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
DYNFBLACKROCK ETF TRUST
$2.3M
ADSKAUTODESK INC
$2.3M
CLCOLGATE PALMOLIVE CO
$2.2M
IWMISHARES TR
$2.2M
MLPXGLOBAL X FDS
$2.2M
MAINMAIN STR CAP CORP
$2.1M
NDQINVESCO QQQ TR
$2.1M
GWWGRAINGER W W INC
$2.1M
ACNACCENTURE PLC IRELAND
$2.1M
NVONOVO-NORDISK A S
$2.1M
IVEISHARES TR
$2.0M
XMHQINVESCO EXCHANGE TRADED FD T
$2.0M
ZTSZOETIS INC
$2.0M
TELTE CONNECTIVITY PLC
$2.0M
XLUSELECT SECTOR SPDR TR
$2.0M
MDYSPDR S&P MIDCAP 400 ETF TR
$2.0M
EPIWISDOMTREE TR
$2.0M
TSCOTRACTOR SUPPLY CO
$2.0M
EWYISHARES INC
$2.0M
IBMINTERNATIONAL BUSINESS MACHS
$1.9M
FSKFS KKR CAP CORP
$1.9M
HCAHCA HEALTHCARE INC
$1.9M
NEENEXTERA ENERGY INC
$1.9M
PHMPULTE GROUP INC
$1.9M
AZNASTRAZENECA PLC
$1.9M
UPSUNITED PARCEL SERVICE INC
$1.9M
MCKMCKESSON CORP
$1.8M
CRWDCROWDSTRIKE HLDGS INC
$1.8M
MCDMCDONALDS CORP
$1.8M
MRSHMARSH & MCLENNAN COS INC
$1.8M
IWRISHARES TR
$1.8M
TTENTOTALENERGIES SE
$1.7M
WSMWILLIAMS SONOMA INC
$1.7M
FDSFACTSET RESH SYS INC
$1.7M
EFVISHARES TR
$1.7M
BACVERIZON COMMUNICATIONS INC
$1.7M
ATOATMOS ENERGY CORP
$1.7M
AOAISHARES TR
$1.7M
XLESELECT SECTOR SPDR TR
$1.7M
BLKBLACKROCK INC
$1.6M
CMICUMMINS INC
$1.6M
ADIANALOG DEVICES INC
$1.6M
SHWSHERWIN WILLIAMS CO
$1.6M
APHAMPHENOL CORP NEW
$1.6M
RSRELIANCE INC
$1.5M
IWFISHARES TR
$1.5M
CMCSACOMCAST CORP NEW
$1.5M
CATCATERPILLAR INC
$1.5M
IAU*ISHARES GOLD TR
$1.5M
SHOPSHOPIFY INC
$1.5M
EQIXEQUINIX INC
$1.4M
CDWCDW CORP
$1.4M
AONAON PLC
$1.4M
SOSOUTHERN CO
$1.4M
SPSMSPDR SER TR
$1.4M
GSGOLDMAN SACHS GROUP INC
$1.4M
LRCXLAM RESEARCH CORP
$1.4M
KNSLKINSALE CAP GROUP INC
$1.4M
EMBISHARES TR
$1.4M
AQLTISHARES TR
$1.4M
SBUXSTARBUCKS CORP
$1.4M
ITWILLINOIS TOOL WKS INC
$1.4M
JEPIJ P MORGAN EXCHANGE TRADED F
$1.4M
WMBWILLIAMS COS INC
$1.3M
ROPROPER TECHNOLOGIES INC
$1.3M
UDRUDR INC
$1.3M
ABGCENCORA INC
$1.3M
NVSNNOVARTIS AG
$1.3M
SYYSYSCO CORP
$1.3M
TLHISHARES TR
$1.3M
SPGIS&P GLOBAL INC
$1.3M
ACGLARCH CAP GROUP LTD
$1.3M
FASTFASTENAL CO
$1.2M
PAYXPAYCHEX INC
$1.2M
PLDPROLOGIS INC.
$1.2M
RELXRELX PLC
$1.2M
AFLAFLAC INC
$1.2M
KOCOCA COLA CO
$1.2M
DOXAMDOCS LTD
$1.2M
BNBROOKFIELD CORP
$1.2M
VLOVALERO ENERGY CORP
$1.2M
GISGENERAL MLS INC
$1.2M
BACBANK AMERICA CORP
$1.2M
DYHTARGET CORP
$1.1M
RPMRPM INTL INC
$1.1M
EXREXTRA SPACE STORAGE INC
$1.1M
NXPINXP SEMICONDUCTORS N V
$1.1M
USHYISHARES TR
$1.1M
EFGISHARES TR
$1.1M
DWDMORGAN STANLEY
$1.1M
VTIVANGUARD INDEX FDS
$1.1M
GLGLOBE LIFE INC
$1.1M
IYWISHARES TR
$1.1M
WRBBERKLEY W R CORP
$1.1M
VGTVANGUARD WORLD FD
$1.0M
SPOTSPOTIFY TECHNOLOGY S A
$1.0M
LOGILOGITECH INTL S A
$1.0M
IJHISHARES TR
$1.0M
NWGNATWEST GROUP PLC
$1.0M
VSTVISTRA CORP
$1.0M
PreviousPage 2 of 6Next