Waldron Private Wealth LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 24, 2025), Waldron Private Wealth LLC reported 418 stock positions worth $2.5 billion. Its top holding was iShares Russell 1000 Growth (IWF) at 9.6% of the portfolio, followed by Vanguard Mrngstr Val ETF-Aui (VTV, 9.0%) and Vanguard Mrngstar GR ETF-Sui (VUG, 8.3%). Compared with Q3 2024, it opened 17 new positions, sold out of 89, added to 204 and reduced 140. The biggest buy was Berkshire Hathaway Class B (BRK.B, shares +100%) and the biggest sale Stryker (SYK, shares −50%).
- Most Recent 13F
- Q2 2026
- Location
- BRIDGEVILLE, PA
- CIK
- 0001598180
- Portfolio Value
- $2.5B (Q4 2024)
- SEC Filing
- 0001085146-25-000463 ↗ filed Jan 24, 2025
Holdings Value
Holdings 418 stocks · $2.5B
| IWF iShares Russell 1000 Growth | 9.56% | 591,369 | $237.5M | Reduce -0.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 8.97% | 1,315,696 | $222.7M | Add +7.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 8.25% | 499,584 | $205.0M | Add +6.3% |
| IXUS iShares Core Intl Stock ETF | 7.36% | 2,765,413 | $182.9M | Add +4.9% |
| IWD iShares Russell 1000 Value E | 6.34% | 850,844 | $157.5M | Reduce -0.7% |
| VTEB Vanguard Tax-Exempt Bond ETF | 2.37% | 1,174,659 | $58.9M | Add +1.2% |
| OMFL Invesco Russell 1000 DYN M/F | 2.20% | 1,008,518 | $54.7M | Reduce -3.2% |
| VONG Vanguard Russell 1000 Growth | 2.12% | 509,135 | $52.6M | Reduce -0.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.10% | 88,832 | $52.1M | Reduce -0.6% |
| AAPL Apple Inc. | 2.02% | 200,559 | $50.2M | Reduce -0.6% |
| IGF iShares Global Infrastructur | 1.95% | 925,897 | $48.4M | Add +68.3% |
| VYM Vanguard High DVD Yield ETF | 1.88% | 366,063 | $46.7M | Reduce -2.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.66% | 91,236 | $41.4M | Add +99.7% |
| MSFT Microsoft Corp. | 1.57% | 92,534 | $39.0M | Add +0.7% |
| IWN iShares Russell 2000 Value E | 1.54% | 232,917 | $38.2M | Reduce -1.5% |
| MUB iShares National Muni Bond E | 1.52% | 355,064 | $37.8M | Add +3.4% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.38% | 172,974 | $34.3M | Add +0.4% |
| IWV iShares Russell 3000 ETF | 1.23% | 91,536 | $30.6M | Reduce -0.2% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 1.09% | 96,476 | $27.0M | Add +0.9% |
| SYK Stryker Corp. | 1.05% | 72,495 | $26.1M | Reduce -49.7% |
| ACWI iShares MSCI Acwi ETF | 0.94% | 199,270 | $23.4M | Reduce -0.0% |
| NVDA Nvidia Corp. | 0.93% | 172,700 | $23.2M | Reduce -22.5% |
| IWO iShares Russell 2000 Growth | 0.91% | 78,475 | $22.6M | Reduce -2.0% |
| IVV iShares Core S&P 500 ETF | 0.84% | 35,256 | $20.8M | Reduce -0.9% |
| AMZN Amazon.com Inc. | 0.82% | 93,337 | $20.5M | Add +0.6% |
| FCF First Commonwealth Finl Corp. | 0.82% | 1,204,858 | $20.4M | No change |
| MDY State Street SPDR S&P Midcap | 0.81% | 35,333 | $20.1M | Reduce -4.9% |
| VOO Vanguard S&P 500 ETF | 0.78% | 36,075 | $19.4M | Reduce -2.7% |
