Venturi Wealth Management, LLC Q4 2025 Filing

Filed January 22, 2026

Portfolio Value

$2.3T

Holdings

582

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (582 positions)

#StockSharesValue% PortfolioType
201
IDXXIdexx Laboratories
1,434$969.0M0.04%
202
JCIJohnson Controls
8,034$961.0M0.04%
203
PHParker-Hannifin Corp
1,089$956.0M0.04%
204
DISWalt Disney
8,393$954.0M0.04%
205
GEVGE Vernova Inc Com
1,459$952.0M0.04%
206
NUVNuveen Municipal (value Fund Inc)
105,243$952.0M0.04%
207
DHIDR Horton Inc Com
6,599$949.0M0.04%
208
MAINMain STR Cap Corp (com)
15,583$941.0M0.04%
209
ISRGIntuitive Surgical
1,654$936.0M0.04%
210
GISGeneral Mills Inc
19,912$925.0M0.04%
211
USHYiShares TR Broad Usd (high)
24,740$924.0M0.04%
212
CBOECBOE Global Markets
3,639$913.0M0.04%
213
RYAAYRyanair Holdings PLC
12,584$908.0M0.04%
214
FIXComfort Systems USA
974$907.0M0.04%
215
ITWIllinois Tool Works
3,650$898.0M0.04%
216
MMM3M
5,505$881.0M0.04%
217
VTVVanguard Index FDS (vanguard Value ETF Formerly Vanguard)
4,614$880.0M0.04%
218
SGOViShares TR 0-3 MNTH (treasry)
8,698$872.0M0.04%
219
FASTFastenal Com STK
21,746$872.0M0.04%
220
STXSeagate Technology
3,147$866.0M0.04%
221
BSXBoston Scientific
9,042$861.0M0.04%
222
WFCWells Fargo Co New
9,208$857.0M0.04%
223
BIRKBirkenstock Holding
20,883$853.0M0.04%
224
PEPPepsico Inc
5,906$846.0M0.04%
225
FDSFactset Research
2,912$844.0M0.04%
226
EMREmerson Electric Co
6,356$843.0M0.04%
227
AFLAflac Inc Com
7,622$839.0M0.04%
228
WATWaters Corp
2,203$836.0M0.04%
229
MRSHMarsh &mclennan
4,495$832.0M0.04%
230
TSCOTractor Supply Co
16,528$826.0M0.04%
231
FSKFS KKR Cap Corp Com
55,452$820.0M0.04%
232
AZOAutozone Inc Com
240$813.0M0.04%
233
VEAVanguard Developed (markets Index Fund Etf)
12,853$802.0M0.04%
234
WECWec Energy Group Inc
7,549$795.0M0.04%
235
BWXTBWX Technologies Inc
4,573$790.0M0.04%
236
AQLTiShares Select (dividend Etf)
5,580$786.0M0.03%
237
CSGPCostar Group Inc
11,690$785.0M0.03%
238
LCTUBlackRock ETF Trust (us Carbon Transition Readiness Etf)
10,566$782.0M0.03%
239
TMOThermo Fisher
1,350$781.0M0.03%
240
BINCBlackRock ETF Trust (ii Flexible Income)
14,706$775.0M0.03%
241
MTBASimplify Exchange (traded Funds Simplify MBS Etf)
15,348$773.0M0.03%
242
UNPUnion Pac Corp Com
3,328$769.0M0.03%
243
GLGlobe Life Inc Com
5,336$746.0M0.03%
244
VMIValmont Industries
1,853$744.0M0.03%
245
IXUSiShares TR Core MSCI (total)
8,788$743.0M0.03%
246
VVVanguard Large-Cap (index Fund)
2,348$738.0M0.03%
247
ORIOld Republic
16,175$737.0M0.03%
248
CDWCDW Corp Com Usd0.01
5,403$735.0M0.03%
249
CEGConstellation Energy
2,050$723.0M0.03%
250
MUFGMitsubishi UFJ
45,275$717.0M0.03%
251
BUDAnheuser-Busch Inbev
11,180$715.0M0.03%
252
FLEXFlex LTD Com Usd0.01
11,773$711.0M0.03%
253
XELXcel Energy Inc Com
9,600$708.0M0.03%
254
SYKStryker Corporation
2,010$706.0M0.03%
255
IBNIcici Bank Limited
23,550$700.0M0.03%
256
RPMRPM International
6,738$700.0M0.03%
257
WSTWest Pharmaceutical
2,546$699.0M0.03%
258
XYLXylem Inc Com
5,082$692.0M0.03%
259
EFAViShares TR MSCI EAFE (min VL)
8,031$692.0M0.03%
260
CNPCenterpoint Energy
18,000$689.0M0.03%
261
MKSIMKS Instrs Inc Com
4,314$689.0M0.03%
262
PAYXPaychex Inc Com
6,122$686.0M0.03%
263
CPCanadian Pac Kans
9,294$683.0M0.03%
264
RBLXRoblox Corp CL A
8,424$682.0M0.03%
265
WRBBerkley W R Corp Com
9,737$681.0M0.03%
266
RYRoyal Bank Of Canada (RY)
4,000$681.0M0.03%
267
SFStifel Financial
5,421$678.0M0.03%
268
MIGAMicrostrategy Com
4,460$676.0M0.03%
269
SRESempra Com
7,602$670.0M0.03%
270
SESea Limited Ads Each
5,208$664.0M0.03%
271
IBKRInteractive Brokers
10,315$662.0M0.03%
272
MAGSListed FD TR (roundhill Magnif)
10,030$661.0M0.03%
273
AWIArmstrong World Inds
3,466$661.0M0.03%
274
PKGPackaging Corp Of
3,212$661.0M0.03%
275
TNLTravel Plus Leisure
9,364$659.0M0.03%
276
EAGGiShares TR Esg Awr (us Agrgt)
13,726$656.0M0.03%
277
ROPRoper Technologies
1,458$648.0M0.03%
278
ROLRollins Inc
10,799$648.0M0.03%
279
CNRCanadian Natl RY Co
6,547$647.0M0.03%
280
SNPSSynopsys Inc
1,373$644.0M0.03%
281
SCCOSouthern Copper Corp
4,477$642.0M0.03%
282
TFCTruist Finl Corp Com
13,058$641.0M0.03%
283
ETNEaton Corporation
2,014$640.0M0.03%
284
HUBBHubbell Inc Com
1,441$639.0M0.03%
285
PSXPhillips 66
4,953$638.0M0.03%
286
BKNGBooking Holdings Inc
119$636.0M0.03%
287
BABoeing Co
2,912$631.0M0.03%
288
SMHVaneck ETF Trust (semiconductr Etf)
1,751$630.0M0.03%
289
EDConsolidated Edison
6,309$626.0M0.03%
290
USXFiShares Trust Esg (advanced MSCI USA Etf)
10,884$626.0M0.03%
291
LHLabcorp Holdings Inc
2,479$621.0M0.03%
292
ICEIntercontinental
3,828$619.0M0.03%
293
MGKVanguard Mega Cap (growth Index Fund)
1,500$619.0M0.03%
294
EXPEExpedia Group Inc
2,181$617.0M0.03%
295
NINisource Inc Com
14,701$613.0M0.03%
296
HDBHDFC Bank LTD Spon
16,804$613.0M0.03%
297
FISVFiserv Inc Com STK
9,096$610.0M0.03%
298
DTEDte Energy Co
4,621$595.0M0.03%
299
SMFGSumitomo Mit ADR Rep
30,790$594.0M0.03%
300
VOOGVanguard S&P 500 (growth Etf)
1,324$588.0M0.03%
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