| Veritable LP |
| CRD # | 130758 |
| SEC # | 801-62911 |
| CIK # | 0001300311 |
| AUM | $15.6 BB |
| Employees | 85 |
| Phone | 610-640-9551 |
| Address | 6022 West Chester Pike
Newtown Square, PA 19073 |
| Links |
IAPD
EDGAR
Website
|
| Sector |
Holding |
Cap ($MM) |
Value ($MM) |
|
SPY |
|
681.3 |
|
IVV |
|
323.8 |
|
SPY |
|
304.1 |
|
VOO |
|
286.7 |
|
IJH |
|
208.8 |
|
IWB |
|
152.3 |
|
XLE |
|
105.2 |
|
IWM |
|
80.2 |
|
VYM |
|
76.5 |
|
IWR |
|
66.0 |
|
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[{"dt": "2014-02-07", "sector": "Basic Industries", "value": 0.073859}, {"dt": "2014-02-07", "sector": "Capital Goods", "value": 0.081059}, {"dt": "2014-02-07", "sector": "Consumer Durables", "value": 0.010558}, {"dt": "2014-02-07", "sector": "Consumer Non-Durables", "value": 0.252833}, {"dt": "2014-02-07", "sector": "Consumer Services", "value": 0.152344}, {"dt": "2014-02-07", "sector": "Energy", "value": 0.259541}, {"dt": "2014-02-07", "sector": "Exchange-Traded Fund", "value": 1.828327}, {"dt": "2014-02-07", "sector": "Finance", "value": 0.14611}, {"dt": "2014-02-07", "sector": "Health Care", "value": 0.144674}, {"dt": "2014-02-07", "sector": "Miscellaneous", "value": 0.018088}, {"dt": "2014-02-07", "sector": "n/a", "value": 0.00033}, {"dt": "2014-02-07", "sector": "Public Utilities", "value": 0.057319}, {"dt": "2014-02-07", "sector": "Technology", "value": 0.145252}, {"dt": "2014-02-07", "sector": "Transportation", "value": 0.040434}, {"dt": "2015-02-17", "sector": "Basic Industries", "value": 0.07079}, {"dt": "2015-02-17", "sector": "Capital Goods", "value": 0.080426}, {"dt": "2015-02-17", "sector": "Consumer Durables", "value": 0.012108}, {"dt": "2015-02-17", "sector": "Consumer Non-Durables", "value": 0.254046}, {"dt": "2015-02-17", "sector": "Consumer Services", "value": 0.173945}, {"dt": "2015-02-17", "sector": "Energy", "value": 0.219518}, {"dt": "2015-02-17", "sector": "Exchange-Traded Fund", "value": 1.88836}, {"dt": "2015-02-17", "sector": "Finance", "value": 0.162917}, {"dt": "2015-02-17", "sector": "Health Care", "value": 0.168966}, {"dt": "2015-02-17", "sector": "Miscellaneous", "value": 0.018154}, {"dt": "2015-02-17", "sector": "n/a", "value": 0.000988}, {"dt": "2015-02-17", "sector": "Public Utilities", "value": 0.063013}, {"dt": "2015-02-17", "sector": "Technology", "value": 0.200489}, {"dt": "2015-02-17", "sector": "Transportation", "value": 0.057109}, {"dt": "2016-02-10", "sector": "Basic Industries", "value": 0.05601}, {"dt": "2016-02-10", "sector": "Capital Goods", "value": 0.044679}, {"dt": "2016-02-10", "sector": "Consumer Durables", "value": 0.009445}, {"dt": "2016-02-10", "sector": "Consumer Non-Durables", "value": 0.07526}, {"dt": "2016-02-10", "sector": "Consumer Services", "value": 0.121807}, {"dt": "2016-02-10", "sector": "Energy", "value": 0.125702}, {"dt": "2016-02-10", "sector": "Exchange-Traded Fund", "value": 1.829383}, {"dt": "2016-02-10", "sector": "Finance", "value": 0.086048}, {"dt": "2016-02-10", "sector": "Health Care", "value": 0.123847}, {"dt": "2016-02-10", "sector": "Miscellaneous", "value": 0.011758}, {"dt": "2016-02-10", "sector": "n/a", "value": 0.000954}, {"dt": "2016-02-10", "sector": "Public Utilities", "value": 0.037726}, {"dt": "2016-02-10", "sector": "Technology", "value": 0.120049}, {"dt": "2016-02-10", "sector": "Transportation", "value": 0.012672}, {"dt": "2017-02-14", "sector": "Basic Industries", "value": 0.062492}, {"dt": "2017-02-14", "sector": "Capital Goods", "value": 0.051106}, {"dt": "2017-02-14", "sector": "Consumer Durables", "value": 0.011128}, {"dt": "2017-02-14", "sector": "Consumer Non-Durables", "value": 0.079841}, {"dt": "2017-02-14", "sector": "Consumer Services", "value": 0.121731}, {"dt": "2017-02-14", "sector": "Energy", "value": 0.150819}, {"dt": "2017-02-14", "sector": "Exchange-Traded Fund", "value": 2.096543}, {"dt": "2017-02-14", "sector": "Finance", "value": 0.105411}, {"dt": "2017-02-14", "sector": "Health Care", "value": 0.124004}, {"dt": "2017-02-14", "sector": "Miscellaneous", "value": 0.008508}, {"dt": "2017-02-14", "sector": "n/a", "value": 0}, {"dt": "2017-02-14", "sector": "Public Utilities", "value": 0.051151}, {"dt": "2017-02-14", "sector": "Technology", "value": 0.13377}, {"dt": "2017-02-14", "sector": "Transportation", "value": 0.016664}, {"dt": "2018-02-13", "sector": "Basic Industries", "value": 0.069981}, {"dt": "2018-02-13", "sector": "Capital Goods", "value": 0.063668}, {"dt": "2018-02-13", "sector": "Consumer Durables", "value": 0.012035}, {"dt": "2018-02-13", "sector": "Consumer Non-Durables", "value": 0.085382}, {"dt": "2018-02-13", "sector": "Consumer Services", "value": 0.137367}, {"dt": "2018-02-13", "sector": "Energy", "value": 0.119762}, {"dt": "2018-02-13", "sector": "Exchange-Traded Fund", "value": 2.902569}, {"dt": "2018-02-13", "sector": "Finance", "value": 0.116588}, {"dt": "2018-02-13", "sector": "Health Care", "value": 0.128651}, {"dt": "2018-02-13", "sector": "Miscellaneous", "value": 0.012573}, {"dt": "2018-02-13", "sector": "n/a", "value": 0.000776}, {"dt": "2018-02-13", "sector": "Public Utilities", "value": 0.049131}, {"dt": "2018-02-13", "sector": "Technology", "value": 0.167432}, {"dt": "2018-02-13", "sector": "Transportation", "value": 0.020448}]
[{"x": "2012", "y": 10.058287984}, {"x": "2013", "y": 10.8865}, {"x": "2014", "y": 11.823565}, {"x": "2015", "y": 12.944955}, {"x": "2016", "y": 13.448851}, {"x": "2017", "y": 13.588458}, {"x": "2018", "y": 14.044836}, {"x": "2019", "y": 15.632140415}]