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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Venturi Wealth Management, LLC INSTITUTION : Venturi Wealth Management, LLC
Venturi Wealth Management, LLC Latest Top 20 Portfolio Holdings: (Filing Date: 2020-08-05) --- full portfolio
Company (links to holding history) Ticker Value On
2020-06-30
No of Shares % of portfolio
ISHARES TR    (IBOXX INV CP ETF) LQD 53,688,000 399,169 7.20%
ISHARES TR    (JPMORGAN USD EMG) EMB 51,165,000 468,456 6.86%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 33,140,000 107,477 4.44%
Q2 HLDGS INC    (COM) QTWO 24,773,000 288,768 3.32%
SPDR SER TR    (BLOOMBERG BRCLYS) 24,604,000 243,221 3.30%
INVESCO QQQ TR    (UNIT SER 1) 22,261,000 89,906 2.98%
ISHARES TR    (1 3 YR TREAS BD) SHY 20,944,000 241,816 2.81%
ISHARES TR    (20 YR TR BD ETF) TLT 19,177,000 116,981 2.57%
ISHARES TR    (CORE MSCI EAFE) IEFA 16,480,000 288,316 2.21%
VANGUARD SPECIALIZED FUNDS    (DIV APP ETF) VIG 16,331,000 139,366 2.19%
MICROSOFT CORP    (COM) MSFT 13,648,000 67,065 1.83%
APPLE INC    (COM) AAPL 13,636,000 37,380 1.83%
SELECT SECTOR SPDR TR    (TECHNOLOGY) XLK 12,763,000 122,150 1.71%
FIRST TR EXCHANGE-TRADED FD    (NO AMER ENERGY) EMLP 11,859,000 594,757 1.59%
HOME DEPOT INC    (COM) HD 9,362,000 37,374 1.25%
UNITEDHEALTH GROUP INC    (COM) UNH 9,093,000 30,830 1.22%
TEXAS INSTRS INC    (COM) TXN 8,798,000 69,290 1.18%
VANGUARD CHARLOTTE FDS    (INTL BD IDX ETF) BNDX 8,746,000 151,498 1.17%
COMCAST CORP NEW    (CL A) CMCSA 8,458,000 216,993 1.13%
VANECK VECTORS ETF TR    (FALLEN ANGEL HG) 8,448,000 294,338 1.13%


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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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