Waldron Private Wealth LLC Purchases and Sells in Q2 2025

Waldron Private Wealth LLC

$2.28 Billion
Q2 2025

Top Buys

Incresed Positions

46 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VUG	21.3K + 3.96%	$329.49 - $438.4 $7.02M - $9.33M	559K $245M
IWF	2.41K + 0.41%	$320.42 - $424.58 $773K - $1.02M	593K $252M
VONG	58.3K + 11.91%	$82.51 - $109.2 $4.81M - $6.37M	548K $59.9M
IWD	22.9K + 2.63%	$166.82 - $194.23 $3.82M - $4.44M	892K $173M
VTV	5.54K + 0.38%	$153.67 - $176.74 $851K - $978K	1.45M $256M
VONV	68.8K + 45.92%	$73.19 - $85.21 $5.04M - $5.87M	219K $18.6M

New Holdings

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IUSG	182K New	$113.67 - $150.4 $20.6M - $27.3M	182K $27.3M
IUSV	264K New	$81.46 - $94.63 $21.5M - $25M	264K $25M
ASML	1.3K New	$595.37 - $815.24 $772K - $1.06M	1.3K $1.04M
COF	1.76K New	$150.57 - $212.76 $265K - $375K	1.76K $374K
OLLI	2.62K New	$103.49 - $133.44 $271K - $350K	2.62K $345K
FLOT	5.96K New	$50.1 - $51.02 $299K - $304K	5.96K $304K

Top Sells

Reduced Positions

154 operations

Stock	Shares change	Price Range	Shares Held	Trade History
OMFL	-969K - 98.82%	$48.43 - $57.78 $46.9M - $56M	11.5K $665K
MUB	-58.6K - 20.76%	$102.31 - $105.8 $5.99M - $6.2M	224K $23.4M
VTEB	-114K - 11.69%	$48.13 - $49.85 $5.48M - $5.67M	859K $42.1M
BRK-B	-4.36K - 11.69%	$483.48 - $539.8 $2.11M - $2.36M	32.9K $16M
AAPL	-194 - 0.17%	$172.42 - $223.89 $33.4K - $43.4K	113K $23.1M
MDY	-4.14K - 11.81%	$468.22 - $566.51 $1.94M - $2.34M	30.9K $17.5M

Activity Summary All Purchases 60 New Holdings 14 Increased Positions 46 All Sells 154 Reductions 154 Sold out 0 Calls 0 Puts 0

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