Venturi Wealth Management, LLC Q4 2025 Filing

Filed January 22, 2026

Portfolio Value

$2.3B

Holdings

582

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (582 positions)

StockValue
FDLFirst Trust Mornngstretf
$248K
BDXBecton Dickinson &co
$246K
ISIIonis Pharmaceuticalsincorporated
$242K
TMDXTransmedics Group
$239K
SNYSanofi ADR Rep 1 1/2
$239K
DLTRDollar Tree Inc
$239K
ALSNAllison Transmission
$238K
REYNReynolds Consumer
$237K
KEYSKeysight
$237K
GTLSChart Industries Incorporated
$236K
XLBMaterials Select (sector SPDR)
$236K
JHGJanus Henderson
$235K
HIMUBlackRock ETF Trust (ii iShares High Yield Muni Active Etf)
$235K
PRIMPrimoris SVCS Corporation
$232K
WBDWarner Bros
$232K
NTESNetease Inc Ads Each
$231K
ESGEiShares Inc Esg Awr (msci Em)
$230K
TRUTransunion Com
$230K
DMXFiShares Trust Esg (advanced MSCI EAFE Etf)
$229K
ENBEnbridge Inc Com
$229K
CFCF Industries
$228K
AOMiShares Core (moderate Allocation Etf)
$228K
HQYHealthequity Incorporated
$227K
VFHVanguard World FD (financials Etf)
$227K
SPTSSPDR Portfolio (short Term Treasury Etf)
$226K
FAFFirst American
$225K
ASXAse Technology
$225K
BCSBarclays PLC
$224K
GSKGSK PLC Spon Ads
$223K
BOOTBoot Barn HLDGS Incorporated
$223K
BAMBrookfield Asset
$223K
POSTPost HLDGS Inc Com
$222K
HOLXHologic Inc
$221K
KEPKorea Elec PWR Corp
$220K
SUXTD Synnex Corporation
$219K
TPRTapestry Inc Com
$219K
AGIAlamos Gold Inc Com
$219K
INTAIntapp Inc Com
$218K
FLOFlowers Foods Inc
$217K
EPAMEpam SYS Inc Com
$216K
MSCIMSCI Inc
$215K
BNSBank Of Nova Scotia
$215K
RBCRBC Bearings Inc.
$212K
TLTiShares TR 20 YR TR (BD Etf)
$212K
MCMoelis & Co
$210K
CTSHCognizant Technology
$209K
MOG/AMoog Inc
$208K
EBAeBay Inc. Com
$208K
SPTISPDR Portfolio Intmdt Term TRS ETF
$207K
FUTUFutu Holdings
$207K
KBIAKB Finl Group Inc
$207K
PRUPrudential Financial
$206K
RDYDR. Reddy S
$206K
SAILSailpoint Inc
$205K
BLOKAmplify ETF TR (blockchain LDR)
$204K
CCOCameco Corp Com NPV
$204K
HUMHumana Inc
$204K
BCEBce Inc Com New
$203K
TTANServicetitan Inc SHS
$203K
PPGPPG Industries Inc
$201K
MTArcelormittal NY
$201K
STIPiShares 0-5 Year TIPS Bond ETF
$200K
MGAMagna Intl Inc Com
$200K
XPEVXpeng Inc Spon Ads
$200K
MDLZMondelez Intl Inc
$199K
MNSOMiniso Group HLDG
$198K
DVNDevon Energy Corp
$196K
MTGMgic Investment Corp
$194K
HEHawaiian Electric
$192K
VIPSVipshop HLDGS LTD
$180K
LNGCheniere Energy Inc
$179K
FFord MTR Co Del Com
$170K
ICLIcl Group LTD Ils1
$153K
AEGAegon Limited Amer
$142K
HLNHaleon PLC Spon Ads
$130K
TRGPTarga Resources Corp
$124K
STLAStellantis N.V Com
$116K
UMCUnited Micr Elctrns
$114K
ELPCCia Paranaense De
$95K
JETSETF Ser Solutions US (GLB Jets)
$56K
IBDTiShares TR Ibds (dec28 Etf)
$16K
IBDUiShares Ibonds Dec 2029 Term ETF
$16K
HRTXHeron Therapeutics
$13K
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