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 43.38% of Veritable's stock portfolio.
- Added to shares of these 10 stocks: IVW (+$12M), NAD (+$11M), UL (+$8.8M), VTEB (+$7.4M), ICF (+$6.6M), NEE (+$5.1M), NEA, IYW, TSLA, NBB.
- Started 80 new stock positions in BIDU, FANG, GXC, FLIR, TPIC, BKR, SPYG, CFG, LOPE, MKL.
- Reduced shares in these 10 stocks: MDY (-$37M), OEF (-$30M), VOO (-$29M), IJR (-$19M), XLE (-$12M), AAPL (-$12M), IWM (-$12M), PG (-$10M), IVV (-$9.4M), Unilever (-$8.4M).
- Sold out of its positions in AVB, SAN, BAC.PL, GOLD, BXP, LUMN, CGNX, CONE, E TRADE Financial Corporation, EQR.
- Veritable was a net seller of stock by $-227M.
- Veritable has $5.4B in assets under management (AUM), dropping by 9.17%.
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Portfolio Holdings for Veritable
Companies in the Veritable portfolio as of the December 2020 quarterly 13F filing
Veritable has 780 total positions. Only the first 250 positions are shown.
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- Download the Veritable December 2020 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY) | 14.9 | $811M | 2.2M | 373.87 | ||
| Ishares Tr Core S&p500 Etf (IVV) | 8.6 | $469M | 1.3M | 375.39 | ||
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 8.3 | $452M | -7% | 1.1M | 419.92 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 6.7 | $364M | -7% | 1.1M | 343.69 | |
| Ishares Tr Rus 1000 Etf (IWB) | 4.9 | $266M | 1.3M | 211.84 | ||
| Ishares Tr Core S&p Mcp Etf (IJH) | 4.5 | $246M | 1.1M | 229.83 | ||
| Ishares Tr Rus Mid Cap Etf (IWR) | 2.9 | $157M | 2.3M | 68.55 | ||
| Ishares Tr Russell 2000 Etf (IWM) | 2.6 | $140M | -7% | 712k | 196.06 | |
| Apple (AAPL) | 1.8 | $97M | -11% | 732k | 132.69 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 1.7 | $90M | -4% | 987k | 91.51 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 1.3 | $69M | -5% | 650k | 105.93 | |
| Microsoft Corporation (MSFT) | 1.3 | $68M | -6% | 307k | 222.42 | |
| Ishares Tr S&p 100 Etf Put Option (OEF) | 1.2 | $66M | -31% | 386k | 171.64 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 1.1 | $61M | -23% | 661k | 91.90 | |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.9 | $51M | -2% | 245k | 206.77 | |
| Procter & Gamble Company (PG) | 0.9 | $48M | -17% | 345k | 139.14 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.8 | $45M | 233k | 194.64 | ||
| Comcast Corp Cl A (CMCSA) | 0.8 | $45M | +3% | 850k | 52.40 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $41M | -7% | 177k | 231.87 | |
| Amazon (AMZN) | 0.7 | $37M | -7% | 11k | 3256.89 | |
| Ishares Core Msci Emkt (IEMG) | 0.6 | $35M | 561k | 62.04 | ||
| Ishares Tr Msci Eafe Etf (EFA) | 0.6 | $32M | -5% | 431k | 72.96 | |
| Mastercard Incorporated Cl A (MA) | 0.6 | $31M | -4% | 88k | 356.94 | |
| Ishares Tr National Mun Etf (MUB) | 0.6 | $30M | 258k | 117.20 | ||
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.5 | $28M | +18% | 1.8M | 15.10 | |
| Select Sector Spdr Tr Technology (XLK) | 0.5 | $28M | -2% | 213k | 130.02 | |
| Johnson & Johnson (JNJ) | 0.5 | $27M | -4% | 172k | 157.38 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $25M | 14k | 1751.85 | ||