| BX Blackstone Inc. | 0.70% | 101,538 | $17.5M | Add +99.0% |
| GOOG Alphabet Inc. Class C | 0.67% | 87,707 | $16.7M | Reduce -0.2% |
| CWB SS SPDR BB Conv Sec ETF | 0.64% | 205,316 | $16.0M | Add +0.9% |
| META Meta Platforms Inc. Class A | 0.64% | 27,030 | $15.8M | Add +0.2% |
| GOOGL Alphabet Inc. Class A | 0.57% | 74,413 | $14.1M | Add +1.0% |
| CBU Community Financial System I | 0.57% | 228,070 | $14.1M | No change |
| VONV Vanguard Russell 1000 Value | 0.52% | 159,416 | $13.0M | Reduce -3.7% |
| JAAA Janus Henderson Aaa Clo ETF | 0.51% | 248,467 | $12.6M | New |
| IJH iShares Core S&P Midcap ETF | 0.50% | 199,327 | $12.4M | Reduce -2.3% |
| REET iShares Global REIT ETF | 0.48% | 499,037 | $12.0M | Reduce -0.9% |
| JPM JPMorgan Chase & Co. | 0.46% | 47,832 | $11.5M | Add +3.7% |
| AVGO Broadcom Inc. | 0.45% | 48,224 | $11.2M | Add +104.1% |
| LLY Eli Lilly & Co. | 0.44% | 14,113 | $10.9M | Add +0.5% |
| SCHB Schwab US Broad Market ETF | 0.41% | 450,000 | $10.2M | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.34% | 29,482 | $8.5M | Add +0.4% |
| BILS SS Spdrb B 3-12M T-Bill ETF | 0.34% | 84,783 | $8.4M | Reduce -45.9% |
| RWO State Street SPDR Dow Jones | 0.33% | 191,247 | $8.2M | Reduce -1.8% |
| CSCO Cisco Systems Inc. | 0.32% | 136,145 | $8.1M | Add +0.9% |
| IEFA iShares Core MSCI Eafe ETF | 0.30% | 107,219 | $7.5M | Add +0.3% |
| WMT Walmart Inc. | 0.29% | 79,683 | $7.2M | Reduce -0.2% |
| MSA Msa Safety Inc. | 0.29% | 43,014 | $7.1M | Add +0.0% |
| PG The Procter & Gamble Co. | 0.29% | 42,517 | $7.1M | Add +0.4% |
| VEA Vanguard Ftse Developed ETF | 0.28% | 143,746 | $6.9M | Add +2.5% |
| ABBV Abbvie Inc. | 0.27% | 37,602 | $6.7M | Add +11.7% |
| TSLA Tesla Inc. | 0.27% | 16,363 | $6.6M | Reduce -0.1% |
| PANW Palo Alto Networks Inc. | 0.27% | 36,222 | $6.6M | Add +0.3% |
| V Visa Inc. Class A | 0.25% | 19,352 | $6.1M | Add +1.0% |
| UNH Unitedhealth Group Inc. | 0.25% | 12,045 | $6.1M | Add +1.4% |
| JNJ Johnson & Johnson | 0.23% | 39,800 | $5.8M | Reduce -1.9% |
| CPB The Campbell's Company | 0.23% | 135,201 | $5.7M | Add +2.8% |
| STBA S & T Bancorp Inc. | 0.23% | 146,558 | $5.6M | No change |
| XOM Exxon Mobil Corp. | 0.22% | 51,110 | $5.5M | Add +1.2% |
| IWB iShares Russell 1000 ETF | 0.22% | 16,852 | $5.4M | Reduce -1.0% |
| PGR Progressive Corp. | 0.21% | 21,414 | $5.1M | Add +1.3% |
| IWY iShares Russell Top 200 Grow | 0.21% | 21,694 | $5.1M | No change |
| QCOM Qualcomm Inc. | 0.20% | 33,013 | $5.1M | Reduce -4.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.20% | 20,972 | $5.0M | Add +1.1% |
| VT Vanguard Tot World STK ETF | 0.20% | 42,476 | $5.0M | Add +5.6% |
| SCZ iShares MSCI Eafe Small-Cap | 0.20% | 81,143 | $4.9M | Add +386.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.20% | 111,122 | $4.9M | Add +96.5% |
| ORCL Oracle Corp. | 0.19% | 27,997 | $4.7M | Add +1.2% |
