Waldron Private Wealth LLC Q4 2024 Filing
Filed January 24, 2025
Portfolio Value
$2.5B
Holdings
418
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (418 positions)
| Stock | Value |
|---|---|
IWFISHARES TR | $237.5M |
VTVVANGUARD INDEX FDS | $222.7M |
VUGVANGUARD INDEX FDS | $205.0M |
IXUSISHARES TR | $182.9M |
IWDISHARES TR | $157.5M |
VTEBVANGUARD MUN BD FDS | $58.9M |
OMFLINVESCO EXCH TRD SLF IDX FD | $54.7M |
VONGVANGUARD SCOTTSDALE FDS | $52.6M |
SPYSPDR S&P 500 ETF TR | $52.1M |
AAPLAPPLE INC | $50.2M |
IGFISHARES TR | $48.4M |
VYMVANGUARD WHITEHALL FDS | $46.7M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $41.4M |
MSFTMICROSOFT CORP | $39.0M |
IWNISHARES TR | $38.2M |
MUBISHARES TR | $37.8M |
VBRVANGUARD INDEX FDS | $34.3M |
IWVISHARES TR | $30.6M |
VBKVANGUARD INDEX FDS | $27.0M |
SYKSTRYKER CORPORATION | $26.1M |
ACWIISHARES TR | $23.4M |
NVDANVIDIA CORPORATION | $23.2M |
IWOISHARES TR | $22.6M |
IVVISHARES TR | $20.8M |
AMZNAMAZON COM INC | $20.5M |
FCFFIRST COMWLTH FINL CORP PA | $20.4M |
MDYSPDR S&P MIDCAP 400 ETF TR | $20.1M |
VOOVANGUARD INDEX FDS | $19.4M |
BXBLACKSTONE INC | $17.5M |
GOOGALPHABET INC | $16.7M |
CWBSPDR SER TR | $16.0M |
METAMETA PLATFORMS INC | $15.8M |
GOOGLALPHABET INC | $14.1M |
CBUCOMMUNITY FINANCIAL SYSTEM I | $14.1M |
VONVVANGUARD SCOTTSDALE FDS | $13.0M |
JAAAJANUS DETROIT STR TR | $12.6M |
IJHISHARES TR | $12.4M |
REETISHARES TR | $12.0M |
JPMJPMORGAN CHASE & CO. | $11.5M |
AVGOBROADCOM INC | $11.2M |
LLYELI LILLY & CO | $10.9M |
SCHBSCHWAB STRATEGIC TR | $10.2M |
VTIVANGUARD INDEX FDS | $8.5M |
BILSSPDR SER TR | $8.4M |
RWOSPDR INDEX SHS FDS | $8.2M |
CSCOCISCO SYS INC | $8.1M |
AQLTISHARES TR | $7.5M |
WMTWALMART INC | $7.2M |
MSAMSA SAFETY INC | $7.1M |
PGPROCTER AND GAMBLE CO | $7.1M |
VEAVANGUARD TAX-MANAGED FDS | $6.9M |
ABBVABBVIE INC | $6.7M |
TSLATESLA INC | $6.6M |
PANWPALO ALTO NETWORKS INC | $6.6M |
VVISA INC | $6.1M |
UNHUNITEDHEALTH GROUP INC | $6.1M |
JNJJOHNSON & JOHNSON | $5.8M |
CPBTHE CAMPBELLS COMPANY | $5.7M |
STBAS & T BANCORP INC | $5.6M |
XOMEXXON MOBIL CORP | $5.5M |
IWBISHARES TR | $5.4M |
PGRPROGRESSIVE CORP | $5.1M |
IWYISHARES TR | $5.1M |
QCOMQUALCOMM INC | $5.1M |
VBVANGUARD INDEX FDS | $5.0M |
VTVANGUARD INTL EQUITY INDEX F | $5.0M |
SCZISHARES TR | $4.9M |
BACBANK AMERICA CORP | $4.9M |
ORCLORACLE CORP | $4.7M |
AMGNAMGEN INC | $4.4M |
MAMASTERCARD INCORPORATED | $4.1M |
NOWSERVICENOW INC | $4.1M |
BKNGBOOKING HOLDINGS INC | $4.1M |
VNQVANGUARD INDEX FDS | $4.0M |
IJRISHARES TR | $3.9M |
HONHONEYWELL INTL INC | $3.8M |
KOCOCA COLA CO | $3.8M |
HDHOME DEPOT INC | $3.8M |
VWOVANGUARD INTL EQUITY INDEX F | $3.7M |
SUNSUNOCO LP/SUNOCO FIN CORP | $3.7M |
MCDMCDONALDS CORP | $3.6M |
CATCATERPILLAR INC | $3.6M |
CBFVCB FINL SVCS INC | $3.4M |
AGGISHARES TR | $3.4M |
COSTCOSTCO WHSL CORP NEW | $3.4M |
ZTSZOETIS INC | $3.3M |
CVXCHEVRON CORP NEW | $3.2M |
MRKMERCK & CO INC | $3.0M |
ACNACCENTURE PLC IRELAND | $3.0M |
UBSIUNITED BANKSHARES INC WEST V | $2.9M |
NFLXNETFLIX INC | $2.9M |
VGTVANGUARD WORLD FD | $2.8M |
COPCONOCOPHILLIPS | $2.8M |
CMCSACOMCAST CORP NEW | $2.8M |
PEPPEPSICO INC | $2.7M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $2.7M |
WMWASTE MGMT INC DEL | $2.6M |
ABTABBOTT LABS | $2.6M |
RTXRTX CORPORATION | $2.5M |
CRMSALESFORCE INC | $2.4M |
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