HoldingsChannel.com
Veritable L.P. Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
SPDR S&P 500 ETF TR (SPY)      $720,052
     SPY2,462,314+11,018$721,458
     Put4,800-40,700$1,406
SPDR S&P MIDCAP 400 ETF TR (MDY) 1,354,672 -7,070 $480,353
     MDY1,354,672-7,070$480,353
ISHARES TR (IVV) 1,280,846 +34,109 $377,529
     IVV1,280,846+34,109$377,529
VANGUARD INDEX FDS (VOO) 1,166,520 -10,397 $313,969
     VOO1,166,520-10,397$313,969
ISHARES TR (IWB) 1,164,454 -72,183 $189,561
     IWB1,164,454-72,183$189,561
ISHARES TR (IJH) 914,846 +47,026 $177,718
     IJH914,846+47,026$177,718
ISHARES TR (IWM)      $134,904
     IWM871,045-21,380$135,448
     Put3,500UNCH$544
ISHARES TR (IWR) 2,142,348 -135,144 $119,693
     IWR2,142,348-135,144$119,693
VANGUARD WHITEHALL FDS INC (VYM) 903,849 +24,083 $78,978
     VYM903,849+24,083$78,978
SPDR SERIES TRUST (SDY) 720,970 -2,732 $72,731
     SDY720,970-2,732$72,731
SELECT SECTOR SPDR TR (XLE) 1,019,849 -196,947 $64,975
     XLE1,019,849-196,947$64,975
BERKSHIRE HATHAWAY INC DEL      $59,569
     BRK.B203,281-924$43,333
     BRK.A51UNCH$16,236
ISHARES TR (EEM) 1,198,809 -915 $51,441
     EEM1,198,809-915$51,441
ISHARES TR (ACWX) 1,088,119 +150 $50,880
     ACWX1,088,119+150$50,880
VANGUARD INDEX FDS (VO) 294,252 -18,840 $49,187
     VO294,252-18,840$49,187
ISHARES TR (EFA) 737,804 -5,836 $48,496
     EFA737,804-5,836$48,496
VANGUARD INDEX FDS (VTI) 322,877 -43,118 $48,461
     VTI322,877-43,118$48,461
MICROSOFT CORP 361,096 -3,717 $48,372
     MSFT361,096-3,717$48,372
PROCTER AND GAMBLE CO 440,427 +2,510 $48,293
     PG440,427+2,510$48,293
APPLE INC 237,485 -1,923 $47,003
     AAPL237,485-1,623$47,003
ISHARES TR (IJR) 438,905 +7,112 $34,357
     IJR438,905+7,112$34,357
ISHARES TR (MUB) 278,966 -35,500 $31,548
     MUB278,966-35,500$31,548
VANGUARD INTL EQUITY INDEX F (VWO) 705,669 +18,030 $30,012
     VWO705,669+18,030$30,012
JOHNSON & JOHNSON 213,530 -510 $29,740
     JNJ213,530-510$29,740
EXXON MOBIL CORP 363,533 -29,229 $27,858
     XOM363,533-29,229$27,858
MASTERCARD INC 100,209 -5,632 $26,508
     MA100,209-5,632$26,508
AMAZON COM INC 12,756 -403 $24,155
     AMZN12,756-403$24,155
CHEVRON CORP NEW 186,838 -9,469 $23,250
     CVX186,838-9,469$23,250
VANGUARD TAX MANAGED INTL FD (VEA) 527,301 -41,302 $21,994
     VEA527,301-41,302$21,994
SELECT SECTOR SPDR TR (XLU) 363,533 -10,174 $21,677
     XLU363,533-10,174$21,677
SELECT SECTOR SPDR TR (XLK) 272,974 -34,953 $21,303
     XLK272,974-34,953$21,303
NUVEEN AMT FREE QLTY MUN INC 1,525,771 -828 $21,071
     NEA1,525,771-828$21,071
VANGUARD INDEX FDS (VNQ) 228,126 -4,216 $19,938
     VNQ228,126-4,216$19,938
ISHARES TR (IYR) 213,438 +2,147 $18,635
     IYR213,438+2,147$18,635
CISCO SYS INC 334,274 -5,159 $18,295
     CSCO334,274-5,159$18,295
JPMORGAN CHASE & CO 162,815 -3,532 $18,203
     JPM162,815-3,532$18,203
COMCAST CORP NEW 418,385 +1,808 $17,689
     CMCSA418,385+1,808$17,689
ISHARES TR (DVY) 162,926 -280 $16,221
     DVY162,926-280$16,221
ENTERPRISE PRODS PARTNERS L 537,705 -17,706 $15,524
     EPD537,705-17,706$15,524
JPMORGAN CHASE & CO 611,836 +7,982 $15,363
     AMJ611,836+7,982$15,363
PEPSICO INC 113,588 -1,331 $14,895
     PEP113,588-1,331$14,895
ISHARES TR (IWD) 114,578 UNCH $14,577
     IWD114,578UNCH$14,577
FACEBOOK INC 74,232 +2,021 $14,327
     FB74,232+2,021$14,327
HOME DEPOT INC 66,972 +341 $13,928
     HD66,972+341$13,928
COCA COLA CO 271,104 +58 $13,805
     KO271,104+58$13,805
ISHARES TR (IVW) 76,782 UNCH $13,762
     IVW76,782UNCH$13,762
MERCK & CO INC 162,681 -4,581 $13,641
     MRK162,681-4,581$13,641
SELECT SECTOR SPDR TR (XLY) 112,942 -17,588 $13,463
     XLY112,942-17,588$13,463
VANGUARD INDEX FDS (VB) 85,399 -2,199 $13,379
     VB85,399-2,199$13,379
VISA INC 76,519 -819 $13,280
     V76,519-819$13,280

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 06/30/2019: $5,031,959
At 03/31/2019: $4,976,209

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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