Waldron Private Wealth LLC Sells in Q4 2025

Waldron Private Wealth LLC

  • $2.5 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IWF
Ishares Russell 1000 Gr ETF

ETFs
-11.9K
- 2.04%
$459.47 - $491.71 $5.47M - $5.86M
571K $269M
META
Meta Platforms, Inc.

Communication Services
-930
- 5.63%
$609.01 - $751.67 $566K - $699K
15.6K $9.51M
IWN
Ishares Russell2000 Val ETF

ETFs
-11.5K
- 5.25%
$172.34 - $181.51 $1.98M - $2.08M
207K $36.1M
BX
Blackstone Inc.

Financial Services
-4.88K
- 9.03%
$138.42 - $168.45 $675K - $822K
49.2K $6.81M
FCF
First Commonwealth Financial Corp

Financial Services
-53.4K
- 4.43%
$15.29 - $17.0 $817K - $908K
1.15M $18.4M
IWV
Ishares Russell 3000 ETF

ETFs
-5.52K
- 6.28%
$371.33 - $389.89 $2.05M - $2.15M
82.4K $31.4M
VBR
Vanguard Small Cap Value ETF

ETFs
-3.78K
- 2.28%
$201.42 - $211.15 $762K - $799K
162K $33.4M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-2.33K
- 3.43%
$310.75 - $335.0 $725K - $782K
65.6K $20.5M
ORCL
Oracle Corp

Technology
-2.48K
- 21.53%
$217.57 - $313.0 $538K - $775K
9.02K $1.98M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-9.24K
- 20.79%
$114.27 - $121.15 $1.06M - $1.12M
35.2K $4.11M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-7.67K
- 2.22%
$137.47 - $143.13 $1.05M - $1.1M
337K $47.6M
IWD
Ishares Russell 1000 Val ETF

ETFs
-10.1K
- 1.14%
$199.44 - $208.01 $2.02M - $2.11M
881K $180M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-975
- 2.9%
$577.77 - $604.78 $563K - $590K
32.6K $19.1M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-7.68K
- 24.93%
$99.87 - $101.27 $767K - $778K
23.1K $2.31M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-8.89K
- 4.97%
$63.25 - $66.24 $562K - $589K
170K $10.9M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-4.01K
- 2.1%
$88.49 - $93.64 $355K - $375K
187K $16.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
-982
- 1.14%
$653.02 - $687.39 $641K - $675K
85K $56.6M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-1.94K
- 12.04%
$358.39 - $376.54 $696K - $732K
14.2K $5.22M
SYK
Stryker Corp

Healthcare
-10
- 0.01%
$353.81 - $388.35 $3.54K - $3.88K
70K $25.2M
MSA
Msa Safety Inc

Industrials
-974
- 3.0%
$155.98 - $175.18 $152K - $171K
31.5K $4.93M
VGT
Vanguard Information Technolog

ETFs
-949
- 16.21%
$736.33 - $801.52 $699K - $761K
4.9K $3.71M
MUB
Ishares National Muni Bond ETF

ETFs
-6.96K
- 3.1%
$106.36 - $107.61 $740K - $749K
218K $23.3M
TSLA
Tesla, Inc.

Consumer Cyclical
-892
- 12.13%
$401.99 - $468.37 $359K - $418K
6.46K $2.64M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.35K
- 3.23%
$600.51 - $631.95 $811K - $853K
40.4K $25M
LOW
Lowes Companies Inc

Consumer Cyclical
-1.88K
- 34.31%
$225.0 - $247.99 $422K - $465K
3.59K $807K
ZTS
Zoetis Inc.

Healthcare
-459
- 2.75%
$118.8 - $147.53 $54.5K - $67.7K
16.2K $1.93M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-4.11K
- 8.25%
$99.21 - $99.52 $408K - $409K
45.7K $4.54M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-11K
- 1.49%
$49.98 - $50.59 $547K - $554K
724K $36.4M
PGR
Progressive Corp

Financial Services
-112
- 0.67%
$203.7 - $246.46 $22.8K - $27.6K
16.6K $3.73M
SUB
Ishares Short Term National Mu

ETFs
-3.19K
- 38.51%
$106.22 - $106.81 $339K - $341K
5.09K $542K
CMCSA
Comcast Corp

Communication Services
-3.19K
- 5.36%
$26.98 - $31.09 $86K - $99.1K
56.3K $1.53M
GIS
General Mills Inc

Consumer Defensive
-6.06K
- 46.95%
$45.98 - $50.93 $279K - $309K
6.85K $324K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-2.24K
- 1.35%
$161.21 - $171.97 $362K - $386K
164K $27.1M
HON
Honeywell International Inc

Industrials
-301
- 2.21%
$194.07 - $220.67 $58.4K - $66.4K
13.3K $2.62M
DVY
Ishares Tr

ETFs
-1.72K
- 26.19%
$138.1 - $143.11 $237K - $246K
4.85K $681K
MA
Mastercard Inc

Financial Services
-251
- 7.32%
$536.85 - $580.45 $135K - $146K
3.18K $1.71M
UBSI
United Bankshares Inc

Financial Services
-4.94K
- 6.39%
$34.31 - $37.58 $170K - $186K
72.4K $2.64M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-415
- 10.14%
$589.5 - $635.77 $245K - $264K
3.68K $2.22M
ACN
Accenture PLC

Technology
-833
- 17.02%
$234.02 - $253.35 $195K - $211K
4.06K $980K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-4.3K
- 28.39%
$44.68 - $47.47 $192K - $204K
10.8K $509K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-757
- 3.61%
$55.57 - $63.17 $42.1K - $47.8K
20.2K $1.12M
WMT
Walmart Inc.

Consumer Defensive
-1.61K
- 3.07%
$101.18 - $109.03 $163K - $176K
51K $5.25M
V
Visa Inc.

Financial Services
-69
- 0.74%
$325.75 - $352.42 $22.5K - $24.3K
9.26K $3.02M
AMAT
Applied Materials Inc

Technology
-1.17K
- 27.9%
$209.95 - $240.89 $246K - $282K
3.03K $692K
PM
Philip Morris International Inc.

Consumer Defensive
-621
- 8.27%
$144.33 - $160.86 $89.6K - $99.9K
6.89K $1.05M
ETN
Eaton Corp PLC

Industrials
-297
- 12.55%
$352.39 - $387.75 $105K - $115K
2.07K $729K
REET
Ishares Global Reit ETF

ETFs
-960
- 0.27%
$24.8 - $26.02 $23.8K - $25K
359K $9.04M
AMT
American Tower Corp

Real Estate
-481
- 8.93%
$176.64 - $193.32 $85K - $93K
4.91K $885K
VONV
Vanguard Russell 1000 Value Et

ETFs
-2.82K
- 1.36%
$87.55 - $91.32 $247K - $258K
205K $18.4M
Activity Summary
Buys All Purchases 118 New Holdings 29 Increased Positions 89 Sells All Sells 115 Reductions 115 Sold out 0 Options Calls 0 Puts 0
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