Venturi Wealth Management, LLC

All Holdings — 2025 Q4

AI Portfolio Summary
In 2025 Q4, Venturi Wealth Management, LLC maintained a portfolio of 644 distinct positions. They heavily accumulated shares in Vanguard S&P 500 ETF, increasing their position by 2.7%. Conversely, Venturi Wealth Management, LLC completely exited their position in Total Energies Se.
PCA Score Concentration Risk
Risk ENB
Total Positions
644
Quarter
2025 Q4
Top Holding
VOO (7.2%)
Top 10 Concentration
39.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 644
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
VOO
Vanguard S&P 50...
ETF 7.15% 7.11% #1 1
Prev: #2
4.9 6,848 2.7%
P
S
256,931 $161,128,428 2016 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VUG
Vanguard Growth...
ETF 6.27% 6.46% #2 1
Prev: #3
2.5 -724 -0.2%
P
S
289,434 $141,202,877 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IUSV
iShares Core (S...
ETF 5.91% 1.08% #3 16
Prev: #19
4.7 1,063,672 455.2%
P
S
1,297,346 $133,029,776 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IEMG
iShares Inc Cor...
ETF 5.21% 7.38% #4 3
Prev: #1
2.2 -667,663 -27.7%
P
S
1,744,682 $117,277,486 2016 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
Apple Inc
Technology 2.79% 2.57% #5 1
Prev: #6
3.1 13,682 6.3%
P
S
231,242 $62,865,158 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOGL
Alphabet Inc Ca...
Communication Services 2.64% 2.09% #6 4
Prev: #10
3.1 5,049 2.7%
P
S
190,117 $59,531,220 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
Nvidia Corporat...
Technology 2.60% 2.49% #7
Prev: #7
3.1 26,397 9.2%
P
S
314,078 $58,575,441 2019 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
Microsoft
Technology 2.47% 2.59% #8 3
Prev: #5
3.0 7,332 6.8%
P
S
115,205 $55,714,645 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CGIE
Capital Group (...
ETF 2.30% 2.19% #9 1
Prev: #8
2.9 85,604 6.1%
P
S
1,485,543 $51,726,603 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IEFA
iShares Trust C...
ETF 2.17% 5.13% #10 6
Prev: #4
1.0 -719,890 -56.9%
P
S
545,376 $48,789,265 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VTWO
Vanguard Russel...
ETF 2.04% 2.19% #11 2
Prev: #9
0.8 -20,406 -4.2%
P
S
461,606 $45,938,914 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AVGO
Broadcom Inc Co...
Technology 1.80% 1.76% #12 1
Prev: #11
2.7 1,787 1.6%
P
S
116,871 $40,448,594 2016 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MU
Micron Technolo...
Technology 1.76% 1.16% #13 4
Prev: #17
0.7 -10,546 -7.1%
P
S
139,005 $39,673,322 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
META
Meta Platforms ...
Communication Services 1.39% 1.57% #14 2
Prev: #12
2.6 1,439 3.1%
P
S
47,351 $31,255,219 2017 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SPEM
SPDR Portfolio ...
ETF 1.34% 1.37% #15 2
Prev: #13
2.5 14,842 2.3%
P
S
647,119 $30,291,633 2021 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IWM
iShares Russell...
ETF 1.30% 1.23% #16
Prev: #16
2.5 9,749 8.9%
P
S
119,364 $29,382,331 2016 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CGMU
Capital GRP Fix...
ETF 1.25% 1.31% #17 3
Prev: #14
0.5 -8,819 -0.9%
P
S
1,024,941 $28,062,867 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AVUV
American Centy ...
ETF 1.24% 1.24% #18 3
Prev: #15
2.5 6,085 2.3%
P
S
274,313 $27,974,375 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
WMT
Wal-Mart
Consumer Defensive 1.14% 1.10% #19 1
Prev: #18
2.5 1,611 0.7%
P
S
231,302 $25,769,294 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LLY
Eli Lilly & Co
Healthcare 1.12% 0.82% #20 15
Prev: #35
2.5 330 1.4%
P
S
23,408 $25,155,196 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
KLAC
Kla Corp Com Ne...
Technology 1.10% 1.04% #21 2
Prev: #23
0.4 -251 -1.2%
P
S
20,429 $24,822,181 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
V
Visa Inc
Financial Services 1.05% 1.06% #22 2
Prev: #20
2.4 457 0.7%
P
S
67,166 $23,555,712 2017 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
OSEA
Harbor ETF Trus...
