Waldron Private Wealth LLC

Q1 2025 13F Detailed Holdings

Location
Bridgeville, PA
Holdings as of
3/31/2025
Value ($000)
$2,118,113
Num holdings
293
Date filed
5/8/2025
Form type
13F-HR
Prev filing
1/23/2025
Next filing
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
3 PARAMETRIC PORTFOLIO ASSOCIATES LLC 028-04558
1 Aperio Group, LLC 028-11964
2 GEODE CAPITAL MANAGEMENT, LLC 028-10386