Venturi Wealth Management

Latest statistics and disclosures from Venturi Wealth Management's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by Venturi Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Venturi Wealth Management

Venturi Wealth Management holds 1108 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Venturi Wealth Management has 1108 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree Tr Floatng Rat Trea (USFR) 8.7 $106M +427% 2.1M 50.27
 View chart
Ishares Tr Core Msci Eafe (IEFA) 8.2 $99M +5% 1.5M 66.85
 View chart
Ishares Tr Core S&p Scp Etf (IJR) 7.3 $89M +33% 921k 96.70
 View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.9 $48M +8% 128k 376.07
 View chart
Ishares Tr Core S&p Us Vlu (IUSV) 3.9 $48M -46% 646k 73.78
 View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 3.8 $47M +12% 649k 72.08
 View chart
Apple (AAPL) 2.4 $29M 178k 164.90
 View chart
Vanguard Index Fds Growth Etf (VUG) 2.0 $25M +3384% 99k 249.44
 View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.0 $25M -2% 610k 40.40
 View chart
Microsoft Corporation (MSFT) 1.7 $20M 70k 288.30
 View chart
Alphabet Cap Stk Cl A (GOOGL) 1.2 $14M +3% 135k 103.73
 View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.0 $13M +12% 169k 74.06
 View chart
Ishares Tr Broad Usd High (USHY) 1.0 $12M -26% 343k 35.55
 View chart
Heico Corp Cl A (HEI.A) 1.0 $12M 90k 135.90
 View chart
Ishares Tr Jpmorgan Usd Emg (EMB) 1.0 $12M -72% 141k 86.28
 View chart
Texas Instruments Incorporated (TXN) 1.0 $12M 64k 186.01
 View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.9 $11M +30% 335k 34.13
 View chart
Wal-Mart Stores (WMT) 0.9 $11M 77k 147.45
 View chart
UnitedHealth (UNH) 0.9 $11M 24k 472.59
 View chart
ConocoPhillips (COP) 0.9 $11M +4% 108k 99.21
 View chart
Pepsi (PEP) 0.9 $11M 59k 182.30
 View chart
Progressive Corporation (PGR) 0.9 $11M -4% 75k 143.06
 View chart
United Rentals (URI) 0.9 $10M -2% 26k 395.76
 View chart
Kla Corp Com New (KLAC) 0.9 $10M +3% 26k 399.17
 View chart
Cisco Systems (CSCO) 0.9 $10M 199k 52.27
 View chart
D.R. Horton (DHI) 0.8 $10M 105k 97.69
 View chart
Home Depot (HD) 0.8 $10M 35k 295.12
 View chart
United Parcel Service CL B (UPS) 0.8 $10M 53k 193.99
 View chart
Ishares Tr Core S&p500 Etf (IVV) 0.8 $10M -7% 25k 411.08
 View chart
Comcast Corp Cl A (CMCSA) 0.8 $10M 264k 37.91
 View chart
Micron Technology (MU) 0.8 $9.9M +2% 164k 60.34
 View chart
Qualcomm (QCOM) 0.8 $9.9M 78k 127.58
 View chart
Lowe's Companies (LOW) 0.8 $9.9M 49k 199.97
 View chart
Ishares Tr Msci Eafe Etf (EFA) 0.8 $9.2M +20% 128k 71.52
 View chart
Ishares Tr National Mun Etf (MUB) 0.7 $9.1M +9% 84k 107.74
 View chart
Pfizer (PFE) 0.7 $8.6M +6% 212k 40.80
 View chart
Select Sector Spdr Tr Technology (XLK) 0.7 $8.5M -10% 56k 151.01
 View chart
Lpl Financial Holdings (LPLA) 0.7 $8.0M 40k 202.40
 View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.7 $7.9M 248k 32.12
