Venturi Wealth Management, LLC has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.77 Billion distributed in 2757 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 $119M, Ishares Core S&P U.S. Value Et with a value of $98.9M, Ishares Core S&P Sm Cap ETF with a value of $96.9M, Vanguard Growth ETF with a value of $87.7M, and Ishares Tr Broad Usd High Yiel with a value of $64.9M.
Examining the 13F form we can see an increase of $199M in the current position value, from $1.57B 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: $954 Million
Technology: $311 Million
Financial Services: $92.7 Million
Consumer Cyclical: $88 Million
Healthcare: $83.7 Million
Industrials: $66.5 Million
Communication Services: $62.1 Million
Consumer Defensive: $35.5 Million
Other: $70.7 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