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.5 | $25M | -8% | 520k | 47.21 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.4 | $24M | 183k | 131.75 | ||
| JPMorgan Chase & Co. (JPM) | 0.4 | $24M | -2% | 188k | 127.07 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.4 | $22M | -4% | 348k | 62.70 | |
| Ishares Tr U.s. Real Es Etf (IYR) | 0.4 | $21M | 250k | 85.65 | ||
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.4 | $21M | 72k | 286.70 | ||
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $20M | +7% | 58.00 | 347810.34 | |
| Home Depot (HD) | 0.3 | $18M | -9% | 69k | 265.62 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $18M | -4% | 10k | 1752.63 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $17M | +297% | 259k | 63.82 | |
| Select Sector Spdr Tr Energy (XLE) | 0.3 | $16M | -43% | 428k | 37.90 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $15M | -4% | 49k | 313.73 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.3 | $15M | -7% | 180k | 84.93 | |
| Facebook Cl A (FB) | 0.3 | $15M | -7% | 56k | 273.16 | |
| Walt Disney Company (DIS) | 0.3 | $15M | -2% | 82k | 181.19 | |
| Abbott Laboratories (ABT) | 0.3 | $15M | 134k | 109.49 | ||
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $15M | -16% | 60k | 241.14 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $14M | -13% | 288k | 50.11 | |
| Visa Com Cl A (V) | 0.3 | $14M | -5% | 66k | 218.74 | |
| Pepsi (PEP) | 0.3 | $14M | -6% | 97k | 148.30 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.3 | $14M | -4% | 87k | 160.78 | |
| Ishares Tr Cohen Steer Reit (ICF) | 0.3 | $14M | +91% | 258k | 53.88 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $13M | 104k | 128.02 | ||
| Philip Morris International (PM) | 0.2 | $13M | +6% | 158k | 82.79 | |
| Abbvie (ABBV) | 0.2 | $13M | 117k | 107.15 | ||
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $13M | -33% | 64k | 194.69 | |
| Coca-Cola Company (KO) | 0.2 | $13M | -4% | 227k | 54.84 | |
| Nuveen Div. Advantage Muni. Fund (NAD) | 0.2 | $12M | +888% | 774k | 15.37 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $12M | +163% | 215k | 55.19 | |
| UnitedHealth (UNH) | 0.2 | $12M | -11% | 34k | 350.69 | |
| Paypal Holdings (PYPL) | 0.2 | $11M | -5% | 49k | 234.21 | |
| Merck & Co (MRK) | 0.2 | $11M | -5% | 138k | 81.80 | |
| Cisco Systems (CSCO) | 0.2 | $11M | -6% | 249k | 44.75 | |
| Tesla Motors (TSLA) | 0.2 | $11M | +61% | 15k | 705.67 | |
| Chevron Corporation (CVX) | 0.2 | $11M | -12% | 125k | 84.45 | |
| Select Sector Spdr Tr Sbi Int-finl (XLF) | 0.2 | $10M | -9% | 352k | 29.48 | |
| McDonald's Corporation (MCD) | 0.2 | $10M | -5% | 48k | 214.58 | |
| NVIDIA Corporation (NVDA) | 0.2 | $10M | -3% | 19k | 522.22 | |
| Pfizer (PFE) | 0.2 | $9.7M | -4% | 263k | 36.81 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $9.7M | -7% | 19k | 500.10 | |
| Ishares Tr Select Divid Etf (DVY) | 0.2 | $9.6M | -3% | 100k | 96.18 | |
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.2 | $9.6M | -17% | 188k | 51.10 | |
| Unilever Spon Adr New (UL) | 0.2 | $9.4M | +1560% | 156k | 60.36 | |
