Waldron Private Wealth LLC New Holdings in Q3 2025

Waldron Private Wealth LLC

  • $2.46 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IAU
Ishares Gold Trust

ETFs
34.1K
New
$61.62 - $72.77 $2.1M - $2.48M
34.1K $2.48M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
10.8K
New
$136.48 - $142.97 $1.48M - $1.55M
10.8K $1.52M
DFUS
Dimensional ETF Tr U S Equity

ETFs
7.72K
New
$67.01 - $72.84 $517K - $562K
7.72K $558K
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
10.2K
New
$49.34 - $53.96 $505K - $553K
10.2K $536K
C
Citigroup Inc

Financial Services
4.84K
New
$85.57 - $103.49 $414K - $500K
4.84K $490K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
9.21K
New
$49.78 - $50.75 $459K - $468K
9.21K $466K
NVO
Novo Nordisk A S

Healthcare
7.16K
New
$45.38 - $71.7 $325K - $513K
7.16K $397K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
12.3K
New
$21.99 - $23.38 $270K - $288K
12.3K $284K
STNG
Scorpio Tankers Inc.

Energy
4.83K
New
$39.9 - $60.85 $193K - $294K
4.83K $270K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
2.56K
New
$101.12 - $106.18 $259K - $272K
2.56K $263K
IYW
Ishares Dj Us Tech ETF

ETFs
1.27K
New
$171.38 - $197.01 $218K - $251K
1.27K $249K
PLD
Prologis, Inc.

Real Estate
2.14K
New
$104.08 - $115.35 $222K - $246K
2.14K $244K
IVW
Ishares S&P 500 Growth ETF

ETFs
1.96K
New
$108.97 - $121.65 $214K - $239K
1.96K $237K
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.1K
New
$171.01 - $228.24 $188K - $251K
1.1K $234K
PLTR
Palantir Technologies Inc.

Technology
1.27K
New
$130.68 - $186.97 $166K - $237K
1.27K $231K
AMD
Advanced Micro Devices Inc

Technology
1.42K
New
$134.8 - $184.42 $192K - $262K
1.42K $230K
SBUX
Starbucks Corp

Consumer Cyclical
2.69K
New
$81.9 - $96.86 $220K - $260K
2.69K $227K
CRWD
Crowd Strike Holdings, Inc.

Technology
444
New
$412.46 - $514.1 $183K - $228K
444 $217K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.44K
New
$131.47 - $143.64 $190K - $207K
1.44K $204K
NUE
Nucor Corp

Basic Materials
1.5K
New
$133.3 - $150.33 $199K - $225K
1.5K $202K
MPC
Marathon Petroleum Corp

Energy
1.05K
New
$158.59 - $198.69 $167K - $209K
1.05K $202K
ADI
Analog Devices Inc

Technology
814
New
$220.68 - $255.63 $180K - $208K
814 $199K
FRBA
First Bank (Nj) Common Stock

Financial Services
11K
New
$14.64 - $16.99 $161K - $187K
11K $178K
Blackrock ETF Trust
6.65K
New
N/A
6.65K $0
Activity Summary
Buys All Purchases 121 New Holdings 25 Increased Positions 96 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 0 Puts 0
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