 View chart
Moderna (MRNA) 0.6 $7.8M +6% 51k 153.58
 View chart
American Intl Group Com New (AIG) 0.6 $7.5M +2% 149k 50.36
 View chart
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.6 $7.1M +9% 134k 52.89
 View chart
CVS Caremark Corporation (CVS) 0.6 $7.0M +4% 94k 74.31
 View chart
Avery Dennison Corporation (AVY) 0.5 $6.7M +2% 37k 178.93
 View chart
Exxon Mobil Corporation (XOM) 0.5 $6.3M -3% 58k 109.66
 View chart
Q2 Holdings (QTWO) 0.5 $6.3M -16% 254k 24.62
 View chart
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.5 $5.7M -22% 44k 129.46
 View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $5.5M -24% 13k 409.39
 View chart
Ishares Tr Core Total Usd (IUSB) 0.4 $5.2M +9% 113k 46.15
 View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.4 $5.2M -81% 64k 80.22
 View chart
Ishares Msci Sth Kor Etf (EWY) 0.4 $4.7M +4% 78k 61.22
 View chart
Ishares Tr Msci Intl Qualty (IQLT) 0.4 $4.6M -2% 131k 35.30
 View chart
American Centy Etf Tr International Lr (AVIV) 0.4 $4.3M +9% 90k 48.19
 View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM) 0.3 $3.9M +13% 84k 46.47
 View chart
Visa Com Cl A (V) 0.3 $3.8M -3% 17k 225.47
 View chart
Select Sector Spdr Tr Financial (XLF) 0.3 $3.6M +43% 111k 32.15
 View chart
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $3.6M NEW 29k 124.06
 View chart
Amazon (AMZN) 0.3 $3.6M 35k 103.29
 View chart
Advanced Micro Devices (AMD) 0.3 $3.5M +5% 36k 98.01
 View chart
Meta Platforms Cl A (META) 0.3 $3.5M 17k 211.95
 View chart
Ishares Tr Msci China Etf (MCHI) 0.3 $3.5M -5% 69k 49.89
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $3.2M 10k 308.77
 View chart
Global X Fds Glb X Mlp Enrg I (MLPX) 0.3 $3.2M -11% 80k 39.95
 View chart
Select Sector Spdr Tr Energy (XLE) 0.3 $3.1M -9% 38k 82.83
 View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.3 $3.1M +40% 20k 149.54
 View chart
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $3.0M +40% 32k 93.68
 View chart
Philip Morris International (PM) 0.2 $3.0M +8% 31k 97.25
 View chart
Nextera Energy (NEE) 0.2 $3.0M -6% 39k 77.08
 View chart
Costco Wholesale Corporation (COST) 0.2 $3.0M -13% 6.0k 496.85
 View chart
CenterPoint Energy (CNP) 0.2 $2.6M -4% 89k 29.46
 View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.2 $2.6M 51k 50.79
 View chart
Ishares Tr Select Divid Etf (DVY) 0.2 $2.5M -21% 21k 117.18
 View chart
Novo-nordisk A S Adr (NVO) 0.2 $2.3M +3% 15k 159.14
 View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.2 $2.3M 25k 91.82
 View chart
Procter & Gamble Company (PG) 0.2 $2.2M -3% 15k 148.69
 View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $2.2M +28% 24k 93.02
 View chart
Ishares Tr Short Treas Bd (SHV) 0.2 $2.2M 20k 110.50
 View chart
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.2 $2.2M +12% 22k 101.18
 View chart
Ishares Tr Mbs Etf (MBB) 0.2 $2.2M -12% 23k 94.73
