| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 35 | Q2 2024 | 8.2% |
| MICROSOFT CORP | 35 | Q2 2024 | 2.7% |
| Q2 HLDGS INC | 35 | Q2 2024 | 4.3% |
| APPLE INC | 35 | Q2 2024 | 3.0% |
| VERIZON COMMUNICATIONS INC | 35 | Q2 2024 | 2.2% |
| PROCTER & GAMBLE CO | 35 | Q2 2024 | 2.3% |
| EXXON MOBIL CORP | 35 | Q2 2024 | 3.3% |
| CISCO SYS INC | 35 | Q2 2024 | 2.1% |
| HOME DEPOT INC | 35 | Q2 2024 | 1.4% |
| COSTCO WHSL CORP NEW | 35 | Q2 2024 | 1.9% |
View Venturi Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-19 |
| 13F-HR | 2024-04-23 |
| 13F-HR | 2024-01-23 |
| 13F-HR | 2023-11-02 |
| 13F-HR | 2023-07-24 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-01-31 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-13 |
View Venturi Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.