ETF 1.04% 1.05% #23 1
Prev: #22
2.4 15,617 2.0%
P
S
777,579 $23,521,730 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
JPM
JPMorgan Chase
Financial Services 1.01% 1.01% #24
Prev: #24
2.4 1,142 1.7%
P
S
70,316 $22,657,192 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
HEI/A
Heico Corp New ...
Industrials 1.00% 1.06% #25 4
Prev: #21
2.4 11 0.0%
P
S
89,474 $22,585,923 2016 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TTE
Total Energies ...
Energy 0.00% 0.05%
Sold All 😨
(Was: #173)
0.3 -18,944 -100.0%
CLOSED
$— 2019 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NNE
Nano Nuclear En...
Industrials 0.00% 0.03%
Sold All 😨
(Was: #277)
0.3 -17,114 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TDY
Teledyne
Technology 0.00% 0.03%
Sold All 😨
(Was: #282)
0.3 -1,098 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PINS
Pinterest Inc C...
Communication Services 0.00% 0.03%
Sold All 😨
(Was: #300)
0.3 -18,490 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ZBRA
Zebra Technolog...
Technology 0.00% 0.03%
Sold All 😨
(Was: #305)
0.3 -1,925 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LEU
Centrus Energy ...
Energy 0.00% 0.03%
Sold All 😨
(Was: #312)
0.3 -1,800 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IPG
Interpublic Gro...
Communication Services 0.00% 0.02%
Sold All 😨
(Was: #339)
0.3 -17,508 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ARES
Ares Management
Financial Services 0.00% 0.02%
Sold All 😨
(Was: #368)
0.3 -2,661 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DOCS
Doximity Incorp...
Healthcare 0.00% 0.02%
Sold All 😨
(Was: #373)
0.3 -5,746 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
XT
iShares TR (exp...
ETF 0.00% 0.02%
Sold All 😨
(Was: #385)
0.3 -5,547 -100.0%
CLOSED
$— 2018 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DASH
Doordash Inc CL...
Consumer Cyclical 0.00% 0.02%
Sold All 😨
(Was: #397)
0.3 -1,360 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FFIV
F5 Inc Com
Technology 0.00% 0.02%
Sold All 😨
(Was: #401)
0.3 -1,123 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CFR
Cullen/Frost Ba...
Financial Services 0.00% 0.02%
Sold All 😨
(Was: #412)
0.3 -2,723 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ZWS
Zurn Elkay Wate...
Industrials 0.00% 0.02%
Sold All 😨
(Was: #413)
0.3 -7,323 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CAG
Conagra Brands ...
Consumer Defensive 0.00% 0.02%
Sold All 😨
(Was: #419)
0.3 -18,215 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CSL
Carlisle Compan...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #427)
0.3 -974 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
OZK
Bank Ozk Little...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #434)
0.3 -6,107 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CDNS
Cadence Design
Technology 0.00% 0.01%
Sold All 😨
(Was: #435)
0.3 -886 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NKE
Nike Inc Class ...
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #437)
0.3 -4,414 -100.0%
CLOSED
$— 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FND
Floor &decor HL...
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #441)
0.3 -4,060 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
APD
Air Products An...
Basic Materials 0.00% 0.01%
Sold All 😨
(Was: #442)
0.3 -1,095 -100.0%
CLOSED
$— 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MTDR
Matador Resourc...
Energy 0.00% 0.01%
Sold All 😨
(Was: #448)
0.3 -6,350 -100.0%
CLOSED
$— 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GTES
Gates Industria...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #451)
0.3 -11,356 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EVRG
Evergy Inc Com
Utilities 0.00% 0.01%
Sold All 😨
(Was: #453)
0.3 -3,673 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CPB
Campbell Soup C...
Consumer Defensive 0.00% 0.01%
Sold All 😨
(Was: #458)
0.3 -8,771 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CRUS
Cirrus Logic In...
Technology 0.00% 0.01%
Sold All 😨
(Was: #459)
0.3 -2,206 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GWRE
Guidewire Softw...
Technology 0.00% 0.01%
Sold All 😨
(Was: #460)
0.3 -1,200 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
THC
Tenet Healthcar...
