HoldingsChannel.com
Veritable L.P. Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
SPDR S&P 500 ETF TR (SPY)      $700,280
     SPY2,405,169-57,145$713,782
     Put45,500+40,700$13,502
SPDR S&P MIDCAP 400 ETF TR (MDY) 1,332,625 -22,047 $469,710
     MDY1,332,625-22,047$469,710
ISHARES TR (IVV) 1,283,781 +2,935 $383,234
     IVV1,283,781+2,935$383,234
VANGUARD INDEX FDS (VOO) 1,170,812 +4,292 $319,163
     VOO1,170,812+4,292$319,163
ISHARES TR (IWB) 1,140,220 -24,234 $187,612
     IWB1,140,220-24,234$187,612
ISHARES TR (IJH) 955,014 +40,168 $184,537
     IJH955,014+40,168$184,537
ISHARES TR (IWM)      $140,505
     IWM931,909+60,864$141,035
     Put3,500UNCH$530
ISHARES TR (IWR) 2,096,302 -46,046 $117,288
     IWR2,096,302-46,046$117,288
VANGUARD WHITEHALL FDS INC (VYM) 919,507 +15,658 $81,588
     VYM919,507+15,658$81,588
SPDR SERIES TRUST (SDY) 735,182 +14,212 $75,430
     SDY735,182+14,212$75,430
ISHARES TR (IJR) 923,673 +484,768 $71,899
     IJR923,673+484,768$71,899
BERKSHIRE HATHAWAY INC DEL      $59,569
     BRK.B206,914+3,633$43,042
     BRK.A53+2$16,527
VANGUARD INDEX FDS (VTI) 381,501 +58,624 $57,607
     VTI381,501+58,624$57,607
SELECT SECTOR SPDR TR (XLE) 962,762 -57,087 $56,995
     XLE962,762-57,087$56,995
PROCTER & GAMBLE CO 440,899 +472 $54,839
     PG440,899+472$54,839
APPLE INC 235,618 -1,867 $52,771
     AAPL235,618-1,867$52,771
MICROSOFT CORP 364,688 +3,592 $50,703
     MSFT364,688+3,592$50,703
ISHARES TR (EEM) 1,198,072 -737 $48,965
     EEM1,198,072-737$48,965
VANGUARD INDEX FDS (VO) 291,514 -2,738 $48,858
     VO291,514-2,738$48,858
ISHARES TR (ACWX) 1,057,807 -30,312 $48,712
     ACWX1,057,807-30,312$48,712
ISHARES TR (EFA) 719,152 -18,652 $46,896
     EFA719,152-18,652$46,896
ISHARES TR (MUB) 265,231 -13,735 $30,263
     MUB265,231-13,735$30,263
VANGUARD INTL EQUITY INDEX F (VWO) 710,175 +4,506 $28,592
     VWO710,175+4,506$28,592
MASTERCARD INC 104,942 +4,733 $28,499
     MA104,942+4,733$28,499
JOHNSON & JOHNSON 215,681 +2,151 $27,905
     JNJ215,681+2,151$27,905
EXXON MOBIL CORP 355,841 -7,692 $25,126
     XOM355,841-7,692$25,126
COMCAST CORP NEW 530,530 +112,145 $23,916
     CMCSA530,530+112,145$23,916
VANGUARD TAX MANAGED INTL FD (VEA) 577,743 +50,442 $23,734
     VEA577,743+50,442$23,734
SELECT SECTOR SPDR TR (XLU) 364,756 +1,223 $23,614
     XLU364,756+1,223$23,614
AMAZON COM INC 12,993 +237 $22,554
     AMZN12,993+237$22,554
CHEVRON CORP NEW 188,992 +2,154 $22,414
     CVX188,992+2,154$22,414
SELECT SECTOR SPDR TR (XLK) 269,722 -3,252 $21,721
     XLK269,722-3,252$21,721
VANGUARD INDEX FDS (VNQ) 229,836 +1,710 $21,432
     VNQ229,836+1,710$21,432
NUVEEN AMT FREE QLTY MUN INC 1,466,666 -59,105 $20,988
     NEA1,466,666-59,105$20,988
ISHARES TR (IYR) 214,499 +1,061 $20,064
     IYR214,499+1,061$20,064
JPMORGAN CHASE & CO 158,534 -4,281 $18,658
     JPM158,534-4,281$18,658
CISCO SYS INC 336,234 +1,960 $16,613
     CSCO336,234+1,960$16,613
ISHARES TR (DVY) 162,926 UNCH $16,610
     DVY162,926UNCH$16,610
ENTERPRISE PRODS PARTNERS L 559,152 +21,447 $15,981
     EPD559,152+21,447$15,981
ALPHABET INC 13,062 +906 $15,922
     GOOG13,062+906$15,922
HOME DEPOT INC 67,635 +663 $15,693
     HD67,635+663$15,693
PEPSICO INC 111,675 -1,913 $15,311
     PEP111,675-1,913$15,311
ALPHABET INC 12,257 +79 $14,968
     GOOGL12,257+79$14,968
COCA COLA CO 267,858 -3,246 $14,582
     KO267,858-3,246$14,582
WELLS FARGO CO NEW 272,788 +15,353 $13,759
     WFC272,788+15,353$13,759
ISHARES TR (IVW) 76,390 -392 $13,752
     IVW76,390-392$13,752
MERCK & CO INC 161,960 -721 $13,634
     MRK161,960-721$13,634
JPMORGAN CHASE & CO 584,020 -27,816 $13,590
     AMJ584,020-27,816$13,590
SELECT SECTOR SPDR TR (XLY) 112,536 -406 $13,583
     XLY112,536-406$13,583
FACEBOOK INC 74,498 +266 $13,267
     FB74,498+266$13,267

See Full List: All Stocks Held By Veritable L.P.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Veritable L.P.

Size ($ in 1000's)
At 09/30/2019: $5,113,700
At 06/30/2019: $5,031,959

Veritable L.P. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Veritable L.P. 13F filings. Link to 13F filings: SEC filings

Veritable L.P. Top Holdings 13F Filings | www.HoldingsChannel.com

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