Venturi Wealth Management, LLC Q4 2024 Filing

Filed January 31, 2025

Portfolio Value

$2.0T

Holdings

1,922

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (1,922 positions)

#StockSharesValue% PortfolioType
301
CARRCARRIER GLOBAL CORPORATION
8,818$601.9M0.03%
302
VRTVERTIV HOLDINGS CO
5,244$595.8M0.03%
303
MKLMARKEL GROUP INC
343$592.1M0.03%
304
COOCOOPER COS INC
6,381$586.6M0.03%
305
ABNBAIRBNB INC
4,446$584.3M0.03%
306
VGTVANGUARD WORLD FD
929$577.9M0.03%
307
DSIISHARES TR
5,235$577.2M0.03%
308
PYPLPAYPAL HLDGS INC
6,757$576.7M0.03%
309
BRBROADRIDGE FINL SOLUTIONS IN
2,547$575.9M0.03%
310
PNFPPINNACLE FINL PARTNERS INC
5,028$575.2M0.03%
311
VVVANGUARD INDEX FDS
2,130$574.5M0.03%
312
SUSCISHARES TR
25,279$574.3M0.03%
313
SFSTIFEL FINL CORP
5,403$573.2M0.03%
314
TTDTHE TRADE DESK INC
4,871$572.5M0.03%
315
DTEDTE ENERGY CO
4,725$570.6M0.03%
316
EFAVISHARES TR
8,031$567.9M0.03%
317
FTECFIDELITY COVINGTON TRUST
3,060$565.7M0.03%
318
SNOWSNOWFLAKE INC
3,655$564.4M0.03%
319
DBDEUTSCHE BANK A G
32,990$562.5M0.03%
320
DELLDELL TECHNOLOGIES INC
4,849$558.8M0.03%
321
PINSPINTEREST INC
18,952$549.6M0.03%
322
NKENIKE INC
7,263$549.6M0.03%
323
CPRTCOPART INC
9,527$546.8M0.03%
324
SESEA LTD
5,122$543.4M0.03%
325
WCNWASTE CONNECTIONS INC
3,144$539.4M0.03%
326
TAT&T INC
23,387$532.5M0.03%
327
WFCWELLS FARGO CO NEW
7,388$518.9M0.03%
328
KRPKIMBELL RTY PARTNERS LP
31,600$512.9M0.03%
329
ZBRAZEBRA TECHNOLOGIES CORPORATI
1,319$509.4M0.03%
330
MDTMEDTRONIC PLC
6,374$509.2M0.03%
331
RJFRAYMOND JAMES FINL INC
3,245$504.0M0.02%
332
RGAREINSURANCE GRP OF AMERICA I
2,349$501.8M0.02%
333
WDCWESTERN DIGITAL CORP
8,413$501.7M0.02%
334
USFRWISDOMTREE TR
9,927$499.5M0.02%
335
RCLROYAL CARIBBEAN GROUP
2,157$497.6M0.02%
336
EOGEOG RES INC
4,036$494.7M0.02%
337
TLHISHARES TR
4,913$489.0M0.02%
338
ICEINTERCONTINENTAL EXCHANGE IN
3,280$488.8M0.02%
339
BMTABRITISH AMERN TOB PLC
13,423$487.5M0.02%
340
GEGE AEROSPACE
2,922$487.4M0.02%
341
CSLCARLISLE COS INC
1,319$486.5M0.02%
342
BPBP PLC
16,401$484.8M0.02%
343
EAGGISHARES TR
10,429$484.3M0.02%
344
XYLXYLEM INC
4,173$484.2M0.02%
345
CSXCSX CORP
14,978$483.3M0.02%
346
DLTRDOLLAR TREE INC
6,439$482.5M0.02%
347
MPLXMPLX LP
10,054$481.2M0.02%
348
AXONAXON ENTERPRISE INC
802$476.6M0.02%
349
VFHVANGUARD WORLD FD
