Venturi Wealth Management, LLC
CIK Number: 0001666363
1.92B
Market Value
1,851
# of Holdings
8 months
Avg. Holding Period
33.25%
Win Rate
19.07%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard 500 In... | 548.18 | +0.03% | 248.75K | +10.27% | 134.03M | 396.01 | 6.59% |
| 2 | IJR | iShares Core S&... | 106.46 | -0.22% | 958.82K | +15.68% | 110.47M | 116.6 | 5.44% |
| 3 | VUG | Vanguard Growth... | 420.94 | +0.42% | 253.17K | +10.79% | 103.91M | 290.02 | 5.11% |
| 4 | VTWO | Vanguard Russel... | 84.32 | -0.2% | 734.66K | +4.89% | 65.63M | 72.77 | 3.23% |
| 5 | IUSV | iShares Core S&... | 92.11 | -0.29% | 695.22K | -32.9% | 64.37M | 80.96 | 3.17% |
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