Venturi Wealth Management, LLC has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.77 Billion distributed in 1057 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $152M, Vanguard Growth ETF with a value of $130M, Vanguard Index Fds S&P 500 ETF with a value of $113M, Ishares Core S&P U.S. Value Et with a value of $112M, and Ishares Inc with a value of $69.8M.
Examining the 13F form we can see an decrease of $104M in the current position value, from $1.88B to 1.77B.
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.
Portfolio value
$1.77 Billion
ETFs: $910 Million
Technology: $302 Million
Financial Services: $113 Million
Healthcare: $94.5 Million
Industrials: $85.9 Million
Consumer Cyclical: $77.7 Million
Communication Services: $64.1 Million
Energy: $47.4 Million
Other: $75.2 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