| Spdr Ser Tr Portfli Tips Etf (SPIP) | 0.2 | $9.2M | -17% | 295k | 31.17 | |
| Intel Corporation (INTC) | 0.2 | $8.7M | -10% | 175k | 49.82 | |
| Spdr Ser Tr Spdr S&p 500 Etf (SPYX) | 0.2 | $8.7M | 94k | 92.98 | ||
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $8.7M | -6% | 64k | 136.74 | |
| Chubb (CB) | 0.2 | $8.7M | -9% | 57k | 153.92 | |
| Bristol Myers Squibb (BMY) | 0.2 | $8.5M | -45% | 136k | 62.03 | |
| Nike CL B (NKE) | 0.2 | $8.4M | -6% | 60k | 141.47 | |
| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.2 | $8.4M | 54k | 155.55 | ||
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $8.3M | -2% | 60k | 138.13 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $8.0M | 71k | 113.44 | ||
| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $8.0M | +12% | 170k | 47.20 | |
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.1 | $7.5M | -8% | 85k | 88.55 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $7.5M | -7% | 129k | 58.36 | |
| Verizon Communications (VZ) | 0.1 | $7.1M | -10% | 121k | 58.75 | |
| Nextera Energy (NEE) | 0.1 | $7.0M | +271% | 91k | 77.15 | |
| Bank of America Corporation (BAC) | 0.1 | $7.0M | -12% | 230k | 30.31 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $6.9M | -21% | 167k | 41.22 | |
| 3M Company (MMM) | 0.1 | $6.6M | 38k | 174.80 | ||
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $6.6M | 38k | 175.74 | ||
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.1 | $6.6M | -2% | 149k | 43.96 | |
| Ishares Tr Glb Infrastr Etf (IGF) | 0.1 | $6.5M | +4% | 150k | 43.71 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $6.5M | -6% | 14k | 465.79 | |
| Oracle Corporation (ORCL) | 0.1 | $6.3M | -6% | 97k | 64.69 | |
| Qualcomm (QCOM) | 0.1 | $6.3M | -7% | 41k | 152.34 | |
| Honeywell International (HON) | 0.1 | $6.2M | 29k | 212.71 | ||
| Vanguard World Fds Energy Etf (VDE) | 0.1 | $6.2M | -3% | 119k | 51.86 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $6.2M | -2% | 38k | 164.14 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $6.1M | -3% | 23k | 261.19 | |
| Blackrock Mun Target Term Tr Com Shs Ben In (BTT) | 0.1 | $6.0M | +28% | 233k | 25.68 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $6.0M | 93k | 64.14 | ||
| Raytheon Technologies Corp (RTX) | 0.1 | $5.9M | -8% | 83k | 71.51 | |
| Union Pacific Corporation (UNP) | 0.1 | $5.9M | -9% | 28k | 208.20 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $5.7M | 84k | 67.45 | ||
| Costco Wholesale Corporation (COST) | 0.1 | $5.7M | -9% | 15k | 376.81 | |
| Wal-Mart Stores (WMT) | 0.1 | $5.6M | -8% | 39k | 144.15 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $5.6M | +300% | 66k | 85.08 | |
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.1 | $5.6M | +29% | 199k | 28.24 | |
| Danaher Corporation (DHR) | 0.1 | $5.6M | -2% | 25k | 222.14 | |
| Martin Marietta Materials (MLM) | 0.1 | $5.6M | 20k | 283.97 | ||
| Medtronic SHS (MDT) | 0.1 | $5.4M | -7% | 46k | 117.15 | |
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.1 | $5.3M | 30k | 175.22 | ||
| Starbucks Corporation (SBUX) | 0.1 | $5.1M | -7% | 48k | 106.99 | |
| Amgen (AMGN) | 0.1 | $5.0M | -6% | 22k | 229.90 | |
| At&t (T) | 0.1 | $5.0M | -10% | 174k | 28.76 | |
