Instuitional Investor - Venturi Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Venturi Wealth Management, Llc |
| Portfolio Value | $1,415,204,134 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 348,572 | $108,364,173 | 7.65% | |
| 2. | Vanguard Index Fds | 245,667 | $107,307,511 | 7.58% | |
| 3. | Ishares Tr | 959,029 | $67,467,728 | 4.76% | |
| 4. | IEF | 638,457 | $53,841,102 | 3.8% | |
| 5. | Vanguard Scottsdale Funds | 654,428 | $53,074,100 | 3.75% |
