Veritable
Latest statistics and disclosures from Veritable's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, IVV, VOO, MDY, IJH, and represent 45.08% of Veritable's stock portfolio.
- Added to shares of these 10 stocks: VOO (+$15M), SCHD (+$8.6M), VYMI (+$8.4M), SPYX (+$7.5M), IJR (+$7.0M), SCHY (+$7.0M), VBR (+$5.6M), IJH (+$5.4M), Linde, IVOO.
- Started 64 new stock positions in SSB, XRAY, HLN, GNRC, CTLT, QCLN, GOLD, PIO, BNL, IBKR.
- Reduced shares in these 10 stocks: IWB (-$22M), IWR (-$16M), TSLA (-$14M), SPY (-$13M), MUB (-$10M), VEU (-$7.9M), VEA (-$6.6M), XLK, Linde, AAPL.
- Sold out of its positions in ASH, AGR, OZK, BE, Comsovereign Holding Ord, DTM, EWBC, ETRN, FRC, GDDY.
- Veritable was a net seller of stock by $-51M.
- Veritable has $6.1B in assets under management (AUM), dropping by 4.14%.
- Central Index Key (CIK): 0001300311
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Portfolio Holdings for Veritable
Veritable holds 891 positions in its portfolio as reported in the March 2023 quarterly 13F filing
Veritable has 891 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Veritable March 31, 2023 positions
- Download the Veritable March 2023 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 16.1 | $979M | 2.4M | 409.39 |
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| Ishares Tr Core S&p500 Etf (IVV) | 9.1 | $552M | 1.3M | 411.08 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 7.8 | $472M | +3% | 1.3M | 376.07 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 7.3 | $445M | 971k | 458.41 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 4.9 | $297M | 1.2M | 250.16 |
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| Ishares Tr Rus 1000 Etf (IWB) | 4.3 | $265M | -7% | 1.2M | 225.23 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 2.4 | $146M | -10% | 2.1M | 69.92 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 2.4 | $145M | 1.4M | 105.50 |
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| Ishares Tr Russell 2000 Etf (IWM) | 2.1 | $128M | 717k | 178.40 |
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| Apple (AAPL) | 1.9 | $115M | -3% | 694k | 164.90 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.7 | $104M | +7% | 1.1M | 96.70 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 1.5 | $92M | 744k | 123.71 |
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| Microsoft Corporation (MSFT) | 1.3 | $81M | 282k | 288.30 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 1.1 | $65M | 309k | 210.92 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $55M | 179k | 308.77 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.8 | $51M | 250k | 204.10 |
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| Procter & Gamble Company (PG) | 0.8 | $48M | 326k | 148.69 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.6 | $38M | -14% | 836k | 45.17 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.6 | $38M | -9% | 526k | 71.52 |
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| Comcast Corp Cl A (CMCSA) | 0.5 | $33M | 869k | 37.91 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $31M | +4% | 296k | 104.00 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.5 | $31M | 223k | 137.02 |
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| Amazon (AMZN) | 0.5 | $28M | -5% | 270k | 103.29 |
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| Select Sector Spdr Tr Technology (XLK) | 0.4 | $26M | -15% | 175k | 151.01 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.4 | $24M | -3% | 499k | 48.53 |
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| Johnson & Johnson (JNJ) | 0.4 | $23M | -9% | 150k | 155.00 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $23M | 49.00 | 465600.00 |
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| Mastercard Incorporated Cl A (MA) | 0.4 | $22M | 61k | 363.41 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $22M | -3% | 168k | 130.31 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.4 | $21M | +3% | 316k | 67.69 |
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| Ishares Core Msci Emkt (IEMG) | 0.3 | $21M | 437k | 48.79 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $20M | +74% | 277k | 73.16 |
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| NVIDIA Corporation (NVDA) | 0.3 | $20M | +2% | 72k | 277.77 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.3 | $20M | -2% | 88k | 226.82 |