| AMGN Amgen Inc. | 0.18% | 17,010 | $4.4M | Reduce -1.9% |
| MA Mastercard Inc. Class A | 0.16% | 7,773 | $4.1M | Add +3.5% |
| NOW ServiceNow Inc. | 0.16% | 3,843 | $4.1M | Add +0.6% |
| BKNG Booking Holdings Inc. | 0.16% | 816 | $4.1M | Add +103.5% |
| VNQ Vanguard Real Estate ETF | 0.16% | 44,462 | $4.0M | Reduce -3.1% |
| IJR iShares Core S&P Small-Cap E | 0.16% | 33,817 | $3.9M | Add +1.2% |
| HON Honeywell International Inc. | 0.15% | 16,672 | $3.8M | Add +2.1% |
| KO The Coca-Cola Co. | 0.15% | 60,423 | $3.8M | Reduce -0.5% |
| HD Home Depot Inc. | 0.15% | 9,641 | $3.8M | Reduce -13.3% |
| VWO Vanguard Ftse Emerging Marke | 0.15% | 85,072 | $3.7M | Add +1.5% |
| SUN Sunoco LP | 0.15% | 71,000 | $3.7M | Reduce -40.8% |
| MCD McDonald's Corp. | 0.15% | 12,482 | $3.6M | Add +3.9% |
| CAT Caterpillar Inc. | 0.14% | 9,794 | $3.6M | Add +102.8% |
| CBFV CB Financial Services Inc. filed as CB FINL SVCS INC | 0.14% | 120,612 | $3.4M | Add +100.0% |
| AGG iShares Core U.S. Aggregate | 0.14% | 35,264 | $3.4M | Add +10.6% |
| COST Costco Wholesale Corp. | 0.14% | 3,676 | $3.4M | Add +21.2% |
| ZTS Zoetis Inc. | 0.13% | 20,030 | $3.3M | Reduce -0.1% |
| CVX Chevron Corp. | 0.13% | 21,863 | $3.2M | Reduce -0.3% |
| MRK Merck & Co. Inc. | 0.12% | 30,537 | $3.0M | Reduce -2.3% |
| ACN Accenture PLC Class A | 0.12% | 8,413 | $3.0M | Add +19.6% |
| UBSI United Bankshares Inc. | 0.12% | 77,894 | $2.9M | Reduce -6.6% |
| NFLX Netflix Inc. | 0.12% | 3,206 | $2.9M | Reduce -0.1% |
| VGT Vanguard Info Tech ETF | 0.11% | 4,578 | $2.8M | Add +1.5% |
| COP Conocophillips | 0.11% | 28,212 | $2.8M | Add +9.8% |
| CMCSA Comcast Corp. Class A | 0.11% | 73,486 | $2.8M | Reduce -0.2% |
| PEP Pepsico Inc. | 0.11% | 17,813 | $2.7M | Reduce -2.3% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.11% | 4 | $2.7M | Add +100.0% |
| WM Waste Management Inc. | 0.10% | 12,821 | $2.6M | Add +0.7% |
| ABT Abbott Laboratories | 0.10% | 22,842 | $2.6M | Add +0.7% |
| RTX RTX Corp. | 0.10% | 21,551 | $2.5M | Reduce -3.9% |
| CRM Salesforce Inc. | 0.10% | 7,257 | $2.4M | Reduce -6.6% |
Portfolio Sells Q3 2024 → Q4 2024
| SYK Stryker Corp. | Reduce -49.7% | 1.05% | −1.11 |
| IWD iShares Russell 1000 Value E | Reduce -0.7% | 6.34% | −0.41 |
| BILS SS Spdrb B 3-12M T-Bill ETF | Reduce -45.9% | 0.34% | −0.31 |
| NVDA Nvidia Corp. | Reduce -22.5% | 0.93% | −0.19 |
| TRGP Targa Resources Corp. | Reduce -64.8% | 0.09% | −0.13 |
| SUN Sunoco LP | Reduce -40.8% | 0.15% | −0.12 |
| VYM Vanguard High DVD Yield ETF | Reduce -2.5% | 1.88% | −0.12 |
| IWN iShares Russell 2000 Value E | Reduce -1.5% | 1.54% | −0.10 |
| OMFL Invesco Russell 1000 DYN M/F | Reduce -3.2% | 2.20% | −0.09 |
| REET iShares Global REIT ETF | Reduce -0.9% | 0.48% | −0.08 |
| MDY State Street SPDR S&P Midcap | Reduce -4.9% | 0.81% | −0.07 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -50.5% | 0.08% | −0.07 |
