- 41.76%
$163.54 - $186.02 $168K - $191K
1.43K $257K
UPS
United Parcel Service Inc

Industrials
-365
- 2.17%
$91.92 - $110.2 $33.6K - $40.2K
16.5K $1.66M
CPRT
Copart Inc

Consumer Cyclical
-2.3K
- 22.41%
$47.72 - $63.84 $110K - $147K
7.97K $391K
AFL
Aflac Inc

Financial Services
-1.11K
- 10.11%
$99.77 - $112.45 $110K - $124K
9.83K $1.04M
WAT
Waters Corp

Healthcare
-358
- 13.66%
$307.71 - $366.67 $110K - $131K
2.26K $789K
STE
Steris PLC

Healthcare
-889
- 26.87%
$208.55 - $252.55 $185K - $225K
2.42K $581K
NVO
Novo Nordisk A S

Healthcare
-2.14K
- 7.21%
$58.08 - $81.05 $124K - $173K
27.5K $1.9M
ACN
Accenture PLC

Technology
-237
- 3.56%
$279.23 - $323.21 $66.2K - $76.6K
6.41K $1.92M
SNA
Snap On Inc

Industrials
-380
- 26.74%
$292.36 - $342.2 $111K - $130K
1.04K $323K
DOX
Amdocs LTD

Technology
-1.65K
- 12.54%
$80.46 - $94.08 $133K - $155K
11.5K $1.05M
PKG
Packaging Corp Of America

Consumer Cyclical
-653
- 20.47%
$175.97 - $201.36 $115K - $131K
2.54K $478K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-3.47K
- 28.79%
$58.52 - $71.7 $203K - $249K
8.59K $590K
BMY
Bristol Myers Squibb CO

Healthcare
-1.12K
- 16.91%
$44.12 - $59.6 $49.5K - $66.8K
5.51K $254K
PCG
Pg&E Corp

Utilities
-2.24K
- 6.14%
$13.55 - $17.87 $30.3K - $40K
34.2K $476K
ITW
Illinois Tool Works Inc

Industrials
-550
- 10.09%
$218.41 - $252.43 $120K - $139K
4.9K $1.21M
ACGL
Arch Capital Group Ltd.

Financial Services
-775
- 5.86%
$84.99 - $96.82 $65.9K - $75K
12.5K $1.13M
ATO
Atmos Energy Corp

Utilities
-855
- 7.87%
$145.06 - $162.66 $124K - $139K
10K $1.54M
CMCSA
Comcast Corp

Communication Services
-2.45K
- 6.1%
$32.84 - $36.72 $80.3K - $89.8K
37.6K $1.34M
BSY
Bentley Systems Inc

Technology
-4.96K
- 52.52%
$38.62 - $53.97 $191K - $268K
4.48K $241K
ROL
Rollins Inc

Consumer Cyclical
-2.95K
- 19.45%
$50.65 - $58.58 $149K - $173K
12.2K $688K
TJX
Tjx Companies Inc

Consumer Cyclical
-2.72K
- 2.16%
$119.13 - $135.03 $323K - $367K
123K $15.2M
XLU
Utilities Sector Spdr

ETFs
-2.31K
- 9.1%
$73.09 - $82.77 $169K - $191K
23.1K $1.89M
PAYC
Paycom Software, Inc.

Technology
-581
- 39.55%
$193.07 - $265.71 $112K - $154K
888 $205K
POOL
Pool Corp

Industrials
-277
- 22.67%
$285.0 - $325.66 $78.9K - $90.2K
945 $275K
WDAY
Workday, Inc.

Technology
-513
- 31.41%
$210.47 - $274.71 $108K - $141K
1.12K $268K
FCX
Freeport Mcmoran Inc

Basic Materials
-5.83K
- 22.56%
$29.15 - $44.46 $170K - $259K
20K $867K
AZO
Autozone Inc

Consumer Cyclical
-23
- 9.35%
$3478.38 - $3880.15 $80K - $89.2K
223 $827K
DHI
Horton D R Inc

Consumer Cyclical
-949
- 12.41%
$115.1 - $129.63 $109K - $123K
6.7K $863K
CARR
Carrier Global Corp

Industrials
-2.53K
- 32.29%
$55.55 - $75.83 $140K - $192K
5.3K $388K
CHH
Choice Hotels International Inc

Consumer Cyclical
-652
- 20.87%
$117.49 - $134.0 $76.6K - $87.4K
2.47K $313K
MLPX
Global X Mlp & Energy Infrastr

ETFs
-981
- 2.89%
$55.32 - $65.02 $54.3K - $63.8K
33K $2.07M
PCAR
Paccar Inc

Industrials
-886
- 14.54%
$86.4 - $99.09 $76.6K - $87.8K
5.21K $494K
AWI
Armstrong World Industries Inc

Industrials
-1.52K
- 22.03%
$126.1 - $163.12 $192K - $249K
5.39K $876K
GPN
Global Payments Inc

Industrials
-496
- 15.09%
$67.47 - $99.6 $33.5K - $49.4K
2.79K $223K
CRM
Salesforce, Inc.

Technology
-518
- 5.05%
$236.26 - $291.15 $122K - $151K
9.74K $2.66M
WTM
White Mountains Insurance Group LTD

Financial Services
-36
- 14.46%
$1699.35 - $1901.99 $61.2K - $68.5K
213 $382K
SHW
Sherwin Williams CO

Basic Materials
-206
- 4.61%
$313.51 - $363.51 $64.6K - $74.9K
4.26K $1.46M
CSL
Carlisle Companies Inc

Industrials
-384
- 26.34%
$317.1 - $408.5 $122K - $157K
1.07K $401K
RACE
Ferrari N.V.

Consumer Cyclical
-441
- 22.41%
$397.86 - $499.02 $175K - $220K
1.53K $749K
PH
Parker Hannifin Corp

Industrials
-289
- 23.9%
$517.23 - $700.54 $149K - $202K
920 $642K
WRB
Berkley W R Corp

Financial Services
-1.7K
- 11.51%
$64.28 - $75.17 $110K - $128K
13.1K $962K
PAYX
Paychex Inc

Industrials
-112
- 1.39%
$137.01 - $159.78 $15.3K - $17.9K
7.94K $1.15M
LAD
Lithia Motors Inc

Consumer Cyclical
-405
- 35.56%
$271.94 - $339.35 $110K - $137K
734 $247K
Activity Summary
Buys All Purchases 243 New Holdings 67 Increased Positions 176 Sells All Sells 263 Reductions 263 Sold out 0 Options Calls 0 Puts 0
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