Veritable
Latest statistics and disclosures from Veritable's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, IVV, MDY, VOO, IJH, and represent 42.98% of Veritable's stock portfolio.
- Added to shares of these 10 stocks: CMCSA (+$55M), VOO (+$32M), NAD (+$21M), VYM (+$17M), IJH (+$7.8M), VTIP (+$6.9M), BBN (+$6.8M), IVV (+$6.3M), MUB (+$5.9M), NEA (+$5.8M).
- Started 74 new stock positions in SKY, ROBO, EVA, KKR, BRKS, COGT, RCL, ITUB, BBN, TRIP.
- Reduced shares in these 10 stocks: OEF (-$57M), SPY (-$37M), IWB (-$17M), MDY (-$16M), XLE (-$11M), MA, CB, PG, BMY, BRK.A.
- Sold out of its positions in ALB, AYX, APLS, BJ, Rts/bristol-myers Squibb Compa, FEYE, NTLA, FXI, PEN, QRTEA. REGI, SNN, RUN, TPIC, Tiffany & Co., UDR, VTR, Wpx Energy, Social Capital Hedosophia Holdings Corp Iii.
- Veritable was a net buyer of stock by $37M.
- Veritable has $5.9B in assets under management (AUM), dropping by 7.91%.
- Central Index Key (CIK): 0001300311
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Portfolio Holdings for Veritable
Companies in the Veritable portfolio as of the March 2021 quarterly 13F filing
Veritable has 835 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Veritable March 31, 2021 positions
- Download the Veritable March 2021 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY) | 14.0 | $822M | -4% | 2.1M | 396.15 | |
| Ishares Tr Core S&p500 Etf (IVV) | 8.6 | $504M | 1.3M | 397.82 | ||
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 8.4 | $496M | -3% | 1.0M | 475.91 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 7.1 | $418M | +8% | 1.1M | 364.30 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 4.9 | $286M | +2% | 1.1M | 260.28 | |
| Ishares Tr Rus 1000 Etf (IWB) | 4.5 | $264M | -5% | 1.2M | 223.83 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 2.9 | $168M | 2.3M | 73.93 | ||
| Ishares Tr Russell 2000 Etf (IWM) | 2.7 | $159M | 718k | 220.94 | ||
| Vanguard Whitehall Fds High Div Yld (VYM) | 2.0 | $117M | +17% | 1.2M | 101.09 | |
| Comcast Corp Cl A (CMCSA) | 1.7 | $101M | +119% | 1.9M | 54.11 | |
| Apple (AAPL) | 1.5 | $88M | 718k | 122.15 | ||
| Spdr Ser Tr S&p Divid Etf (SDY) | 1.4 | $80M | +4% | 679k | 118.03 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 1.2 | $73M | 673k | 108.53 | ||
| Microsoft Corporation (MSFT) | 1.2 | $72M | 307k | 235.77 | ||
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.9 | $56M | +2% | 251k | 221.34 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.8 | $48M | 233k | 206.69 | ||
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $46M | 179k | 255.47 | ||
| Procter & Gamble Company (PG) | 0.8 | $45M | -4% | 330k | 135.43 | |
| Ishares Core Msci Emkt (IEMG) | 0.6 | $36M | 559k | 64.36 | ||
| Ishares Tr National Mun Etf (MUB) | 0.6 | $36M | +19% | 309k | 116.05 | |
| Amazon (AMZN) | 0.6 | $35M | 11k | 3094.08 | ||
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.6 | $33M | +13% | 208k | 159.47 | |
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.6 | $33M | +21% | 2.2M | 14.82 | |
| Nuveen Div. Advantage Muni. Fund (NAD) | 0.6 | $33M | +178% | 2.2M | 15.14 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.5 | $32M | 425k | 75.87 | ||
