Venturi Wealth Management, LLC has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.86 Billion distributed in 935 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total International B with a value of $127M, Ishares Tr with a value of $74.6M, Ishares Inc with a value of $72.1M, Ishares Tr with a value of $67.5M, and Vanguard Intermediate Term Cor with a value of $55.4M.
Examining the 13F form we can see an increase of $86.8M in the current position value, from $1.77B to 1.86B.
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.