Venturi Wealth Management, LLC Options Holdings

Venturi Wealth Management, LLC

  • $1.77 Billion
  • Q1 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
CALL
$1.23 Million
2.2K
Q1 2025
New holding
AAPL
Apple Inc.

Technology
PUT
$799,000
3.6K
Q1 2025
New holding

Summary

  • Portfolio
  • No. of Stocks 1,057
  • Current Value $1.77 Billion
  • Prior Value $1.88 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 06, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 328 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 187 stocks
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