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $29M | 14k | 2068.62 | ||
| Johnson & Johnson (JNJ) | 0.5 | $28M | 173k | 164.35 | ||
| JPMorgan Chase & Co. (JPM) | 0.5 | $28M | 184k | 152.23 | ||
| Select Sector Spdr Tr Technology (XLK) | 0.5 | $28M | 211k | 132.81 | ||
| Mastercard Incorporated Cl A (MA) | 0.5 | $28M | -11% | 77k | 356.05 | |
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.4 | $26M | 522k | 49.11 | ||
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.4 | $22M | 341k | 64.04 | ||
| Ishares Tr U.s. Real Es Etf (IYR) | 0.4 | $21M | -7% | 230k | 91.94 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $20M | -8% | 53.00 | 385698.11 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $20M | -4% | 9.9k | 2062.49 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.3 | $20M | -7% | 67k | 300.74 | |
| Home Depot (HD) | 0.3 | $20M | -6% | 64k | 305.26 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.3 | $18M | +48% | 320k | 54.64 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $17M | 259k | 65.11 | ||
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.3 | $17M | +71% | 322k | 51.54 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.3 | $16M | 179k | 91.86 | ||
| Facebook Cl A (FB) | 0.3 | $16M | 55k | 294.53 | ||
| Abbott Laboratories (ABT) | 0.3 | $16M | 133k | 119.84 | ||
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $15M | 48k | 319.14 | ||
| Ishares Tr S&p 500 Val Etf (IVE) | 0.3 | $15M | +4% | 109k | 141.24 | |
| Walt Disney Company (DIS) | 0.3 | $15M | 81k | 184.51 | ||
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.3 | $15M | 88k | 168.07 | ||
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $14M | -2% | 58k | 243.03 | |
| Philip Morris International (PM) | 0.2 | $14M | 157k | 88.74 | ||
| Pepsi (PEP) | 0.2 | $14M | 98k | 141.45 | ||
| Ishares Tr Cohen Steer Reit (ICF) | 0.2 | $14M | -7% | 239k | 57.81 | |
| Visa Com Cl A (V) | 0.2 | $14M | 65k | 211.73 | ||
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $13M | -10% | 257k | 52.05 | |
| Cisco Systems (CSCO) | 0.2 | $13M | 252k | 51.71 | ||
| Abbvie (ABBV) | 0.2 | $13M | +2% | 119k | 108.22 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $13M | -7% | 60k | 214.07 | |
| UnitedHealth (UNH) | 0.2 | $13M | 34k | 372.07 | ||
| Chevron Corporation (CVX) | 0.2 | $12M | -6% | 117k | 104.79 | |
| Ishares Tr S&p 100 Etf (OEF) | 0.2 | $12M | -82% | 68k | 179.83 | |
| Coca-Cola Company (KO) | 0.2 | $12M | 230k | 52.71 | ||
| Select Sector Spdr Tr Sbi Int-finl (XLF) | 0.2 | $12M | 347k | 34.05 | ||
| Intel Corporation (INTC) | 0.2 | $12M | +3% | 182k | 64.00 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $12M | +49% | 89k | 130.05 | |
| Paypal Holdings (PYPL) | 0.2 | $11M | -5% | 46k | 242.83 | |
| Ishares Tr Select Divid Etf (DVY) | 0.2 | $11M | -3% | 96k | 114.10 | |
| McDonald's Corporation (MCD) | 0.2 | $11M | 47k | 224.14 | ||
| Merck & Co (MRK) | 0.2 | $10M | 135k | 77.09 | ||
| NVIDIA Corporation (NVDA) | 0.2 | $10M | 19k | 533.93 | ||
| Select Sector Spdr Tr Energy (XLE) | 0.2 | $9.9M | -52% | 202k | 49.06 | |
| Tesla Motors (TSLA) | 0.2 | $9.8M | -3% | 15k | 667.91 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $9.7M | 64k | 151.54 | ||