| ATI Ati Inc. | Reduce -57.9% | 0.03% | −0.06 |
| RWO State Street SPDR Dow Jones | Reduce -1.8% | 0.33% | −0.05 |
| AMGN Amgen Inc. | Reduce -1.9% | 0.18% | −0.05 |
| VONV Vanguard Russell 1000 Value | Reduce -3.7% | 0.52% | −0.05 |
| ACWI iShares MSCI Acwi ETF | Reduce -0.0% | 0.94% | −0.05 |
| JNJ Johnson & Johnson | Reduce -1.9% | 0.23% | −0.04 |
| QCOM Qualcomm Inc. | Reduce -4.6% | 0.20% | −0.04 |
| HD Home Depot Inc. | Reduce -13.3% | 0.15% | −0.04 |
| IWO iShares Russell 2000 Growth | Reduce -2.0% | 0.91% | −0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.6% | 2.10% | −0.03 |
| VOO Vanguard S&P 500 ETF | Reduce -2.7% | 0.78% | −0.03 |
| ZBH Zimmer Biomet Holdings Inc. | Sold out | 0.00% | −0.03 |
| ZTS Zoetis Inc. | Reduce -0.1% | 0.13% | −0.03 |
| KO The Coca-Cola Co. | Reduce -0.5% | 0.15% | −0.03 |
| JPST JPMorgan Ultra-Short Income | Reduce -42.7% | 0.04% | −0.03 |
| IJH iShares Core S&P Midcap ETF | Reduce -2.3% | 0.50% | −0.03 |
| VNQ Vanguard Real Estate ETF | Reduce -3.1% | 0.16% | −0.03 |
| SYY Sysco Corp. | Reduce -50.4% | 0.02% | −0.03 |
| MRK Merck & Co. Inc. | Reduce -2.3% | 0.12% | −0.03 |
| EFA iShares MSCI Eafe ETF | Reduce -32.1% | 0.03% | −0.02 |
| AMD Advanced Micro Devices | Reduce -1.0% | 0.05% | −0.02 |
| ADBE Adobe Inc. | Reduce -3.1% | 0.09% | −0.02 |
| XLK SS Technology Select Sector | Reduce -53.7% | 0.02% | −0.02 |
| FBTC Fidelity Wise Origin Bitcoin | Reduce -64.2% | 0.02% | −0.02 |
| XTL SS SPDR S&P Telecom ETF | Reduce -65.5% | 0.01% | −0.02 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -3.9% | 0.08% | −0.02 |
| PEP Pepsico Inc. | Reduce -2.3% | 0.11% | −0.02 |
| AMAT Applied Materials Inc. | Reduce -5.9% | 0.05% | −0.02 |
| TGT Target Corp. | Reduce -53.7% | 0.01% | −0.02 |
| TMO Thermo Fisher Scientific Inc. | Reduce -2.4% | 0.07% | −0.02 |
| SNPS Synopsys Inc. | Reduce -49.7% | 0.02% | −0.02 |
| IVV iShares Core S&P 500 ETF | Reduce -0.9% | 0.84% | −0.02 |
| CMCSA Comcast Corp. Class A | Reduce -0.2% | 0.11% | −0.02 |
| XLY SS Consumer Disc Select Sect | Sold out | 0.00% | −0.02 |
| PFE Pfizer Inc. | Reduce -8.9% | 0.06% | −0.01 |
| STE Steris PLC | Reduce -51.1% | 0.01% | −0.01 |
| AES AES Corp. | Sold out | 0.00% | −0.01 |
| CI The Cigna Group | Reduce -3.3% | 0.04% | −0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| BRK.B Berkshire Hathaway Inc. Class B | Add +99.7% | 1.66% | +0.79 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +6.3% | 8.25% | +0.76 |
| IGF iShares Global Infrastructur | Add +68.3% | 1.95% | +0.70 |
| JAAA Janus Henderson Aaa Clo ETF | New | 0.51% | +0.51 |
| BX Blackstone Inc. | Add +99.0% | 0.70% | +0.38 |
| AVGO Broadcom Inc. | Add +104.1% | 0.45% | +0.28 |
| SCZ iShares MSCI Eafe Small-Cap | Add +386.5% | 0.20% | +0.15 |
| AMZN Amazon.com Inc. | Add +0.6% | 0.82% | +0.11 |
| BAC Bank of America Corp. | Add +96.5% | 0.20% | +0.10 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +7.6% | 8.97% | +0.10 |
