Venturi Wealth Management, LLC Utilities—Regulated Electric

Venturi Wealth Management, LLC

  • $1.88 Billion
  • Q4 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$141B
$1.87 Million 0.1% of portfolio
26,135
Q4 2024 Reduced 1.34%
$96.2B
$1.3 Million 0.07% of portfolio
15,761
Q4 2024 Added 44.94%
$21.6B
$815,000 0.04% of portfolio
25,703
Q4 2024 Added 0.02%
$31.8B
$754,000 0.04% of portfolio
37,376
Q4 2024 Reduced 3.71%
$32.8B
$721,000 0.04% of portfolio
7,675
Q4 2024 Added 11.2%
$38.3B
$611,000 0.03% of portfolio
9,059
Q4 2024 Added 21.63%
$25.6B
$570,000 0.03% of portfolio
4,725
Q4 2024 Added 3.01%
$89B
$450,000 0.02% of portfolio
4,178
Q4 2024 Reduced 13.77%
$44.9B
$447,000 0.02% of portfolio
7,534
Q4 2024 Reduced 7.44%
$41.9B
$440,000 0.02% of portfolio
5,215
Q4 2024 Reduced 0.91%
$34.8B
$427,000 0.02% of portfolio
4,793
Q4 2024 Added 613.24%
$25.6B
$330,000 0.02% of portfolio
10,177
Q4 2024 Added 1,688.58%
$43.1B
$219,000 0.01% of portfolio
5,828
Q4 2024 Added 438.13%
$15.6B
$198,000 0.01% of portfolio
3,228
Q4 2024 Added 132.9%
$20.7B
$177,000 0.01% of portfolio
2,670
Q4 2024 Added 76.47%
$54.1B
$152,000 0.01% of portfolio
1,658
Q4 2024 Added 2.66%
$25.5B
$139,000 0.01% of portfolio
1,564
Q4 2024 Added 164.64%
$5.77B
$132,000 0.01% of portfolio
1,214
Q4 2024 Added 4,756.0%
$9.05B
$111,000 0.01% of portfolio
2,702
Q4 2024 Reduced 1.89%
$47.8B
$93,000 0.0% of portfolio
1,742
Q4 2024 Added 58.22%
$24.2B
$52,000 0.0% of portfolio
1,326
Q4 2024 Added 33.0%
$19.9B
$40,000 0.0% of portfolio
509
Q4 2024 Added 26.3%
$10.4B
$40,000 0.0% of portfolio
475
Q4 2024 Added 10.72%
$22B
$33,000 0.0% of portfolio
589
Q4 2024 Added 104.51%
$15.8B
$27,000 0.0% of portfolio
473
Q4 2024 Added 21.59%
$21.1B
$14,000 0.0% of portfolio
346
Q4 2024 Added 70.44%
$4.41B
$9,000 0.0% of portfolio
216
Q4 2024 New
$9.78B
$2,000 0.0% of portfolio
344
Q3 2024 New
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