Veritable
Latest statistics and disclosures from Veritable's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, IVV, MDY, VOO, IWB, and represent 42.92% of Veritable's stock portfolio.
- Added to shares of these 10 stocks: OEF (+$77M), AAPL (+$71M), VTIP (+$11M), SPIP (+$11M), VTEB, TOL, NEA, TSLA, WIP, BRK.B.
- Started 43 new stock positions in POOL, NTAP, EFAV, UBER, FEYE, SGEN, LAD, RSP, ARCC, WIP.
- Reduced shares in these 10 stocks: MDY (-$18M), IVV (-$10M), SPY (-$9.5M), SPLG, IWB, LQD, HD, , XLE, XOM.
- Sold out of its positions in ALB, ACC, BUD, AIV, BIDU, BKR, BBVA, BMRN, BDN, BRX.
- Veritable was a net buyer of stock by $115M.
- Veritable has $5.0B in assets under management (AUM), dropping by 7.83%.
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Portfolio Holdings for Veritable
Companies in the Veritable portfolio as of the September 2020 quarterly 13F filing
Veritable has 736 total positions. Only the first 250 positions are shown.
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- Download the Veritable September 2020 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 14.6 | $730M | 2.2M | 334.89 | ||
| Ishares Tr Core S&p500 Etf (IVV) | 8.6 | $429M | -2% | 1.3M | 336.06 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 7.9 | $395M | -4% | 1.2M | 338.83 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 7.0 | $352M | 1.1M | 307.65 | ||
| Ishares Tr Rus 1000 Etf (IWB) | 4.7 | $236M | 1.3M | 187.15 | ||
| Ishares Tr Core S&p Mcp Etf (IJH) | 4.1 | $202M | 1.1M | 185.31 | ||
| Ishares Tr Rus Mid Cap Etf (IWR) | 2.7 | $133M | 2.3M | 57.38 | ||
| Ishares Tr Russell 2000 Etf (IWM) | 2.3 | $116M | 772k | 149.79 | ||
| Apple (AAPL) | 1.9 | $96M | +288% | 824k | 115.81 | |
| Ishares Tr S&p 100 Etf (OEF) | 1.8 | $88M | +713% | 562k | 155.74 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 1.7 | $84M | +3% | 1.0M | 80.93 | |
| Microsoft Corporation (MSFT) | 1.4 | $69M | 330k | 210.33 | ||
| Spdr Ser Tr S&p Divid Etf (SDY) | 1.3 | $64M | 689k | 92.40 | ||
| Ishares Tr Core S&p Scp Etf (IJR) | 1.2 | $61M | 869k | 70.23 | ||
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| Procter & Gamble Company (PG) | 1.2 | $58M | 419k | 138.99 | ||
| Vanguard Index Fds Mid Cap Etf (VO) | 0.9 | $44M | 252k | 176.26 | ||
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $41M | +8% | 192k | 212.94 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.8 | $40M | 233k | 170.31 | ||
| Amazon (AMZN) | 0.8 | $38M | 12k | 3148.73 | ||
| Comcast Corp Cl A (CMCSA) | 0.8 | $38M | 821k | 46.26 | ||
| Mastercard Incorporated Cl A (MA) | 0.6 | $31M | +8% | 92k | 338.17 | |
| Ishares Tr National Mun Etf (MUB) | 0.6 | $30M | 258k | 115.93 | ||
| Ishares Core Msci Emkt (IEMG) | 0.6 | $30M | 560k | 52.80 | ||
| Ishares Tr Msci Eafe Etf (EFA) | 0.6 | $29M | -5% | 458k | 63.65 | |
| Johnson & Johnson (JNJ) | 0.5 | $27M | +5% | 180k | 148.88 | |
| Select Sector Spdr Tr Technology (XLK) | 0.5 | $25M | 218k | 116.70 | ||
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.5 | $23M | +12% | 571k | 40.90 | |
| Select Sector Spdr Tr Energy (XLE) | 0.5 | $23M | -9% | 754k | 29.95 | |