| Pfizer (PFE) | 0.2 | $9.5M | 262k | 36.23 | ||
| Ishares Tr Eafe Value Etf (EFV) | 0.2 | $9.4M | +9% | 185k | 50.97 | |
| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.2 | $9.4M | 53k | 176.46 | ||
| Spdr Ser Tr Spdr S&p 500 Etf (SPYX) | 0.2 | $9.2M | 94k | 98.21 | ||
| Unilever Spon Adr New (UL) | 0.2 | $9.0M | +3% | 162k | 55.83 | |
| Bank of America Corporation (BAC) | 0.2 | $9.0M | 232k | 38.69 | ||
| Adobe Systems Incorporated (ADBE) | 0.1 | $8.7M | -5% | 18k | 475.39 | |
| Spdr Ser Tr Portfli Tips Etf (SPIP) | 0.1 | $8.4M | -6% | 276k | 30.55 | |
| Nike CL B (NKE) | 0.1 | $8.0M | 60k | 132.88 | ||
| Exxon Mobil Corporation (XOM) | 0.1 | $8.0M | -14% | 143k | 55.83 | |
| Vanguard World Fds Energy Etf (VDE) | 0.1 | $7.9M | -2% | 116k | 68.00 | |
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.1 | $7.8M | -6% | 79k | 98.45 | |
| Ishares Tr Glb Infrastr Etf (IGF) | 0.1 | $7.8M | +15% | 173k | 45.07 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $7.7M | -6% | 66k | 116.74 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $7.5M | -3% | 124k | 60.68 | |
| 3M Company (MMM) | 0.1 | $7.3M | 38k | 192.68 | ||
| Texas Instruments Incorporated (TXN) | 0.1 | $7.0M | 37k | 189.00 | ||
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $7.0M | 38k | 185.31 | ||
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.1 | $6.9M | 149k | 46.61 | ||
| Verizon Communications (VZ) | 0.1 | $6.9M | 119k | 58.15 | ||
| Nextera Energy (NEE) | 0.1 | $6.9M | 91k | 75.61 | ||
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $6.8M | 93k | 72.92 | ||
| Blackrock Tax Municpal Bd Tr SHS (BBN) | 0.1 | $6.8M | NEW | 275k | 24.65 | |
| Bristol Myers Squibb (BMY) | 0.1 | $6.7M | -22% | 106k | 63.13 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $6.3M | 81k | 77.27 | ||
| Union Pacific Corporation (UNP) | 0.1 | $6.2M | 28k | 220.43 | ||
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $6.1M | -4% | 22k | 276.26 | |
| Blackrock Mun Target Term Tr Com Shs Ben In (BTT) | 0.1 | $6.1M | +3% | 241k | 25.41 | |
| Honeywell International (HON) | 0.1 | $6.1M | -3% | 28k | 217.06 | |
| Oracle Corporation (ORCL) | 0.1 | $6.0M | -11% | 86k | 70.17 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $6.0M | -5% | 13k | 456.39 | |
| Martin Marietta Materials (MLM) | 0.1 | $6.0M | -9% | 18k | 335.79 | |
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.1 | $5.8M | +20% | 240k | 24.30 | |
| Amgen (AMGN) | 0.1 | $5.8M | +6% | 23k | 248.81 | |
| Danaher Corporation (DHR) | 0.1 | $5.8M | +2% | 26k | 225.07 | |
| Applied Materials (AMAT) | 0.1 | $5.7M | 43k | 133.59 | ||
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.1 | $5.6M | 30k | 185.20 | ||
| Chubb (CB) | 0.1 | $5.6M | -37% | 36k | 157.98 | |
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.1 | $5.6M | 122k | 45.76 | ||
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $5.6M | -4% | 63k | 87.69 | |
| Lowe's Companies (LOW) | 0.1 | $5.5M | 29k | 190.17 | ||
| Starbucks Corporation (SBUX) | 0.1 | $5.5M | +5% | 50k | 109.26 | |
| Medtronic SHS (MDT) | 0.1 | $5.4M | 46k | 118.13 | ||
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $5.4M | -5% | 79k | 68.31 | |