| BKNG Booking Holdings Inc. | Add +103.5% | 0.16% | +0.09 |
| BLK BlackRock Inc. | New | 0.07% | +0.07 |
| CBFV CB Financial Services Inc. | Add +100.0% | 0.14% | +0.07 |
| CAT Caterpillar Inc. | Add +102.8% | 0.14% | +0.06 |
| MSTR Strategy Inc. | Add +115.3% | 0.08% | +0.06 |
| GOOGL Alphabet Inc. Class A | Add +1.0% | 0.57% | +0.06 |
| JPM JPMorgan Chase & Co. | Add +3.7% | 0.46% | +0.06 |
| BRK.A Berkshire Hathaway Inc. Class A | Add +100.0% | 0.11% | +0.05 |
| BMY Bristol-Myers Squibb Co. | Add +123.9% | 0.06% | +0.04 |
| BA The Boeing Co. | Add +81.8% | 0.07% | +0.04 |
| TROW T Rowe Price Group Inc. | Add +385.5% | 0.05% | +0.04 |
| CVNA Carvana Co. | Add +100.3% | 0.05% | +0.03 |
| CMG Chipotle Mexican Grill Inc. | Add +247.2% | 0.04% | +0.03 |
| V Visa Inc. Class A | Add +1.0% | 0.25% | +0.03 |
| CSCO Cisco Systems Inc. | Add +0.9% | 0.32% | +0.03 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +0.9% | 1.09% | +0.03 |
| AEP American Electric Power | Add +195.8% | 0.04% | +0.02 |
| INSM Insmed Inc. | New | 0.02% | +0.02 |
| COST Costco Wholesale Corp. | Add +21.2% | 0.14% | +0.02 |
| CP Canadian Pacific Kansas City | Add +93.4% | 0.06% | +0.02 |
| NOW ServiceNow Inc. | Add +0.6% | 0.16% | +0.02 |
| BNY Bank of New York Mellon Corp. | Add +100.6% | 0.04% | +0.02 |
| GS Goldman Sachs Group Inc. | Add +22.2% | 0.08% | +0.02 |
| LRCX Lam Research Corp. | New | 0.02% | +0.02 |
| BSX Boston Scientific Corp. | Add +100.8% | 0.04% | +0.02 |
| COF Capital One Financial Corp. | New | 0.02% | +0.02 |
| CARR Carrier Global Corp. | Add +90.5% | 0.05% | +0.02 |
| ACH Accendra Health Inc. | New | 0.02% | +0.02 |
| CCL Carnival Corp. | Add +100.7% | 0.03% | +0.02 |
| ACN Accenture PLC Class A | Add +19.6% | 0.12% | +0.02 |
| ISRG Intuitive Surgical Inc. | Add +25.2% | 0.06% | +0.01 |
| LII Lennox International Inc. | New | 0.01% | +0.01 |
| CDNS Cadence Design SYS Inc. | Add +121.0% | 0.02% | +0.01 |
| FHI Federated Hermes Inc. | Add +105.9% | 0.02% | +0.01 |
| ALB Albemarle Corp. | Add +172.1% | 0.02% | +0.01 |
| APP AppLovin Corp. Class A | New | 0.01% | +0.01 |
| EQT Eqt Corp. | Add +0.7% | 0.07% | +0.01 |
| HRB H&R Block Inc. | Add +99.6% | 0.03% | +0.01 |
| HON Honeywell International Inc. | Add +2.1% | 0.15% | +0.01 |
| MA Mastercard Inc. Class A | Add +3.5% | 0.16% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 350 | $2.9B | VTV, VUG, IXUS, IWF, IWD |
| Q1 2026 | 342 | $2.6B | VTV, VUG, IXUS, IWF, IWD |
| Q4 2025 | 325 | $2.5B | VTV, VUG, IWF, IXUS, IWD |
| Q3 2025 | 313 | $2.5B | VTV, VUG, IWF, IXUS, IWD |
| Q2 2025 | 298 | $2.3B | VTV, IWF, VUG, IXUS, IWD |
| Q1 2025 | 293 | $2.1B | VTV, IWF, VUG, IXUS, IWD |
| Q4 2024 | 418 | $2.5B | IWF, VTV, VUG, IXUS, IWD |
| Q3 2024 | 490 | $2.4B | IWF, VTV, IXUS, VUG, IWD |
| Q2 2024 | 421 | $2.2B | IWF, VTV, IXUS, VUG, IWD |
| Q1 2024 | 435 | $2.2B | IWF, VTV, IXUS, IWD, VUG |