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.4 | $22M | +17% | 1.6M | 14.34 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.4 | $22M | 363k | 59.38 | ||
| Home Depot (HD) | 0.4 | $21M | -12% | 76k | 277.71 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $21M | +8% | 14k | 1469.62 | |
| Ishares Tr U.s. Real Es Etf (IYR) | 0.4 | $20M | 250k | 79.84 | ||
| JPMorgan Chase & Co. (JPM) | 0.4 | $19M | +7% | 192k | 96.27 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.4 | $18M | 183k | 99.33 | ||
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $17M | +5% | 54.00 | 320000.00 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.3 | $16M | 73k | 221.52 | ||
| Facebook Cl A (FB) | 0.3 | $16M | 61k | 261.89 | ||
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $16M | 11k | 1465.64 | ||
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $16M | 72k | 216.89 | ||
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.3 | $15M | -6% | 195k | 78.96 | |
| Bristol Myers Squibb (BMY) | 0.3 | $15M | 252k | 60.29 | ||
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $15M | 65k | 231.08 | ||
| Abbott Laboratories (ABT) | 0.3 | $15M | 136k | 108.83 | ||
| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $15M | 96k | 153.80 | ||
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $14M | 332k | 43.24 | ||
| Pepsi (PEP) | 0.3 | $14M | 104k | 138.60 | ||
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $14M | 51k | 277.83 | ||
| Visa Com Cl A (V) | 0.3 | $14M | 69k | 199.97 | ||
| Ishares Tr Cohen Steer Reit (ICF) | 0.3 | $14M | 135k | 102.01 | ||
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.3 | $13M | 91k | 146.98 | ||
| Merck & Co (MRK) | 0.2 | $12M | 145k | 82.95 | ||
| UnitedHealth (UNH) | 0.2 | $12M | 38k | 311.78 | ||
| Coca-Cola Company (KO) | 0.2 | $12M | 237k | 49.37 | ||
| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $12M | +2% | 104k | 112.45 | |
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.2 | $12M | +2960% | 227k | 51.02 | |
| Philip Morris International (PM) | 0.2 | $11M | +17% | 148k | 74.99 | |
| McDonald's Corporation (MCD) | 0.2 | $11M | 51k | 219.49 | ||
| Spdr Ser Tr Portfli Tips Etf (SPIP) | 0.2 | $11M | +2141% | 359k | 30.87 | |
| NVIDIA Corporation (NVDA) | 0.2 | $11M | 20k | 541.21 | ||
| Cisco Systems (CSCO) | 0.2 | $11M | 268k | 39.39 | ||
| Abbvie (ABBV) | 0.2 | $10M | 119k | 87.59 | ||
| Disney Walt Com Disney (DIS) | 0.2 | $10M | 84k | 124.08 | ||
| Chevron Corporation (CVX) | 0.2 | $10M | -8% | 142k | 72.00 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $10M | 21k | 490.43 | ||
| Intel Corporation (INTC) | 0.2 | $10M | 196k | 51.78 | ||
| Pfizer (PFE) | 0.2 | $10M | 276k | 36.70 | ||
| Paypal Holdings (PYPL) | 0.2 | $10M | 51k | 197.04 | ||
| Select Sector Spdr Tr Sbi Int-finl (XLF) | 0.2 | $9.3M | 388k | 24.07 | ||
| Unilever N V N Y Shs New (UN) | 0.2 | $8.4M | +20% | 139k | 60.40 | |
| Ishares Tr Select Divid Etf (DVY) | 0.2 | $8.4M | 103k | 81.54 | ||
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $8.3M | -26% | 62k | 134.72 | |