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| Ishares Tr U.s. Real Es Etf (IYR) | 0.3 | $20M | 231k | 84.90 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $19M | -11% | 183k | 103.73 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $19M | 295k | 63.89 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.3 | $19M | 124k | 151.76 |
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| Abbvie (ABBV) | 0.3 | $18M | -8% | 114k | 159.37 |
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| Pepsi (PEP) | 0.3 | $17M | -8% | 93k | 182.30 |
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| Merck & Co (MRK) | 0.3 | $16M | 152k | 106.39 |
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| Chevron Corporation (CVX) | 0.3 | $16M | 98k | 163.16 |
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| Home Depot (HD) | 0.3 | $16M | -4% | 53k | 295.12 |
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| Coca-Cola Company (KO) | 0.3 | $16M | 249k | 62.03 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $15M | -5% | 140k | 109.66 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $15M | -2% | 178k | 83.04 |
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| Tesla Motors (TSLA) | 0.2 | $15M | -48% | 70k | 207.46 |
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| Visa Com Cl A (V) | 0.2 | $15M | 65k | 225.46 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $14M | 58k | 244.33 |
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| Cisco Systems (CSCO) | 0.2 | $14M | 270k | 52.27 |
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| Ishares Tr Cohen Steer Reit (ICF) | 0.2 | $14M | 243k | 55.54 |
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| Select Sector Spdr Tr Energy (XLE) | 0.2 | $13M | 158k | 82.83 |
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| UnitedHealth (UNH) | 0.2 | $13M | +2% | 28k | 472.59 |
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| Philip Morris International (PM) | 0.2 | $13M | +3% | 133k | 97.25 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.2 | $13M | 86k | 149.54 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.2 | $13M | 68k | 187.04 |
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| Chubb (CB) | 0.2 | $12M | 63k | 194.18 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $11M | 75k | 152.26 |
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| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.2 | $11M | 61k | 186.33 |
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| Spdr Ser Tr Spdr S&p 500 Etf (SPYX) | 0.2 | $11M | +200% | 339k | 33.24 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $11M | 59k | 189.56 |
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| Vanguard World Fds Inf Tech Etf (VGT) | 0.2 | $11M | 29k | 385.47 |
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| McDonald's Corporation (MCD) | 0.2 | $11M | -22% | 39k | 279.61 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $11M | -25% | 270k | 40.40 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $11M | -8% | 34k | 320.93 |
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| Meta Platforms Cl A (META) | 0.2 | $11M | +3% | 50k | 211.94 |
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| Select Sector Spdr Tr Financial (XLF) | 0.2 | $11M | 331k | 32.15 |
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| Abbott Laboratories (ABT) | 0.2 | $10M | -11% | 103k | 101.26 |
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| Pfizer (PFE) | 0.2 | $10M | -12% | 251k | 40.80 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.2 | $10M | +497% | 162k | 61.95 |
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| Netflix (NFLX) | 0.2 | $9.8M | +3% | 28k | 345.48 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $9.0M | 77k | 117.18 |
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| Eli Lilly & Co. (LLY) | 0.1 | $9.0M | 26k | 343.42 |
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| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.1 | $9.0M | +99% | 106k | 84.68 |
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| Costco Wholesale Corporation (COST) | 0.1 | $8.6M | +2% | 17k | 496.88 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $8.4M | -2% | 65k | 129.46 |
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| Walt Disney Company (DIS) | 0.1 | $8.2M | 82k | 100.13 |