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.1 | $4.9M | 122k | 40.40 | ||
| Dupont De Nemours (DD) | 0.1 | $4.9M | 69k | 71.10 | ||
| Jpmorgan Chase & Co Alerian Ml Etn (AMJ) | 0.1 | $4.8M | -15% | 346k | 13.89 | |
| Netflix (NFLX) | 0.1 | $4.8M | -10% | 8.9k | 540.74 | |
| Lowe's Companies (LOW) | 0.1 | $4.7M | -3% | 29k | 160.51 | |
| Brookfield Asset Mgmt Cl A Ltd Vt Sh (BAM) | 0.1 | $4.6M | 112k | 41.27 | ||
| Automatic Data Processing (ADP) | 0.1 | $4.6M | -5% | 26k | 176.19 | |
| Us Bancorp Del Com New (USB) | 0.1 | $4.5M | -10% | 97k | 46.59 | |
| S&p Global (SPGI) | 0.1 | $4.4M | -5% | 13k | 328.74 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $4.3M | -19% | 31k | 141.17 | |
| Wisdomtree Tr Us Total Dividnd (DTD) | 0.1 | $4.3M | -5% | 41k | 104.86 | |
| Eli Lilly & Co. (LLY) | 0.1 | $4.2M | -10% | 25k | 168.83 | |
| Target Corporation (TGT) | 0.1 | $4.1M | 23k | 176.52 | ||
| TJX Companies (TJX) | 0.1 | $4.1M | -8% | 59k | 68.29 | |
| American Express Company (AXP) | 0.1 | $3.9M | -13% | 33k | 120.92 | |
| salesforce (CRM) | 0.1 | $3.9M | -18% | 18k | 222.56 | |
| Caterpillar (CAT) | 0.1 | $3.9M | -3% | 21k | 182.02 | |
| International Business Machines (IBM) | 0.1 | $3.8M | -14% | 30k | 125.89 | |
| Select Sector Spdr Tr Communication (XLC) | 0.1 | $3.7M | 55k | 67.47 | ||
| Applied Materials (AMAT) | 0.1 | $3.7M | 43k | 86.30 | ||
| Norfolk Southern (NSC) | 0.1 | $3.6M | -6% | 15k | 237.61 | |
| Zoetis Cl A (ZTS) | 0.1 | $3.6M | -3% | 22k | 165.50 | |
| Stryker Corporation (SYK) | 0.1 | $3.6M | 15k | 245.06 | ||
| Broadcom (AVGO) | 0.1 | $3.5M | -4% | 8.0k | 437.82 | |
| American Tower Reit (AMT) | 0.1 | $3.5M | -5% | 16k | 224.43 | |
| United Parcel Service CL B (UPS) | 0.1 | $3.5M | -2% | 21k | 168.39 | |
| Enterprise Products Partners (EPD) | 0.1 | $3.5M | -5% | 178k | 19.59 | |
| Spdr Ser Tr Ftse Int Gvt Etf (WIP) | 0.1 | $3.5M | +2% | 59k | 58.71 | |
| Boeing Company (BA) | 0.1 | $3.5M | -6% | 16k | 214.09 | |
| Illinois Tool Works (ITW) | 0.1 | $3.4M | -16% | 17k | 203.88 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $3.4M | +29% | 35k | 97.15 | |
| Phillips 66 (PSX) | 0.1 | $3.4M | -17% | 48k | 69.93 | |
| Linde SHS (LIN) | 0.1 | $3.3M | -10% | 13k | 263.50 | |
| Nuveen Build Amer Bd (NBB) | 0.1 | $3.3M | +187% | 137k | 23.75 | |
| Interpublic Group of Companies (IPG) | 0.1 | $3.2M | -5% | 138k | 23.52 | |
| Deere & Company (DE) | 0.1 | $3.2M | -9% | 12k | 269.04 | |
| Goldman Sachs (GS) | 0.1 | $3.2M | -5% | 12k | 263.73 | |
| Citigroup Com New (C) | 0.1 | $3.2M | 52k | 61.66 | ||
| ConocoPhillips (COP) | 0.1 | $3.2M | -24% | 80k | 39.99 | |
| CVS Caremark Corporation (CVS) | 0.1 | $3.2M | -6% | 47k | 68.30 | |
| Enbridge (ENB) | 0.1 | $3.2M | -12% | 99k | 31.99 | |
| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.1 | $3.1M | -15% | 45k | 69.33 | |
| Booking Holdings (BKNG) | 0.1 | $3.1M | -6% | 1.4k | 2227.57 | |
| Global Payments (GPN) | 0.1 | $3.1M | 14k | 215.41 | ||
| Morgan Stanley Com New (MS) | 0.1 | $3.1M | +10% | 45k | 68.52 | |
| Dow (DOW) | 0.1 | $3.0M | -3% | 55k | 55.51 | |
| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $3.0M | 14k | 223.54 | ||
