VENTURI WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DUK | 5K | $613.39K |
 | CRWD | 5K | $2.42M |
 | XYL | 5K | $725.40K |
 | SF | 5K | $555.66K |
 | MDT | 5K | $465.91K |
 | COF | 5K | $1.04M |
 | MA | 5K | $2.77M |
 | LHX | 5K | $1.47M |
 | CVS | 5K | $363.23K |
 | EXC | 5K | $214.41K |
 | NTR | 5K | $278.40K |
 | LIN | 5K | $2.25M |
 | HCA | 5K | $2.00M |
 | KR | 5K | $315.68K |
 | BA | 5K | $1.00M |
 | CPRT | 5K | $208.84K |
 | MMC | 5K | $928.26K |
 | AX | 5K | $389.39K |
 | WF | 5K | $255.54K |
 | AVT | 5K | $237.56K |
Duke Energy Corporation
DUK
Shares Held
5K
Value
$613.39K
CrowdStrike Holdings, Inc.
CRWD
Shares Held
5K
Value
$2.42M
Xylem Inc.
XYL
Shares Held
5K
Value
$725.40K
Stifel Financial Corp.
SF
Shares Held
5K
Value
$555.66K
Medtronic plc
MDT
Shares Held
5K
Value
$465.91K
Capital One Financial Corporation
COF
Shares Held
5K
Value
$1.04M
Mastercard Incorporated
MA
Shares Held
5K
Value
$2.77M
L3Harris Technologies, Inc.
LHX
Shares Held
5K
Value
$1.47M
CVS Health Corporation
CVS
Shares Held
5K
Value
$363.23K
Exelon Corporation
EXC
Shares Held
5K
Value
$214.41K
Nutrien Ltd.
NTR
Shares Held
5K
Value
$278.40K
Linde plc
LIN
Shares Held
5K
Value
$2.25M
HCA Healthcare, Inc.
HCA
Shares Held
5K
Value
$2.00M
The Kroger Co.
KR
Shares Held
5K
Value
$315.68K
The Boeing Company
BA
Shares Held
5K
Value
$1.00M
Copart, Inc.
CPRT
Shares Held
5K
Value
$208.84K
Marsh & McLennan Companies, Inc.
MMC
Shares Held
5K
Value
$928.26K
Axos Financial, Inc.
AX
Shares Held
5K
Value
$389.39K
Woori Financial Group Inc.
WF
Shares Held
5K
Value
$255.54K
Avnet, Inc.
AVT
Shares Held
5K
Value
$237.56K