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| Spdr Ser Tr Bloomberg High Y (JNK) | 0.1 | $8.2M | +4% | 88k | 92.82 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $8.1M | +226% | 51k | 158.76 |
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| Amgen (AMGN) | 0.1 | $7.9M | -4% | 33k | 241.75 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $7.9M | 80k | 97.93 |
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| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.1 | $7.8M | 162k | 48.15 |
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| Ishares Tr Glb Infrastr Etf (IGF) | 0.1 | $7.6M | 160k | 47.70 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $7.4M | 13k | 576.37 |
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| Bank of America Corporation (BAC) | 0.1 | $7.1M | +3% | 247k | 28.60 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $7.0M | -52% | 132k | 53.47 |
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| Broadcom (AVGO) | 0.1 | $7.0M | 11k | 641.54 |
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| Schwab Strategic Tr Internl Divid (SCHY) | 0.1 | $7.0M | NEW | 296k | 23.63 |
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| Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.1 | $6.9M | -2% | 69k | 101.18 |
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| Oracle Corporation (ORCL) | 0.1 | $6.9M | -5% | 75k | 92.92 |
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| Wal-Mart Stores (WMT) | 0.1 | $6.9M | +2% | 47k | 147.45 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $6.9M | 37k | 186.01 |
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| International Business Machines (IBM) | 0.1 | $6.8M | -4% | 52k | 131.09 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $6.8M | 18k | 385.37 |
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| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.1 | $6.8M | +12% | 342k | 19.78 |
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| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.1 | $6.7M | 152k | 43.94 |
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| Nike CL B (NKE) | 0.1 | $6.7M | +3% | 55k | 122.64 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $6.7M | -2% | 36k | 186.81 |
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| Nextera Energy (NEE) | 0.1 | $6.7M | -2% | 86k | 77.08 |
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| Starbucks Corporation (SBUX) | 0.1 | $6.6M | 63k | 104.13 |
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| Automatic Data Processing (ADP) | 0.1 | $6.4M | -3% | 29k | 222.63 |
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| Vanguard World Fds Energy Etf (VDE) | 0.1 | $6.2M | 55k | 114.23 |
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| Union Pacific Corporation (UNP) | 0.1 | $6.1M | +2% | 30k | 201.26 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $6.0M | 33k | 183.22 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.1 | $6.0M | 113k | 52.70 |
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| Caterpillar (CAT) | 0.1 | $5.9M | 26k | 228.84 |
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| Sweetgreen Com Cl A (SG) | 0.1 | $5.9M | 748k | 7.84 |
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| Martin Marietta Materials (MLM) | 0.1 | $5.8M | 16k | 355.06 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $5.8M | +2% | 20k | 285.81 |
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| Applied Materials (AMAT) | 0.1 | $5.6M | +3% | 46k | 122.83 |
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| Danaher Corporation (DHR) | 0.1 | $5.6M | -2% | 22k | 252.04 |
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| Golub Capital BDC (GBDC) | 0.1 | $5.5M | +5% | 407k | 13.56 |
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| Bristol Myers Squibb (BMY) | 0.1 | $5.5M | +8% | 79k | 69.31 |
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| Intel Corporation (INTC) | 0.1 | $5.5M | 167k | 32.67 |
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| Verizon Communications (VZ) | 0.1 | $5.4M | +5% | 139k | 38.89 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $5.3M | -11% | 158k | 33.48 |
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| Deere & Company (DE) | 0.1 | $5.2M | +5% | 13k | 412.88 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $5.1M | -6% | 11k | 472.73 |
