HoldingsChannel.com
Veritable L.P. Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
SPDR S&P 500 ETF TR (SPY)      $752,801
     SPY2,357,209-47,960$758,691
     Put18,300-27,200$5,890
SPDR S&P MIDCAP 400 ETF TR (MDY) 1,323,032 -9,593 $496,640
     MDY1,323,032-9,593$496,640
ISHARES TR (IVV) 1,284,998 +1,217 $415,363
     IVV1,284,998+1,217$415,363
VANGUARD INDEX FDS (VOO) 1,202,518 +31,706 $355,705
     VOO1,202,518+31,706$355,705
ISHARES TR (IJH) 985,866 +30,852 $202,911
     IJH985,866+30,852$202,911
ISHARES TR (IWB) 1,118,155 -22,065 $199,501
     IWB1,118,155-22,065$199,501
ISHARES TR (IWM) 883,273 -45,136 $146,332
     IWM883,273-48,636$146,332
ISHARES TR (IWR) 2,048,849 -47,453 $122,152
     IWR2,048,849-47,453$122,152
VANGUARD WHITEHALL FDS INC (VYM) 936,949 +17,442 $87,801
     VYM936,949+17,442$87,801
SPDR SERIES TRUST (SDY) 738,060 +2,878 $79,393
     SDY738,060+2,878$79,393
APPLE INC 235,390 -228 $69,122
     AAPL235,390-228$69,122
BERKSHIRE HATHAWAY INC DEL      $63,560
     BRK.B201,158-5,756$45,562
     BRK.A53UNCH$17,998
VANGUARD INDEX FDS (VTI) 383,923 +2,422 $62,817
     VTI383,923+2,422$62,817
MICROSOFT CORP 376,042 +11,354 $59,302
     MSFT376,042+11,354$59,302
ISHARES TR (IJR) 676,994 -246,679 $56,766
     IJR676,994-246,679$56,766
PROCTER & GAMBLE CO 440,537 -362 $55,023
     PG440,537-362$55,023
ISHARES TR (ACWX) 1,063,157 +5,350 $52,222
     ACWX1,063,157+5,350$52,222
SELECT SECTOR SPDR TR (XLE) 852,154 -110,608 $51,163
     XLE852,154-110,608$51,163
VANGUARD INDEX FDS (VO) 285,967 -5,547 $50,954
     VO285,967-5,547$50,954
ISHARES TR (EFA) 701,752 -17,400 $48,730
     EFA701,752-17,400$48,730
ISHARES TR (EEM) 868,798 -329,274 $38,983
     EEM868,798-329,274$38,983
JOHNSON & JOHNSON 207,763 -7,918 $30,306
     JNJ207,763-7,918$30,306
ISHARES TR (MUB) 265,231 UNCH $30,212
     MUB265,231UNCH$30,212
VANGUARD INTL EQUITY INDEX F (VWO) 675,914 -34,261 $30,058
     VWO675,914-34,261$30,058
MASTERCARD INC 97,817 -7,125 $29,207
     MA97,817-7,125$29,207
VANGUARD TAX MANAGED INTL FD (VEA) 594,380 +16,637 $26,188
     VEA594,380+16,637$26,188
AMAZON COM INC 13,250 +257 $24,484
     AMZN13,250+257$24,484
COMCAST CORP NEW 530,893 +363 $23,874
     CMCSA530,893+363$23,874
EXXON MOBIL CORP 342,118 -13,723 $23,873
     XOM342,118-13,723$23,873
SELECT SECTOR SPDR TR (XLK) 258,200 -11,522 $23,669
     XLK258,200-11,522$23,669
SELECT SECTOR SPDR TR (XLU) 364,355 -401 $23,545
     XLU364,355-401$23,545
CHEVRON CORP NEW 191,313 +2,321 $23,055
     CVX191,313+2,321$23,055
JPMORGAN CHASE & CO 161,476 +2,942 $22,510
     JPM161,476+2,942$22,510
VANGUARD INDEX FDS (VNQ) 235,086 +5,250 $21,814
     VNQ235,086+5,250$21,814
NUVEEN AMT FREE QLTY MUN INC 1,460,688 -5,978 $21,005
     NEA1,460,688-5,978$21,005
ISHARES TR (IYR) 213,832 -667 $19,903
     IYR213,832-667$19,903
ALPHABET INC 13,708 +646 $18,328
     GOOG13,708+646$18,328
ALPHABET INC 12,513 +256 $16,759
     GOOGL12,513+256$16,759
ISHARES TR (DVY) 157,623 -5,303 $16,654
     DVY157,623-5,303$16,654
CISCO SYS INC 338,472 +2,238 $16,233
     CSCO338,472+2,238$16,233
ENTERPRISE PRODS PARTNERS L 555,314 -3,838 $15,638
     EPD555,314-3,838$15,638
FACEBOOK INC 75,457 +959 $15,488
     FB75,457+959$15,488
PEPSICO INC 113,185 +1,510 $15,469
     PEP113,185+1,510$15,469
HOME DEPOT INC 69,207 +1,572 $15,113
     HD69,207+1,572$15,113
VISA INC 77,714 +788 $14,602
     V77,714+788$14,602
COCA COLA CO 263,792 -4,066 $14,601
     KO263,792-4,066$14,601
MERCK & CO INC 159,836 -2,124 $14,537
     MRK159,836-2,124$14,537
INTEL CORP 241,308 +1,087 $14,442
     INTC241,308+1,087$14,442
DISNEY WALT CO 99,781 +1,785 $14,431
     DIS99,781+1,785$14,431
VANGUARD INDEX FDS (VB) 86,004 +1 $14,246
     VB86,004+1$14,246

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 12/31/2019: $5,430,676
At 09/30/2019: $5,113,700

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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