 View chart
Ishares Core Msci Emkt (IEMG) 0.2 $2.2M NEW 45k 48.79
 View chart
South Plains Financial (SPFI) 0.2 $2.2M 101k 21.41
 View chart
Chevron Corporation (CVX) 0.2 $2.1M 13k 163.16
 View chart
Johnson & Johnson (JNJ) 0.2 $2.1M +5% 14k 155.00
 View chart
American Tower Reit (AMT) 0.2 $2.1M -4% 10k 204.34
 View chart
Select Sector Spdr Tr Communication (XLC) 0.2 $2.1M -10% 36k 57.97
 View chart
Ishares Tr Eafe Value Etf (EFV) 0.2 $2.0M -31% 41k 48.53
 View chart
Ishares Tr Us Treas Bd Etf (GOVT) 0.2 $2.0M +83% 85k 23.38
 View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $1.9M +2% 4.1k 458.41
 View chart
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $1.9M -64% 21k 90.45
 View chart
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $1.9M 4.00 465600.00
 View chart
Astrazeneca Sponsored Adr (AZN) 0.2 $1.8M +11% 26k 69.41
 View chart
NVIDIA Corporation (NVDA) 0.1 $1.8M +5% 6.5k 277.77
 View chart
Asml Holding N V N Y Registry Shs (ASML) 0.1 $1.8M +8% 2.6k 680.73
 View chart
JPMorgan Chase & Co. (JPM) 0.1 $1.8M +2% 14k 130.31
 View chart
Jack Henry & Associates (JKHY) 0.1 $1.8M 12k 150.72
 View chart
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.1 $1.8M -49% 15k 114.54
 View chart
Lockheed Martin Corporation (LMT) 0.1 $1.7M -5% 3.6k 472.73
 View chart
Reliance Steel & Aluminum (RS) 0.1 $1.7M -8% 6.5k 256.74
 View chart
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.1 $1.6M +5% 43k 37.77
 View chart
Public Service Enterprise (PEG) 0.1 $1.6M -10% 25k 62.45
 View chart
Tractor Supply Company (TSCO) 0.1 $1.5M -8% 6.6k 235.05
 View chart
Abbott Laboratories (ABT) 0.1 $1.5M -2% 15k 101.26
 View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.1 $1.5M 30k 50.32
 View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $1.5M -26% 20k 74.71
 View chart
Ishares Tr U.s. Tech Etf (IYW) 0.1 $1.4M +25% 15k 92.81
 View chart
Williams Companies (WMB) 0.1 $1.4M -8% 47k 29.86
 View chart
Totalenergies Se Sponsored Ads (TTE) 0.1 $1.4M +14% 24k 59.05
 View chart
McKesson Corporation (MCK) 0.1 $1.4M -11% 3.9k 356.05
 View chart
McDonald's Corporation (MCD) 0.1 $1.4M -9% 5.0k 279.59
 View chart
Ishares Tr Msci Uk Etf New (EWU) 0.1 $1.4M +9% 42k 32.26
 View chart
Ishares Tr Aggres Alloc Etf (AOA) 0.1 $1.3M 21k 63.59
 View chart
Main Street Capital Corporation (MAIN) 0.1 $1.3M 34k 39.46
 View chart
Linde SHS 0.1 $1.3M NEW 3.8k 355.46
 View chart
Intuit (INTU) 0.1 $1.3M -5% 3.0k 445.78
 View chart
N-able Common Stock (NABL) 0.1 $1.3M -13% 99k 13.20
 View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.1 $1.3M -11% 46k 28.02
 View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.1 $1.3M -11% 51k 24.91
 View chart
Prologis (PLD) 0.1 $1.3M -8% 10k 124.76
 View chart
Lam Research Corporation (LRCX) 0.1 $1.2M -7% 2.4k 530.12
 View chart
Automatic Data Processing (ADP) 0.1 $1.2M -4% 5.6k 222.61
 View chart