| Wal-Mart Stores (WMT) | 0.1 | $5.4M | 40k | 135.84 | ||
| Costco Wholesale Corporation (COST) | 0.1 | $5.3M | 15k | 352.50 | ||
| Us Bancorp Del Com New (USB) | 0.1 | $5.3M | -2% | 95k | 55.31 | |
| Nuveen Build Amer Bd (NBB) | 0.1 | $5.1M | +66% | 228k | 22.59 | |
| Qualcomm (QCOM) | 0.1 | $5.1M | -6% | 39k | 132.59 | |
| At&t (T) | 0.1 | $5.0M | -4% | 166k | 30.27 | |
| Brookfield Asset Mgmt Cl A Ltd Vt Sh (BAM) | 0.1 | $5.0M | 113k | 44.50 | ||
| Caterpillar (CAT) | 0.1 | $5.0M | 22k | 231.87 | ||
| Target Corporation (TGT) | 0.1 | $4.8M | +4% | 24k | 198.06 | |
| Automatic Data Processing (ADP) | 0.1 | $4.7M | -3% | 25k | 188.46 | |
| American Express Company (AXP) | 0.1 | $4.7M | +2% | 33k | 141.45 | |
| Dupont De Nemours (DD) | 0.1 | $4.7M | -11% | 61k | 77.28 | |
| Eli Lilly & Co. (LLY) | 0.1 | $4.7M | 25k | 186.83 | ||
| Netflix (NFLX) | 0.1 | $4.7M | 8.9k | 521.70 | ||
| International Business Machines (IBM) | 0.1 | $4.6M | +14% | 35k | 133.25 | |
| Wisdomtree Tr Us Total Dividnd (DTD) | 0.1 | $4.6M | 41k | 113.04 | ||
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $4.5M | +273% | 69k | 65.45 | |
| S&p Global (SPGI) | 0.1 | $4.5M | -4% | 13k | 352.86 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $4.4M | +33% | 47k | 93.03 | |
| Deere & Company (DE) | 0.1 | $4.3M | -3% | 12k | 374.12 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $4.2M | +344% | 19k | 226.71 | |
| ConocoPhillips (COP) | 0.1 | $4.2M | 80k | 52.97 | ||
| Norfolk Southern (NSC) | 0.1 | $4.2M | +2% | 16k | 268.50 | |
| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.1 | $4.2M | +24% | 56k | 75.11 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $4.1M | -7% | 28k | 147.07 | |
| Jpmorgan Chase & Co Alerian Ml Etn (AMJ) | 0.1 | $4.1M | -29% | 245k | 16.59 | |
| Boeing Company (BA) | 0.1 | $4.0M | -2% | 16k | 254.72 | |
| Goldman Sachs (GS) | 0.1 | $4.0M | 12k | 326.96 | ||
| TJX Companies (TJX) | 0.1 | $3.9M | 60k | 66.15 | ||
| Phillips 66 (PSX) | 0.1 | $3.9M | 48k | 81.54 | ||
| Select Sector Spdr Tr Communication (XLC) | 0.1 | $3.9M | -2% | 53k | 73.32 | |
| Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 0.1 | $3.9M | +26% | 60k | 65.44 | |
| Citigroup Com New (C) | 0.1 | $3.9M | 53k | 72.76 | ||
| Enterprise Products Partners (EPD) | 0.1 | $3.8M | -2% | 174k | 22.02 | |
| Vanguard World Fds Utilities Etf (VPU) | 0.1 | $3.8M | +529% | 27k | 140.52 | |
| Stryker Corporation (SYK) | 0.1 | $3.7M | +5% | 15k | 243.57 | |
| Illinois Tool Works (ITW) | 0.1 | $3.7M | 17k | 221.51 | ||
| United Parcel Service CL B (UPS) | 0.1 | $3.6M | +3% | 22k | 170.01 | |
| American Tower Reit (AMT) | 0.1 | $3.6M | -2% | 15k | 239.05 | |
| Linde SHS (LIN) | 0.1 | $3.6M | 13k | 280.11 | ||
| Broadcom (AVGO) | 0.1 | $3.6M | -3% | 7.8k | 463.60 | |
| CVS Caremark Corporation (CVS) | 0.1 | $3.5M | 47k | 75.24 | ||
| salesforce (CRM) | 0.1 | $3.5M | -5% | 17k | 211.87 | |
| Morgan Stanley Com New (MS) | 0.1 | $3.5M | 45k | 77.67 | ||
| Dow (DOW) | 0.1 | $3.5M | 54k | 63.94 | ||
| Lam Research Corporation (LRCX) | 0.1 | $3.5M | -3% | 5.8k | 595.22 | |
| Zoetis Cl A (ZTS) | 0.1 | $3.4M | 21k | 157.48 | ||
| Interpublic Group of Companies (IPG) | 0.1 | $3.3M | -18% | 112k | 29.20 | |
