HoldingsChannel.com
Waldron Private Wealth LLC Top Holdings
As of  03/31/2019

   EntityAmountChange
 12/31/2018 to 03/31/2019
Position Size
($ in 1000's)
ISHARES RUSSELL 1000 GROWTH ETF (IWF) 761,181 +54,392 $115,212
     IWF761,181+54,392$115,212
ISHARES MSCI EAFE ETF (EFA) 1,569,880 +200,614 $101,822
     EFA1,569,880+200,614$101,822
ISHARES RUSSELL 1000 VALUE ETF (IWD) 797,635 +133,326 $98,499
     IWD797,635+133,326$98,499
ISHARES RUSSELL 3000 ETF (IWV) 264,864 -9,737 $44,152
     IWV264,864-9,737$44,152
ISHARES RUSSELL 2000 GROWTH ETF (IWO) 172,297 -6,957 $33,884
     IWO172,297-6,957$33,884
ISHARES MSCI EMERGING MARKETS ETF (EEM) 697,650 +38,387 $29,943
     EEM697,650+38,387$29,943
IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN (DJP) 1,268,349 +179,576 $28,740
     DJP1,268,349+179,576$28,740
ISHARES RUSSELL 2000 VALUE ETF (IWN) 174,263 +39,594 $20,894
     IWN174,263+39,594$20,894
VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) 452,741 +161,543 $18,582
     VEA452,741+161,543$18,582
FIRST COMWLTH FINL CORP PA COM 1,422,836 -75,000 $17,927
     FCF1,422,836-75,000$17,927
STRYKER CORP COM 82,658 +35 $16,326
     SYK82,658+35$16,326
SPDR S&P 500 ETF (SPY) 56,549 +2,674 $15,973
     SPY56,549+2,674$15,973
SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETF (CWB) 271,911 -21,289 $14,207
     CWB271,911-21,289$14,207
VANGUARD TOTAL WORLD STOCK INDEX FUND (VT) 183,262 +1,901 $13,409
     VT183,262+1,901$13,409
SPDR DOW JONES GLOBAL REAL ESTATE ETF (RWO) 235,773 +19,159 $11,795
     RWO235,773+19,159$11,795
VANGUARD RUSSELL 1000 VALUE ETF (VONV) 103,194 +7,563 $11,156
     VONV103,194+7,563$11,156
VANGUARD VALUE INDEX FUND (VTV) 96,741 +23,269 $10,482
     VTV96,741+23,269$10,482
ISHARES S&P 500 VALUE ETF (IVE) 91,713 +91,713 $10,339
     IVE91,713+91,713$10,339
ISHARES GLOBAL INFRASTRUCTURE ETF (IGF) 227,319 +59,974 $10,187
     IGF227,319+59,974$10,187
VANGUARD GROWTH INDEX FUND (VUG) 54,098 +9,483 $8,485
     VUG54,098+9,483$8,485
AMAZON COM INC COM 4,300 +107 $7,657
     AMZN4,300+107$7,657
VANGUARD RUSSELL 1000 GROWTH ETF (VONG) 48,555 +3,170 $7,549
     VONG48,555+3,170$7,549
APPLE INC COM 39,263 +2,449 $7,458
     AAPL39,263+2,449$7,458
VANGUARD SMALL CAP VALUE INDEX FUND (VBR) 57,560 +11,555 $7,443
     VBR57,560+11,555$7,443
MSA SAFETY INC COM 59,272 +59,272 $6,128
     MSA59,272+59,272$6,128
VANGUARD SMALL CAP GROWTH INDEX FUND (VBK) 33,274 +4,071 $5,988
     VBK33,274+4,071$5,988
VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) 38,376 -3,035 $5,553
     VTI38,376-3,035$5,553
S & T BANCORP INC COM 137,313 UNCH $5,427
     STBA137,313UNCH$5,427
VANGUARD FTSE EMERGING MARKETS ETF (VWO) 125,838 +108,323 $5,348
     VWO125,838+108,323$5,348
MICROSOFT CORP COM 44,664 +5,185 $5,267
     MSFT44,664+5,185$5,267
SPDR S&P MIDCAP 400 ETF (MDY) 14,280 +1,074 $4,932
     MDY14,280+1,074$4,932
ISHARES S&P SMALL CAP FUND (IJR) 60,061 -1,558 $4,633
     IJR60,061-1,558$4,633
BERKSHIRE HATHAWAY INC DEL CL B NEW      $4,401
     BRK.B14,411-466$2,895
     BRK.A5-1$1,506
ISHARES CORE S&P 500 ETF (IVV) 15,106 -6,483 $4,298
     IVV15,106-6,483$4,298
FACEBOOK INC CL A 23,658 +614 $3,943
     FB23,658+614$3,943
AT&T INC COM 119,078 +1,154 $3,734
     T119,078+1,154$3,734
ISHARES S&P MIDCAP FUND (IJH) 19,682 -717 $3,727
     IJH19,682-717$3,727
VANGUARD TOTAL INTERNATIONAL STOCK ETF (VXUS) 67,340 -14,069 $3,494
     VXUS67,340-14,069$3,494
JOHNSON & JOHNSON COM 23,928 +4,021 $3,344
     JNJ23,928+4,021$3,344
ALARM COM HLDGS INC COM 47,816 UNCH $3,103
     ALRM47,816UNCH$3,103
ALPHABET INC CAP STK CL C 2,643 +325 $3,101
     GOOG2,643+325$3,101
VANGUARD REAL ESTATE ETF (VNQ) 32,512 +9,994 $2,845
     VNQ32,512+9,994$2,845
ALPHABET INC CAP STK CL A 2,379 +91 $2,799
     GOOGL2,379+91$2,799
ISHARES NATIONAL MUNI BOND ETF (MUB) 24,185 -201 $2,689
     MUB24,185-201$2,689
EXXON MOBIL CORP COM 32,385 -206 $2,616
     XOM32,385-206$2,616
VERIZON COMMUNICATIONS INC COM 43,148 +7,209 $2,551
     VZ43,148+7,209$2,551
VANGUARD RUSSELL 2000 GROWTH ETF (VTWG) 16,585 UNCH $2,368
     VTWG16,585UNCH$2,368
PFIZER INC COM 54,896 +30,286 $2,331
     PFE54,896+30,286$2,331
CISCO SYS INC COM 42,443 +21,598 $2,291
     CSCO42,443+21,598$2,291
COMMERICAL NATL FINL CORP PA COM 101,603 +101,603 $2,123
     COM101,603+101,603$2,123

See Full List: All Stocks Held By Waldron Private Wealth LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Waldron Private Wealth LLC

Size ($ in 1000's)
At 03/31/2019: $887,461
At 12/31/2018: $693,872

Waldron Private Wealth LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Waldron Private Wealth LLC 13F filings. Link to 13F filings: SEC filings

Waldron Private Wealth LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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