Stock Ideas

Latest Veritable, L.P. Stock Portfolio


About Veritable, L.P. and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Veritable, L.P. reported an equity portfolio of $6.5 Billions as of 30 Jun, 2023.

The top stock holdings of Veritable, L.P. are SPY, AGG, VOO. The fund has invested 11.7% of it's portfolio in SPDR S&P 500 ETF TR and 9.3% of portfolio in ISHARES TR.

The fund managers got completely rid off CANADIAN PAC RY LTD (CP), BENTLEY SYS INC (BSY) and ISHARES TR (AGG) stocks. They significantly reduced their stock positions in FIRST TR EXCHANGE-TRADED FD (BGLD), HARTFORD FINL SVCS GROUP INC (HIG) and EA SERIES TRUST (BOB). Veritable, L.P. opened new stock positions in CANADIAN PACIFIC KANSAS CITY, VANGUARD SCOTTSDALE FDS (BNDW) and ISHARES TR (AMPS). The fund showed a lot of confidence in some stocks as they added substantially to DIMENSIONAL ETF TRUST (DFAC), VANGUARD ADMIRAL FDS INC (IVOG) and VANGUARD INDEX FDS (VOO).
Veritable, L.P. Equity Portfolio Value
Last Reported on: 09 Aug, 2023

New Buys

Ticker$ Bought
canadian pacific kansas city1,892,750
vanguard scottsdale fds788,813

New stocks bought by Veritable, L.P.


Ticker% Inc.
dimensional etf trust131
vanguard admiral fds inc116
vanguard index fds83.61
ishares tr72.00
bristol-myers squibb co63.16
rpm intl inc56.14
dimensional etf trust51.8
blackstone inc37.54

Additions to existing portfolio by Veritable, L.P.


Ticker% Reduced
cummins inc-37.12
tesla inc-36.65
spdr ser tr-34.21
vanguard index fds-31.13
international business machs-28.00
ebay inc.-25.04
spdr ser tr-23.74
tc energy corp-22.95

Veritable, L.P. reduced stake in above stock

Sold off

None of the stocks were completely sold off by Veritable, L.P.

Veritable, L.P. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Veritable, L.P.

Last Reported on: 09 Aug, 2023
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions