Waldron Private Wealth LLC Reduced Holdings in Q2 2025

Waldron Private Wealth LLC

  • $2.28 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VO
Vanguard Mid Cap ETF

ETFs
-43
- 1.99%
$228.54 - $279.83 $9.83K - $12K
2.11K $591K
EFG
Msci Eafe Growth ETF

ETFs
-11
- 0.34%
$89.8 - $112.0 $988 - $1.23K
3.23K $362K
DE
Deere & CO

Industrials
-54
- 2.7%
$412.99 - $531.48 $22.3K - $28.7K
1.95K $991K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-40
- 0.89%
$108.12 - $135.04 $4.32K - $5.4K
4.45K $600K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-363
- 2.62%
$73.0 - $85.5 $26.5K - $31K
13.5K $1.13M
SONY
Sony Group Corp

Technology
-130
- 0.14%
$21.24 - $26.88 $2.76K - $3.49K
91.5K $2.38M
MS
Morgan Stanley

Financial Services
-104
- 3.07%
$99.83 - $140.86 $10.4K - $14.6K
3.29K $462K
DIS
Walt Disney CO

Communication Services
-270
- 6.8%
$81.72 - $124.01 $22.1K - $33.5K
3.7K $458K
AXP
American Express CO

Financial Services
-19
- 1.28%
$231.39 - $318.98 $4.4K - $6.06K
1.47K $467K
BA
Boeing CO

Industrials
-2
- 0.1%
$136.59 - $217.51 $273 - $435
1.91K $401K
VV
Vanguard Large Cap ETF

ETFs
-186
- 3.41%
$228.25 - $285.3 $42.5K - $53.1K
5.27K $1.5M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-15
- 0.11%
$72.96 - $90.39 $1.09K - $1.36K
13.3K $1.19M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-1.13K
- 4.04%
$55.54 - $69.09 $62.8K - $78.1K
26.8K $1.85M
EMR
Emerson Electric CO

Industrials
-18
- 0.3%
$94.15 - $133.33 $1.69K - $2.4K
5.9K $787K
PM
Philip Morris International Inc.

Consumer Defensive
-102
- 1.51%
$149.23 - $184.95 $15.2K - $18.9K
6.64K $1.21M
QCOM
Qualcomm Inc

Technology
-27
- 0.11%
$124.66 - $159.48 $3.37K - $4.31K
25.6K $4.08M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-150
- 0.43%
$90.56 - $109.49 $13.6K - $16.4K
34.4K $3.76M
IBM
International Business Machines Corp

Technology
-459
- 7.36%
$221.03 - $294.78 $101K - $135K
5.78K $1.7M
GE
General Electric CO

Industrials
-67
- 2.23%
$166.81 - $257.39 $11.2K - $17.2K
2.93K $755K
GS
Goldman Sachs Group Inc

Financial Services
-52
- 4.27%
$462.22 - $707.75 $24K - $36.8K
1.17K $825K
ATI
Allegheny Technologies Inc

Industrials
-2.95K
- 23.69%
$41.97 - $86.8 $124K - $256K
9.5K $820K
HON
Honeywell International Inc

Industrials
-233
- 1.72%
$182.86 - $232.88 $42.6K - $54.3K
13.3K $3.1M
UBER
Uber Technologies, Inc

Technology
-100
- 0.78%
$64.62 - $93.3 $6.46K - $9.33K
12.8K $1.19M
NFLX
Netflix Inc

Communication Services
-2
- 0.27%
$855.86 - $1339.13 $1.71K - $2.68K
735 $984K
AMAT
Applied Materials Inc

Technology
-13
- 0.16%
$126.95 - $183.52 $1.65K - $2.39K
8.2K $1.5M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-133
- 0.14%
$39.89 - $49.46 $5.31K - $6.58K
92.1K $4.55M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-4.24K
- 2.15%
$51.16 - $62.02 $217K - $263K
193K $12M
WMT
Walmart Inc.

Consumer Defensive
-434
- 0.84%
$81.79 - $99.98 $35.5K - $43.4K
51.2K $5M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-74
- 0.45%
$272.36 - $339.57 $20.2K - $25.1K
16.3K $5.54M
GOOGL
Alphabet Inc.

Communication Services
-274
- 0.79%
$144.7 - $178.6 $39.6K - $48.9K
34.3K $6.04M
MSTR
Microstrategy Inc

Technology
-22
- 0.35%
$237.95 - $421.61 $5.23K - $9.28K
6.23K $2.52M
VEA
Vanguard Ftse Developed Market

ETFs
-2.68K
- 1.9%
$45.65 - $57.01 $122K - $153K
138K $7.89M
NOW
Service Now, Inc.

Technology
-23
- 0.64%
$721.65 - $1040.18 $16.6K - $23.9K
3.6K $3.7M
JPM
Jpmorgan Chase & CO

Financial Services
-692
- 2.95%
$210.28 - $289.91 $146K - $201K
22.8K $6.61M
AVGO
Broadcom Inc.

Technology
-24
- 0.3%
$146.29 - $275.65 $3.51K - $6.62K
7.97K $2.2M
CSCO
Cisco Systems, Inc.

Technology
-41
- 0.04%
$53.19 - $69.38 $2.18K - $2.84K
113K $7.85M
PANW
Palo Alto Networks Inc

Technology
-589
- 1.7%
$152.44 - $204.64 $89.8K - $121K
34.1K $6.98M
IWN
Ishares Russell2000 Val ETF

ETFs
-2.57K
- 1.16%
$131.84 - $157.76 $339K - $406K
219K $34.6M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-1.15K
- 0.57%
$71.86 - $82.66 $82.4K - $94.7K
200K $16.6M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-2.62K
- 0.74%
$114.78 - $133.31 $301K - $349K
351K $46.7M
AMZN
Amazon Com Inc

Consumer Cyclical
-196
- 0.46%
$167.32 - $223.3 $32.8K - $43.8K
42.2K $9.26M
GOOG
Alphabet Inc.

Communication Services
-500
- 0.8%
$146.58 - $180.01 $73.3K - $90K
61.8K $11M
VBR
Vanguard Small Cap Value ETF

ETFs
-409
- 0.24%
$162.76 - $195.77 $66.6K - $80.1K
168K $32.7M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-2.03K
- 2.89%
$224.16 - $285.86 $455K - $581K
68.4K $19.5M
SYK
Stryker Corp

Healthcare
-8
- 0.01%
$337.37 - $395.63 $2.7K - $3.17K
70K $27.7M
IVV
Ishares Core S&P 500 ETF

ETFs
-541
- 1.56%
$498.8 - $620.9 $270K - $336K
34K $21.1M
VBK
Vanguard Small Cap Growth ETF

ETFs
-426
- 0.46%
$219.76 - $276.94 $93.6K - $118K
93.2K $25.8M
IGF
Ishares Global Infrastructure

ETFs
-10.3K
- 1.56%
$50.55 - $59.83 $519K - $615K
649K $38.4M
ACWI
Ishares Msci Acwi ETF

ETFs
-89
- 0.04%
$103.59 - $128.6 $9.22K - $11.4K
200K $25.7M
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
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