West Pharmaceutical Services (WST) 0.1 $1.2M -6% 3.6k 346.47
 View chart
Target Corporation (TGT) 0.1 $1.2M -7% 7.5k 165.63
 View chart
Aon Shs Cl A (AON) 0.1 $1.2M -3% 3.9k 315.33
 View chart
W.W. Grainger (GWW) 0.1 $1.2M -6% 1.8k 688.81
 View chart
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $1.2M -64% 7.9k 154.02
 View chart
Abb Sponsored Adr (ABB) 0.1 $1.2M +4% 35k 34.30
 View chart
Goldman Sachs (GS) 0.1 $1.2M 3.7k 327.08
 View chart
Cummins (CMI) 0.1 $1.2M -3% 5.1k 238.89
 View chart
Verizon Communications (VZ) 0.1 $1.2M -7% 31k 38.89
 View chart
Hca Holdings (HCA) 0.1 $1.2M -4% 4.5k 263.68
 View chart
Illinois Tool Works (ITW) 0.1 $1.2M -8% 4.9k 243.45
 View chart
Sempra Energy (SRE) 0.1 $1.2M -19% 7.8k 151.17
 View chart
FactSet Research Systems (FDS) 0.1 $1.2M -6% 2.8k 415.10
 View chart
Cdw (CDW) 0.1 $1.2M -7% 6.0k 194.89
 View chart
S&p Global (SPGI) 0.1 $1.1M -4% 3.3k 344.81
 View chart
Globe Life (GL) 0.1 $1.1M -3% 10k 110.02
 View chart
Wec Energy Group (WEC) 0.1 $1.1M -15% 12k 94.79
 View chart
Cincinnati Financial Corporation (CINF) 0.1 $1.1M -6% 10k 112.08
 View chart
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $1.1M +6% 22k 50.39
 View chart
Vanguard Index Fds Small Cp Etf (VB) 0.1 $1.1M 5.9k 189.56
 View chart
Mastercard Incorporated Cl A (MA) 0.1 $1.1M 3.1k 363.36
 View chart
EOG Resources (EOG) 0.1 $1.1M 9.7k 114.63
 View chart
ResMed (RMD) 0.1 $1.1M -6% 5.0k 219.01
 View chart
Accenture Plc Ireland Shs Class A (ACN) 0.1 $1.1M -5% 3.8k 285.82
 View chart
MercadoLibre (MELI) 0.1 $1.1M +3% 817.00 1318.06
 View chart
Best Buy (BBY) 0.1 $1.1M -5% 14k 78.27
 View chart
Abbvie (ABBV) 0.1 $1.1M -12% 6.7k 159.36
 View chart
Humana (HUM) 0.1 $1.1M -6% 2.2k 485.36
 View chart
Genuine Parts Company (GPC) 0.1 $1.1M -6% 6.3k 167.31
 View chart
BlackRock (BLK) 0.1 $1.0M -7% 1.6k 668.95
 View chart
Equity Lifestyle Properties (ELS) 0.1 $1.0M -11% 16k 67.13
 View chart
Analog Devices (ADI) 0.1 $1.0M -7% 5.3k 197.23
 View chart
Anthem (ELV) 0.1 $1.0M 2.2k 459.81
 View chart
Emerson Electric (EMR) 0.1 $1.0M -6% 12k 87.14
 View chart
Tesla Motors (TSLA) 0.1 $1.0M +54% 4.9k 207.46
 View chart
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $997k -39% 15k 67.69
 View chart
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $984k +29% 14k 72.74
 View chart
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $973k 4.0k 244.34
 View chart
Fastenal Company (FAST) 0.1 $972k -5% 18k 53.94
 View chart
Rockwell Automation (ROK) 0.1 $964k -7% 3.3k 293.44
 View chart
Kroger (KR) 0.1 $950k -5% 19k 49.37
 View chart
British Amern Tob Sponsored Adr (BTI) 0.1 $947k +13% 27k 35.12
 View chart
Invesco Db Multi-sector Comm Oil Fd (DBO) 0.1 $947k 65k 14.57
 View chart
Interpublic Group of Companies (IPG) 0.1 $944k -8% 25k 37.24
 View chart
Amdocs SHS (DOX) 0.1 $943k -6% 9.8k 96.03
 View chart
Clorox Company (CLX) 0.1 $939k -2% 5.9k 158.24
