Waldron Private Wealth LLC
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationbridgeville, PA
- CIK0001598180
- Alternate namesWaldron, LP
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
293 | $2.12 B | VTV, IWF, VUG, IXUS | 13F-HR | May 8, 2025 | 000108514625002780 | ||
418 | $2.48 B | IWF, VTV, VUG, IXUS | 13F-HR | Jan 23, 2025 | 000108514625000463 | ||
490 | $2.41 B | IWF, VTV, IXUS, VUG | 13F-HR | Oct 21, 2024 | 000108514624005026 | ||
421 | $2.24 B | IWF, VTV, IXUS, VUG | 13F-HR | Jul 31, 2024 | 000159818024000004 | ||
435 | $2.22 B | IWF, VTV, IXUS, IWD | 13F-HR | May 9, 2024 | 000159818024000003 | ||
420 | $2.10 B | IWF, IXUS, VTV, IWD | RESTATEMENT | Aug 29, 2024 | 000159818024000009 | ||
381 | $1.93 B | IWF, IXUS, IWD, VTV | RESTATEMENT | Aug 29, 2024 | 000159818024000008 | ||
379 | $2.00 B | IWF, IXUS, IWD, VTV | RESTATEMENT | Aug 29, 2024 | 000159818024000007 | ||
427 | $2.05 B | IWF, IXUS, IWD, VTV | RESTATEMENT | Aug 29, 2024 | 000159818024000006 | ||
375 | $1.61 M | IWF, VTV, IWD, VUG | 13F-HR | Feb 8, 2023 | 000159818023000001 | ||
380 | $1.61 B | IWF, VTV, IWD, VUG | 13F-HR | Nov 14, 2022 | 000159818022000004 | ||
388 | $1.78 B | IWF, IWD, VTV, VUG | 13F-HR | Aug 3, 2022 | 000159818022000003 | ||
409 | $1.95 B | IWF, VTV, IWD, VUG | 13F-HR | May 4, 2022 | 000159818022000002 | ||
385 | $2.03 B | IWF, IWD, VTV, VUG | 13F-HR | Feb 2, 2022 | 000159818022000001 | ||
366 | $1.72 B | IWF, IWD, VTV, VUG | 13F-HR | Nov 2, 2021 | 000159818021000004 | ||
350 | $1.56 B | IWF, IWD, VTV, VUG | 13F-HR | Aug 6, 2021 | 000159818021000003 | ||
311 | $1.44 B | IWF, IWD, VTV, VUG | 13F-HR | May 11, 2021 | 000159818021000002 | ||
300 | $1.34 B | IWF, IWD, VTV, VUG | 13F-HR | Feb 12, 2021 | 000159818021000001 | ||
282 | $1.17 B | IWF, IWD, VTV, VUG | 13F-HR | Nov 13, 2020 | 000159818020000004 | ||
263 | $1.13 B | IWF, IWD, VTV, VUG | 13F-HR | Aug 11, 2020 | 000159818020000003 | ||
244 | $938.43 M | IWF, IWD, VTV, EFAV | 13F-HR | May 5, 2020 | 000159818020000002 | ||
279 | $1.12 B | IWD, IWF, EFA, CBU | 13F-HR | Feb 7, 2020 | 000159818020000001 | ||
258 | $981.75 M | IWD, IWF, EFA, IWV | 13F-HR | Nov 6, 2019 | 000159818019000004 | ||
246 | $939.97 M | EFA, IWF, IWD, IWV | 13F-HR | Jul 31, 2019 | 000159818019000003 | ||
258 | $887.46 M | IWF, EFA, IWD, IWV | 13F-HR | May 1, 2019 | 000159818019000002 | ||
220 | $693.87 M | IWF, EFA, IWD, IWV | 13F-HR | Feb 13, 2019 | 000159818019000001 | ||
194 | $513.29 M | IWF, IWD, IWO, FCF | 13F-HR | Nov 20, 2018 | 000159818018000005 | ||
183 | $461.22 M | IWF, IWD, IWO, FCF | 13F-HR | Aug 9, 2018 | 000159818018000004 | ||
178 | $444.05 M | IWF, IWD, IWO, FCF | 13F-HR | May 9, 2018 | 000159818018000003 | ||
177 | $424.90 M | IWF, IWD, IWO, SPY | 13F-HR | Jan 26, 2018 | 000159818018000001 | ||
161 | $357.69 M | IWF, IWD, IWO, SPY | 13F-HR | Nov 8, 2017 | 000159818017000007 | ||
142 | $314.97 M | IWF, IWD, IWO, SPY | 13F-HR | Aug 14, 2017 | 000159818017000006 | ||
231 | $398.45 M | IWF, IWD, IWO, SPY | RESTATEMENT | May 22, 2017 | 000159818017000005 | ||
231 | $621.75 M | CPB, IWF, IWD, IWO | RESTATEMENT | May 18, 2017 | 000159818017000004 | ||
232 | $669.47 M | CPB, IWF, IWD, 2157768D | RESTATEMENT | Apr 27, 2017 | 000159818017000003 | ||
145 | $291.14 M | IWF, IWD, SPY, IWO | 13F-HR | Jan 27, 2017 | 000159818017000001 | ||
154 | $276.00 M | IWF, IWD, SPY, IWO | 13F-HR | Nov 14, 2016 | 000159818016000011 | ||
167 | $272.19 M | IWF, IWD, SPY, SYK | RESTATEMENT | Aug 11, 2016 | 000159818016000009 | ||
164 | $265.05 M | IWF, IWD, SPY, SYK | RESTATEMENT | Aug 11, 2016 | 000159818016000010 | ||
174 | $268.30 M | IWF, IWD, SPY, IWO | RESTATEMENT | Aug 9, 2016 | 000159818016000008 | ||
174 | $268.30 M | IWF, IWD, SPY, IWO | 13F-HR | Feb 5, 2016 | 000159818016000005 | ||
146 | $231.71 M | IWF, IWD, SPY, SYK | 13F-HR | Nov 13, 2015 | 000159818015000004 | ||
125 | $253.31 M | IWD, IWF, EFA, SPY | 13F-HR | Aug 12, 2015 | 000159818015000003 | ||
133 | $245.89 M | IWD, IWF, EFA, SPY | 13F-HR | May 4, 2015 | 000159818015000002 | ||
129 | $240.56 M | IWD, IWF, SPY, EFA | 13F-HR | Feb 13, 2015 | 000159818015000001 | ||
121 | $210.48 M | IWD, IWF, SPY, SYK | 13F-HR | Nov 13, 2014 | 000159818014000005 | ||
124 | $216.49 M | IWD, IWF, SPY, SYK | 13F-HR | Aug 13, 2014 | 000159818014000004 | ||
116 | $205.51 B | IWD, IWF, SPY, DJP | 13F-HR | May 13, 2014 | 000159818014000003 | ||
110 | $219.22 M | IWD, IWF, SPY, DJP | 13F-HR | Feb 4, 2014 | 000159818014000002 |