Waldron Private Wealth LLC
Q1 2025 13F Holdings
- Locationbridgeville, PA
- Num holdings
293
- Value ($000)
$2,118,113
- Date Filed05/08/2025
- Form type13F-HR
- CIK0001598180
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $249.42M | 12 % | 1,443,881 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $213.28M | 10 % | 590,658 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $199.23M | 9 % | 537,277 | ||
IXUS ISHARES TR | CORE MSCI TOTAL | 46432F834 | $186.05M | 9 % | 2,665,074 | ||
IWD ISHARES TR | RUS 1000 VAL ETF | 464287598 | $163.61M | 8 % | 869,533 | ||
OMFL INVESCO EXCH TRD SLF IDX FD | RUSL 1000 DYNM | 46138J619 | $52.27M | 3 % | 980,582 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $49.28M | 2 % | 88,103 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $48.28M | 2 % | 972,983 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $45.55M | 2 % | 353,240 | ||
VONG VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 | $45.45M | 2 % | 489,812 |
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