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #461)
0.3 -1,349 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CSX
CSX Corp Com Us...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #466)
0.3 -7,562 -100.0%
CLOSED
$— 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NTNX
Nutanix Inc CL ...
Technology 0.00% 0.01%
Sold All 😨
(Was: #470)
0.3 -3,542 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
WDAY
Workday Inc Com
Technology 0.00% 0.01%
Sold All 😨
(Was: #471)
0.3 -1,086 -100.0%
CLOSED
$— 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GPN
Global Payments...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #472)
0.3 -3,137 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
POOL
Pool Corp Com
Industrials 0.00% 0.01%
Sold All 😨
(Was: #473)
0.3 -840 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ULS
Ul Solutions In...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #475)
0.3 -3,646 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TTC
Toro Co
Industrials 0.00% 0.01%
Sold All 😨
(Was: #482)
0.3 -3,284 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ABG
Asbury Automoti...
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #483)
0.3 -1,023 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
JBL
Jabil Inc Com
Technology 0.00% 0.01%
Sold All 😨
(Was: #485)
0.3 -1,150 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
HPE
Hewlett Packard
Technology 0.00% 0.01%
Sold All 😨
(Was: #490)
0.3 -9,977 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AVT
Avnet Inc Com
Technology 0.00% 0.01%
Sold All 😨
(Was: #498)
0.3 -4,544 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PSTG
Pure Storage In...
Technology 0.00% 0.01%
Sold All 😨
(Was: #499)
0.3 -2,834 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EZET
Franklin Ethere...
ETF 0.00% 0.01%
Sold All 😨
(Was: #507)
0.3 -7,409 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
KMB
Kimberly-Clark ...
Consumer Defensive 0.00% 0.01%
Sold All 😨
(Was: #511)
0.3 -1,839 -100.0%
CLOSED
$— 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CW
Curtiss-Wright ...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #518)
0.3 -415 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AEM
Agnico Eagle Mi...
Basic Materials 0.00% 0.01%
Sold All 😨
(Was: #522)
0.3 -1,325 -100.0%
CLOSED
$— 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
OKTA
Okta Inc CL A
Technology 0.00% 0.01%
Sold All 😨
(Was: #526)
0.3 -2,395 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ACM
Aecom
Industrials 0.00% 0.01%
Sold All 😨
(Was: #529)
0.3 -1,653 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PFE
Pfizer
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #532)
0.3 -8,355 -100.0%
CLOSED
$— 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FTEC
Fidelity MSCI (...
ETF 0.00% 0.01%
Sold All 😨
(Was: #533)
0.3 -956 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ARM
Arm Holdings PL...
Technology 0.00% 0.01%
Sold All 😨
(Was: #534)
0.3 -1,500 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
STT
State Street Co...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #535)
0.3 -1,821 -100.0%
CLOSED
$— 2019 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MPWR
Monolithic Powe...
Technology 0.00% 0.01%
Sold All 😨
(Was: #536)
0.3 -229 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TMUS
T-Mobile US Inc...
Communication Services 0.00% 0.01%
Sold All 😨
(Was: #540)
0.3 -874 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CPRT
Copart Inc Com
Industrials 0.00% 0.01%
Sold All 😨
(Was: #541)
0.3 -4,644 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LDOS
Leidos Holdings...
Technology 0.00% 0.01%
Sold All 😨
(Was: #542)
0.3 -1,099 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MOH
Molina Healthca...
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #544)
0.3 -1,074 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RSPT
Invesco Exchang...
ETF 0.00% 0.01%
Sold All 😨
(Was: #547)
0.3 -4,600 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
GEN
Gen Digital Inc...
Technology 0.00% 0.01%
Sold All 😨
(Was: #550)
0.3 -7,136 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BSY
Bentley SYS Inc...
Technology 0.00% 0.01%
Sold All 😨
(Was: #551)
0.3 -3,922 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
LBRDK
Liberty Broadba...
Communication Services 0.00% 0.01%
Sold All 😨
(Was: #553)
0.3 -3,150 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DD
DuPont De Nemou...
Basic Materials 0.00% 0.01%
Sold All 😨
(Was: #554)
0.3 -2,565 -100.0%
CLOSED
$— 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
COIN
Coinbase Global...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #555)
0.3 -584 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ORLY
Oreilly Automot...
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #556)
0.3 -1,715 -100.0%
CLOSED
$— 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 644 holdings

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