Venturi Wealth Management, LLC Incresed Positions in Q4 2024

Venturi Wealth Management, LLC

  • $1.88 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VCIT
Vanguard Intermediate Term Cor

ETFs
212K
+ 24125.09%
$80.13 - $83.77 $17M - $17.7M
212K $17.1M
EMB
Ishares Tr

ETFs
208K
+ 57.91%
$88.94 - $93.46 $18.5M - $19.4M
567K $50.5M
VUG
Vanguard Growth ETF

ETFs
24.6K
+ 10.79%
$378.79 - $428.11 $9.34M - $10.6M
253K $104M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
23.2K
+ 10.27%
$521.84 - $558.82 $12.1M - $12.9M
249K $134M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
130K
+ 15.68%
$113.92 - $127.38 $14.8M - $16.6M
959K $110M
AVGO
Broadcom Inc.

Technology
15.3K
+ 12.62%
$159.67 - $250.0 $2.44M - $3.83M
137K $31.7M
AAPL
Apple Inc.

Technology
23.2K
+ 11.92%
$221.69 - $259.02 $5.14M - $6M
218K $54.5M
NVDA
Nvidia Corp

Technology
43.9K
+ 19.88%
$117.0 - $148.88 $5.14M - $6.54M
265K $35.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
10.8K
+ 90.38%
$567.81 - $607.81 $6.14M - $6.58M
22.8K $13.4M
WMT
Walmart Inc.

Consumer Defensive
28.8K
+ 12.94%
$79.1 - $95.7 $2.28M - $2.76M
251K $22.7M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
43.7K
+ 167.92%
$91.29 - $91.8 $3.99M - $4.01M
69.7K $6.37M
V
Visa Inc.

Financial Services
2.62K
+ 3.91%
$273.87 - $320.91 $717K - $840K
69.6K $22M
AMZN
Amazon Com Inc

Consumer Cyclical
6.05K
+ 9.58%
$180.88 - $232.93 $1.09M - $1.41M
69.2K $15.2M
VTWO
Vanguard Russell 2000 ETF

ETFs
34.3K
+ 4.89%
$87.42 - $98.06 $2.99M - $3.36M
735K $65.6M
MSFT
Microsoft Corp

Technology
8.36K
+ 9.26%
$406.35 - $454.46 $3.4M - $3.8M
98.7K $41.6M
JPM
Jpmorgan Chase & CO

Financial Services
8.82K
+ 96.75%
$205.18 - $250.29 $1.81M - $2.21M
17.9K $4.3M
META
Meta Platforms, Inc.

Communication Services
2.29K
+ 5.22%
$554.08 - $632.68 $1.27M - $1.45M
46.1K $27.2M
XLY
Select Sector Spdr Consumer Di

ETFs
5.13K
+ 23.32%
$194.8 - $239.43 $1M - $1.23M
27.1K $6.09M
CL
Colgate Palmolive CO

Consumer Defensive
18.4K
+ 427.94%
$90.22 - $102.31 $1.66M - $1.88M
22.7K $2.07M
ASML
Asml Holding Nv

Technology
2.71K
+ 113.66%
$658.43 - $872.27 $1.79M - $2.37M
5.1K $3.53M
AXP
American Express CO

Financial Services
4.63K
+ 70.66%
$267.35 - $305.57 $1.24M - $1.41M
11.2K $3.32M
TJX
Tjx Companies Inc

Consumer Cyclical
8.88K
+ 7.97%
$112.15 - $127.2 $996K - $1.13M
120K $14.5M
ADSK
Autodesk, Inc.

