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
201
ITGARTNER INC
2,444$1.0B0.05%
202
VMIVALMONT INDS INC
3,525$1.0B0.05%
203
DBDEUTSCHE BANK A G
41,960$999.9M0.05%
204
IPGINTERPUBLIC GROUP COS INC
36,777$998.9M0.05%
205
MBBISHARES TR
10,543$988.8M0.05%
206
PEPPEPSICO INC
6,588$987.9M0.05%
207
PLTRPALANTIR TECHNOLOGIES INC
11,679$985.7M0.05%
208
MGCVANGUARD WORLD FD
4,875$981.7M0.05%
209
CTRACOTERRA ENERGY INC
33,923$980.4M0.05%
210
FCXFREEPORT-MCMORAN INC
25,840$978.3M0.05%
211
AWIARMSTRONG WORLD INDS INC NEW
6,917$974.5M0.05%
212
DHID R HORTON INC
7,646$972.0M0.05%
213
EMXCISHARES INC
17,632$971.3M0.05%
214
WATWATERS CORP
2,620$965.7M0.05%
215
HOODROBINHOOD MKTS INC
22,980$956.4M0.05%
216
AZOAUTOZONE INC
246$937.9M0.05%
217
LHXL3HARRIS TECHNOLOGIES INC
4,405$922.0M0.05%
218
XYZBLOCK INC
16,905$918.5M0.05%
219
ANETARISTA NETWORKS INC
11,813$915.3M0.05%
220
TRVCCITIGROUP INC
12,748$905.0M0.05%
221
TDYTELEDYNE TECHNOLOGIES INC
1,818$904.8M0.05%
222
IWBISHARES TR
2,945$903.4M0.05%
223
MRKMERCK & CO INC
10,021$899.5M0.05%
224
LYFTLYFT INC
75,593$897.3M0.05%
225
CFRCULLEN FROST BANKERS INC
7,063$884.3M0.05%
226
HUBSHUBSPOT INC
1,507$860.9M0.04%
227
ISRGINTUITIVE SURGICAL INC
1,716$849.9M0.04%
228
VEAVANGUARD TAX-MANAGED FDS
16,702$849.0M0.04%
229
UNPUNION PAC CORP
3,582$846.2M0.04%
230
RACEFERRARI N V
1,968$842.1M0.04%
231
WECWEC ENERGY GROUP INC
7,696$838.7M0.04%
232
BSXBOSTON SCIENTIFIC CORP
8,212$828.4M0.04%
233
MTBASIMPLIFY EXCHANGE TRADED FUN
16,333$818.9M0.04%
234
ROLROLLINS INC
15,145$818.3M0.04%
235
VTVVANGUARD INDEX FDS
4,731$817.2M0.04%
236
NUVNUVEEN MUN VALUE FD INC
92,582$811.9M0.04%
237
BROBROWN & BROWN INC
6,471$805.0M0.04%
238
MMM3M CO
5,328$782.5M0.04%
239
SGOVISHARES TR
7,717$776.9M0.04%
240
MCOMOODYS CORP
1,659$772.6M0.04%
241
FIXCOMFORT SYS USA INC
2,375$765.5M0.04%
242
MKLMARKEL GROUP INC
403$753.5M0.04%
243
CBCHUBB LIMITED
2,489$751.7M0.04%
244
STESTERIS PLC
3,308$749.8M0.04%
245
CBOECBOE GLOBAL MKTS INC
3,313$749.7M0.04%
246
ORIOLD REP INTL CORP
19,055$747.3M0.04%
247
DISDISNEY WALT CO
7,553$745.5M0.04%
248
JCIJOHNSON CTLS INTL PLC
9,272$742.8M0.04%
249
BUDANHEUSER BUSCH INBEV SA/NV
12,065$742.7M0.04%
250
TMOTHERMO FISHER SCIENTIFIC INC
1,491$742.1M0.04%
251
DFSEURDISCOVER FINL SVCS
4,323$737.9M0.04%
252
SNPSSYNOPSYS INC
1,718$736.8M0.04%
253
PHPARKER-HANNIFIN CORP
1,209$734.9M0.04%
254
OEFISHARES TR
2,704$732.4M0.04%
255
NINISOURCE INC
18,191$729.3M0.04%
256
MTUMISHARES TR
3,575$722.7M0.04%
257
OKEONEOK INC NEW
7,280$722.3M0.04%
258
TFCTRUIST FINL CORP
17,509$720.5M0.04%
259
WSTWEST PHARMACEUTICAL SVSC INC
3,205$717.5M0.04%
260
CNPCENTERPOINT ENERGY INC
19,805$717.5M0.04%
261
SPYGSPDR SER TR
8,816$708.5M0.04%
262
BINCBLACKROCK ETF TRUST II
13,267$694.9M0.04%
263
SYKSTRYKER CORPORATION
1,861$692.8M0.04%
264
DEDEERE & CO
1,475$692.3M0.04%
265
XELXCEL ENERGY INC
9,740$689.5M0.04%
266
LPLALPL FINL HLDGS INC
2,099$686.7M0.04%
267
DHRDANAHER CORPORATION
3,335$683.7M0.04%
268
DTEDTE ENERGY CO
4,929$681.6M0.04%
269
IBKRINTERACTIVE BROKERS GROUP IN
4,079$675.4M0.04%
270
PINSPINTEREST INC
21,504$666.6M0.03%
271
LCTUBLACKROCK ETF TRUST
10,969$664.8M0.03%
272
FWONALIBERTY MEDIA CORP DEL
7,341$660.8M0.03%
273
SESEA LTD
5,033$656.8M0.03%
274
APDAIR PRODS & CHEMS INC
2,213$652.7M0.03%
275
BRBROADRIDGE FINL SOLUTIONS IN
2,678$649.3M0.03%
276
GEGE AEROSPACE
3,242$648.9M0.03%
277
CNRCANADIAN NATL RY CO
6,643$647.4M0.03%
278
EAGGISHARES TR
13,574$644.5M0.03%
279
CPCANADIAN PACIFIC KANSAS CITY
9,152$642.6M0.03%
280
PKGPACKAGING CORP AMER
3,190$631.7M0.03%
281
ROSTROSS STORES INC
4,921$628.9M0.03%
282
HESMHESS MIDSTREAM LP
14,847$627.9M0.03%
283
MDTMEDTRONIC PLC
6,982$627.4M0.03%
284
EFAVISHARES TR
8,031$625.8M0.03%
285
PCGPG&E CORP
36,423$625.8M0.03%
286
LMTLOCKHEED MARTIN CORP
1,399$624.9M0.03%
287
VBVANGUARD INDEX FDS
2,815$624.3M0.03%
288
LHLABCORP HOLDINGS INC
2,674$622.3M0.03%
289
KRPKIMBELL RTY PARTNERS LP
44,100$617.4M0.03%
290
EMREMERSON ELEC CO
5,620$616.2M0.03%
291
WCNWASTE CONNECTIONS INC
3,155$615.8M0.03%
292
BABOEING CO
3,606$615.1M0.03%
293
BWXTBWX TECHNOLOGIES INC
6,212$612.8M0.03%
294
ADBEADOBE INC
1,595$611.7M0.03%
295
SDYSPDR SER TR
4,503$611.0M0.03%
296
WFCWELLS FARGO CO NEW
8,424$604.8M0.03%
297
SRESEMPRA
8,425$601.2M0.03%
298
MSCIMSCI INC
1,056$597.2M0.03%
299
PCARPACCAR INC
6,093$593.3M0.03%
300
BXBLACKSTONE INC
4,242$592.9M0.03%
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