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| Vanguard World Fds Utilities Etf (VPU) | 0.1 | $5.1M | +20% | 34k | 147.52 |
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| Ishares Msci Jpn Etf New (EWJ) | 0.1 | $5.1M | 86k | 58.69 |
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| Engine No 1 Etf Trust Transfrm 500 Etf (VOTE) | 0.1 | $5.0M | 105k | 47.59 |
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| S&p Global (SPGI) | 0.1 | $5.0M | 14k | 344.77 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $4.9M | -11% | 53k | 92.81 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $4.8M | -67% | 45k | 107.74 |
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| Lowe's Companies (LOW) | 0.1 | $4.8M | +2% | 24k | 199.97 |
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| Stryker Corporation (SYK) | 0.1 | $4.7M | 17k | 285.47 |
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| American Express Company (AXP) | 0.1 | $4.7M | 28k | 164.95 |
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| Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 0.1 | $4.7M | -5% | 71k | 66.08 |
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| Unilever Spon Adr New (UL) | 0.1 | $4.7M | -10% | 90k | 51.93 |
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| Linde SHS | 0.1 | $4.6M | NEW | 13k | 355.44 |
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| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.1 | $4.6M | -5% | 68k | 68.44 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $4.6M | -3% | 62k | 74.71 |
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| Illinois Tool Works (ITW) | 0.1 | $4.6M | 19k | 243.45 |
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| ConocoPhillips (COP) | 0.1 | $4.6M | +7% | 46k | 99.21 |
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| Honeywell International (HON) | 0.1 | $4.6M | -2% | 24k | 191.12 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $4.5M | 29k | 154.01 |
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| Keurig Dr Pepper (KDP) | 0.1 | $4.4M | +4% | 125k | 35.28 |
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| Qualcomm (QCOM) | 0.1 | $4.4M | +4% | 35k | 127.58 |
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| TJX Companies (TJX) | 0.1 | $4.4M | 56k | 78.36 |
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| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.1 | $4.4M | 115k | 37.77 |
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| Dupont De Nemours (DD) | 0.1 | $4.3M | 61k | 71.77 |
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| Target Corporation (TGT) | 0.1 | $4.3M | +2% | 26k | 165.63 |
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| United Parcel Service CL B (UPS) | 0.1 | $4.3M | +2% | 22k | 193.99 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $4.2M | +9% | 52k | 80.22 |
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| Blackrock Mun Target Term Tr Com Shs Ben In (BTT) | 0.1 | $4.2M | -17% | 191k | 21.72 |
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| Anthem (ELV) | 0.1 | $4.1M | 9.0k | 459.81 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.1 | $3.9M | 55k | 71.71 |
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| Goldman Sachs (GS) | 0.1 | $3.9M | 12k | 327.11 |
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| Advanced Micro Devices (AMD) | 0.1 | $3.9M | +5% | 39k | 98.01 |
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| Wisdomtree Tr Us Total Dividnd (DTD) | 0.1 | $3.8M | -10% | 63k | 60.59 |
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| At&t (T) | 0.1 | $3.8M | +3% | 197k | 19.25 |
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| salesforce (CRM) | 0.1 | $3.8M | +10% | 19k | 199.78 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $3.7M | +4% | 28k | 134.83 |
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| American Tower Reit (AMT) | 0.1 | $3.7M | 18k | 204.34 |
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| EOG Resources (EOG) | 0.1 | $3.6M | +5% | 32k | 114.63 |
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| Booking Holdings (BKNG) | 0.1 | $3.6M | +2% | 1.4k | 2652.41 |
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| Enterprise Products Partners (EPD) | 0.1 | $3.6M | 139k | 25.90 |
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| Morgan Stanley Com New (MS) | 0.1 | $3.6M | 41k | 87.80 |
