Venturi-Wealth-Management

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-06
Total Holdings
1,056
Total Value
1921522574
Accession Number
0001666363-25-000005
Form Type
13F-HR
Manager Name
Venturi-Wealth-Management
Data Enrichment
88% identified
929 identified127 unidentified

Holdings

1,056 positions • $1.9B total value
Manager:
Search and click to pin securities to the top
Page 4 of 28
921908844
Shares:
Value:$3.8M
% of Portfolio:0.2% ($3.8M/$1.9B)
AMGEN INC
Shares:
Value:$3.7M
% of Portfolio:0.2% ($3.7M/$1.9B)
464287184
Shares:
Value:$3.7M
% of Portfolio:0.2% ($3.7M/$1.9B)
81369Y704
Shares:
Value:$3.6M
% of Portfolio:0.2% ($3.6M/$1.9B)
BERKSHIRE HATHAWAY INC
Shares:
Value:$3.6M
% of Portfolio:0.2% ($3.6M/$1.9B)
81369Y852
Shares:
Value:$3.5M
% of Portfolio:0.2% ($3.5M/$1.9B)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
Shares:
Value:$3.5M
% of Portfolio:0.2% ($3.5M/$1.9B)
PROCTER & GAMBLE Co
Shares:
Value:$3.5M
% of Portfolio:0.2% ($3.5M/$1.9B)
Philip Morris International Inc.
Shares:
Value:$3.5M
% of Portfolio:0.2% ($3.5M/$1.9B)
COSTCO WHOLESALE CORP /NEW
Shares:
Value:$3.5M
% of Portfolio:0.2% ($3.5M/$1.9B)
Alphabet Inc.
Shares:
Value:$3.4M
% of Portfolio:0.2% ($3.4M/$1.9B)
Tesla, Inc.
Shares:
Value:$3.4M
% of Portfolio:0.2% ($3.4M/$1.9B)
NETFLIX INC
Shares:
Value:$3.4M
% of Portfolio:0.2% ($3.4M/$1.9B)
LOWES COMPANIES INC
Shares:
Value:$3.3M
% of Portfolio:0.2% ($3.3M/$1.9B)
JOHNSON & JOHNSON
Shares:
Value:$3.3M
% of Portfolio:0.2% ($3.3M/$1.9B)
ABBOTT LABORATORIES
Shares:
Value:$3.1M
% of Portfolio:0.2% ($3.1M/$1.9B)
MERCADOLIBRE INC
Shares:
Value:$3.0M
% of Portfolio:0.2% ($3.0M/$1.9B)
46641Q654
Shares:
Value:$3.0M
% of Portfolio:0.2% ($3.0M/$1.9B)
Mastercard Inc
Shares:
Value:$3.0M
% of Portfolio:0.2% ($3.0M/$1.9B)
ServiceNow, Inc.
Shares:
Value:$3.0M
% of Portfolio:0.2% ($3.0M/$1.9B)