HoldingsChannel.com
Veritable L.P. Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
SPDR S&P 500 ETF TR (SPY)      $591,192
     SPY2,300,366-56,843$592,919
     Put6,700-11,600$1,727
ISHARES TR (IVV) 1,360,671 +75,673 $351,597
     IVV1,360,671+75,673$351,597
SPDR S&P MIDCAP 400 ETF TR (MDY) 1,263,251 -59,781 $332,083
     MDY1,263,251-59,781$332,083
VANGUARD INDEX FDS (VOO) 1,192,103 -10,415 $282,314
     VOO1,192,103-10,415$282,314
ISHARES TR (IJH) 1,164,985 +179,119 $167,595
     IJH1,164,985+179,119$167,595
ISHARES TR (IWB) 1,179,050 +60,895 $166,871
     IWB1,179,050+60,895$166,871
ISHARES TR (IWM) 873,405 -9,868 $99,970
     IWM873,405-9,868$99,970
ISHARES TR (IWR) 2,152,590 +103,741 $92,927
     IWR2,152,590+103,741$92,927
VANGUARD WHITEHALL FDS (VYM) 1,119,219 +182,270 $79,185
     VYM1,119,219+182,270$79,185
SPDR SER TR (SDY) 734,666 -3,394 $58,670
     SDY734,666-3,394$58,670
APPLE INC 227,079 -8,311 $57,744
     AAPL227,079-8,311$57,744
MICROSOFT CORP 358,280 -17,762 $56,504
     MSFT358,280-17,762$56,504
ISHARES TR (IJR) 868,925 +191,931 $48,755
     IJR868,925+191,931$48,755
BERKSHIRE HATHAWAY INC DEL      $47,425
     BRK.B183,520-17,638$33,553
     BRK.A51-2$13,872
PROCTER & GAMBLE CO 427,507 -13,030 $47,026
     PG427,507-13,030$47,026
VANGUARD INDEX FDS (VO) 273,469 -12,498 $36,002
     VO273,469-12,498$36,002
VANGUARD INDEX FDS (VTI) 273,841 -110,082 $35,301
     VTI273,841-110,082$35,301
ISHARES TR (EFA) 605,723 -96,029 $32,382
     EFA605,723-96,029$32,382
COMCAST CORP NEW 838,692 +307,799 $28,834
     CMCSA838,692+307,799$28,834
VANGUARD INTL EQUITY INDEX F (VWO) 857,191 +181,277 $28,759
     VWO857,191+181,277$28,759
ISHARES TR (MUB) 252,991 -12,240 $28,591
     MUB252,991-12,240$28,591
SELECT SECTOR SPDR TR (XLE) 979,857 +127,703 $28,475
     XLE979,857+127,703$28,475
AMAZON COM INC 13,127 -123 $25,594
     AMZN13,127-123$25,594
ISHARES INC (IEMG) 590,153 +483,551 $23,883
     IEMG590,153+483,551$23,883
JOHNSON & JOHNSON 179,235 -28,528 $23,503
     JNJ179,235-28,528$23,503
ISHARES TR (IYR) 331,983 +118,151 $23,096
     IYR331,983+118,151$23,096
MASTERCARD INC 92,100 -5,717 $22,248
     MA92,100-5,717$22,248
ISHARES TR (ACWX) 568,821 -494,336 $21,416
     ACWX568,821-494,336$21,416
SELECT SECTOR SPDR TR (XLU) 369,964 +5,609 $20,500
     XLU369,964+5,609$20,500
SELECT SECTOR SPDR TR (XLK) 254,503 -3,697 $20,454
     XLK254,503-3,697$20,454
NUVEEN AMT FREE QLTY MUN INC 1,464,428 +3,740 $19,828
     NEA1,464,428+3,740$19,828
JPMORGAN CHASE & CO 186,207 +24,731 $16,764
     JPM186,207+24,731$16,764
VANGUARD TAX MANAGED INTL FD (VEA) 474,800 -119,580 $15,830
     VEA474,800-119,580$15,830
ISHARES TR (IWN) 191,138 +130,491 $15,679
     IWN191,138+130,491$15,679
ALPHABET INC 13,381 -327 $15,560
     GOOG13,381-327$15,560
VANGUARD INDEX FDS (VNQ) 221,630 -13,456 $15,481
     VNQ221,630-13,456$15,481
BRISTOL MYERS SQUIBB CO      $14,596
     BMY260,155+47,395$14,501
     RIGHT 99 99 999924,919-435$95
ALPHABET INC 11,769 -744 $13,675
     GOOGL11,769-744$13,675
PEPSICO INC 108,113 -5,072 $12,984
     PEP108,113-5,072$12,984
ISHARES TR (IWO) 79,988 +39,228 $12,652
     IWO79,988+39,228$12,652
HOME DEPOT INC 66,952 -2,255 $12,501
     HD66,952-2,255$12,501
VISA INC 75,641 -2,073 $12,187
     V75,641-2,073$12,187
CHEVRON CORP NEW 162,724 -28,589 $11,791
     CVX162,724-28,589$11,791
MERCK & CO. INC 152,136 -7,700 $11,705
     MRK152,136-7,700$11,705
FACEBOOK INC 69,737 -5,720 $11,632
     FB69,737-5,720$11,632
ISHARES TR (DVY) 157,219 -404 $11,562
     DVY157,219-404$11,562
ISHARES TR (IWF) 76,576 -1,035 $11,536
     IWF76,576-1,035$11,536
INTEL CORP 212,258 -29,050 $11,487
     INTC212,258-29,050$11,487
COCA COLA CO 258,729 -5,063 $11,449
     KO258,729-5,063$11,449
EXXON MOBIL CORP 299,781 -42,337 $11,383
     XOM299,781-42,337$11,383

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 03/31/2020: $4,123,675
At 12/31/2019: $5,430,676

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

Copyright © 2013 - 2020, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.