CIK 1666363
Venturi Wealth Management, LLC
Institutional 13F holdings & portfolio
Holdings
582
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 582
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| EWY | iShares MSCI South (korea Etf) | 69K | $1M+ | SH |
| IMTM | iShares Edge MSCI Intl Momentum FCTR ETF | 140K | $1M+ | SH |
| IQDG | Wisdomtree TR Intl (qulty Div) | 157K | $1M+ | SH |
| TTE | Totalenergies Se | 84K | $1M+ | SH |
| HEI.A | Heico Corp New CL A | 22K | $1M+ | SH |
| IUSB | iShares TR Core (total Usd) | 117K | $1M+ | SH |
| AMD | Advanced Micro | 25K | $1M+ | SH |
| AMAT | Applied Materials | 20K | $1M+ | SH |
| XLV | Health Care Select (sector SPDR) | 33K | $1M+ | SH |
| UNH | UnitedHealth Group | 15K | $1M+ | SH |
| XLC | Select Sector SPDR (TR Communication) | 42K | $1M+ | SH |
| VPU | Vanguard World FD (utilities Etf) | 24K | $1M+ | SH |
| BRK.B | Berkshire Hathaway | 3K | $1M+ | SH |
| XLY | Consumer (discretionary Select Sector SPDR Fund) | 33K | $1M+ | SH |
| TSLA | Tesla Motors | 9K | $1M+ | SH |
| MELI | Mercadolibre Inc Com | 2K | $1M+ | SH |
| QUAL | iShares TR MSCI USA (QLT FCT) | 19K | $1M+ | SH |
| IVW | iShares S&P 500 (growth Etf) | 30K | $1M+ | SH |
| TSM | Taiwan Semiconductor | 12K | $1M+ | SH |
| MUB | iShares National (muni Bond Etf) | 34K | $1M+ | SH |
| XLI | Select Sector SPDR (TR Indl) | 23K | $1M+ | SH |
| PANW | Palo Alto Networks | 19K | $1M+ | SH |
| XMHQ | Invesco Exchange (traded FD TR S&P MDCP Quality) | 32K | $1M+ | SH |
| DYNF | BlackRock ETF Trust (us EQT Factor) | 52K | $1M+ | SH |
| NOW | Servicenow Inc Com | 17K | $1M+ | SH |
| IVE | iShares S&P 500 (value Etf) | 12K | $1M+ | SH |
| ITOT | iShares Core S&P (total US Stock Market Etf) | 17K | $1M+ | SH |
| VYMI | Vanguard Whitehall (FDS Intl High Etf) | 28K | $1M+ | SH |
| ORCL | Oracle Corp | 13K | $1M+ | SH |
| XLP | Consumer Staples (select Sector SPDR) | 32K | $1M+ | SH |
| IGV | iShares TR Expanded (tech) | 23K | $1M+ | SH |
| IJR | iShares Core S&P (small-Cap E) | 19K | $1M+ | SH |
| EFV | iShares TR EAFE (value Etf) | 32K | $1M+ | SH |
| TEL | Te Connectivity PLC F | 10K | $1M+ | SH |
| MDY | SPDR S&P Midcap 400 (etf) | 4K | $1M+ | SH |
| CRWD | Crowdstrike HLDGS | 5K | $1M+ | SH |
| PM | Philip Morris | 14K | $1M+ | SH |
| ASML | Asml Holding NV | 2K | $1M+ | SH |
| XLU | Utilities Select (sector SPDR Fund) | 51K | $1M+ | SH |
| COST | Costco Wholesale | 2K | $1M+ | SH |
| VRTX | Vertex | 4K | $1M+ | SH |
| XLE | Select Sector SPDR (TR Energy) | 44K | $1M+ | SH |
| QTWO | Q2 Holdings Inc | 27K | $1M+ | SH |
| MRVL | Marvell Technology | 23K | $1M+ | SH |
| AXP | American Express Co | 5K | $1M+ | SH |
| BTI | British American | 34K | $1M+ | SH |
| BN | Brookfield | 41K | $1M+ | SH |
| ADSK | Autodesk Inc | 6K | $1M+ | SH |
| MLPX | Global X FDS GLB X (MLP Enrg I) | 30K | $1M+ | SH |
| AOA | iShares Core (aggressive Allocation Etf) | 19K | $1M+ | SH |