Venturi Wealth Management, LLC Q1 2025 Filing

Filed May 6, 2025

Portfolio Value

$1.9T

Holdings

553

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (553 positions)

#StockSharesValue% PortfolioType
101
DYNFBLACKROCK ETF TRUST
46,731$2.3B0.12%
102
ADSKAUTODESK INC
8,633$2.3B0.12%
103
CLCOLGATE PALMOLIVE CO
23,581$2.2B0.11%
104
IWMISHARES TR
10,883$2.2B0.11%
105
MLPXGLOBAL X FDS
33,987$2.2B0.11%
106
MAINMAIN STR CAP CORP
37,821$2.1B0.11%
107
NDQINVESCO QQQ TR
4,537$2.1B0.11%
108
GWWGRAINGER W W INC
2,142$2.1B0.11%
109
ACNACCENTURE PLC IRELAND
6,650$2.1B0.11%
110
NVONOVO-NORDISK A S
29,629$2.1B0.11%
111
IVEISHARES TR
10,664$2.0B0.11%
112
XMHQINVESCO EXCHANGE TRADED FD T
22,108$2.0B0.11%
113
ZTSZOETIS INC
12,215$2.0B0.10%
114
TELTE CONNECTIVITY PLC
14,199$2.0B0.10%
115
XLUSELECT SECTOR SPDR TR
25,425$2.0B0.10%
116
MDYSPDR S&P MIDCAP 400 ETF TR
3,749$2.0B0.10%
117
EPIWISDOMTREE TR
45,739$2.0B0.10%
118
TSCOTRACTOR SUPPLY CO
35,892$2.0B0.10%
119
EWYISHARES INC
36,194$2.0B0.10%
120
IBMINTERNATIONAL BUSINESS MACHS
7,812$1.9B0.10%
121
FSKFS KKR CAP CORP
92,387$1.9B0.10%
122
HCAHCA HEALTHCARE INC
5,533$1.9B0.10%
123
NEENEXTERA ENERGY INC
26,700$1.9B0.10%
124
PHMPULTE GROUP INC
18,317$1.9B0.10%
125
AZNASTRAZENECA PLC
25,440$1.9B0.10%
126
UPSUNITED PARCEL SERVICE INC
16,848$1.9B0.10%
127
MCKMCKESSON CORP
2,742$1.8B0.10%
128
CRWDCROWDSTRIKE HLDGS INC
5,219$1.8B0.10%
129
MCDMCDONALDS CORP
5,864$1.8B0.10%
130
MRSHMARSH & MCLENNAN COS INC
7,501$1.8B0.10%
131
IWRISHARES TR
20,630$1.8B0.09%
132
TTENTOTALENERGIES SE
26,963$1.7B0.09%
133
WSMWILLIAMS SONOMA INC
10,812$1.7B0.09%
134
FDSFACTSET RESH SYS INC
3,750$1.7B0.09%
135
EFVISHARES TR
28,864$1.7B0.09%
136
BACVERIZON COMMUNICATIONS INC
37,259$1.7B0.09%
137
ATOATMOS ENERGY CORP
10,864$1.7B0.09%
138
AOAISHARES TR
21,796$1.7B0.09%
139
XLESELECT SECTOR SPDR TR
17,831$1.7B0.09%
140
BLKBLACKROCK INC
1,720$1.6B0.08%
141
CMICUMMINS INC
5,147$1.6B0.08%
142
ADIANALOG DEVICES INC
7,974$1.6B0.08%
143
SHWSHERWIN WILLIAMS CO
4,468$1.6B0.08%
144
APHAMPHENOL CORP NEW
23,758$1.6B0.08%
145
RSRELIANCE INC
5,273$1.5B0.08%
146
IWFISHARES TR
4,200$1.5B0.08%
147
CMCSACOMCAST CORP NEW
40,069$1.5B0.08%
148
CATCATERPILLAR INC
4,437$1.5B0.08%
149
IAU*ISHARES GOLD TR
24,801$1.5B0.08%
150
SHOPSHOPIFY INC
15,304$1.5B0.08%
151
EQIXEQUINIX INC
1,775$1.4B0.08%
152
CDWCDW CORP
9,028$1.4B0.08%
153
AONAON PLC
3,619$1.4B0.08%
154
SOSOUTHERN CO
15,326$1.4B0.07%
155
SPSMSPDR SER TR
34,514$1.4B0.07%
156
GSGOLDMAN SACHS GROUP INC
2,566$1.4B0.07%
157
LRCXLAM RESEARCH CORP
19,157$1.4B0.07%
158
KNSLKINSALE CAP GROUP INC
2,842$1.4B0.07%
159
EMBISHARES TR
15,128$1.4B0.07%
160
AQLTISHARES TR
10,192$1.4B0.07%
161
SBUXSTARBUCKS CORP
13,825$1.4B0.07%
162
ITWILLINOIS TOOL WKS INC
5,451$1.4B0.07%
163
JEPIJ P MORGAN EXCHANGE TRADED F
23,630$1.4B0.07%
164
WMBWILLIAMS COS INC
22,471$1.3B0.07%
165
ROPROPER TECHNOLOGIES INC
2,277$1.3B0.07%
166
UDRUDR INC
29,718$1.3B0.07%
167
ABGCENCORA INC
4,788$1.3B0.07%
168
NVSNNOVARTIS AG
11,876$1.3B0.07%
169
SYYSYSCO CORP
17,614$1.3B0.07%
170
TLHISHARES TR
12,591$1.3B0.07%
171
SPGIS&P GLOBAL INC
2,512$1.3B0.07%
172
ACGLARCH CAP GROUP LTD
13,228$1.3B0.07%
173
FASTFASTENAL CO
16,057$1.2B0.06%
174
PAYXPAYCHEX INC
8,051$1.2B0.06%
175
PLDPROLOGIS INC.
10,996$1.2B0.06%
176
RELXRELX PLC
24,244$1.2B0.06%
177
AFLAFLAC INC
10,931$1.2B0.06%
178
KOCOCA COLA CO
16,932$1.2B0.06%
179
DOXAMDOCS LTD
13,177$1.2B0.06%
180
BNBROOKFIELD CORP
22,863$1.2B0.06%
181
VLOVALERO ENERGY CORP
8,943$1.2B0.06%
182
GISGENERAL MLS INC
19,646$1.2B0.06%
183
BACBANK AMERICA CORP
27,942$1.2B0.06%
184
DYHTARGET CORP
10,900$1.1B0.06%
185
RPMRPM INTL INC
9,764$1.1B0.06%
186
EXREXTRA SPACE STORAGE INC
7,567$1.1B0.06%
187
NXPINXP SEMICONDUCTORS N V
5,833$1.1B0.06%
188
USHYISHARES TR
30,084$1.1B0.06%
189
EFGISHARES TR
11,006$1.1B0.06%
190
DWDMORGAN STANLEY
9,396$1.1B0.06%
191
VTIVANGUARD INDEX FDS
3,953$1.1B0.06%
192
GLGLOBE LIFE INC
8,226$1.1B0.06%
193
IYWISHARES TR
7,709$1.1B0.06%
194
WRBBERKLEY W R CORP
14,806$1.1B0.05%
195
VGTVANGUARD WORLD FD
1,934$1.0B0.05%
196
SPOTSPOTIFY TECHNOLOGY S A
1,901$1.0B0.05%
197
LOGILOGITECH INTL S A
12,365$1.0B0.05%
198
IJHISHARES TR
17,820$1.0B0.05%
199
NWGNATWEST GROUP PLC
86,934$1.0B0.05%
200
VSTVISTRA CORP
8,745$1.0B0.05%
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