Venturi Wealth Management, LLC Portfolio Holdings
Venturi Wealth Management, LLC
- $1.57 Billion
- Q2 2024
Venturi Wealth Management, LLC has filed its 13F form on July 19, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.57 Billion distributed in 2439 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $132M, Vanguard Index Fds S&P 500 ETF with a value of $126M, Ishares Tr with a value of $72.8M, Vanguard Russell 2000 ETF with a value of $58.4M, and Ishares Core S&P U.S. Value Et with a value of $58M.
Examining the 13F form we can see an increase of $120M in the current position value, from $1.45B to 1.57B.
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 Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 2,439
- Current Value $1.57 Billion
- Prior Value $1.45 Billion
- Filing
- Period Q2 2024
- Filing Date July 19, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 193 stocks
- Additional Purchases 734 stocks
- Sold out of 0 stocks
- Reduced holdings in 274 stocks