IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Waldron Private Wealth LLC

Q3 2018 Holdings

Filed 2018-11-20 | 194 holdings | $13.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
iPath Bloomberg Commodity(DJP)COM06738C778$9.4M395,31168.7%
Adobe Inc(ADBE)COM00724F101$1.1M3,9307.8%
Biogen Inc(BIIB)COM09062X103$993.0K2,8117.3%
Cisco Systems Inc(CSCO)COM17275R102$788.0K16,2125.8%
AbbVie Inc(ABBV)COM00287Y109$532.0K5,6253.9%
ConocoPhillips(COP)COM20825C104$398.0K5,1542.9%
iShares Russell 1000 Growth ET(IWF)COM464287614$114.6K734,3940.8%
iShares Russell 1000 Value ETF(IWD)COM464287598$92.2K728,2700.7%
iShares Russell 2000 Growth ET(IWO)COM464287648$39.5K183,8240.3%
First Cmnwlth Financial(FCF)COM319829107$24.2K1,497,8360.2%
Spdr S&P 500 ETF Trust(SPY)COM78462F103$15.8K54,1800.1%
Stryker Corp(SYK)COM863667101$14.6K82,1180.1%
Vanguard Total World Stock Index Fd(VT)COM922042742$13.3K174,9570.1%
iShares Russell 3000 ETF(IWV)COM464287689$10.8K62,7120.1%
iShares Russell 2000 Value ETF(IWN)COM464287630$8.7K65,6100.1%
iShares Msci Emerging Mkts(EEM)COM464287234$8.1K188,0530.1%
Amazon.com Inc(AMZN)COM023135106$7.0K3,4990.1%
Apple Inc(AAPL)COM037833100$6.2K27,2590.0%
iShares Msci Eafe ETF(EFA)COM464287465$6.0K88,6790.0%
S&T Bancorp Inc(STBA)COM783859101$6.0K137,3130.0%
iShares Core S&P Mid Cap ETF(IJH)COM464287507$4.1K20,1540.0%
Spdr S&P MidCap 400 ETF Trust(MDY)COM78467Y107$3.9K10,5910.0%
iShares Core High Dividend ETF(HDV)COM46429B663$3.6K40,0600.0%
Microsoft Corp(MSFT)COM594918104$3.6K31,3830.0%
Honeywell Intl Inc(HON)COM438516106$3.3K19,7780.0%
Facebook Inc Cl A(META)COM30303M102$3.3K19,9540.0%
AT&T Inc(T)COM00206R102$3.3K97,1530.0%
Alphabet Inc Cl C(GOOG)COM02079K107$2.5K2,0710.0%
Commercial National Financial Corp(CNAF)COM202217105$2.4K101,6030.0%
WisdomTree US SmallCap Dividen(DES)COM97717W604$2.3K78,1300.0%
Johnson & Johnson Co(JNJ)COM478160104$2.3K16,7050.0%
CB Finacial Services Inc(CBFV)COM12479G101$2.2K72,6420.0%
United Bankshares Inc(UBSI)COM909907107$2.2K61,0670.0%
Exxon Mobil Corp(XOM)COM30231G102$2.1K24,4030.0%
Alphabet Inc Cl A(GOOGL)COM02079K305$2.1K1,7110.0%
Berkshire Hathaway Inc(BRK/B)COM084670702$2.0K9,5500.0%
Campbell Soup Co(CPB)COM134429109$1.9K52,8170.0%
Philip Morris Intl(PM)COM718172109$1.7K21,1870.0%
JPMorgan Chase & Co(JPM)COM46625H100$1.7K15,2060.0%
Spdr DJ Wilshire Global RE ETF(RWO)COM78463X749$1.7K34,7570.0%
Rstk United Bankshares W VACOM909907909$1.5K41,3730.0%
Vanguard Financials ETF(VFH)COM92204A405$1.5K21,5500.0%
iShares Core S&P 500 ETF(IVV)COM464287200$1.4K4,8790.0%
Palo Alto Networks Inc(PANW)COM697435105$1.4K6,2250.0%
Vanguard Industrials ETF(VIS)COM92204A603$1.4K9,4050.0%
iShares Msci Eafe Value ETF(EFV)COM464288877$1.3K25,9730.0%
iShares US Preferred Stock ETF(PFF)COM464288687$1.3K35,3800.0%
Verizon Communications(VZ)COM92343V104$1.3K24,2820.0%
Comcast Corp Cl A(CMCSA)COM20030N101$1.3K36,3300.0%
Rogers Communications Inc Cl B(RCI)COM775109200$1.2K24,2250.0%
Page 1 of 4Next