Venturi Wealth Management, LLC Portfolio Holdings
Venturi Wealth Management, LLC
- $1.88 Billion
- Q4 2024
Venturi Wealth Management, LLC has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.88 Billion distributed in 2991 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $134M, Ishares Core S&P Sm Cap ETF with a value of $110M, Vanguard Growth ETF with a value of $104M, Vanguard Russell 2000 ETF with a value of $65.6M, and Ishares Core S&P U.S. Value Et with a value of $64.4M.
Examining the 13F form we can see an increase of $110M in the current position value, from $1.77B to 1.88B.
Venturi Wealth Management, LLC is based out at Austin, TX
Below you can find more details about Venturi Wealth Management, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 2,991
- Current Value $1.88 Billion
- Prior Value $1.77 Billion
- Filing
- Period Q4 2024
- Filing Date January 31, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 311 stocks
- Additional Purchases 904 stocks
- Sold out of 0 stocks
- Reduced holdings in 354 stocks