VWM
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Venturi Wealth Management’s Timothy Plan US Large/Mid Cap Core ETF TPLC Stock Holding History

Venturi Wealth Management’s Portfolio TPLC Stock Details TPLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-917
Closed -$39.3K – 1717
2024
Q4 		$39.3K Buy
917
+465
+103% +$20.7K ﹤0.01% 1096
2024
Q3 		$19.9K Sell
452
-13
-3% -$546 ﹤0.01% 1017
2024
Q2 		$18.9K Hold
465
– – ﹤0.01% 951
2024
Q1 		$19.6K Sell
465
-14
-3% -$552 ﹤0.01% 747
2023
Q4 		$18.3K Sell
479
-2,766
-85% -$97.8K ﹤0.01% 719
2023
Q3 		$112K Buy
3,245
+27
+0.8% +$970 0.01% 392
2023
Q2 		$116K Buy
3,218
+44
+1% +$1.51K 0.01% 361
2023
Q1 		$109K Buy
+3,174
New +$109K 0.01% 394

Other funds holding TPLC

CIA
Christian Investment Advisors New Braunfels, Texas $158M AUM 11.26% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $378M AUM 15.71% 1-Year Est. Return
HIF
Hill Island Financial Grand Rapids, Michigan $412M AUM 21.46% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Venturi Wealth Management's TPLC Position: Q1 2025 in Review

Venturi Wealth Management sold out of Timothy Plan US Large/Mid Cap Core ETF (TPLC) in Q1 2025, closing a stake of 917 shares — an estimated $39.3K sold.

Venturi Wealth Management first reported a position in TPLC in Q1 2023 and held it in 8 quarters. The position peaked at $116K in Q2 2023. 91 funds tracked by Wall St. Rank hold TPLC as of Q1 2025.

  • Venturi Wealth Management reported no remaining Timothy Plan US Large/Mid Cap Core ETF position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 917 Timothy Plan US Large/Mid Cap Core ETF shares in Q1 2025, an estimated $39.3K.
  • Venturi Wealth Management first reported a position in Timothy Plan US Large/Mid Cap Core ETF in Q1 2023 and held it in 8 quarters.
  • Venturi Wealth Management's Timothy Plan US Large/Mid Cap Core ETF position peaked at $116K in Q2 2023.
  • 91 funds tracked by Wall St. Rank held Timothy Plan US Large/Mid Cap Core ETF as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.