Technology
5.81K
+ 204.0%
N/A
8.66K $2.13M
EMQQ
Emqq Emerging Markets Internet

ETFs
89K
+ 24.74%
$34.48 - $41.58 $3.07M - $3.7M
449K $15.5M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
68.6K
+ 15.33%
$38.37 - $42.82 $2.63M - $2.94M
516K $19.8M
XLF
Financial Sector Spdr

ETFs
21.3K
+ 21.98%
$44.89 - $51.34 $958K - $1.1M
118K $5.73M
EPI
Wisdomtree Tr India Earnings F

ETFs
34.2K
+ 77.63%
$45.09 - $50.08 $1.54M - $1.71M
78.3K $3.54M
GIS
General Mills Inc

Consumer Defensive
20.4K
+ 6867.0%
$62.78 - $74.62 $1.28M - $1.52M
20.7K $1.32M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
3.58K
+ 141.39%
$396.64 - $516.74 $1.42M - $1.85M
6.11K $2.46M
CRWD
Crowd Strike Holdings, Inc.

Technology
3.21K
+ 164.95%
$275.15 - $388.2 $883K - $1.25M
5.16K $1.76M
EFV
Msci Eafe Value ETF

ETFs
24.8K
+ 150.86%
$51.78 - $57.15 $1.28M - $1.42M
41.2K $2.16M
FSK
Fs Kkr Capital Corp

Financial Services
49.4K
+ 172.24%
$19.71 - $22.22 $974K - $1.1M
78.1K $1.7M
WSM
Williams Sonoma Inc

Consumer Cyclical
4.8K
+ 69.63%
$129.13 - $198.21 $619K - $951K
11.7K $2.16M
NOW
Service Now, Inc.

Technology
586
+ 20.43%
$867.18 - $1148.42 $508K - $673K
3.45K $3.66M
PAYX
Paychex Inc

Industrials
7.67K
+ 4234.81%
$135.86 - $148.73 $1.04M - $1.14M
7.85K $1.1M
CRM
Salesforce, Inc.

Technology
1.65K
+ 20.01%
$270.87 - $367.87 $448K - $608K
9.92K $3.32M
LOW
Lowes Companies Inc

Consumer Cyclical
5.25K
+ 51.53%
$244.52 - $284.07 $1.28M - $1.49M
15.4K $3.81M
HUBS
Hubspot Inc

Technology
1.48K
+ 13454.55%
$514.07 - $757.4 $761K - $1.12M
1.49K $1.04M
XLK
Technology Sector Spdr

ETFs
2.68K
+ 5.0%
$220.26 - $241.44 $589K - $646K
56.2K $13.1M
SYY
Sysco Corp

Consumer Defensive
12.9K
+ 290.81%
$73.63 - $81.77 $953K - $1.06M
17.4K $1.33M
AMGN
Amgen Inc

Healthcare
5.13K
+ 85.1%
$258.78 - $328.31 $1.33M - $1.68M
11.2K $2.91M
PLTR
Palantir Technologies Inc.

Technology
3.87K
+ 23.02%
$36.46 - $82.38 $141K - $319K
20.7K $1.56M
SQ
Block, Inc.

Technology
10.1K
+ 564.73%
$65.06 - $98.92 $657K - $999K
11.9K $1.01M
JNJ
Johnson & Johnson

Healthcare
7.5K
+ 61.69%
$143.34 - $165.86 $1.08M - $1.24M
19.7K $2.84M
NFLX
Netflix Inc

Communication Services
331
+ 10.76%
$687.65 - $936.56 $228K - $310K
3.41K $3.04M
SHOP
Shopify Inc.

Technology
4.56K
+ 37.0%
$78.14 - $119.49 $356K - $545K
16.9K $1.8M
SAP
Sap Se

Technology
2.47K
+ 24.78%
$218.13 - $255.54 $540K - $632K
12.5K $3.07M
LHX
L3 Harris Technologies, Inc.

Industrials
3.76K
+ 764.63%
$208.94 - $264.22 $786K - $994K
4.25K $894K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
3.7K
+ 6981.13%
$201.32 - $217.44 $745K - $805K
3.75K $776K
Activity Summary
Buys All Purchases 1215 New Holdings 311 Increased Positions 904 Sells All Sells 354 Reductions 354 Sold out 0 Options Calls 0 Puts 0
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