Venturi Wealth Management »

Rydex S&p Cnsmr Discretionary s&p500 eql dis shares owned by Venturi Wealth Management

Quarter-by-quarter ownership of Rydex S&p Cnsmr Discretionary s&p500 eql dis (RSPD) shares owned by Venturi Wealth Management from 13F filings

Historical chart of Venturi Wealth Management investment in Rydex S&p Cnsmr Discretionary s&p500 eql dis

Tip: Access up to 7 years of quarterly data

All positions including Rydex S&p Cnsmr Discretionary s&p500 eql dis 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

Quarterly reported holdings in Rydex S&p Cnsmr Discretionary s&p500 eql dis by Venturi Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $26k 512 51.02
2023-12-31 $24k 512 47.55
2023-09-30 $24k 560 42.08

More positions owned by Venturi Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Us Vlu (IUSV)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Broad Usd High (USHY)
Capital Group International SHS (CGIE)
Atlas Energy Solutions Com New (AESI)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Venturi Wealth Management

Top funds holding Rydex S&p Cnsmr Discretionary s&p500 eql dis

Harel Insurance Investments & Financial Services
Bank of America Corporation
Raymond James Financial Services Advisors
Adams Wealth Management
HighTower Advisors
Legend Financial Advisors
Wells Fargo & Company
Janney Capital Management
Raymond James & Associates
SignalPoint Asset Management
Treynor Bancshares
Royal Bank of Canada
Private Advisor
Carnegie Capital Asset Management
Orion Portfolio Solutions

View all funds holding Rydex S&p Cnsmr Discretionary s&p500 eql dis