| Spdr Ser Tr Ftse Int Gvt Etf (WIP) | 0.1 | $3.2M | 58k | 55.53 | ||
| FedEx Corporation (FDX) | 0.1 | $3.2M | 11k | 284.04 | ||
| Corteva (CTVA) | 0.1 | $3.1M | -3% | 67k | 46.63 | |
| Booking Holdings (BKNG) | 0.1 | $3.0M | -6% | 1.3k | 2330.00 | |
| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $3.0M | -6% | 13k | 237.24 | |
| Anthem (ANTM) | 0.1 | $3.0M | +2% | 8.3k | 358.92 | |
| Progressive Corporation (PGR) | 0.1 | $3.0M | +2% | 31k | 95.60 | |
| Charles Schwab Corporation (SCHW) | 0.1 | $3.0M | 45k | 65.17 | ||
| Vanguard World Fds Industrial Etf (VIS) | 0.1 | $2.9M | 16k | 189.24 | ||
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $2.8M | 36k | 78.79 | ||
| Colgate-Palmolive Company (CL) | 0.0 | $2.8M | +3% | 36k | 78.84 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $2.8M | +14% | 7.6k | 369.56 | |
| Truist Financial Corp equities (TFC) | 0.0 | $2.8M | +5% | 48k | 58.31 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $2.8M | 52k | 53.35 | ||
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $2.8M | +2% | 31k | 88.75 | |
| Emerson Electric (EMR) | 0.0 | $2.7M | 30k | 90.21 | ||
| Enbridge (ENB) | 0.0 | $2.7M | -24% | 75k | 36.39 | |
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $2.7M | 69k | 39.49 | ||
| Vanguard World Fds Comm Srvc Etf (VOX) | 0.0 | $2.7M | 21k | 129.99 | ||
| Vanguard World Fds Financials Etf (VFH) | 0.0 | $2.7M | 32k | 84.49 | ||
| Charter Communications Inc N Cl A (CHTR) | 0.0 | $2.6M | 4.3k | 616.97 | ||
| Spdr Ser Tr Dj Reit Etf (RWR) | 0.0 | $2.6M | -7% | 27k | 94.67 | |
| Autodesk (ADSK) | 0.0 | $2.6M | -3% | 9.2k | 277.15 | |
| Dominion Resources (D) | 0.0 | $2.6M | -3% | 34k | 75.95 | |
| Intuit (INTU) | 0.0 | $2.5M | +3% | 6.6k | 383.06 | |
| Marsh & McLennan Companies (MMC) | 0.0 | $2.5M | -2% | 21k | 121.79 | |
| Global Payments (GPN) | 0.0 | $2.5M | -13% | 12k | 201.59 | |
| Brown Forman Corp Cl A (BF.A) | 0.0 | $2.5M | 39k | 63.66 | ||
| Mondelez Intl Cl A (MDLZ) | 0.0 | $2.5M | -4% | 42k | 58.53 | |
| Ross Stores (ROST) | 0.0 | $2.5M | +2% | 21k | 119.93 | |
| Air Products & Chemicals (APD) | 0.0 | $2.5M | +9% | 8.7k | 281.36 | |
| General Motors Company (GM) | 0.0 | $2.5M | +16% | 43k | 57.46 | |
| Wells Fargo & Company (WFC) | 0.0 | $2.5M | -3% | 63k | 39.06 | |
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $2.4M | 31k | 78.38 | ||
| Altria (MO) | 0.0 | $2.4M | -3% | 47k | 51.16 | |
| PNC Financial Services (PNC) | 0.0 | $2.4M | 14k | 175.44 | ||
| Micron Technology (MU) | 0.0 | $2.4M | +27% | 27k | 88.21 | |
| BlackRock (BLK) | 0.0 | $2.4M | 3.1k | 753.99 | ||
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $2.4M | 15k | 159.94 | ||
| Amphenol Corp Cl A (APH) | 0.0 | $2.4M | +87% | 36k | 65.97 | |
| Vanguard World Fds Consum Stp Etf (VDC) | 0.0 | $2.3M | 13k | 178.26 | ||
| Kla Corp Com New (KLAC) | 0.0 | $2.3M | 7.0k | 330.43 | ||
| Becton, Dickinson and (BDX) | 0.0 | $2.3M | -11% | 9.5k | 243.16 | |
| Intuitive Surgical Com New (ISRG) | 0.0 | $2.3M | +5% | 3.1k | 738.82 | |
| Hess (HES) | 0.0 | $2.3M | -6% | 32k | 70.75 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $2.3M | +7% | 23k | 97.28 | |
| Southern Company (SO) | 0.0 | $2.3M | 37k | 62.15 | ||
