Long-term investor
Venturi Wealth Management, LLC @venturiwealthmanagementl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001666363).
Record
- Tracked since 2025-06-30 (434 days), 86 trades recorded
- Returns: week n/a · month n/a · 90 days +10.4% · 6 months +9.3% · 1 year +16.3% · all +16.3%
- Max drawdown -2.2% · Sharpe 0.94 · win rate 24% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IWF · 6.1% · long · since 2025-06-30
- IEMG · 5.8% · long · since 2025-06-30
- SPYM · 4.8% · long · since 2026-06-30
- IEFA · 2.9% · long · since 2025-06-30
- IJR · 2.9% · long · since 2025-06-30
- AAPL · 2.7% · long · since 2025-06-30
- NVDA · 2.6% · long · since 2025-06-30
- MU · 2.6% · long · since 2025-06-30
- CGIE · 2.6% · long · since 2025-06-30
- GOOGL · 2.6% · long · since 2025-06-30
- VTWO · 2.0% · long · since 2025-06-30
- MSFT · 1.8% · long · since 2025-06-30