Waldron Private Wealth LLC

Filing Details

13F-HR • 2025-03-31
SEC
Report Date
2025-03-31
Filing Date
2025-05-08
Total Holdings
293
Total Value
2118113034
Accession Number
0001085146-25-002780
Form Type
13F-HR
CIK
0001598180
Manager Name
Waldron Private Wealth LLC
Data Enrichment
85% identified
249 identified44 unidentified

Holdings

293 positions
Manager:
SEC
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922908363
VOO|922908363
Shares:
41271(+14.4%)
Value:
$21.2B(+9.1%)
BERKSHIRE HATHAWAY INC
BRK-B|084670702
Shares:
37310(-59.1%)
Value:
$19.9B(-52.0%)
464287200
IVV|464287200
Shares:
34577(-1.9%)
Value:
$19.4B(-6.4%)
MICROSOFT CORP
MSFT|594918104
Shares:
51127(-44.7%)
Value:
$19.2B(-50.8%)
FIRST COMMONWEALTH FINANCIAL CORP /PA/
FCF|319829107
Shares:
1204858(+0.0%)
Value:
$18.7B(-8.2%)
SPDR S&P MIDCAP 400 ETF TRUST
MDY|78467Y107
Shares:
35034(-0.8%)
Value:
$18.7B(-7.1%)
464287648
IWO|464287648
Shares:
70383(-10.3%)
Value:
$18.0B(-20.4%)
78464A359
78464A359
Shares:
201420(-1.9%)
Value:
$15.4B(-3.5%)
92206C714
92206C714
Shares:
149904(-6.0%)
Value:
$12.4B(-4.5%)
COMMUNITY FINANCIAL SYSTEM, INC.
CBU|203607106
Shares:
212820(-6.7%)
Value:
$12.2B(-13.3%)
464287507
IJH|464287507
Shares:
197518(-0.9%)
Value:
$11.5B(-7.2%)
922908769
VTI|922908769
Shares:
37342(+26.7%)
Value:
$10.3B(+20.1%)
Alphabet Inc.
GOOG|02079K107
Shares:
62261(-29.0%)
Value:
$9.7B(-41.8%)
808524102
SCHB|808524102
Shares:
450000(+0.0%)
Value:
$9.7B(-5.2%)
46434V647
46434V647
Shares:
391493(-21.6%)
Value:
$9.5B(-20.6%)
Meta Platforms, Inc.
META|30303M102
Shares:
15929(-41.1%)
Value:
$9.2B(-42.0%)
AMAZON COM INC
AMZN|023135106
Shares:
42390(-54.6%)
Value:
$8.1B(-60.6%)
46432F842
IEFA|46432F842
Shares:
101394(-5.4%)
Value:
$7.7B(+1.8%)
78468R523
78468R523
Shares:
72698(-14.3%)
Value:
$7.2B(-13.9%)
921943858
VEA|921943858
Shares:
141132(-1.8%)
Value:
$7.2B(+4.4%)