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CIK: 0001598180
Total reported value
$2.9B
$2.9B
293 檔
35.0%
At the close of Q1 2025, Waldron Private Wealth LLC disclosed equity holdings valued at approximately $2.9B, spread across 293 reported holdings.
In Q1 2025, Waldron Private Wealth LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 293 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | ETF-Other | 11.78% | +0.18% | +9.74% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-Other | 10.07% | +0.10% | -0.12% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 9.41% | +1.04% | +7.54% | |
| 4 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 8.78% | -0.24% | -3.63% | |
| 5 | IWD | Ishares Russell 1000 Value E | ETF-Other | 7.72% | -0.09% | +2.20% | |
| 6 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 2.47% | — | -2.77% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.33% | — | -0.82% | |
| 8 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.28% | -0.16% | -17.17% | |
| 9 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.15% | -0.13% | -3.50% | |
| 10 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 2.15% | +0.03% | -3.80% | |
| 11 | IGF | Ishares Global Infrastructur | ETF-Other | 1.70% | -0.26% | -28.82% | |
| 12 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 1.58% | +0.02% | -4.72% | |
| 13 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.48% | -0.11% | -2.75% | |
| 14 | MUB | Ishares National Muni Bond E | ETF-Other | 1.40% | -0.10% | -20.53% | |
| 15 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.38% | — | +0.60% | |
| 16 | SYK | Stryker CORP | Stock-Healthcare | 1.23% | -0.12% | -3.50% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.18% | — | -43.73% | |
| 18 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.13% | -0.12% | +89.30% | |
| 19 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.11% | +0.07% | -2.96% | |
| 20 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 1.10% | — | +0.51% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.00% | +0.25% | +14.40% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.94% | -0.04% | -59.11% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.92% | -0.05% | -1.93% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.91% | -0.01% | -44.75% | |
| 25 | FCF | First Commonwealth Finl CORP | Stock-Other | 0.88% | +0.01% | — | |
| 26 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.88% | -0.04% | -0.85% | |
| 27 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.85% | +0.07% | -10.31% | |
| 28 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.73% | -0.02% | -1.90% | |
| 29 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.58% | -0.02% | -5.97% | |
| 30 | CBU | Community Financial System I | Stock-Other | 0.58% | — | -6.69% | |
| 31 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.54% | — | -0.91% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.48% | +0.05% | +26.66% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.46% | +0.06% | -29.01% | |
| 34 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.46% | +0.01% | — | |
| 35 | REET | Ishares Global Reit ETF | ETF-Other | 0.45% | -0.02% | -21.55% | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.43% | -0.05% | -41.07% | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.38% | +0.01% | -54.58% | |
| 38 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.36% | -0.02% | -5.43% | |
| 39 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 0.34% | -0.02% | -14.25% | |
| 40 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.34% | — | -1.82% | |
| 41 | CSCO | Cisco Systems Inc | Stock-Tech | 0.33% | +0.14% | -16.90% | |
| 42 | BX | Blackstone Inc | Stock-Financials | 0.32% | -0.01% | -51.78% | |
| 43 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.30% | +0.05% | -44.88% | |
| 44 | MSA | Msa Safety Inc | Stock-Industrials | 0.29% | -0.03% | -2.37% | |
| 45 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.28% | +0.20% | -4.24% | |
| 46 | ABBV | Abbvie Inc | Stock-Healthcare | 0.28% | +0.01% | -25.12% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.27% | -0.01% | -50.89% | |
| 48 | RWO | State Street Spdr Dow Jones | ETF-Other | 0.26% | -0.01% | -33.41% | |
| 49 | STBA | S & T Bancorp Inc | Stock-Other | 0.26% | +0.01% | — | |
| 50 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.25% | +0.01% | +8.76% |
According to official SEC Form 13F filings, Waldron Private Wealth LLC reported a total U.S. public equity portfolio value of $2.9B across 293 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including VTV, IWF, VUG) accounted for 35.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
VTV
市值: $249.4M
During Q1 2025, Waldron Private Wealth LLC's top holdings by market value included VTV (11.8%)、IWF (10.1%)、VUG (9.4%). The largest single position, VTV, represented 11.8% of total portfolio value.
In Q1 2025, Waldron Private Wealth LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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