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.
Portfolio value
$1.88 Billion
ETFs: $959 Million
Technology: $338 Million
Financial Services: $113 Million
Consumer Cyclical: $97.1 Million
Healthcare: $88.7 Million
Industrials: $78.7 Million
Communication Services: $71.8 Million
Consumer Defensive: $47.4 Million
Other: $80.4 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