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| Lam Research Corporation (LRCX) | 0.1 | $3.5M | +9% | 6.6k | 530.12 |
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| Interpublic Group of Companies (IPG) | 0.1 | $3.5M | -15% | 94k | 37.24 |
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| 3M Company (MMM) | 0.1 | $3.5M | -6% | 33k | 105.11 |
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| BlackRock (BLK) | 0.1 | $3.5M | -3% | 5.2k | 669.12 |
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| CVS Caremark Corporation (CVS) | 0.1 | $3.4M | -3% | 46k | 74.31 |
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| Analog Devices (ADI) | 0.1 | $3.4M | 17k | 197.22 |
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| Prologis (PLD) | 0.1 | $3.4M | 27k | 124.77 |
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| Marsh & McLennan Companies (MMC) | 0.1 | $3.4M | 20k | 166.55 |
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| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.1 | $3.4M | +5% | 44k | 76.18 |
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| Boeing Company (BA) | 0.1 | $3.3M | 15k | 212.43 |
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| Corteva (CTVA) | 0.1 | $3.2M | +3% | 53k | 60.31 |
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| Medtronic SHS (MDT) | 0.1 | $3.2M | +10% | 40k | 80.62 |
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| Intuit (INTU) | 0.1 | $3.2M | +7% | 7.2k | 445.83 |
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| Altria (MO) | 0.1 | $3.2M | -5% | 71k | 44.62 |
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| Us Bancorp Del Com New (USB) | 0.1 | $3.2M | 88k | 36.05 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $3.1M | 57k | 55.21 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $3.1M | -2% | 34k | 92.09 |
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| Gilead Sciences (GILD) | 0.1 | $3.0M | 37k | 82.97 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $3.0M | 44k | 69.72 |
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| Dow (DOW) | 0.0 | $3.0M | 56k | 54.82 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $3.0M | 13k | 235.40 |
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| Zoetis Cl A (ZTS) | 0.0 | $3.0M | +5% | 18k | 166.44 |
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| Paypal Holdings (PYPL) | 0.0 | $3.0M | 40k | 75.94 |
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| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.0 | $3.0M | +22% | 41k | 73.75 |
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| Select Sector Spdr Tr Communication (XLC) | 0.0 | $3.0M | 52k | 57.97 |
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| Vanguard World Fds Industrial Etf (VIS) | 0.0 | $3.0M | 16k | 190.51 |
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| Progressive Corporation (PGR) | 0.0 | $2.9M | -2% | 21k | 143.06 |
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| W.W. Grainger (GWW) | 0.0 | $2.9M | 4.2k | 688.81 |
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| Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $2.9M | 36k | 80.66 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $2.9M | +24% | 55k | 52.38 |
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| Kla Corp Com New (KLAC) | 0.0 | $2.8M | 7.1k | 399.17 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $2.7M | +245% | 37k | 72.08 |
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| Cigna Corp (CI) | 0.0 | $2.7M | +14% | 10k | 255.53 |
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| Metropcs Communications (TMUS) | 0.0 | $2.6M | +3% | 18k | 144.84 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $2.6M | -2% | 24k | 109.61 |
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| Valero Energy Corporation (VLO) | 0.0 | $2.6M | 18k | 139.60 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $2.6M | +2% | 10k | 249.43 |
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| Vanguard World Fds Consum Stp Etf (VDC) | 0.0 | $2.5M | 13k | 193.52 |
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| Hess (HES) | 0.0 | $2.5M | 19k | 132.34 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $2.5M | 5.4k | 461.72 |
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| Southern Company (SO) | 0.0 | $2.5M | -20% | 36k | 69.58 |
