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Institutional Investment Manager
Waldron Private Wealth LLC
Waldron Private Wealth LLC (CIK: 0001598180) incorporated in Pennsylvania, located at 44 Abele Road, Bridgeville, PA. Institutional holdings reported to the SEC.

Institutional Holdings (2015Q2)
Portfolio Summary: 125 holdings with a total value of $253,307,000.
#
Name
Shares
Value ($)
%
Options
Notes
101 Workday Inc 13,475 1,029,000 0.41%
102 BERKSHIRE HATHAWAY INC DE CL B NEW 8,113 1,104,000 0.44%
103 BIOGEN INC 2,856 1,130,000 0.45%
104 MYLAN N V 17,633 1,196,000 0.47%
105 ISHARES TR 40,260 1,576,000 0.62%
106 SM ENERGY CO 35,650 1,644,000 0.65%
107 RSTK United Bankshares W VA 42,185 1,697,000 0.67%
108 OFFICE DEPOT INC 221,800 1,920,000 0.76%
109 CAMPBELL SOUP CO 46,485 2,155,000 0.85%
110 PALO ALTO NETWORKS INC 12,544 2,191,000 0.86%
111 BERKSHIRE HATHAWAY INC-DEL CL 11 2,253,000 0.89%
112 FACEBOOK INC 27,359 2,314,000 0.91%
113 UNITED BANKSHARES INC WEST VA COM 83,671 3,366,000 1.33%
114 ISHARES TR 86,733 3,436,000 1.36%
115 APPLE COMPUTER INC 28,265 3,601,000 1.42%
116 ISHARES MSCI ACWI EX US IDX FD 85,390 3,772,000 1.49%
117 ISHARES RUSSELL 2000 VALUE ETF 52,565 5,330,000 2.10%
118 ISHARES RUSSELL 3000 ETF 44,324 5,492,000 2.17%
119 iPath Bloomberg Commodity 248,921 7,234,000 2.86%
120 STRYKER CORP 91,926 8,785,000 3.47%
121 ISHARES RUSSELL 2000 GROWTH ETF 67,049 10,318,000 4.07%
122 SPDR S&P 500 ETF TR 53,715 11,057,000 4.37%
123 ISHARES TR 178,429 11,328,000 4.47%
124 ISHARES TR 619,284 60,948,000 24.06%
125 ISHARES TR 621,073 63,761,000 25.17%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001598180-15-000003, filed 2015.08.12).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.