Venturi Wealth Management, LLC - Q12026 Holdings

Venturi Wealth Management, LLC holds 602 stocks with a total portfolio value of $ 2.22B as of Q12026. In Q12026, Venturi Wealth Management, LLC added 92 new positions, increased stakes in 277 stocks, reduced 205 holdings, and fully exited 72 positions. The largest holding is Ishares Trust Core (Msci Eafe Etf) (IEFA), representing 4.99% of the total portfolio.