| Verizon Communications (VZ) | 0.2 | $8.0M | 135k | 59.49 | ||
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $8.0M | 68k | 118.13 | ||
| Nike CL B (NKE) | 0.2 | $8.0M | 64k | 125.53 | ||
| Spdr Ser Tr Spdr S&p 500 Etf (SPYX) | 0.2 | $7.8M | +12% | 94k | 83.53 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $7.5M | 71k | 105.47 | ||
| Chubb (CB) | 0.1 | $7.3M | 63k | 116.12 | ||
| Exxon Mobil Corporation (XOM) | 0.1 | $7.2M | -24% | 211k | 34.33 | |
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.1 | $7.2M | 93k | 76.98 | ||
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $7.0M | -2% | 138k | 50.45 | |
| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.1 | $6.8M | 54k | 125.55 | ||
| Nextera Energy (NEE) | 0.1 | $6.8M | 25k | 277.57 | ||
| Thermo Fisher Scientific (TMO) | 0.1 | $6.6M | 15k | 441.53 | ||
| Bank of America Corporation (BAC) | 0.1 | $6.3M | 262k | 24.09 | ||
| Oracle Corporation (ORCL) | 0.1 | $6.2M | 104k | 59.70 | ||
| 3M Company (MMM) | 0.1 | $6.2M | -3% | 39k | 160.17 | |
| Union Pacific Corporation (UNP) | 0.1 | $6.2M | 31k | 196.88 | ||
| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $6.1M | +2% | 151k | 40.35 | |
| Wal-Mart Stores (WMT) | 0.1 | $6.0M | 43k | 139.92 | ||
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.1 | $6.0M | -44% | 152k | 39.35 | |
| Amgen (AMGN) | 0.1 | $6.0M | 24k | 254.16 | ||
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $5.9M | 38k | 156.44 | ||
| Costco Wholesale Corporation (COST) | 0.1 | $5.9M | 17k | 355.02 | ||
| Danaher Corporation (DHR) | 0.1 | $5.5M | 26k | 215.34 | ||
| Ishares Tr Glb Infrastr Etf (IGF) | 0.1 | $5.5M | -15% | 143k | 38.58 | |
| At&t (T) | 0.1 | $5.5M | -22% | 193k | 28.51 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $5.5M | 38k | 142.78 | ||
| salesforce (CRM) | 0.1 | $5.4M | 22k | 251.34 | ||
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $5.4M | 24k | 226.01 | ||
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $5.4M | -9% | 84k | 64.10 | |
| Qualcomm (QCOM) | 0.1 | $5.2M | -3% | 45k | 117.68 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $5.2M | -2% | 91k | 57.54 | |
| Medtronic SHS (MDT) | 0.1 | $5.2M | 50k | 103.91 | ||
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $5.2M | -18% | 93k | 55.30 | |
| S&p Global (SPGI) | 0.1 | $5.0M | 14k | 360.62 | ||
| Lowe's Companies (LOW) | 0.1 | $5.0M | 30k | 165.87 | ||
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $5.0M | 17k | 301.05 | ||
| Vanguard World Fds Energy Etf (VDE) | 0.1 | $5.0M | -6% | 123k | 40.31 | |
| Toll Brothers (TOL) | 0.1 | $4.9M | +249% | 102k | 48.66 | |
| Netflix (NFLX) | 0.1 | $4.9M | 9.9k | 500.00 | ||
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $4.9M | 38k | 128.66 | ||
| Honeywell International (HON) | 0.1 | $4.7M | -3% | 29k | 164.63 | |
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.1 | $4.7M | +2% | 30k | 154.80 | |
| Martin Marietta Materials (MLM) | 0.1 | $4.6M | +10% | 19k | 235.34 | |
| Blackrock Mun Target Term Tr Com Shs Ben In (BTT) | 0.1 | $4.5M | +8% | 182k | 24.99 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $4.4M | +1712% | 82k | 54.44 | |