| Progressive Corporation (PGR) | 0.1 | $3.0M | -3% | 30k | 98.87 | |
| FedEx Corporation (FDX) | 0.1 | $2.9M | -4% | 11k | 259.60 | |
| Colgate-Palmolive Company (CL) | 0.1 | $2.9M | -4% | 34k | 85.52 | |
| Autodesk (ADSK) | 0.1 | $2.9M | +8% | 9.6k | 305.33 | |
| Brown Forman Corp Cl A (BF.A) | 0.1 | $2.9M | +9% | 39k | 73.47 | |
| Lam Research Corporation (LRCX) | 0.1 | $2.9M | 6.0k | 472.22 | ||
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $2.8M | 30k | 92.86 | ||
| Charter Communications Inc N Cl A (CHTR) | 0.1 | $2.8M | -3% | 4.2k | 661.57 | |
| Corteva (CTVA) | 0.0 | $2.7M | 70k | 38.73 | ||
| Becton, Dickinson and (BDX) | 0.0 | $2.7M | -3% | 11k | 250.23 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $2.7M | 15k | 178.36 | ||
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $2.7M | 51k | 51.66 | ||
| Vanguard World Fds Industrial Etf (VIS) | 0.0 | $2.6M | 15k | 169.99 | ||
| Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 0.0 | $2.6M | -17% | 47k | 55.50 | |
| Dominion Resources (D) | 0.0 | $2.6M | 35k | 75.21 | ||
| Anthem (ANTM) | 0.0 | $2.6M | -16% | 8.1k | 321.11 | |
| Mondelez Intl Cl A (MDLZ) | 0.0 | $2.6M | -25% | 44k | 58.46 | |
| Spdr Ser Tr Dj Reit Etf (RWR) | 0.0 | $2.6M | 30k | 86.71 | ||
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $2.6M | -7% | 70k | 36.56 | |
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $2.6M | -11% | 35k | 72.38 | |
| Brown Forman Corp CL B (BF.B) | 0.0 | $2.6M | -6% | 32k | 79.42 | |
| Amphenol Corp Cl A (APH) | 0.0 | $2.5M | -6% | 19k | 130.77 | |
| Vanguard World Fds Comm Srvc Etf (VOX) | 0.0 | $2.5M | -7% | 21k | 120.22 | |
| Ross Stores (ROST) | 0.0 | $2.5M | +10% | 20k | 122.80 | |
| Marsh & McLennan Companies (MMC) | 0.0 | $2.5M | -2% | 21k | 116.98 | |
| Ball Corporation (BLL) | 0.0 | $2.5M | -4% | 26k | 93.19 | |
| Emerson Electric (EMR) | 0.0 | $2.4M | -5% | 30k | 80.38 | |
| Intuit (INTU) | 0.0 | $2.4M | -9% | 6.4k | 379.81 | |
| Intuitive Surgical Com New (ISRG) | 0.0 | $2.4M | -7% | 2.9k | 818.21 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $2.4M | -3% | 45k | 53.05 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $2.3M | -6% | 6.6k | 355.01 | |
| Vanguard World Fds Financials Etf (VFH) | 0.0 | $2.3M | 32k | 72.86 | ||
| Activision Blizzard (ATVI) | 0.0 | $2.3M | +3% | 25k | 92.85 | |
| Vanguard World Fds Consum Stp Etf (VDC) | 0.0 | $2.3M | 13k | 173.88 | ||
| BlackRock (BLK) | 0.0 | $2.3M | 3.1k | 721.67 | ||
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $2.2M | +300% | 31k | 72.23 | |
| Southern Company (SO) | 0.0 | $2.2M | 37k | 61.42 | ||
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $2.2M | -8% | 42k | 53.04 | |
| Truist Financial Corp equities (TFC) | 0.0 | $2.2M | -11% | 45k | 47.93 | |
| Air Products & Chemicals (APD) | 0.0 | $2.2M | -23% | 8.0k | 273.26 | |
| Golub Capital BDC (GBDC) | 0.0 | $2.1M | 152k | 14.14 | ||
| Duke Energy Corp Com New (DUK) | 0.0 | $2.1M | +7% | 23k | 91.58 | |
| Mettler-Toledo International (MTD) | 0.0 | $2.1M | 1.9k | 1139.58 | ||
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $2.1M | +5% | 25k | 82.92 | |
