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Institutional Investment Manager
Veritable, L.P.
Veritable, L.P. (CIK: 0001300311) incorporated in Delaware, located at C/O The Corporation Trust Company, Wilmington, DE. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q4)
Original 13F HR (0001172661-15-000607) filed in 2015.02.17
#
Name
Shares
Value ($)
%
Options
Notes
1 SPDR S&P 500 ETF TR 3,030,646 622,919 12.92%
2 S&P MidCap 400 Spdrs 1,855,316 489,748 10.16%
3 PEPSICO INC 1,463,653 138,403 2.87%
4 ISHARES RUSSELL 1000 ETF 1,013,966 116,231 2.41%
5 ISHARES TR 533,770 110,421 2.29%
6 SELECT SECTOR SPDR TR 1,327,495 105,085 2.18%
7 ISHARES TR 546,529 91,292 1.89%
8 ISHARES TR 620,278 89,816 1.86%
9 COMCAST CORP NEW 1,551,023 89,285 1.85%
10 ISHARES TR 742,494 88,817 1.84%
11 ISHARES TR 1,354,362 82,399 1.71%
12 VANGUARD INDEX FDS 368,120 69,354 1.44%
13 VANGUARD WHITEHALL FDS 969,462 66,651 1.38%
14 SPDR S&P DIVIDEND ETF 791,118 62,340 1.29%
15 APPLE INC 509,928 56,286 1.17%
16 EXXON MOBIL CORP 562,950 52,045 1.08%
17 Util Slct Sector SPDR Fund 1,086,883 51,323 1.06%
18 PROCTER AND GAMBLE CO 491,242 44,747 0.93%
19 JOHNSON & JOHNSON 406,333 42,490 0.88%
20 DARLING INGREDIENTS INC 1,914,893 34,774 0.72%
21 BERKSHIRE HATHAWAY INC DEL 215,990 32,431 0.67%
22 CHEVRON CORP NEW 272,376 30,555 0.63%
23 ENTERPRISE PRODS PARTNERS L 830,577 30,000 0.62%
24 ISHARES TR 266,163 29,368 0.61%
25 MICROSOFT CORP 588,562 27,339 0.57%
26 VANGUARD TAX-MANAGED FDS 715,169 27,091 0.56%
27 VANGUARD INTL EQUITY INDEX F 672,572 26,916 0.56%
28 PLAINS ALL AMERN PIPELINE L 518,640 26,617 0.55%
29 Kinder Morgan Inc 561,644 23,763 0.49%
30 VANGUARD INDEX FDS 222,705 23,607 0.49%
31 Chubb Corporation 221,320 22,900 0.48%
32 JPMORGAN CHASE & CO 360,313 22,548 0.47%
33 WELLS FARGO & CO NEW 396,056 21,712 0.45%
34 ISHARES TR 266,545 21,164 0.44%
35 ISHARES TR 332,191 19,961 0.41%
36 ENRGY TRNSFR EQU 342,634 19,660 0.41%
37 SIMON PPTY GROUP INC NEW 105,905 19,286 0.40%
38 ISHARES TR 167,471 19,102 0.40%
39 TOLL BROTHERS INC 546,302 18,722 0.39%
40 BERKSHIRE HATHAWAY INC DEL 79 17,854 0.37%
41 BRISTOL MYERS SQUIBB CO 291,081 17,183 0.36%
42 Alibaba Group Holding Ltd Sp A 160,491 16,681 0.35%
43 ENERGY TRANSFER PART LP 256,500 16,672 0.35%
44 CONOCOPHILLIPS 231,156 15,964 0.33%
45 VANGUARD INDEX FDS 128,987 15,938 0.33%
46 MAGELLAN MIDSTREAM PRTNRS LP 190,619 15,757 0.33%
47 PHILIP MORRIS INTL INC 191,160 15,570 0.32%
48 DOLLAR TREE INC 219,475 15,447 0.32%
49 BANK AMER CORP 842,938 15,080 0.31%
50 COMCAST CORP NEW 253,858 14,726 0.31%
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