| Starbucks Corporation (SBUX) | 0.1 | $4.4M | 52k | 85.92 | ||
| Jpmorgan Chase & Co Alerian Ml Etn (AMJ) | 0.1 | $4.4M | +2% | 410k | 10.78 | |
| International Business Machines (IBM) | 0.1 | $4.3M | 35k | 121.67 | ||
| Eli Lilly & Co. (LLY) | 0.1 | $4.1M | 28k | 148.02 | ||
| Wisdomtree Tr Us Total Dividnd (DTD) | 0.1 | $4.1M | 44k | 93.96 | ||
| Tesla Motors (TSLA) | 0.1 | $4.1M | +349% | 9.4k | 429.00 | |
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.1 | $4.0M | 122k | 32.63 | ||
| American Tower Reit (AMT) | 0.1 | $4.0M | -7% | 16k | 241.72 | |
| Us Bancorp Del Com New (USB) | 0.1 | $3.9M | -8% | 109k | 35.85 | |
| Illinois Tool Works (ITW) | 0.1 | $3.9M | -6% | 20k | 193.20 | |
| Dupont De Nemours (DD) | 0.1 | $3.8M | 69k | 55.47 | ||
| Automatic Data Processing (ADP) | 0.1 | $3.8M | -4% | 27k | 139.49 | |
| American Express Company (AXP) | 0.1 | $3.8M | +3% | 38k | 100.24 | |
| Zoetis Cl A (ZTS) | 0.1 | $3.7M | 23k | 165.39 | ||
| Target Corporation (TGT) | 0.1 | $3.6M | 23k | 157.41 | ||
| TJX Companies (TJX) | 0.1 | $3.6M | 65k | 55.66 | ||
| Brookfield Asset Mgmt Cl A Ltd Vt Sh (BAM) | 0.1 | $3.6M | +2% | 109k | 33.06 | |
| United Parcel Service CL B (UPS) | 0.1 | $3.5M | -9% | 21k | 166.65 | |
| Norfolk Southern (NSC) | 0.1 | $3.5M | 17k | 213.99 | ||
| ConocoPhillips (COP) | 0.1 | $3.5M | -7% | 106k | 32.84 | |
| Mondelez Intl Cl A (MDLZ) | 0.1 | $3.4M | 59k | 57.45 | ||
| Linde SHS (LIN) | 0.1 | $3.4M | 14k | 238.14 | ||
| Caterpillar (CAT) | 0.1 | $3.3M | 22k | 149.16 | ||
| Enbridge (ENB) | 0.1 | $3.3M | -6% | 113k | 29.20 | |
| Select Sector Spdr Tr Communication (XLC) | 0.1 | $3.3M | 55k | 59.39 | ||
| Spdr Ser Tr Ftse Int Gvt Etf (WIP) | 0.1 | $3.1M | NEW | 58k | 54.24 | |
| Air Products & Chemicals (APD) | 0.1 | $3.1M | -3% | 10k | 297.90 | |
| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.1 | $3.1M | 53k | 57.39 | ||
| Broadcom (AVGO) | 0.1 | $3.0M | 8.4k | 364.36 | ||
| Stryker Corporation (SYK) | 0.1 | $3.0M | +10% | 15k | 208.36 | |
| Phillips 66 (PSX) | 0.1 | $3.0M | -3% | 58k | 51.84 | |
| Progressive Corporation (PGR) | 0.1 | $3.0M | 31k | 94.65 | ||
| Enterprise Products Partners (EPD) | 0.1 | $3.0M | -20% | 188k | 15.79 | |
| FedEx Corporation (FDX) | 0.1 | $3.0M | 12k | 251.48 | ||
| CVS Caremark Corporation (CVS) | 0.1 | $2.9M | 50k | 58.40 | ||
| Deere & Company (DE) | 0.1 | $2.9M | 13k | 221.62 | ||
| Boeing Company (BA) | 0.1 | $2.8M | 17k | 165.24 | ||
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.1 | $2.8M | +23% | 154k | 18.49 | |
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $2.8M | +466% | 30k | 93.49 | |
| Fidelity National Information Services (FIS) | 0.1 | $2.8M | +2% | 19k | 147.23 | |
| Colgate-Palmolive Company (CL) | 0.1 | $2.8M | 36k | 77.15 | ||
| Charter Communications Inc N Cl A (CHTR) | 0.1 | $2.8M | 4.4k | 624.41 | ||
| Dominion Resources (D) | 0.1 | $2.7M | -2% | 35k | 78.92 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $2.7M | -2% | 7.1k | 383.23 | |
| Dow (DOW) | 0.1 | $2.7M | 57k | 47.06 | ||
