VENTURI WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | UNH | 16K | $5.68M |
 | C | 16K | $1.65M |
 | PHM | 16K | $2.13M |
 | KO | 16K | $1.05M |
 | SHOP | 16K | $2.36M |
 | MAIN | 16K | $990.92K |
 | FCX | 16K | $609.36K |
 | SMFG | 15K | $256.22K |
 | SO | 15K | $1.44M |
 | TAK | 15K | $218.30K |
 | HE | 15K | $163.87K |
 | NI | 15K | $640.58K |
 | ANET | 15K | $2.15M |
 | CLBT | 15K | $272.39K |
 | BTI | 14K | $761.55K |
 | AEG | 14K | $111.25K |
 | PLTR | 14K | $2.54M |
 | HESM | 14K | $479.39K |
 | IBN | 14K | $419.38K |
 | LRCX | 14K | $1.85M |
UnitedHealth Group Incorporated
UNH
Shares Held
16K
Value
$5.68M
Citigroup Inc.
C
Shares Held
16K
Value
$1.65M
PulteGroup, Inc.
PHM
Shares Held
16K
Value
$2.13M
The Coca-Cola Company
KO
Shares Held
16K
Value
$1.05M
Shopify Inc.
SHOP
Shares Held
16K
Value
$2.36M
Main Street Capital Corporation
MAIN
Shares Held
16K
Value
$990.92K
Freeport-McMoRan Inc.
FCX
Shares Held
16K
Value
$609.36K
Sumitomo Mitsui Financial Group, Inc.
SMFG
Shares Held
15K
Value
$256.22K
The Southern Company
SO
Shares Held
15K
Value
$1.44M
Takeda Pharmaceutical Company Limited
TAK
Shares Held
15K
Value
$218.30K
Hawaiian Electric Industries, Inc.
HE
Shares Held
15K
Value
$163.87K
NiSource Inc.
NI
Shares Held
15K
Value
$640.58K
Arista Networks, Inc.
ANET
Shares Held
15K
Value
$2.15M
Cellebrite DI Ltd.
CLBT
Shares Held
15K
Value
$272.39K
British American Tobacco p.l.c.
BTI
Shares Held
14K
Value
$761.55K
Aegon Ltd.
AEG
Shares Held
14K
Value
$111.25K
Palantir Technologies Inc.
PLTR
Shares Held
14K
Value
$2.54M
Hess Midstream LP
HESM
Shares Held
14K
Value
$479.39K
ICICI Bank Limited
IBN
Shares Held
14K
Value
$419.38K
Lam Research Corporation
LRCX
Shares Held
14K
Value
$1.85M