Waldron Private Wealth LLC Portfolio Holdings
Waldron Private Wealth LLC
- $2.47 Billion
- Q4 2024
Waldron Private Wealth LLC has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.47 Billion distributed in 991 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 1000 Gr ETF with a value of $237M, Vanguard Value ETF with a value of $223M, Vanguard Growth ETF with a value of $205M, Ishares Tr with a value of $183M, and Ishares Russell 1000 Val ETF with a value of $158M.
Examining the 13F form we can see an increase of $74.6M in the current position value, from $2.4B to 2.47B.
Below you can find more details about Waldron Private Wealth LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.47 Billion
ETFs: $1.79 Billion
Technology: $187 Million
Financial Services: $167 Million
Healthcare: $88 Million
Communication Services: $60.5 Million
Consumer Cyclical: $57.4 Million
Industrials: $45.5 Million
Consumer Defensive: $37.9 Million
Other: $37.6 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 991
- Current Value $2.47 Billion
- Prior Value $2.4 Billion
- Filing
- Period Q4 2024
- Filing Date January 23, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 18 stocks
- Additional Purchases 207 stocks
- Sold out of 0 stocks
- Reduced holdings in 138 stocks