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.1 | $2.7M | +9% | 76k | 35.27 | |
| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $2.7M | 14k | 195.71 | ||
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $2.6M | +4% | 15k | 177.10 | |
| Anthem (ANTM) | 0.1 | $2.6M | 9.7k | 268.56 | ||
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $2.6M | +209% | 27k | 95.80 | |
| Brown Forman Corp CL B (BF.B) | 0.1 | $2.6M | 34k | 75.33 | ||
| Goldman Sachs (GS) | 0.1 | $2.6M | -8% | 13k | 200.98 | |
| Becton, Dickinson and (BDX) | 0.1 | $2.6M | -12% | 11k | 232.67 | |
| Global Payments (GPN) | 0.1 | $2.6M | -13% | 14k | 177.57 | |
| Booking Holdings (BKNG) | 0.1 | $2.6M | 1.5k | 1710.75 | ||
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.1 | $2.5M | 40k | 63.63 | ||
| Gilead Sciences (GILD) | 0.1 | $2.5M | -2% | 40k | 63.20 | |
| Applied Materials (AMAT) | 0.1 | $2.5M | 42k | 59.45 | ||
| Marsh & McLennan Companies (MMC) | 0.0 | $2.5M | 22k | 114.70 | ||
| Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 0.0 | $2.5M | 57k | 43.40 | ||
| Brown Forman Corp Cl A (BF.A) | 0.0 | $2.5M | +15% | 36k | 68.68 | |
| Interpublic Group of Companies (IPG) | 0.0 | $2.4M | -7% | 145k | 16.67 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $2.4M | -4% | 8.1k | 293.99 | |
| Intuit (INTU) | 0.0 | $2.3M | 7.1k | 326.28 | ||
| Spdr Ser Tr Dj Reit Etf (RWR) | 0.0 | $2.3M | 30k | 77.96 | ||
| Ball Corporation (BLL) | 0.0 | $2.3M | 28k | 83.12 | ||
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $2.3M | -3% | 52k | 44.08 | |
| Citigroup Com New (C) | 0.0 | $2.3M | 53k | 43.11 | ||
| Vanguard World Fds Comm Srvc Etf (VOX) | 0.0 | $2.3M | -2% | 22k | 101.89 | |
| Intuitive Surgical Com New (ISRG) | 0.0 | $2.2M | -3% | 3.2k | 709.41 | |
| Vanguard World Fds Industrial Etf (VIS) | 0.0 | $2.2M | 15k | 144.80 | ||
| Amphenol Corp Cl A (APH) | 0.0 | $2.2M | +6% | 20k | 108.27 | |
| Sherwin-Williams Company (SHW) | 0.0 | $2.1M | 3.1k | 696.87 | ||
| Vanguard World Fds Consum Stp Etf (VDC) | 0.0 | $2.1M | 13k | 163.38 | ||
| Kimberly-Clark Corporation (KMB) | 0.0 | $2.1M | 14k | 147.68 | ||
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $2.1M | -18% | 46k | 45.98 | |
| Emerson Electric (EMR) | 0.0 | $2.1M | 32k | 65.57 | ||
| Altria (MO) | 0.0 | $2.1M | 54k | 38.64 | ||
| Equinix (EQIX) | 0.0 | $2.1M | -10% | 2.7k | 760.03 | |
| Autodesk (ADSK) | 0.0 | $2.0M | +3% | 8.8k | 231.02 | |
| Corteva (CTVA) | 0.0 | $2.0M | 71k | 28.81 | ||
| Lam Research Corporation (LRCX) | 0.0 | $2.0M | +4% | 6.1k | 331.76 | |
| Golub Capital BDC (GBDC) | 0.0 | $2.0M | +48% | 151k | 13.24 | |
| Southern Company (SO) | 0.0 | $2.0M | 37k | 54.23 | ||
| Analog Devices (ADI) | 0.0 | $2.0M | +14% | 17k | 116.75 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $2.0M | 24k | 83.06 | ||
| Wells Fargo & Company (WFC) | 0.0 | $2.0M | +2% | 84k | 23.52 | |
| Activision Blizzard (ATVI) | 0.0 | $2.0M | -5% | 24k | 80.95 | |
| Ecolab (ECL) | 0.0 | $2.0M | 9.8k | 199.84 | ||
| Morgan Stanley Com New (MS) | 0.0 | $2.0M | 40k | 48.36 | ||
| Truist Financial Corp equities (TFC) | 0.0 | $2.0M | 51k | 38.06 | ||
