HoldingsChannel.com
Veritable L.P. Top Holdings
As of  03/31/2019

   EntityAmountChange
 12/31/2018 to 03/31/2019
Position Size
($ in 1000's)
SPDR S&P 500 ETF TR (SPY)      $679,590
     SPY2,451,296-6,264$692,442
     Put45,500+4,200$12,852
SPDR S&P MIDCAP 400 ETF TR (MDY) 1,361,742 -549 $470,346
     MDY1,361,742-549$470,346
ISHARES TR (IVV) 1,246,737 -33,985 $354,772
     IVV1,246,737-33,985$354,772
VANGUARD INDEX FDS (VOO) 1,176,917 +35,130 $305,457
     VOO1,176,917+35,130$305,457
ISHARES TR (IWB) 1,236,637 +2,923 $194,535
     IWB1,236,637+2,923$194,535
ISHARES TR (IJH) 867,820 +23,054 $164,365
     IJH867,820+23,054$164,365
ISHARES TR (IWM)      $136,085
     IWM892,425-4,518$136,621
     Put3,500-3,000$536
ISHARES TR (IWR) 2,277,492 -697 $122,871
     IWR2,277,492-697$122,871
SELECT SECTOR SPDR TR (XLE) 1,216,796 -21,338 $80,455
     XLE1,216,796-34,738$80,455
VANGUARD WHITEHALL FDS INC (VYM) 879,766 +8,721 $75,361
     VYM879,766+8,721$75,361
SPDR SERIES TRUST (SDY) 723,702 -1,204 $71,943
     SDY723,702-1,204$71,943
BERKSHIRE HATHAWAY INC DEL      $56,385
     BRK.B204,205+1,237$41,023
     BRK.A51UNCH$15,362
VANGUARD INDEX FDS (VTI) 365,995 +5,245 $52,963
     VTI365,995+5,245$52,963
ISHARES TR (EEM) 1,199,724 +141,187 $51,492
     EEM1,199,724+141,187$51,492
ISHARES TR (ACWX) 1,087,969 +870,353 $50,340
     ACWX1,087,969+870,353$50,340
VANGUARD INDEX FDS (VO) 313,092 +5,655 $50,330
     VO313,092+5,655$50,330
ISHARES TR (EFA) 743,640 -464,664 $48,233
     EFA743,640-464,664$48,233
PROCTER AND GAMBLE CO 437,917 +3,562 $45,565
     PG437,917+3,562$45,565
APPLE INC      $45,475
     AAPL239,108+1,546$45,418
     Call300UNCH$57
MICROSOFT CORP 364,813 +4,652 $43,026
     MSFT364,813+4,652$43,026
ISHARES TR (MUB) 314,466 -1,025 $34,965
     MUB314,466-1,025$34,965
ISHARES TR (IJR) 431,793 +4,933 $33,313
     IJR431,793+4,933$33,313
EXXON MOBIL CORP 392,762 +11,194 $31,735
     XOM392,762+11,194$31,735
JOHNSON & JOHNSON 214,040 -2,167 $29,921
     JNJ214,040-2,167$29,921
VANGUARD INTL EQUITY INDEX F (VWO) 687,639 +48,643 $29,225
     VWO687,639+48,643$29,225
MASTERCARD INC 105,841 -1,463 $24,920
     MA105,841-1,463$24,920
CHEVRON CORP NEW 196,307 +4,321 $24,181
     CVX196,307+4,321$24,181
AMAZON COM INC 13,159 +229 $23,433
     AMZN13,159+229$23,433
VANGUARD TAX MANAGED INTL FD (VEA) 568,603 +11,621 $23,239
     VEA568,603+11,621$23,239
SELECT SECTOR SPDR TR (XLK) 307,927 -10,105 $22,787
     XLK307,927-10,105$22,787
SELECT SECTOR SPDR TR (XLU) 373,707 -11,596 $21,739
     XLU373,707-11,596$21,739
NUVEEN AMT FREE QLTY MUN INC 1,526,599 UNCH $20,395
     NEA1,526,599UNCH$20,395
VANGUARD INDEX FDS (VNQ) 232,342 +14,542 $20,193
     VNQ232,342+14,542$20,193
ISHARES TR (IYR) 211,291 +1,618 $18,391
     IYR211,291+1,618$18,391
CISCO SYS INC 339,433 +1,997 $18,326
     CSCO339,433+1,997$18,326
JPMORGAN CHASE & CO 166,347 +6,417 $16,839
     JPM166,347+6,417$16,839
COMCAST CORP NEW 416,577 +2,270 $16,654
     CMCSA416,577+2,270$16,654
ENTERPRISE PRODS PARTNERS L 555,411 -1,416 $16,162
     EPD555,411-1,416$16,162
ISHARES TR (DVY) 163,206 -1,830 $16,024
     DVY163,206-1,830$16,024
JPMORGAN CHASE & CO 603,854 +74,399 $15,404
     AMJ603,854+74,399$15,404
SELECT SECTOR SPDR TR (XLY) 130,530 -2,264 $14,861
     XLY130,530-2,264$14,861
ALPHABET INC 12,489 +402 $14,698
     GOOGL12,489+402$14,698
ISHARES TR (IWD) 114,578 +23,010 $14,149
     IWD114,578+23,010$14,149
PEPSICO INC 114,919 -1,192 $14,083
     PEP114,919-1,192$14,083
MERCK & CO INC 167,262 +1,726 $13,911
     MRK167,262+1,726$13,911
ALPHABET INC 11,748 +264 $13,784
     GOOG11,748+264$13,784
VANGUARD INTL EQUITY INDEX F (VEU) 272,198 -41,265 $13,651
     VEU272,198-41,265$13,651
VANGUARD INDEX FDS (VB) 87,598 -2,340 $13,385
     VB87,598-2,340$13,385
ISHARES TR (IVW) 76,782 -103 $13,234
     IVW76,782-103$13,234
PFIZER INC 305,185 +5,515 $12,961
     PFE305,185+5,515$12,961

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 03/31/2019: $4,976,209
At 12/31/2018: $4,386,777

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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