Venturi Wealth Management, LLC has filed its 13F form on October 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.96 Billion distributed in 950 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $153M, Vanguard Growth ETF with a value of $139M, Ishares Inc with a value of $129M, Ishares Tr with a value of $110M, and Microsoft Corp with a value of $55.9M.
Examining the 13F form we can see an increase of $102M in the current position value, from $1.86B to 1.96B.
Venturi Wealth Management, LLC is based out at Austin, TX
Below you can find more details about Venturi Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.96 Billion
ETFs: $960 Million
Technology: $393 Million
Financial Services: $116 Million
Industrials: $97.7 Million
Healthcare: $94.2 Million
Consumer Cyclical: $93.9 Million
Communication Services: $92.9 Million
Consumer Defensive: $45.6 Million
Other: $65.2 Million
Stock Holdings Table Market Cap. of $200 Billions or more
