Venturi Wealth Management, LLC Asset Management

Venturi Wealth Management, LLC

  • $1.88 Billion
  • Q4 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.69B
$2.22 Million 0.12% of portfolio
37,821
Q2 2024 Reduced 0.88%
$0
$1.7 Million 0.09% of portfolio
78,082
Q4 2024 Added 172.24%
$112B
$704,000 0.04% of portfolio
4,088
Q4 2024 Added 43.39%
$0
$612,000 0.03% of portfolio
71,259
Q4 2024 Added 34.86%
$29.9B
$471,000 0.03% of portfolio
2,664
Q4 2024 Added 1,544.44%
$4.2B
$420,000 0.02% of portfolio
4,559
Q4 2024 Added 23.45%
$6.94B
$194,000 0.01% of portfolio
4,577
Q4 2024 Added 24.85%
$23.5B
$183,000 0.01% of portfolio
1,791
Q4 2024 Added 434.63%
$10.8B
$173,000 0.01% of portfolio
2,105
Q4 2024 Added 7.34%
$70.5B
$125,000 0.01% of portfolio
1,636
Q4 2024 Added 42.63%
$0
$117,000 0.01% of portfolio
5,328
Q1 2023 New
$36.2B
$109,000 0.01% of portfolio
1,114
Q4 2024 Added 60.06%
$56.6B
$104,000 0.01% of portfolio
196
Q4 2024 Added 1.03%
$90.3B
$99,000 0.01% of portfolio
600
Q4 2024 Added 2,300.0%
$0
$88,000 0.0% of portfolio
4,376
Q4 2024 Added 6.84%
$24B
$81,000 0.0% of portfolio
719
Q4 2024 Added 125.39%
$554M
$54,000 0.0% of portfolio
2,499
Q4 2023 Added 199.64%
$6.35B
$49,000 0.0% of portfolio
265
Q3 2024 Added 11.81%
$0
$47,000 0.0% of portfolio
1,125
Q1 2023 New
$0
$45,000 0.0% of portfolio
2,578
Q1 2023 New
$0
$43,000 0.0% of portfolio
1,768
Q1 2023 New
$0
$38,000 0.0% of portfolio
3,195
Q1 2023 New
$0
$36,000 0.0% of portfolio
1,682
Q4 2024 Reduced 22.91%
$0
$30,000 0.0% of portfolio
1,650
Q1 2023 New
$0
$30,000 0.0% of portfolio
4,500
Q4 2023 New
$21B
$29,000 0.0% of portfolio
376
Q4 2024 Reduced 69.33%
$0
$26,000 0.0% of portfolio
1,100
Q1 2023 New
$7.95B
$22,000 0.0% of portfolio
1,279
Q4 2024 Added 112.46%
$0
$21,000 0.0% of portfolio
2,600
Q1 2024 Reduced 50.0%
$0
$17,000 0.0% of portfolio
1,780
Q1 2023 New
$0
$14,000 0.0% of portfolio
1,754
Q1 2023 New
$114B
$13,000 0.0% of portfolio
88
Q4 2024 Reduced 6.38%
$0
$12,000 0.0% of portfolio
1,921
Q1 2023 New
$2.85B
$9,000 0.0% of portfolio
225
Q4 2024 New
$441M
$7,000 0.0% of portfolio
47
Q3 2024 New
$0
$4,000 0.0% of portfolio
396
Q1 2023 New
$0
$4,000 0.0% of portfolio
817
Q1 2023 New
$9.78B
$3,000 0.0% of portfolio
148
Q4 2024 Added 74.12%
$0
$3,000 0.0% of portfolio
474
Q1 2023 New
$0
$3,000 0.0% of portfolio
236
Q4 2024 New
$0
$3,000 0.0% of portfolio
1,076
Q4 2024 New
$0
$3,000 0.0% of portfolio
75
Q4 2023 New
$0
$2,000 0.0% of portfolio
360
Q1 2023 New
$0
$2,000 0.0% of portfolio
116
Q4 2024 Added 30.34%
$309M
$2,000 0.0% of portfolio
93
Q3 2024 New
$3.64B
$2,000 0.0% of portfolio
50
Q3 2024 Added 127.27%
$800M
$2,000 0.0% of portfolio
480
Q2 2024 Reduced 24.41%
$0
$1,000 0.0% of portfolio
48
Q3 2024 New
$5.66B
$1,000 0.0% of portfolio
49
Q3 2024 Added 28.95%
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