Waldron Private Wealth LLC Purchases and Sells in Q1 2025

Waldron Private Wealth LLC

$2.11 Billion
Q1 2025

Top Buys

Incresed Positions

34 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTV	128K + 9.74%	$167.73 - $179.21 $21.5M - $23M	1.44M $249M
JAAA	222K + 89.3%	$50.48 - $51.04 $11.2M - $11.3M	470K $23.9M
IWD	18.7K + 2.2%	$182.82 - $196.21 $3.42M - $3.67M	870K $164M
VOO	5.2K + 14.4%	$507.05 - $563.67 $2.63M - $2.93M	41.3K $21.2M
VTI	7.86K + 26.66%	$271.18 - $303.12 $2.13M - $2.38M	37.3K $10.3M
AGG	11K + 31.15%	$95.85 - $99.25 $1.05M - $1.09M	46.2K $4.57M

New Holdings

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
WPC	30.1K New	$53.5 - $65.05 $1.61M - $1.96M	30.1K $1.9M
AMT	5.06K New	$173.46 - $217.6 $877K - $1.1M	5.06K $1.1M
GNL	119K New	$6.91 - $8.26 $822K - $983K	119K $956K
EPD	11.2K New	$31.75 - $34.14 $356K - $383K	11.2K $382K
DLR	2.52K New	$142.1 - $183.56 $358K - $463K	2.52K $361K
PECO	8.97K New	$34.43 - $37.49 $309K - $336K	8.97K $327K

Top Sells

Reduced Positions

207 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-87.7K - 43.73%	$209.68 - $247.1 $18.4M - $21.7M	113K $25.1M
IWF	-711 - 0.12%	$360.07 - $417.26 $256K - $297K	591K $213M
BRK-B	-53.9K - 59.11%	$442.66 - $534.52 $23.9M - $28.8M	37.3K $19.9M
MSFT	-41.4K - 44.75%	$375.39 - $447.2 $15.5M - $18.5M	51.1K $19.2M
NVDA	-129K - 74.67%	$106.98 - $149.43 $13.8M - $19.3M	43.7K $4.74M
AMZN	-50.9K - 54.58%	$190.26 - $242.06 $9.69M - $12.3M	42.4K $8.07M

Activity Summary All Purchases 48 New Holdings 14 Increased Positions 34 All Sells 207 Reductions 207 Sold out 0 Calls 0 Puts 0

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