IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Waldron Private Wealth LLC

Q2 2018 Holdings

Filed 2018-08-09 | 183 holdings | $18.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
iPath Bloomberg Commodity(DJP)COM06738C778$12.8M527,01269.1%
Alarm.com Holdings Inc(ALRM)COM011642105$2.0M50,00010.9%
Adobe Systems Inc(ADBE)COM00724F101$911.0K3,7384.9%
Biogen Inc(BIIB)COM09062X103$810.0K2,7914.4%
Cisco Systems Inc(CSCO)COM17275R102$687.0K15,9703.7%
AbbVie Inc(ABBV)COM00287Y109$517.0K5,5812.8%
ConocoPhillips(COP)COM20825C104$354.0K5,0871.9%
iShares Russell 1000 Growth ET(IWF)COM464287614$103.7K721,1000.6%
iShares Russell 1000 Value ETF(IWD)COM464287598$82.9K683,3000.4%
iShares Russell 2000 Growth ET(IWO)COM464287648$37.4K183,1580.2%
First Cmnwlth Financial(FCF)COM319829107$22.4K1,441,0370.1%
Spdr S&P 500 ETF Trust(SPY)COM78462F103$12.4K45,8580.1%
Vanguard Total World Stock Index Fd(VT)COM922042742$12.2K165,9560.1%
Stryker Corp(SYK)COM863667101$12.0K70,8030.1%
iShares Russell 3000 ETF(IWV)COM464287689$10.6K65,6160.1%
iShares Russell 2000 Value ETF(IWN)COM464287630$7.8K59,2640.0%
Campbell Soup Co(CPB)COM134429109$7.8K192,8350.0%
iShares Msci Emerging Mkts(EEM)COM464287234$6.7K153,6740.0%
S&T Bancorp Inc(STBA)COM783859101$5.9K137,3130.0%
Amazon.com Inc(AMZN)COM023135106$5.6K3,3040.0%
Apple Inc(AAPL)COM037833100$4.6K24,7320.0%
Spdr S&P MidCap 400 ETF Trust(MDY)COM78467Y107$3.8K10,5910.0%
Facebook Inc Cl A(META)COM30303M102$3.8K19,3440.0%
iShares Msci Eafe ETF(EFA)COM464287465$3.6K53,2880.0%
iShares Core S&P Mid Cap ETF(IJH)COM464287507$3.1K15,8040.0%
Microsoft Corp(MSFT)COM594918104$3.0K30,7550.0%
AT&T Inc(T)COM00206R102$3.0K92,6660.0%
CB Finacial Services Inc(CBFV)COM12479G101$2.5K72,4860.0%
Commercial National Financial Corp(CNAF)COM202217105$2.3K101,6030.0%
Alphabet Inc Cl C(GOOG)COM02079K107$2.3K2,0690.0%
United Bankshares Inc(UBSI)COM909907107$2.2K61,0670.0%
Spdr DJ Wilshire Global RE ETF(RWO)COM78463X749$2.0K41,3860.0%
Alphabet Inc Cl A(GOOGL)COM02079K305$1.9K1,6690.0%
Berkshire Hathaway Inc(BRK/B)COM084670702$1.8K9,5100.0%
Johnson & Johnson Co(JNJ)COM478160104$1.7K14,3470.0%
Philip Morris Intl(PM)COM718172109$1.7K21,3610.0%
Exxon Mobil Corp(XOM)COM30231G102$1.6K18,9110.0%
Rstk United Bankshares W VACOM909907909$1.5K41,3730.0%
JPMorgan Chase & Co(JPM)COM46625H100$1.4K13,3230.0%
iShares US Preferred Stock ETF(PFF)COM464288687$1.3K35,3800.0%
iShares Msci Eafe Value ETF(EFV)COM464288877$1.3K25,9730.0%
Palo Alto Networks Inc(PANW)COM697435105$1.3K6,1930.0%
Comcast Corp Cl A(CMCSA)COM20030N101$1.2K35,9190.0%
Rogers Communications Inc Cl B(RCI)COM775109200$1.1K24,2250.0%
Altria Group Inc(MO)COM02209S103$1.1K20,1840.0%
Liberty SiriusXM Group(LM03)COM531229409$1.1K25,2120.0%
Sterling Bancorp(STL)COM85917A100$1.1K48,3650.0%
iShares Core S&P 500 ETF(IVV)COM464287200$1.1K4,1140.0%
Verizon Communications(VZ)COM92343V104$1.1K22,2330.0%
ChevronTexaco Corp(CVX)COM166764100$1.1K8,5180.0%
Page 1 of 4Next