 View chart
Danaher Corporation (DHR) 0.1 $938k -15% 3.7k 252.04
 View chart
Alliant Energy Corporation (LNT) 0.1 $935k -10% 18k 53.40
 View chart
International Business Machines (IBM) 0.1 $926k +18% 7.1k 131.09
 View chart
Stmicroelectronics N V Ny Registry (STM) 0.1 $924k +6% 17k 53.49
 View chart
Genmab A/s Sponsored Ads (GMAB) 0.1 $922k +9% 24k 37.76
 View chart
Cintas Corporation (CTAS) 0.1 $909k -5% 2.0k 462.68
 View chart
Williams-Sonoma (WSM) 0.1 $907k -6% 7.5k 121.66
 View chart
Marsh & McLennan Companies (MMC) 0.1 $892k -4% 5.4k 166.55
 View chart
Sap Se Spon Adr (SAP) 0.1 $891k +9% 7.0k 126.56
 View chart
Xcel Energy (XEL) 0.1 $877k -3% 13k 67.44
 View chart
AmerisourceBergen (ABC) 0.1 $877k -5% 5.5k 160.12
 View chart
Tc Energy Corp (TRP) 0.1 $862k -11% 22k 38.91
 View chart
Fiserv (FISV) 0.1 $856k -5% 7.6k 113.03
 View chart
Morgan Stanley Com New (MS) 0.1 $855k -6% 9.7k 87.80
 View chart
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.1 $850k +10% 13k 66.73
 View chart
Fidelity Covington Trust Msci Commntn Svc (FCOM) 0.1 $846k -28% 23k 36.60
 View chart
Tfii Cn (TFII) 0.1 $846k +11% 7.1k 119.31
 View chart
Ishares Tr Russell 2000 Etf (IWM) 0.1 $845k -4% 4.7k 178.40
 View chart
Quest Diagnostics Incorporated (DGX) 0.1 $843k -5% 6.0k 141.48
 View chart
Logitech Intl S A SHS (LOGI) 0.1 $841k 15k 58.06
 View chart
Paychex (PAYX) 0.1 $839k -3% 7.3k 114.58
 View chart
Extra Space Storage (EXR) 0.1 $831k -8% 5.1k 162.94
 View chart
Oracle Corporation (ORCL) 0.1 $825k -5% 8.9k 92.92
 View chart
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $813k -56% 2.5k 320.93
 View chart
AFLAC Incorporated (AFL) 0.1 $810k -6% 13k 64.52
 View chart
Alphabet Cap Stk Cl C (GOOG) 0.1 $783k +33% 7.5k 104.00
 View chart
Hdfc Bank Sponsored Ads (HDB) 0.1 $782k +14% 12k 66.68
 View chart
Select Sector Spdr Tr Sbi Materials (XLB) 0.1 $774k -3% 9.6k 80.66
 View chart
RPM International (RPM) 0.1 $774k -2% 8.9k 87.24
 View chart
Ishares Tr Expanded Tech (IGV) 0.1 $757k -24% 2.5k 304.70
 View chart
Merck & Co (MRK) 0.1 $751k +18% 7.1k 106.40
 View chart
Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $746k +175% 32k 23.02
 View chart
Paycom Software (PAYC) 0.1 $731k 2.4k 304.01
 View chart
Ameren Corporation (AEE) 0.1 $720k -10% 8.3k 86.39
 View chart
American Water Works (AWK) 0.1 $712k -11% 4.9k 146.50
 View chart
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $708k NEW 7.0k 100.58
 View chart
Royal Gold (RGLD) 0.1 $706k -9% 5.4k 129.71
 View chart
Eli Lilly & Co. (LLY) 0.1 $704k 2.1k 343.45
 View chart
Vanguard World Mega Cap Index (MGC) 0.1 $698k 4.9k 143.14
 View chart
Bank of America Corporation (BAC) 0.1 $698k 24k 28.60
 View chart
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $691k -8% 2.2k 315.07
 View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.1 $688k -11% 11k 61.47
 View chart
