HoldingsChannel.com
| Entity | Amount | Change
03/31/2023 to 06/30/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (IVV) |
1,352,254 | +8,837 | $602,713 |
| IVV | 1,352,254 | +8,837 | $602,713 |
| VANGUARD INDEX FDS (VOO) |
1,254,616 | -888 | $510,980 |
| VOO | 1,254,616 | -888 | $510,980 |
 SPDR S&P 500 ETF TR (SPY) |
$464,772 | ||
| SPY | 1,711,984 | -16,018 | $758,888 |
| Put | 663,500 | UNCH | $294,116 |
| SPDR S&P MIDCAP 400 ETF TR (MDY) |
966,257 | -4,967 | $462,750 |
| MDY | 966,257 | -4,967 | $462,750 |
| ISHARES TR (IJH) |
1,204,993 | +16,138 | $315,082 |
| IJH | 1,204,993 | +16,138 | $315,082 |
| ISHARES TR (IWB) |
1,163,456 | -12,961 | $283,581 |
| IWB | 1,163,456 | -12,961 | $283,581 |
| VANGUARD WHITEHALL FDS (VYM) |
1,412,958 | +42,604 | $149,872 |
| VYM | 1,412,958 | +42,604 | $149,872 |
| ISHARES TR (IWR) |
2,038,798 | -48,657 | $148,893 |
| IWR | 2,038,798 | -48,657 | $148,893 |
| ISHARES TR (IWM) |
725,712 | +8,974 | $135,904 |
| IWM | 725,712 | +8,974 | $135,904 |
| APPLE INC |
666,630 | -27,728 | $129,306 |
| AAPL | 666,630 | -27,728 | $129,306 |
| ISHARES TR (IJR) |
1,099,823 | +21,633 | $109,597 |
| IJR | 1,099,823 | +21,633 | $109,597 |
| SPDR SER TR (SDY) |
780,010 | +36,496 | $95,614 |
| SDY | 780,010 | +36,496 | $95,614 |
| MICROSOFT CORP |
277,749 | -4,067 | $94,585 |
| MSFT | 277,749 | -4,067 | $94,585 |
| BERKSHIRE HATHAWAY INC DEL |
$87,857 | ||
| BRK.B | 186,277 | +7,114 | $63,520 |
| BRK.A | 47 | -2 | $24,337 |
| VANGUARD INDEX FDS (VO) |
319,853 | +10,987 | $70,419 |
| VO | 319,853 | +10,987 | $70,419 |
| VANGUARD INDEX FDS (VTI) |
263,372 | +13,178 | $58,016 |
| VTI | 263,372 | +13,178 | $58,016 |
| PROCTER AND GAMBLE CO |
357,351 | +31,702 | $54,224 |
| PG | 357,351 | +31,702 | $54,224 |
| VANGUARD TAX MANAGED FDS (VEA) |
810,947 | -24,697 | $37,450 |
| VEA | 810,947 | -24,697 | $37,450 |
| ISHARES TR (EFA) |
504,552 | -21,815 | $36,580 |
| EFA | 504,552 | -21,815 | $36,580 |
| COMCAST CORP NEW |
859,881 | -9,381 | $35,728 |
| CMCSA | 859,881 | -9,381 | $35,728 |
| ALPHABET INC |
284,080 | -11,523 | $34,365 |
| GOOG | 284,080 | -11,523 | $34,365 |
| ISHARES TR (IWN) |
222,026 | -649 | $31,261 |
| IWN | 222,026 | -649 | $31,261 |
| AMAZON COM INC |
238,844 | -30,740 | $31,136 |
| AMZN | 238,844 | -30,740 | $31,136 |
| SELECT SECTOR SPDR TR (XLK) |
174,292 | -291 | $30,302 |
| XLK | 174,292 | -291 | $30,302 |
| NVIDIA CORPORATION |
71,408 | -998 | $30,207 |
| NVDA | 71,408 | -998 | $30,207 |
| JOHNSON & JOHNSON |
150,154 | +209 | $24,854 |
| JNJ | 150,154 | +209 | $24,854 |
| JPMORGAN CHASE & CO |
168,916 | +775 | $24,567 |
| JPM | 168,916 | +775 | $24,567 |
| ISHARES TR (EFV) |
497,441 | -1,010 | $24,345 |
| EFV | 497,441 | -1,010 | $24,345 |
| MASTERCARD INCORPORATED |
58,224 | -2,602 | $22,900 |
| MA | 58,224 | -2,602 | $22,900 |
| ALPHABET INC |
182,166 | -528 | $21,805 |
| GOOGL | 182,166 | -528 | $21,805 |
| SCHWAB STRATEGIC TR |
299,132 | +22,375 | $21,723 |
| SCHD | 299,132 | +22,375 | $21,723 |
| ISHARES TR (IWO) |
87,564 | -33 | $21,248 |
| IWO | 87,564 | -33 | $21,248 |
| ISHARES TR (IVW) |
292,442 | -2,705 | $20,611 |
| IVW | 292,442 | -2,705 | $20,611 |
| ISHARES TR (IYR) |
229,908 | -1,221 | $19,896 |
| IYR | 229,908 | -1,221 | $19,896 |
| SELECT SECTOR SPDR TR (XLU) |
303,693 | -12,437 | $19,874 |
| XLU | 303,693 | -12,437 | $19,874 |
| ISHARES TR (IVE) |
121,051 | -3,069 | $19,512 |
| IVE | 121,051 | -3,069 | $19,512 |
| ISHARES INC (IEMG) |
388,944 | -47,632 | $19,171 |
| IEMG | 388,944 | -47,632 | $19,171 |
| MERCK & CO INC |
150,041 | -1,480 | $17,313 |
| MRK | 150,041 | -1,480 | $17,313 |
| PEPSICO INC |
90,422 | -2,811 | $16,748 |
| PEP | 90,422 | -2,811 | $16,748 |
| HOME DEPOT INC |
52,823 | +146 | $16,409 |
| HD | 52,823 | +146 | $16,409 |
| ISHARES TR (IWF) |
58,091 | +178 | $15,985 |
| IWF | 58,091 | +178 | $15,985 |
| ABBVIE INC |
115,021 | +624 | $15,497 |
| ABBV | 115,021 | +624 | $15,497 |
| CHEVRON CORP NEW |
97,884 | +413 | $15,402 |
| CVX | 97,884 | +413 | $15,402 |
| VISA INC |
63,267 | -1,228 | $15,025 |
| V | 63,267 | -1,228 | $15,025 |
| EXXON MOBIL CORP |
139,226 | -774 | $14,932 |
| XOM | 139,226 | -774 | $14,932 |
| VANGUARD INDEX FDS (VNQ) |
175,854 | -2,533 | $14,694 |
| VNQ | 175,854 | -2,533 | $14,694 |
| SELECT SECTOR SPDR TR (XLY) |
86,336 | +126 | $14,661 |
| XLY | 86,336 | +126 | $14,661 |
| META PLATFORMS INC |
51,055 | +730 | $14,652 |
| META | 51,055 | +730 | $14,652 |
| COCA COLA CO |
241,804 | -7,301 | $14,561 |
| KO | 241,804 | -7,301 | $14,561 |
| ISHARES TR (OEF) |
67,259 | -229 | $13,927 |
| OEF | 67,259 | -229 | $13,927 |
See Full List: All Stocks Held By Veritable L.P.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Veritable L.P.
|
Size ($ in 1000's)
At 06/30/2023: $6,461,230 At 03/31/2023: $6,092,067 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 |
