Venturi Wealth Management, LLC Incresed Positions in Q3 2025

Venturi Wealth Management, LLC

  • $1.96 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MELI
Mercadolibre Inc

Consumer Cyclical
192
+ 11.89%
$2292.04 - $2514.05 $440K - $483K
1.81K $4.22M
Natwest Group PLC
1.07K
+ 1.25%
N/A
86.7K $0
Birkenstock Holding
3.1K
+ 23.11%
N/A
16.5K $0
Brookfield
380
+ 1.25%
N/A
30.7K $0
Ul Solutions Inc
36
+ 1.0%
N/A
3.65K $0
TWLO
Twilio Inc

Communication Services
456
+ 24.18%
$92.44 - $132.7 $42.2K - $60.5K
2.34K $234K
Brookfield Asset
560
+ 10.47%
N/A
5.91K $0
Black Rock ETF Trust (Ii Flexible Income)
1.52K
+ 11.42%
N/A
14.8K $0
Canadian Pac Kans
261
+ 2.66%
N/A
10.1K $0
Ge Vernova Inc Com
26
+ 1.89%
N/A
1.4K $0
Liberty Media Corp
225
+ 3.3%
N/A
7.05K $0
Capital Group (International Eq Shs)
79.1K
+ 5.99%
N/A
1.4M $0
CLMB
Climb Global Solutions Inc Com
53
+ 1.68%
N/A
3.22K $0
EMR
Emerson Electric CO

Industrials
85
+ 1.43%
$128.6 - $149.63 $10.9K - $12.7K
6.02K $789K
RACE
Ferrari N.V.

Consumer Cyclical
2
+ 0.13%
$436.24 - $517.65 $872 - $1.04K
1.53K $741K
DEO
Diageo PLC

Consumer Defensive
61
+ 2.24%
$93.64 - $115.33 $5.71K - $7.04K
2.79K $265K
ZS
Zscaler, Inc.

Technology
36
+ 2.3%
$267.68 - $316.5 $9.64K - $11.4K
1.6K $480K
WTM
White Mountains Insurance Group LTD

Financial Services
1
+ 0.47%
$1671.52 - $1869.81 $1.67K - $1.87K
214 $357K
DIS
Walt Disney CO

Communication Services
380
+ 5.0%
$112.25 - $124.0 $42.7K - $47.1K
7.99K $914K
FCNCA
First Citizens Bancshares Inc

Financial Services
3
+ 1.3%
$1789.16 - $2158.23 $5.37K - $6.47K
233 $416K
SYK
Stryker Corp

Healthcare
27
+ 1.44%
$368.57 - $403.53 $9.95K - $10.9K
1.9K $703K
DRI
Darden Restaurants Inc

Consumer Cyclical
109
+ 4.81%
$184.73 - $220.27 $20.1K - $24K
2.38K $452K
BSX
Boston Scientific Corp

Healthcare
169
+ 1.91%
$97.03 - $108.14 $16.4K - $18.3K
9.04K $882K
WAT
Waters Corp

Healthcare
25
+ 1.11%
$277.72 - $357.04 $6.94K - $8.93K
2.29K $685K
NVO
Novo Nordisk A S

Healthcare
4.62K
+ 16.79%
$45.38 - $71.7 $209K - $331K
32.1K $1.78M
NFLX
Netflix Inc

Communication Services
96
+ 2.55%
$1147.87 - $1297.18 $110K - $125K
3.87K $4.63M
PGR
Progressive Corp

Financial Services
3.08K
+ 4.86%
$238.61 - $264.3 $735K - $814K
66.4K $16.4M
FSK
Fs Kkr Capital Corp

Financial Services
79
+ 0.09%
$14.93 - $22.48 $1.18K - $1.78K
92.1K $1.37M
V
Visa Inc.

Financial Services
1.04K
+ 1.59%
$332.09 - $358.86 $346K - $374K
66.7K $22.8M
Activity Summary
Buys All Purchases 305 New Holdings 75 Increased Positions 230 Sells All Sells 218 Reductions 218 Sold out 0 Options Calls 0 Puts 0
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