4,001$472.4M0.02%
350
WEAWESTERN ALLIANCE BANCORP
5,649$471.9M0.02%
351
ARESARES MANAGEMENT CORPORATION
2,664$471.6M0.02%
352
PODDINSULET CORP
1,767$461.3M0.02%
353
USXFISHARES TR
9,208$457.8M0.02%
354
PSXPHILLIPS 66
3,983$453.8M0.02%
355
FLEXFLEX LTD
11,773$452.0M0.02%
356
SBUXSTARBUCKS CORP
4,953$452.0M0.02%
357
DUKDUKE ENERGY CORP NEW
4,178$450.1M0.02%
358
FCNCAFIRST CTZNS BANCSHARES INC N
213$450.1M0.02%
359
ICLRICON PLC
2,135$447.7M0.02%
360
NGGNATIONAL GRID PLC
7,534$447.7M0.02%
361
SNASNAP ON INC
1,304$442.7M0.02%
362
PEGPUBLIC SVC ENTERPRISE GRP IN
5,215$440.6M0.02%
363
WTMWHITE MTNS INS GROUP LTD
224$435.7M0.02%
364
SMGSCOTTS MIRACLE-GRO CO
6,483$430.1M0.02%
365
XLBSELECT SECTOR SPDR TR
5,088$428.1M0.02%
366
EDCONSOLIDATED EDISON INC
4,793$427.7M0.02%
367
BSYBENTLEY SYS INC
9,123$426.0M0.02%
368
CNSCOHEN & STEERS INC
4,559$421.0M0.02%
369
SUBISHARES TR
3,934$415.0M0.02%
370
BIRKBIRKENSTOCK HOLDING PLC
7,292$413.2M0.02%
371
ONON SEMICONDUCTOR CORP
6,548$412.9M0.02%
372
ELSEQUITY LIFESTYLE PPTYS INC
6,198$412.8M0.02%
373
CHECHEMED CORP NEW
776$411.1M0.02%
374
WSOWATSCO INC
865$409.9M0.02%
375
RTXRTX CORPORATION
3,537$409.3M0.02%
376
LADLITHIA MTRS INC
1,139$407.1M0.02%
377
GMABGENMAB A/S
18,889$394.2M0.02%
378
BDXBECTON DICKINSON & CO
1,737$394.1M0.02%
379
CPAYCORPAY INC
1,151$389.5M0.02%
380
CLMBCLIMB GLOBAL SOLUTIONS INC
3,068$388.9M0.02%
381
GDGENERAL DYNAMICS CORP
1,472$387.9M0.02%
382
CSGPCOSTAR GROUP INC
5,406$387.0M0.02%
383
TKOTKO GROUP HOLDINGS INC
2,704$384.3M0.02%
384
DRIDARDEN RESTAURANTS INC
2,055$383.6M0.02%
385
CTVACORTEVA INC
6,731$383.4M0.02%
386
POOLPOOL CORP
1,122$382.5M0.02%
387
GEVGE VERNOVA INC
1,159$381.2M0.02%
388
MASMASCO CORP
5,237$380.1M0.02%
389
USBUS BANCORP DEL
7,911$378.4M0.02%
390
METMETLIFE INC
4,593$376.1M0.02%
391
CLHCLEAN HARBORS INC
1,624$373.7M0.02%
392
FRELFIDELITY COVINGTON TRUST
13,829$373.7M0.02%
393
KPLTKATAPULT HOLDINGS INC
55,174$373.3M0.02%
394
ESSESSEX PPTY TR INC
1,304$372.2M0.02%
395
AORISHARES TR
6,474$371.1M0.02%
396
CMGCHIPOTLE MEXICAN GRILL INC
6,146$370.6M0.02%
397
VBRVANGUARD INDEX FDS
1,869$370.4M0.02%
398
SCCOSOUTHERN COPPER CORP
4,060$370.0M0.02%
399
XTISHARES TR
6,188$369.2M0.02%
400
CBRECBRE GROUP INC
2,794$366.8M0.02%
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