Waldron Private Wealth LLC

Q4 2024 13F Holdings

  • Location
    bridgeville, PA
  • Num holdings

    418

  • Value ($000)

    $2,484,385

  • Date Filed
    01/23/2025
  • Form type
    13F-HR
  • CIK
    0001598180
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IWF
IWF

ISHARES TR

RUS 1000 GRW ETF
464287614
$237.48M
10 %

591,369

VTV
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$222.75M
9 %

1,315,696

VUG
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$205.05M
8 %

499,584

IXUS
IXUS

ISHARES TR

CORE MSCI TOTAL
46432F834
$182.90M
7 %

2,765,413

IWD
IWD

ISHARES TR

RUS 1000 VAL ETF
464287598
$157.52M
6 %

850,844

---

VANGUARD MUN BD FDS

TAX EXEMPT BD
922907746
$58.89M
2 %

1,174,659

OMFL
OMFL

INVESCO EXCH TRD SLF IDX FD

RUSL 1000 DYNM
46138J619
$54.69M
2 %

1,008,518

VONG
VONG

VANGUARD SCOTTSDALE FDS

VNG RUS1000GRW
92206C680
$52.59M
2 %

509,135

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$52.06M
2 %

88,832

AAPL
AAPL

APPLE INC

COM
037833100
$50.22M
2 %

200,559

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