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
HEIHEICO CORP NEW
$593K
IXUSISHARES TR
$584K
CPRTCOPART INC
$581K
SUSCISHARES TR
$572K
ICEINTERCONTINENTAL EXCHANGE IN
$568K
EDCONSOLIDATED EDISON INC
$565K
KPLTKATAPULT HOLDINGS INC
$564K
XYLXYLEM INC
$554K
BMTABRITISH AMERN TOB PLC
$551K
DUKDUKE ENERGY CORP NEW
$549K
VVVANGUARD INDEX FDS
$547K
PNFPPINNACLE FINL PARTNERS INC
$543K
MPLXMPLX LP
$538K
RSPINVESCO EXCHANGE TRADED FD T
$536K
BPBP PLC
$535K
ETNEATON CORP PLC
$534K
TAT&T INC
$531K
SFSTIFEL FINL CORP
$523K
USXFISHARES TR
$519K
SNOWSNOWFLAKE INC
$518K
GQ9SPDR GOLD TR
$512K
ALLEALLEGION PLC
$502K
PSXPHILLIPS 66
$501K
CARRCARRIER GLOBAL CORPORATION
$497K
CSLCARLISLE COS INC
$496K
THOTHOR INDS INC
$492K
DSIISHARES TR
$492K
FTECFIDELITY COVINGTON TRUST
$488K
WTMWHITE MTNS INS GROUP LTD
$480K
SNASNAP ON INC
$479K
NGGNATIONAL GRID PLC
$477K
MNSTMONSTER BEVERAGE CORP NEW
$476K
CPAYCORPAY INC
$474K
DLTRDOLLAR TREE INC
$469K
MDLZMONDELEZ INTL INC
$467K
VCITVANGUARD SCOTTSDALE FDS
$467K
PODDINSULET CORP
$465K
CTVACORTEVA INC
$464K
BIRKBIRKENSTOCK HOLDING PLC
$463K
RJFRAYMOND JAMES FINL INC
$461K
EOGEOG RES INC
$460K
ECLECOLAB INC
$455K
AIGAMERICAN INTL GROUP INC
$453K
RCLROYAL CARIBBEAN GROUP
$450K
RGAREINSURANCE GRP OF AMERICA I
$449K
JKHYHENRY JACK & ASSOC INC
$449K
ELSEQUITY LIFESTYLE PPTYS INC
$443K
DRIDARDEN RESTAURANTS INC
$440K
WSOWATSCO INC
$438K
WEAWESTERN ALLIANCE BANCORP
$436K
PEGPUBLIC SVC ENTERPRISE GRP IN
$435K
CSGPCOSTAR GROUP INC
$435K
BKNGBOOKING HOLDINGS INC
$428K
AXONAXON ENTERPRISE INC
$427K
MOALTRIA GROUP INC
$421K
ONCBEIGENE LTD
$420K
PPLPPL CORP
$415K
CHHCHOICE HOTELS INTL INC
$415K
BDXBECTON DICKINSON & CO
$413K
TKOTKO GROUP HOLDINGS INC
$413K
WDCWESTERN DIGITAL CORP
$411K
FCNCAFIRST CTZNS BANCSHARES INC N
$410K
COOCOOPER COS INC
$406K
BMYBRISTOL-MYERS SQUIBB CO
$404K
NKENIKE INC
$401K
TFISPDR SER TR
$399K
AORISHARES TR
$399K
TFIITFI INTL INC
$399K
GEVGE VERNOVA INC
$398K
VRTVERTIV HOLDINGS CO
$397K
VBKVANGUARD INDEX FDS
$396K
ARESARES MANAGEMENT CORPORATION
$396K
PYPLPAYPAL HLDGS INC
$393K
DGRSWISDOMTREE TR
$392K
FLEXFLEX LTD
$389K
POOLPOOL CORP
$389K
HESHESS CORP
$388K
REGNREGENERON PHARMACEUTICALS
$388K
EFXEQUIFAX INC
$388K
CBRECBRE GROUP INC
$385K
SCCOSOUTHERN COPPER CORP
$382K
WDAYWORKDAY INC
$381K
MASMASCO CORP
$381K
VOVANGUARD INDEX FDS
$379K
METMETLIFE INC
$378K
HEFAISHARES TR
$378K
LBRDKLIBERTY BROADBAND CORP
$376K
FRELFIDELITY COVINGTON TRUST
$375K
KMIKINDER MORGAN INC DEL
$372K
OLEDUNIVERSAL DISPLAY CORP
$372K
BSYBENTLEY SYS INC
$371K
TLTISHARES TR
$369K
CNSCOHEN & STEERS INC
$368K
GDGENERAL DYNAMICS CORP
$368K
ZBRAZEBRA TECHNOLOGIES CORPORATI
$368K
LIILENNOX INTL INC
$366K
VGSHVANGUARD SCOTTSDALE FDS
$361K
JMBSJANUS DETROIT STR TR
$361K
LKQ1LKQ CORP
$361K
EPDENTERPRISE PRODS PARTNERS L
$356K
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