Venturi Wealth Management, LLC Software—Application

Venturi Wealth Management, LLC

  • $1.88 Billion
  • Q4 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.03B
$28.2 Million 1.51% of portfolio
280,547
Q4 2024 Reduced 53.91%
$190B
$3.66 Million 0.2% of portfolio
3,454
Q4 2024 Added 20.43%
$310B
$3.32 Million 0.18% of portfolio
9,919
Q4 2024 Added 20.01%
$331B
$3.07 Million 0.16% of portfolio
12,458
Q4 2024 Added 24.78%
$159B
$2.28 Million 0.12% of portfolio
3,632
Q4 2024 Reduced 4.72%
$53.1B
$2.13 Million 0.11% of portfolio
8,658
Q4 2024 Added 204.0%
$138B
$1.8 Million 0.1% of portfolio
16,892
Q4 2024 Added 37.0%
$34.9B
$1.04 Million 0.06% of portfolio
1,491
Q4 2024 Added 13,454.55%
$4.49B
$784,000 0.04% of portfolio
60,808
Q4 2024 Added 8.3%
$32B
$572,000 0.03% of portfolio
4,871
Q4 2024 Added 2.27%
$56.9B
$564,000 0.03% of portfolio
3,655
Q4 2024 Added 575.6%
$12.6B
$426,000 0.02% of portfolio
9,123
Q4 2024 Added 4.35%
$17B
$353,000 0.02% of portfolio
1,415
Q4 2024 Added 4.81%
$12.8B
$306,000 0.02% of portfolio
1,494
Q4 2024 Reduced 17.05%
$4.16B
$305,000 0.02% of portfolio
4,761
Q4 2024 New
$70.9B
$300,000 0.02% of portfolio
1,000
Q4 2024 Added 21.8%
$11.4B
$288,000 0.02% of portfolio
1,446
Q4 2024 Added 165.81%
$13.1B
$253,000 0.01% of portfolio
1,076
Q4 2024 Added 7.6%
$16.9B
$232,000 0.01% of portfolio
2,583
Q4 2024 Reduced 61.57%
$17.2B
$225,000 0.01% of portfolio
4,153
Q4 2024 Added 87.58%
$22.6B
$215,000 0.01% of portfolio
2,839
Q4 2024 Added 312.05%
$20.7B
$203,000 0.01% of portfolio
2,499
Q4 2024 Added 227.52%
$34.8B
$202,000 0.01% of portfolio
1,415
Q4 2024 Added 82.11%
$42.9B
$197,000 0.01% of portfolio
99
Q4 2024 Reduced 53.08%
$156B
$192,000 0.01% of portfolio
3,185
Q4 2024 Added 56.51%
$5.57B
$191,000 0.01% of portfolio
2,265
Q4 2024 Added 75.58%
$121B
$155,000 0.01% of portfolio
481
Q4 2024 Added 4,272.73%
$11.3B
$149,000 0.01% of portfolio
2,001
Q4 2024 Reduced 11.26%
$9.87B
$141,000 0.01% of portfolio
834
Q4 2024 Reduced 11.93%
$9.49B
$128,000 0.01% of portfolio
1,135
Q4 2024 Added 1,318.75%
$17.1B
$121,000 0.01% of portfolio
719
Q4 2024 Added 457.36%
$8.52B
$115,000 0.01% of portfolio
5,158
Q4 2024 Added 31.48%
$2.47B
$101,000 0.01% of portfolio
2,891
Q4 2024 Added 55.18%
$4.27B
$98,000 0.01% of portfolio
400
Q4 2024 New
$7.37B
$86,000 0.0% of portfolio
1,549
Q4 2024 Added 27.49%
$29.1B
$60,000 0.0% of portfolio
180
Q4 2024 Added 2.27%
$33.4B
$59,000 0.0% of portfolio
238
Q4 2024 Added 5.78%
$3.18B
$50,000 0.0% of portfolio
7,293
Q4 2024 New
$1.61B
$42,000 0.0% of portfolio
2,339
Q4 2024 New
$457M
$38,000 0.0% of portfolio
6,306
Q1 2023 New
$6.4B
$38,000 0.0% of portfolio
415
Q4 2024 Reduced 36.74%
$25.6B
$38,000 0.0% of portfolio
66
Q4 2024 Added 32.0%
$1.81B
$36,000 0.0% of portfolio
2,593
Q4 2024 Reduced 29.02%
$10.1B
$26,000 0.0% of portfolio
268
Q4 2024 Added 793.33%
$3.89B
$20,000 0.0% of portfolio
1,985
Q4 2024 Reduced 2.79%
$1.3B
$19,000 0.0% of portfolio
2,500
Q4 2024 New
$19B
$18,000 0.0% of portfolio
100
Q4 2024 Added 104.08%
$18.2B
$14,000 0.0% of portfolio
3,136
Q4 2024 Added 945.33%
$2.61B
$13,000 0.0% of portfolio
650
Q1 2023 New
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