| Golub Capital BDC (GBDC) | 0.0 | $2.2M | 153k | 14.62 | ||
| Ball Corporation (BLL) | 0.0 | $2.2M | 26k | 84.74 | ||
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $2.2M | -4% | 40k | 55.18 | |
| M&T Bank Corporation (MTB) | 0.0 | $2.2M | +6% | 15k | 151.58 | |
| Brown Forman Corp CL B (BF.B) | 0.0 | $2.2M | 32k | 68.98 | ||
| Marriott Intl Cl A (MAR) | 0.0 | $2.2M | 15k | 148.09 | ||
| Duke Energy Corp Com New (DUK) | 0.0 | $2.2M | -4% | 22k | 96.54 | |
| Cigna Corp (CI) | 0.0 | $2.2M | 8.9k | 241.79 | ||
| General Electric Company (GE) | 0.0 | $2.2M | 164k | 13.13 | ||
| Lauder Estee Cos Cl A (EL) | 0.0 | $2.1M | +11% | 7.4k | 290.86 | |
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $2.1M | +14% | 29k | 73.75 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $2.1M | +9% | 15k | 139.04 | |
| Fidelity National Information Services (FIS) | 0.0 | $2.1M | +10% | 15k | 140.59 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $2.1M | 29k | 72.07 | ||
| T. Rowe Price (TROW) | 0.0 | $2.1M | 12k | 171.62 | ||
| Analog Devices (ADI) | 0.0 | $2.1M | -4% | 13k | 155.04 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $2.1M | 25k | 82.20 | ||
| SYSCO Corporation (SYY) | 0.0 | $2.1M | +4% | 26k | 78.75 | |
| Intercontinental Exchange (ICE) | 0.0 | $2.0M | 18k | 111.70 | ||
| Activision Blizzard (ATVI) | 0.0 | $2.0M | -13% | 22k | 93.01 | |
| Carrier Global Corporation (CARR) | 0.0 | $2.0M | 47k | 42.21 | ||
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $2.0M | 19k | 102.08 | ||
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.0 | $2.0M | 24k | 82.00 | ||
| Gilead Sciences (GILD) | 0.0 | $1.9M | +2% | 30k | 64.64 | |
| Sherwin-Williams Company (SHW) | 0.0 | $1.9M | 2.6k | 737.83 | ||
| Ecolab (ECL) | 0.0 | $1.9M | 9.0k | 214.02 | ||
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $1.9M | 11k | 165.61 | ||
| Travelers Companies (TRV) | 0.0 | $1.9M | +8% | 13k | 150.40 | |
| Baxter International (BAX) | 0.0 | $1.9M | 22k | 84.34 | ||
| Simon Property (SPG) | 0.0 | $1.9M | -7% | 16k | 113.76 | |
| Community Health Systems (CYH) | 0.0 | $1.9M | +34% | 137k | 13.52 | |
| Ford Motor Company (F) | 0.0 | $1.8M | +15% | 146k | 12.25 | |
| General Dynamics Corporation (GD) | 0.0 | $1.8M | +10% | 9.8k | 181.58 | |
| Cable One (CABO) | 0.0 | $1.8M | +48% | 971.00 | 1828.01 | |
| Prologis (PLD) | 0.0 | $1.8M | -11% | 17k | 106.02 | |
| Allstate Corporation (ALL) | 0.0 | $1.8M | 15k | 114.93 | ||
| EOG Resources (EOG) | 0.0 | $1.8M | -12% | 24k | 72.54 | |
| CSX Corporation (CSX) | 0.0 | $1.7M | 18k | 96.45 | ||
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $1.7M | -16% | 28k | 63.02 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $1.7M | +4% | 45k | 38.40 | |
Past Filings by Veritable
SEC 13F filings are viewable for Veritable going back to 2010
- 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
- Veritable 2019 Q1 filed May 15, 2019
- Veritable 2018 Q4 filed Feb. 14, 2019
- Veritable 2018 Q3 filed Nov. 14, 2018
- Veritable 2018 Q2 filed Aug. 13, 2018
- Veritable 2018 Q1 filed May 14, 2018
- Veritable 2017 Q4 filed Feb. 13, 2018
- Veritable 2017 Q3 filed Nov. 14, 2017
- Veritable 2017 Q2 filed Aug. 11, 2017