Waldron Private Wealth LLC Purchases and Sells in Q3 2025

Waldron Private Wealth LLC

$2.46 Billion
Q3 2025

Top Buys

Incresed Positions

96 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VUG	11.7K + 2.1%	$433.97 - $484.08 $5.08M - $5.67M	570K $274M
VTV	65K + 4.49%	$175.51 - $186.57 $11.4M - $12.1M	1.51M $282M
IXUS	60.8K + 2.33%	$76.35 - $82.58 $4.64M - $5.02M	2.67M $220M
AAPL	3.1K + 2.75%	$202.38 - $256.87 $627K - $796K	116K $29.5M
VOO	4.45K + 11.93%	$567.77 - $614.76 $2.53M - $2.74M	41.8K $25.6M
GOOG	235 + 0.38%	$175.16 - $255.24 $41.2K - $60K	62K $15.1M

New Holdings

25 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IAU	34.1K New	$61.62 - $72.77 $2.1M - $2.48M	34.1K $2.48M
SDY	10.8K New	$136.48 - $142.97 $1.48M - $1.55M	10.8K $1.52M
DFUS	7.72K New	$67.01 - $72.84 $517K - $562K	7.72K $558K
IHAK	10.2K New	$49.34 - $53.96 $505K - $553K	10.2K $536K
C	4.84K New	$85.57 - $103.49 $414K - $500K	4.84K $490K
VTIP	9.21K New	$49.78 - $50.75 $459K - $468K	9.21K $466K

Top Sells

Reduced Positions

83 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTEB	-124K - 14.45%	$48.5 - $50.19 $6.02M - $6.23M	735K $36.8M
JAAA	-45.9K - 8.6%	$50.53 - $50.82 $2.32M - $2.33M	487K $24.7M
BILS	-13.2K - 20.92%	$99.12 - $99.52 $1.31M - $1.31M	49.8K $4.96M
COP	-14K - 68.52%	$91.0 - $98.99 $1.27M - $1.39M	6.43K $608K
AGG	-11.2K - 26.7%	$97.75 - $100.75 $1.1M - $1.13M	30.8K $3.09M
IUSV	-21.5K - 8.14%	$94.17 - $99.95 $2.02M - $2.15M	242K $24.2M

Activity Summary All Purchases 121 New Holdings 25 Increased Positions 96 All Sells 83 Reductions 83 Sold out 0 Calls 0 Puts 0

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