Venturi Private Wealth

Top Portfolio
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Top Sells
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Exits
Atlas Energy Solutions Inc.
AESI
$32.11M1.291.42M-12.59%-$4.63M2.15
Q2 Holdings, Inc.
QTWO
$13.36M0.42254,255+0.02%+$3,048.480.89
Mueller Industries, Inc.
MLI
$11.51M0.19213,340-1.06%-$123,823.320.77
HEICO Corp
HEI.A
$13.8M0.0789,673New+$13.8M0.92
LPL Financial Holdings Inc.
LPLA
$11.78M0.0644,569+5.08%+$569,352.700.79
United Rentals, Inc.
URI
$15.06M0.0320,888-11.2%-$1.9M1.01
American International Group, Inc.
AIG
$11.67M0.02149,346-6.88%-$862,060.320.78
D.R. Horton, Inc.
DHI
$11.56M0.0270,227-13.84%-$1.86M0.77
KLA Corporation
KLAC
$14.14M0.0220,239-12.79%-$2.07M0.95
Fiserv, Inc.
FI
$12.59M0.0178,797+1.19%+$147,513.860.84
The Progressive Corporation
PGR
$14.17M0.0168,529-8.37%-$1.29M0.95
Micron Technology, Inc.
MU
$13.97M0.01118,531-17.74%-$3.01M0.94
The TJX Companies, Inc.
TJX
$11.24M0.01110,802+2,308.74%+$10.77M0.75
ConocoPhillips
COP
$14.07M0.01110,544+2.67%+$365,676.710.94
Texas Instruments Incorporated
TXN
$12.7M0.0172,915+10.48%+$1.21M0.85
QUALCOMM Incorporated
QCOM
$13.55M0.0180,047-8.12%-$1.2M0.91
Comcast Corporation
CMCSA
$11.13M0.01256,814+9.17%+$935,186.530.75
Cisco Systems, Inc.
CSCO
$11.01M0.01220,683+10.48%+$1.05M0.74
PepsiCo, Inc.
PEP
$11.83M0.0167,613+16.36%+$1.66M0.79
AbbVie Inc.
ABBV
$12.9M<0.0170,817-4.24%-$570,701.720.86
The Home Depot, Inc.
HD
$14.04M<0.0136,594-2.13%-$306,108.490.94
UnitedHealth Group Incorporated
UNH
$12.4M<0.0125,059-1.41%-$176,608.680.83
Walmart Inc.
WMT
$14.67M<0.01243,733+220.77%+$10.09M0.98
Eli Lilly and Company
LLY
$14.17M<0.0118,219-13.43%-$2.2M0.95
Apple Inc.
AAPL
$30.26M<0.01176,466+1.89%+$561,598.032.03
Microsoft Corporation
MSFT
$30.8M<0.0173,218+1%+$303,760.222.06
Alphabet Inc.
GOOGL
$18.36M<0.01121,674-0.25%-$45,580.861.23
Amazon.com, Inc.
AMZN
$7.63M<0.0142,287+0.88%+$66,379.910.51
Vanguard Growth Index Fund
VUG
$118.08M<0.01343,044-1.59%-$1.9M7.9
iShares J.P. Morgan USD Emerging Markets Bond ETF
EMB
$41.83M<0.01466,466+4.25%+$1.7M2.8
SPDR Portfolio Emerging Markets ETF
SPEM
$15.35M<0.01424,027+3.28%+$487,950.081.03
Vanguard Russell 2000 Index Fund
VTWO
$56.24M<0.01661,203+1.03%+$576,281.683.77
iShares MSCI EAFE ETF
EFA
$12.63M<0.01158,156+4.86%+$585,533.840.85
SPDR Portfolio Developed World ex-US ETF
SPDW
$8.09M<0.01225,662-0.57%-$46,592.000.54
Vanguard 500 Index Fund
VOO
$117.1M<0.01243,611-0.84%-$988,318.267.84
iShares Core S&P 500 ETF
IVV
$11.77M<0.0122,384-27.36%-$4.43M0.79
Vanguard Short-Term Treasury Index Fund
VGSH
$13.23M<0.01227,821-1.88%-$253,301.680.89
WisdomTree U.S. SmallCap Quality Dividend Growth Fund
DGRS
$11.39M<0.01229,483+2.79%+$309,258.120.76
iShares Core S&P U.S. Value ETF
IUSV
$57.22M<0.01632,708-0.9%-$519,939.733.83
Vanguard Intermediate-Term Corporate Bond Index Fund
VCIT
$19.64M<0.01243,969+1.99%+$383,550.261.32
iShares Core MSCI Emerging Markets ETF
IEMG
$13.81M<0.01267,722-5.47%-$798,768.390.93
iShares Broad USD High Yield Corporate Bond ETF
USHY
$33.35M<0.01911,394+0.64%+$212,075.732.23
iShares Core MSCI EAFE ETF
IEFA
$71.29M<0.01960,534+0.16%+$111,701.114.77
NVIDIA Corporation
NVDA
$8.74M<0.019,676-9.32%-$899,021.580.59
Vanguard Total International Bond Index Fund
BNDX
$19.42M<0.01394,713+1.49%+$285,597.281.3
Technology Select Sector SPDR Fund
XLK
$11.02M<0.0152,930+13.95%+$1.35M0.74
Avantis U.S. Small Cap Value ETF
AVUV
$12.77M<0.01136,256+4.17%+$511,003.600.86
iShares 20+ Year Treasury Bond ETF
TLT
$7.31M<0.0177,233+7.38%+$502,055.960.49
Avantis Emerging Markets Equity ETF
AVEM
$13.2M<0.01227,669+4.04%+$512,541.200.88
Vanguard Emerging Markets Stock Index Fund
VWO
$21.15M<0.01506,450-5.46%-$1.22M1.42