| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES RUSSELL 1000 GROWTH ETF | 43 | Q2 2024 | 27.8% |
| ISHARES RUSSELL 1000 VALUE ETF | 43 | Q2 2024 | 26.6% |
| ISHARES RUSSELL 2000 GROWTH ETF | 43 | Q2 2024 | 8.3% |
| SPDR S&P 500 ETF TRUST | 43 | Q2 2024 | 5.7% |
| ISHARES MSCI EAFE ETF | 43 | Q2 2024 | 14.0% |
| STRYKER CORPORATION COM | 43 | Q2 2024 | 4.1% |
| ISHARES RUSSELL 3000 ETF | 43 | Q2 2024 | 5.8% |
| ISHARES RUSSELL 2000 VALUE ETF | 43 | Q2 2024 | 2.4% |
| MICROSOFT CORP COM | 43 | Q2 2024 | 1.8% |
| META PLATFORMS INC CL A | 43 | Q2 2024 | 1.2% |
View Waldron Private Wealth LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR/A | 2024-08-29 |
| 13F-HR/A | 2024-08-29 |
| 13F-HR/A | 2024-08-29 |
| 13F-HR/A | 2024-08-29 |
| N-PX | 2024-08-07 |
| 13F-HR | 2024-07-31 |
| 13F-HR | 2024-05-09 |
| 13F-HR | 2024-01-30 |
| 13F-HR | 2023-10-26 |
| 13F-HR | 2023-08-07 |
View Waldron Private Wealth LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.