DTE Energy Company (DTE) 0.1 $681k -11% 6.2k 109.54
 View chart
Nice Sponsored Adr (NICE) 0.1 $677k +60% 3.0k 228.89
 View chart
Honeywell International (HON) 0.1 $662k 3.5k 191.12
 View chart
Boeing Company (BA) 0.1 $636k -9% 3.0k 212.43
 View chart
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $636k -42% 5.1k 123.71
 View chart
Shopify Cl A (SHOP) 0.1 $622k 13k 47.94
 View chart
Docusign (DOCU) 0.1 $619k +12% 11k 58.30
 View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $607k -95% 12k 48.92
 View chart
salesforce (CRM) 0.0 $605k +7% 3.0k 199.78
 View chart
Amgen (AMGN) 0.0 $604k 2.5k 241.75
 View chart
Mongodb Cl A (MDB) 0.0 $596k 2.6k 233.12
 View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.0 $585k +28% 16k 37.38
 View chart
Zoetis Cl A (ZTS) 0.0 $565k 3.4k 166.44
 View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $532k -24% 12k 45.17
 View chart
Spdr Ser Tr Bloomberg High Y (JNK) 0.0 $531k -70% 5.7k 92.82
 View chart
Phillips 66 (PSX) 0.0 $530k +84% 5.2k 101.38
 View chart
Nutrien (NTR) 0.0 $527k 7.1k 73.85
 View chart
Lennar Corp Cl A (LEN) 0.0 $526k 5.0k 105.11
 View chart
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $522k -65% 6.4k 82.16
 View chart
Brookfield Infrast Partners Lp Int Unit (BIP) 0.0 $511k -4% 15k 33.77
 View chart
Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $510k -21% 4.9k 104.68
 View chart
General Dynamics Corporation (GD) 0.0 $499k 2.2k 228.21
 View chart
Thermo Fisher Scientific (TMO) 0.0 $493k 856.00 576.38
 View chart
Procore Technologies (PCOR) 0.0 $487k NEW 7.8k 62.67
 View chart
Ishares Tr U.s. Med Dvc Etf (IHI) 0.0 $480k 8.9k 53.98
 View chart
Union Pacific Corporation (UNP) 0.0 $477k 2.4k 201.26
 View chart
Mccormick & Co Com Non Vtg (MKC) 0.0 $469k -27% 5.6k 83.21
 View chart
Katapult Holdings (KPLT) 0.0 $469k -11% 1.1M 0.45
 View chart
Ametek (AME) 0.0 $446k +14% 3.1k 145.33
 View chart
Beigene Sponsored Adr (BGNE) 0.0 $438k +8% 2.0k 215.53
 View chart
Arrow Electronics (ARW) 0.0 $437k 3.5k 124.87
 View chart
Ishares Tr Exponential Tech (XT) 0.0 $435k -18% 8.2k 52.70
 View chart
Walt Disney Company (DIS) 0.0 $431k -18% 4.3k 100.15
 View chart
Relx Sponsored Adr (RELX) 0.0 $418k +7% 13k 32.45
 View chart
Paypal Holdings (PYPL) 0.0 $415k +43% 5.5k 75.94
 View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $411k -95% 3.9k 106.38
 View chart
Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $407k NEW 13k 32.35
 View chart
Cullen/Frost Bankers (CFR) 0.0 $396k +27% 3.8k 105.34
 View chart
Chubb (CB) 0.0 $393k -6% 2.0k 194.21
 View chart
Palo Alto Networks (PANW) 0.0 $393k NEW 2.0k 199.74
 View chart
Ishares Tr Msci Kld400 Soc (DSI) 0.0 $385k -11% 4.9k 77.99
 View chart
Dover Corporation (DOV) 0.0 $381k 2.5k 152.00
 View chart

Past Filings by Venturi Wealth Management

SEC 13F filings are viewable for Venturi Wealth Management going back to 2015

View all past filings