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| Vanguard World Fds Financials Etf (VFH) | 0.0 | $2.5M | 32k | 77.89 |
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| Eaton Corp SHS (ETN) | 0.0 | $2.4M | +3% | 14k | 171.34 |
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.0 | $2.4M | -22% | 44k | 55.36 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $2.3M | 9.2k | 255.47 |
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| Brown Forman Corp Cl A (BF.A) | 0.0 | $2.3M | +2% | 36k | 65.19 |
|
| FedEx Corporation (FDX) | 0.0 | $2.3M | 10k | 228.49 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $2.3M | +2% | 7.3k | 315.07 |
|
| General Electric Com New (GE) | 0.0 | $2.3M | +2% | 24k | 95.60 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $2.3M | 71k | 32.59 |
|
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $2.3M | 62k | 37.38 |
|
|
| Phillips 66 (PSX) | 0.0 | $2.3M | 23k | 101.38 |
|
|
| Norfolk Southern (NSC) | 0.0 | $2.3M | -32% | 11k | 212.00 |
|
| Emerson Electric (EMR) | 0.0 | $2.3M | -23% | 26k | 87.14 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $2.3M | 51k | 44.50 |
|
|
| Ford Motor Company (F) | 0.0 | $2.2M | 179k | 12.60 |
|
|
| Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.0 | $2.2M | -4% | 90k | 24.93 |
|
| Wells Fargo & Company (WFC) | 0.0 | $2.2M | +3% | 60k | 37.38 |
|
| General Dynamics Corporation (GD) | 0.0 | $2.2M | +7% | 9.7k | 228.21 |
|
| AutoZone (AZO) | 0.0 | $2.2M | +12% | 897.00 | 2458.15 |
|
| Air Products & Chemicals (APD) | 0.0 | $2.2M | 7.6k | 287.21 |
|
|
| Duke Energy Corp Com New (DUK) | 0.0 | $2.2M | -6% | 23k | 96.47 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $2.2M | 28k | 76.49 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $2.2M | +9% | 173k | 12.47 |
|
| Waste Management (WM) | 0.0 | $2.2M | 13k | 163.17 |
|
|
| Spdr Ser Tr Dj Reit Etf (RWR) | 0.0 | $2.1M | 24k | 88.78 |
|
|
| Becton, Dickinson and (BDX) | 0.0 | $2.1M | 8.6k | 247.54 |
|
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.0 | $2.1M | 40k | 52.36 |
|
|
| Illumina (ILMN) | 0.0 | $2.1M | +4% | 9.1k | 232.55 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $2.1M | 29k | 71.51 |
|
|
| McKesson Corporation (MCK) | 0.0 | $2.1M | +4% | 5.9k | 356.05 |
|
| Enbridge (ENB) | 0.0 | $2.1M | 55k | 38.15 |
|
|
| Amphenol Corp Cl A (APH) | 0.0 | $2.1M | +6% | 25k | 81.72 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $2.1M | -4% | 27k | 75.15 |
|
| Carrier Global Corporation (CARR) | 0.0 | $2.0M | 44k | 45.75 |
|
|
| Aon Shs Cl A (AON) | 0.0 | $2.0M | 6.4k | 315.29 |
|
|
| Newmont Mining Corporation (NEM) | 0.0 | $2.0M | +4% | 41k | 49.02 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $2.0M | +2% | 32k | 62.89 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $2.0M | -2% | 51k | 39.46 |
|
| Moody's Corporation (MCO) | 0.0 | $2.0M | +3% | 6.5k | 306.02 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $2.0M | 41k | 48.77 |
|
|
| Travelers Companies (TRV) | 0.0 | $1.9M | -12% | 11k | 171.41 |
|
| Brown Forman Corp CL B (BF.B) | 0.0 | $1.9M | 30k | 64.27 |
|
|
| Autodesk (ADSK) | 0.0 | $1.9M | 9.3k | 208.16 |
|
|
| Citigroup Com New (C) | 0.0 | $1.9M | -3% | 41k | 46.89 |
|
| Shell Spon Ads (SHEL) | 0.0 | $1.9M | 33k | 57.54 |
|
|
| Equinix (EQIX) | 0.0 | $1.9M | +5% | 2.6k | 721.04 |
|
| Archer Daniels Midland Company (ADM) | 0.0 | $1.9M | -2% | 24k | 79.66 |
|
| O'reilly Automotive (ORLY) | 0.0 | $1.9M | 2.2k | 848.98 |
|
|
| SYSCO Corporation (SYY) | 0.0 | $1.9M | +2% | 24k | 77.23 |
|
| Charter Communications Inc N Cl A (CHTR) | 0.0 | $1.9M | 5.3k | 357.61 |
|
|
| Allstate Corporation (ALL) | 0.0 | $1.9M | 17k | 110.81 |
|
|
Past Filings by Veritable
SEC 13F filings are viewable for Veritable going back to 2010
- Veritable 2023 Q1 filed May 12, 2023
- Veritable 2022 Q4 filed Feb. 14, 2023
- Veritable 2022 Q3 filed Nov. 14, 2022
- Veritable 2022 Q2 filed Aug. 15, 2022
- Veritable 2022 Q1 filed May 11, 2022
- Veritable 2021 Q4 filed Feb. 14, 2022
- Veritable 2021 Q3 filed Nov. 15, 2021
- Veritable 2021 Q2 filed Aug. 16, 2021
- Veritable 2021 Q1 filed May 17, 2021
- Veritable 2020 Q4 filed Feb. 11, 2021
- Veritable 2020 Q3 filed Nov. 13, 2020
- Veritable 2020 Q2 filed Aug. 14, 2020
- Veritable 2020 Q1 filed May 13, 2020
- Veritable 2019 Q4 filed Feb. 14, 2020
- Veritable 2019 Q3 filed Nov. 12, 2019
- Veritable 2019 Q2 filed Aug. 12, 2019