Waldron Private Wealth LLC Purchases in Q2 2025

Waldron Private Wealth LLC

  • $2.28 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
21.3K
+ 3.96%
$329.49 - $438.4 $7.02M - $9.33M
559K $245M
IWF
Ishares Russell 1000 Gr ETF

ETFs
2.41K
+ 0.41%
$320.42 - $424.58 $773K - $1.02M
593K $252M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
182K
New
$113.67 - $150.4 $20.6M - $27.3M
182K $27.3M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
264K
New
$81.46 - $94.63 $21.5M - $25M
264K $25M
VONG
Vanguard Russell 1000 Growth E

ETFs
58.3K
+ 11.91%
$82.51 - $109.2 $4.81M - $6.37M
548K $59.9M
IWD
Ishares Russell 1000 Val ETF

ETFs
22.9K
+ 2.63%
$166.82 - $194.23 $3.82M - $4.44M
892K $173M
VTV
Vanguard Value ETF

ETFs
5.54K
+ 0.38%
$153.67 - $176.74 $851K - $978K
1.45M $256M
VONV
Vanguard Russell 1000 Value Et

ETFs
68.8K
+ 45.92%
$73.19 - $85.21 $5.04M - $5.87M
219K $18.6M
IWV
Ishares Russell 3000 ETF

ETFs
493
+ 0.54%
$281.67 - $351.0 $139K - $173K
92.6K $32.5M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
62.9K
+ 13.36%
$49.79 - $50.75 $3.13M - $3.19M
533K $27.1M
VTI
Vanguard Total Stock Market Et

ETFs
654
+ 1.75%
$243.75 - $303.93 $159K - $199K
38K $11.5M
BX
Blackstone Inc.

Financial Services
4.99K
+ 10.19%
$120.07 - $151.11 $599K - $754K
54K $8.07M
ASML
Asml Holding Nv

Technology
1.3K
New
$595.37 - $815.24 $772K - $1.06M
1.3K $1.04M
ORCL
Oracle Corp

Technology
33
+ 0.29%
$122.82 - $218.63 $4.05K - $7.21K
11.6K $2.53M
IEFA
Ishares Tr

ETFs
840
+ 0.83%
$67.83 - $84.09 $57K - $70.6K
102K $8.53M
VGT
Vanguard Information Technolog

ETFs
158
+ 2.88%
$470.37 - $663.28 $74.3K - $105K
5.65K $3.75M
VT
Vanguard Total World Stk Index

ETFs
794
+ 1.72%
$103.16 - $128.52 $81.9K - $102K
47K $6.04M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
877
+ 2.04%
$57.14 - $72.68 $50.1K - $63.7K
44K $3.19M
TSLA
Tesla, Inc.

Consumer Cyclical
318
+ 6.14%
$221.86 - $362.89 $70.6K - $115K
5.5K $1.75M
COF
Capital One Financial Corp

Financial Services
1.76K
New
$150.57 - $212.76 $265K - $375K
1.76K $374K
RTX
Raytheon Technologies Corp

Industrials
1.11K
+ 8.09%
$113.75 - $148.48 $126K - $165K
14.8K $2.16M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
2.62K
New
$103.49 - $133.44 $271K - $350K
2.62K $345K
QQQ
Invesco Qqq Trust, Series 1

ETFs
32
+ 0.82%
$416.06 - $551.64 $13.3K - $17.7K
3.93K $2.17M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
5.96K
New
$50.1 - $51.02 $299K - $304K
5.96K $304K
SUB
Ishares Short Term National Mu

ETFs
2.74K
+ 69.73%
$104.77 - $106.34 $287K - $292K
6.68K $710K
RBLX
Roblox Corp

Communication Services
2.61K
New
$51.22 - $105.59 $134K - $276K
2.61K $274K
SOXX
Ishares Semiconductor ETF

ETFs
1.08K
New
$154.86 - $239.07 $168K - $259K
1.08K $258K
BKNG
Booking Holdings Inc.

Consumer Cyclical
26
+ 32.91%
$4164.15 - $5789.24 $108K - $151K
105 $607K
COIN
Coinbase Global, Inc.

Technology
636
New
$151.47 - $375.07 $96.3K - $239K
636 $222K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3
+ 0.08%
$141.37 - $228.57 $424 - $686
3.62K $818K
MLM
Martin Marietta Materials Inc

Basic Materials
393
New
$452.51 - $568.19 $178K - $223K
393 $215K
IRBO
Ishares Robotics & Artificial

ETFs
6.67K
New
N/A
6.67K $214K
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.85K
New
$57.41 - $74.81 $164K - $214K
2.85K $212K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
3.97K
New
$41.45 - $54.46 $164K - $216K
3.97K $206K
HUBB
Hubbell Inc

Industrials
500
New
$315.94 - $408.41 $158K - $204K
500 $204K
CBU
Community Bank System, Inc.

Financial Services
3.3K
+ 1.55%
$50.88 - $58.16 $168K - $192K
216K $12.3M
IWM
Ishares Russell 2000 ETF

ETFs
408
+ 7.06%
$174.82 - $215.79 $71.3K - $88K
6.19K $1.34M
WTAI
Wisdomtree Tr Artificial Intel

ETFs
4.18K
+ 37.95%
$16.58 - $24.56 $69.2K - $103K
15.2K $372K
GLD
Spdr Gold Trust

ETFs
343
+ 12.22%
$273.71 - $316.29 $93.9K - $108K
3.15K $959K
VIS
Vanguard Industrial ETF

ETFs
1
+ 0.02%
$220.04 - $280.07 $220 - $280
4.21K $1.18M
XLF
Financial Sector Spdr

ETFs
1.38K
+ 8.52%
$43.92 - $52.37 $60.7K - $72.3K
17.6K $921K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
803
+ 32.86%
$101.91 - $134.83 $81.8K - $108K
3.25K $408K
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.05K
+ 5.77%
$19.6 - $24.44 $20.6K - $25.7K
19.3K $472K
XLC
Select Sector Spdr Tr Communic

ETFs
22
+ 0.44%
$86.13 - $108.53 $1.89K - $2.39K
4.98K $540K
TJX
Tjx Companies Inc

Consumer Cyclical
413
+ 6.52%
$119.13 - $135.03 $49.2K - $55.8K
6.75K $833K
SYF
Synchrony Financial

Financial Services
43
+ 1.07%
$43.81 - $66.74 $1.88K - $2.87K
4.06K $271K
EFV
Msci Eafe Value ETF

ETFs
8
+ 0.08%
$52.4 - $64.65 $419 - $517
10.2K $645K
VFH
Vanguard Financial ETF

ETFs
21
+ 0.38%
$104.87 - $127.3 $2.2K - $2.67K
5.62K $714K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
38
+ 1.47%
$108.06 - $135.3 $4.11K - $5.14K
2.62K $354K
Activity Summary
Buys All Purchases 60 New Holdings 14 Increased Positions 46 Sells All Sells 154 Reductions 154 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Waldron Private Wealth LLC Portfolio

Follow Waldron Private Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Waldron Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Waldron Private Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email