| Duke Energy Corp Com New (DUK) | 0.0 | $1.9M | 22k | 88.56 | ||
| Baxter International (BAX) | 0.0 | $1.9M | +2% | 24k | 80.43 | |
| Eaton Corp SHS (ETN) | 0.0 | $1.9M | +9% | 19k | 102.05 | |
| PNC Financial Services (PNC) | 0.0 | $1.9M | -4% | 17k | 109.91 | |
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $1.9M | -3% | 36k | 52.07 | |
| Prologis (PLD) | 0.0 | $1.9M | -54% | 19k | 100.64 | |
| Vanguard World Fds Financials Etf (VFH) | 0.0 | $1.9M | -3% | 32k | 58.51 | |
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $1.9M | 7.8k | 239.21 | ||
| T. Rowe Price (TROW) | 0.0 | $1.9M | 15k | 128.25 | ||
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $1.8M | 30k | 60.28 | ||
| Mettler-Toledo International (MTD) | 0.0 | $1.8M | 1.9k | 965.94 | ||
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $1.8M | 6.6k | 272.05 | ||
| Crown Castle Intl (CCI) | 0.0 | $1.8M | -20% | 11k | 166.54 | |
| Cme (CME) | 0.0 | $1.8M | 11k | 167.31 | ||
| SYSCO Corporation (SYY) | 0.0 | $1.8M | +21% | 28k | 62.22 | |
| BlackRock (BLK) | 0.0 | $1.8M | -2% | 3.1k | 563.50 | |
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $1.8M | 9.1k | 194.06 | ||
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $1.8M | -5% | 22k | 80.64 | |
| Cigna Corp (CI) | 0.0 | $1.8M | -2% | 10k | 169.46 | |
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $1.7M | -23% | 33k | 52.43 | |
| Ross Stores (ROST) | 0.0 | $1.7M | 18k | 93.33 | ||
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $1.7M | -2% | 9.7k | 172.91 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $1.7M | -3% | 46k | 36.22 | |
| General Dynamics Corporation (GD) | 0.0 | $1.7M | 12k | 138.45 | ||
| Intercontinental Exchange (ICE) | 0.0 | $1.7M | +10% | 17k | 100.04 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $1.7M | +9% | 5.3k | 315.49 | |
| Varian Medical Systems (VAR) | 0.0 | $1.6M | 9.6k | 171.95 | ||
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $1.6M | -7% | 43k | 36.45 | |
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $1.6M | 22k | 69.42 | ||
| W.W. Grainger (GWW) | 0.0 | $1.5M | 4.3k | 356.66 | ||
| Hess (HES) | 0.0 | $1.5M | -12% | 37k | 40.92 | |
| Lauder Estee Cos Cl A (EL) | 0.0 | $1.5M | 6.9k | 218.19 | ||
| Spdr Ser Tr Bloomberg Brclys (JNK) | 0.0 | $1.5M | +4% | 15k | 104.28 | |
| Carrier Global Corporation (CARR) | 0.0 | $1.5M | -6% | 50k | 30.53 | |
| Aon Shs Cl A (AON) | 0.0 | $1.5M | +9% | 7.3k | 206.28 | |
| CSX Corporation (CSX) | 0.0 | $1.5M | -15% | 19k | 77.66 | |
| Fiserv (FISV) | 0.0 | $1.5M | 14k | 103.04 | ||
| Moody's Corporation (MCO) | 0.0 | $1.4M | +2% | 4.9k | 289.92 | |
| Servicenow (NOW) | 0.0 | $1.4M | +2% | 2.9k | 484.98 | |
| Sba Communications Corp Cl A (SBAC) | 0.0 | $1.4M | -2% | 4.4k | 318.45 | |
| Waste Management (WM) | 0.0 | $1.4M | 12k | 113.16 | ||
| Otis Worldwide Corp (OTIS) | 0.0 | $1.4M | -12% | 22k | 62.44 | |
Past Filings by Veritable
SEC 13F filings are viewable for Veritable going back to 2010
- 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
- Veritable 2017 Q1 filed May 15, 2017
- Veritable 2016 Q4 filed Feb. 14, 2017