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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 (2016Q1)
Portfolio Summary: 174 holdings with a total value of $268,295,000.
#
Name
Shares
Value ($)
%
Options
Notes
151 MICROSOFT CORP 22,511 1,248,000 0.47%
152 OFFICE DEPOT INC 221,800 1,250,000 0.47%
153 JOHNSON & JOHNSON 12,237 1,256,000 0.47%
154 JPMorgan Chase & Co 19,389 1,280,000 0.48%
155 Altria Group, Inc. 23,020 1,339,000 0.50%
156 ISHARES TR 35,265 1,375,000 0.51%
157 RSTK United Bankshares W VA 42,185 1,560,000 0.58%
158 CAMPBELL SOUP CO 37,406 1,965,000 0.73%
159 PALO ALTO NETWORKS INC 12,747 2,151,000 0.80%
160 BERKSHIRE HATHAWAY INC-DEL CL 11 2,182,000 0.81%
161 PHILIP MORRIS INTL INC 28,489 2,504,000 0.93%
162 FACEBOOK INC 26,701 2,763,000 1.03%
163 UNITED BANKSHARES INC WEST VA COM 83,671 3,094,000 1.15%
164 AT&T INC 92,271 3,157,000 1.18%
165 APPLE COMPUTER INC 33,161 3,490,000 1.30%
166 ISHARES RUSSELL 2000 VALUE ETF 57,135 5,274,000 1.97%
167 ISHARES RUSSELL 3000 ETF 53,975 6,494,000 2.42%
168 iPath Bloomberg Commodity 304,757 6,585,000 2.45%
169 ISHARES TR 118,620 6,969,000 2.60%
170 STRYKER CORP 92,012 8,552,000 3.19%
171 ISHARES RUSSELL 2000 GROWTH ETF 76,506 10,682,000 3.98%
172 SPDR S&P 500 ETF TR 55,975 11,413,000 4.25%
173 ISHARES TR 582,657 57,076,000 21.27%
174 ISHARES TR 643,418 63,995,000 23.85%
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Portfolio data is normalized using SEC Form 13F filings, including the Restatement filing (0001598180-16-000008, filed 2016.08.09).

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.