Venturi Wealth Management, LLC Q1 2025 Filing

Filed May 6, 2025

Portfolio Value

$1.9B

Holdings

553

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (553 positions)

StockValue
AQLTISHARES TR
$152.4M
VUGVANGUARD INDEX FDS
$129.6M
VOOVANGUARD INDEX FDS
$112.8M
IUSVISHARES TR
$112.1M
IEMGISHARES INC
$70.3M
VTWOVANGUARD SCOTTSDALE FDS
$57.4M
AAPLAPPLE INC
$48.2M
MSFTMICROSOFT CORP
$41.3M
CGIECAPITAL GROUP INTERNATIONAL
$36.9M
NVDANVIDIA CORPORATION
$32.2M
OSEAHARBOR ETF TRUST
$25.7M
METAMETA PLATFORMS INC
$24.3M
GOOGLALPHABET INC
$23.4M
VVISA INC
$22.8M
CGMUCAPITAL GRP FIXED INCM ETF T
$21.9M
AVGOBROADCOM INC
$21.0M
WMTWALMART INC
$20.0M
SPEMSPDR INDEX SHS FDS
$19.7M
UNHUNITEDHEALTH GROUP INC
$19.5M
AESIATLAS ENERGY SOLUTIONS INC
$19.4M
HEIHEICO CORP NEW
$18.9M
ABBVABBVIE INC
$18.7M
PGRPROGRESSIVE CORP
$18.6M
LLYELI LILLY & CO
$17.6M
EFAISHARES TR
$17.2M
QTWOQ2 HLDGS INC
$16.9M
COPCONOCOPHILLIPS
$16.9M
TXNTEXAS INSTRS INC
$16.8M
JPMJPMORGAN CHASE & CO.
$16.8M
HDHOME DEPOT INC
$16.6M
QCOMQUALCOMM INC
$15.8M
FISVFISERV INC
$15.4M
EMQQEXCHANGE TRADED CONCEPTS TRU
$15.4M
TJXTJX COS INC NEW
$15.3M
KLACKLA CORP
$14.8M
RTXRTX CORPORATION
$14.7M
VWOVANGUARD INTL EQUITY INDEX F
$14.7M
AMZNAMAZON COM INC
$14.6M
URIUNITED RENTALS INC
$14.3M
MUMICRON TECHNOLOGY INC
$13.9M
MLIMUELLER INDS INC
$13.8M
AVUVAMERICAN CENTY ETF TR
$13.8M
XLKSELECT SECTOR SPDR TR
$13.1M
XOMEXXON MOBIL CORP
$12.4M
IWOISHARES TR
$8.8M
SPYSPDR S&P 500 ETF TR
$8.7M
XLFSELECT SECTOR SPDR TR
$8.2M
IVVISHARES TR
$7.8M
SPDWSPDR INDEX SHS FDS
$6.8M
EEMVISHARES INC
$6.5M
CVXCHEVRON CORP NEW
$6.3M
IMTMISHARES TR
$6.2M
IQDGWISDOMTREE TR
$6.1M
BILSPDR SER TR
$5.9M
XLVSELECT SECTOR SPDR TR
$5.5M
IUSBISHARES TR
$4.7M
XLYSELECT SECTOR SPDR TR
$4.5M
ASMLASML HOLDING N V
$4.4M
EWTISHARES INC
$4.2M
AMDADVANCED MICRO DEVICES INC
$4.0M
VIGVANGUARD SPECIALIZED FUNDS
$3.8M
AMGNAMGEN INC
$3.7M
FXIISHARES TR
$3.7M
XLISELECT SECTOR SPDR TR
$3.6M
BRK/BBERKSHIRE HATHAWAY INC DEL
$3.6M
XLCSELECT SECTOR SPDR TR
$3.5M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$3.5M
PGPROCTER AND GAMBLE CO
$3.5M
4I1PHILIP MORRIS INTL INC
$3.5M
COSTCOSTCO WHSL CORP NEW
$3.5M
GOOGALPHABET INC
$3.4M
TSLATESLA INC
$3.4M
NFLXNETFLIX INC
$3.4M
LOWLOWES COS INC
$3.3M
JNJJOHNSON & JOHNSON
$3.3M
ABTABBOTT LABS
$3.1M
MLB1MERCADOLIBRE INC
$3.0M
JMSTJ P MORGAN EXCHANGE TRADED F
$3.0M
MAMASTERCARD INCORPORATED
$3.0M
NOWSERVICENOW INC
$3.0M
QUALISHARES TR
$2.9M
AXPAMERICAN EXPRESS CO
$2.9M
0OIASOLARWINDS CORP
$2.9M
VRTXVERTEX PHARMACEUTICALS INC
$2.9M
CRMSALESFORCE INC
$2.8M
IJRISHARES TR
$2.7M
PANWPALO ALTO NETWORKS INC
$2.7M
ORCLORACLE CORP
$2.6M
IVWISHARES TR
$2.6M
MUBISHARES TR
$2.6M
CSCOCISCO SYS INC
$2.5M
INTUINTUIT
$2.5M
CITCINTAS CORP
$2.5M
SAPSAP SE
$2.5M
LINLINDE PLC
$2.5M
SPFISOUTH PLAINS FINANCIAL INC
$2.4M
AMATAPPLIED MATLS INC
$2.4M
BRK-BBERKSHIRE HATHAWAY INC DEL
$2.4M
ADPAUTOMATIC DATA PROCESSING IN
$2.3M
XLFISELECT SECTOR SPDR TR
$2.3M
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