| Analog Devices (ADI) | 0.0 | $2.1M | -17% | 14k | 147.73 | |
| Intercontinental Exchange (ICE) | 0.0 | $2.1M | +6% | 18k | 115.31 | |
| PNC Financial Services (PNC) | 0.0 | $2.0M | -21% | 14k | 149.03 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $2.0M | -3% | 29k | 69.09 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $2.0M | 22k | 92.59 | ||
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $2.0M | 33k | 60.24 | ||
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $2.0M | +100% | 19k | 102.65 | |
| Altria (MO) | 0.0 | $2.0M | -10% | 48k | 41.00 | |
| Marriott Intl Cl A (MAR) | 0.0 | $2.0M | 15k | 131.94 | ||
| Wells Fargo & Company (WFC) | 0.0 | $2.0M | -22% | 65k | 30.18 | |
| Sherwin-Williams Company (SHW) | 0.0 | $1.9M | -13% | 2.7k | 735.09 | |
| Ecolab (ECL) | 0.0 | $1.9M | -8% | 9.0k | 216.32 | |
| Eaton Corp SHS (ETN) | 0.0 | $1.9M | -14% | 16k | 120.15 | |
| Fidelity National Information Services (FIS) | 0.0 | $1.9M | -28% | 14k | 141.46 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $1.9M | -2% | 14k | 134.87 | |
| Xilinx (XLNX) | 0.0 | $1.9M | 13k | 141.74 | ||
| Prologis (PLD) | 0.0 | $1.9M | 19k | 99.64 | ||
| SYSCO Corporation (SYY) | 0.0 | $1.9M | -11% | 25k | 74.25 | |
| Cigna Corp (CI) | 0.0 | $1.9M | -13% | 8.9k | 208.16 | |
| T. Rowe Price (TROW) | 0.0 | $1.8M | -15% | 12k | 151.38 | |
| Equinix (EQIX) | 0.0 | $1.8M | -5% | 2.6k | 714.29 | |
| Kla Corp Com New (KLAC) | 0.0 | $1.8M | 7.0k | 258.86 | ||
| Hess (HES) | 0.0 | $1.8M | -7% | 34k | 52.79 | |
| General Electric Company (GE) | 0.0 | $1.8M | 166k | 10.80 | ||
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $1.8M | +13% | 25k | 70.16 | |
| Baxter International (BAX) | 0.0 | $1.8M | -8% | 22k | 80.23 | |
| Lauder Estee Cos Cl A (EL) | 0.0 | $1.8M | -4% | 6.6k | 266.12 | |
| Carrier Global Corporation (CARR) | 0.0 | $1.7M | -6% | 46k | 37.72 | |
| M&T Bank Corporation (MTB) | 0.0 | $1.7M | -5% | 14k | 127.32 | |
| Spdr Ser Tr Bloomberg Brclys (JNK) | 0.0 | $1.7M | +8% | 16k | 108.92 | |
| Gilead Sciences (GILD) | 0.0 | $1.7M | -26% | 29k | 58.25 | |
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $1.7M | +94% | 18k | 95.58 | |
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $1.7M | -7% | 21k | 81.96 | |
| W.W. Grainger (GWW) | 0.0 | $1.7M | -3% | 4.1k | 408.23 | |
| Allstate Corporation (ALL) | 0.0 | $1.7M | +17% | 15k | 109.94 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $1.7M | 43k | 38.50 | ||
| Servicenow (NOW) | 0.0 | $1.6M | +2% | 3.0k | 550.32 | |
| Varian Medical Systems (VAR) | 0.0 | $1.6M | -2% | 9.4k | 174.99 | |
| CSX Corporation (CSX) | 0.0 | $1.6M | -5% | 18k | 90.74 | |
| Crown Castle Intl (CCI) | 0.0 | $1.6M | -5% | 10k | 159.22 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $1.6M | 11k | 142.25 | ||
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $1.6M | 6.0k | 267.71 | ||
| Travelers Companies (TRV) | 0.0 | $1.6M | -7% | 12k | 140.37 | |
| Micron Technology (MU) | 0.0 | $1.6M | -2% | 21k | 75.17 | |
Past Filings by Veritable
SEC 13F filings are viewable for Veritable going back to 2010
- 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
- Veritable 2017 Q1 filed May 15, 2017