Fund HoldingsWaldron Private Wealth LLC

Total Portfolio Value
$2.10B
Total Bought
$140.82M
Total Sold
$138.20M
Net Transaction
+$2.63M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
VANGUARD GROWTH ETF0441,966+441,9660137,3996.53%+137,399
ISHARES RUSSELL 2000 VALUE ETF0284,145+284,145044,1362.10%+44,136
VANGUARD VALUE ETF01,062,652+1,062,6520158,8677.55%+158,867
ISHARES RUSSELL 1000 GROWTH ETF0681,454+681,4540206,5969.82%+206,596
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
CORE MSCI TOTAL
02,640,330+2,640,3300171,4378.15%+171,437
ISHARES RUSSELL 1000 VALUE ETF0910,654+910,6540150,4867.16%+150,486
ISHARES GLOBAL INFRASTRUCTURE ETF0864,163+864,163040,6591.93%+40,659
VANGUARD SMALL CAP VALUE ETF0200,967+200,967036,1681.72%+36,168
VANGUARD RUSSELL 1000 GROWTH ETF
VNG RUS1000GRW
0566,956+566,956044,2342.10%+44,234
INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF
RUSL 1000 DYNM
1,084,4981,056,888-27,61049,71354,3352.58%+4,621
MICROSOFT CORP COM(MSFT)090,091+90,091033,8781.61%+33,878
FIRST COMWLTH FINL CORP PA COM(FCF)1,204,8581,204,858014,71118,6030.88%+3,892
APPLE INC COM(AAPL)0223,597+223,597043,0492.05%+43,049
ISHARES RUSSELL 3000 ETF098,502+98,502026,9641.28%+26,964
ISHARES MSCI ACWI ETF0198,744+198,744020,2260.96%+20,226
VANGUARD SMALL-CAP GROWTH ETF0105,394+105,394025,4811.21%+25,481
COMMUNITY BK SYS INC COM(CBU)0228,070+228,070011,9870.57%+11,987
AMAZON COM INC COM(AMZN)0103,279+103,279015,6920.75%+15,692
ISHARES RUSSELL 2000 GROWTH ETF095,741+95,741024,1481.15%+24,148
STRYKER CORPORATION COM(SYK)073,100+73,100021,8911.04%+21,891
VANGUARD HIGH DIVIDEND YIELD ETF0390,403+390,403043,5812.07%+43,581
META PLATFORMS INC CL A(META)28,96129,330+3698,69410,3820.49%+1,687
NVIDIA CORPORATION COM(NVDA)20,73421,236+5029,01910,5160.50%+1,497
BLACKSTONE INC COM(BX)48,16750,718+2,5515,1616,6400.32%+1,479
ISHARES NATIONAL MUNI BOND ETF0339,296+339,296036,7831.75%+36,783
ALPHABET INC CAP STK CL A(GOOG)77,90281,418+3,51610,19411,3730.54%+1,179
ISHARES GLOBAL REIT ETF
GLOBAL REIT ETF
0543,219+543,219013,1350.62%+13,135
QUALCOMM INC COM(QCOM)033,637+33,63704,8650.23%+4,865
PALO ALTO NETWORKS INC COM(PANW)017,693+17,69305,2170.25%+5,217
JPMORGAN CHASE & CO COM(JPM)42,02242,229+2076,0947,1830.34%+1,089
S & T BANCORP INC COM(STBA)146,558146,55803,9694,8980.23%+929
VANGUARD RUSSELL 1000 VALUE ETF
VNG RUS1000VAL
0207,799+207,799015,0740.72%+15,074
SCHWAB U.S. BROAD MARKET ETF0150,000+150,00008,3510.40%+8,351
SPDR S&P GLOBAL INFRASTRUCTURE ETF
ST STR INFRA ETF
015,770+15,77008440.04%+844
SPDR DOW JONES GLOBAL REAL ESTATE ETF
ST DOW GLOBA ETF
0221,758+221,75809,6930.46%+9,693
UNITED BANKSHARES INC WEST VA COM(UBSI)083,260+83,26003,1440.15%+3,144
COSTCO WHSL CORP NEW COM(COST)03,248+3,24802,1880.10%+2,188
UNITED STATES STL CORP NEW COM015,153+15,15307370.04%+737
VANGUARD SHORT-TERM TAX EXEMPT BOND ETF07,128+7,12807230.03%+723
UNITEDHEALTH GROUP INC COM(UNH)11,71212,553+8415,9056,6090.31%+704
BROADCOM INC COM(AVGO)02,021+2,02102,2560.11%+2,256
ELI LILLY & CO COM(LLY)13,83813,832-67,4338,0630.38%+630
INTEL CORP COM(INTC)041,074+41,07402,0640.10%+2,064
FREEPORT-MCMORAN INC CL B(FCX)014,071+14,07105990.03%+599
ADVANCED MICRO DEVICES INC COM(AMD)010,428+10,42801,5370.07%+1,537
VISA INC COM CL A(V)019,374+19,37405,0440.24%+5,044
UBER TECHNOLOGIES INC COM(UBER)12,64018,829+6,1895811,1590.06%+578
SERVICENOW INC COM(NOW)03,766+3,76602,6610.13%+2,661
SUNOCO LP/SUNOCO FIN CORP COM UT REP LP(SUN)50,00050,00002,4482,9970.14%+549
VANGUARD TOTAL STOCK MARKET ETF017,552+17,55204,1640.20%+4,164
ISHARES RUSSELL TOP 200 GROWTH ETF024,362+24,36204,2690.20%+4,269
VANGUARD FTSE DEVELOPED MARKETS ETF0134,496+134,49606,4420.31%+6,442
ISHARES CORE MSCI EAFE ETF
CORE MSCI EAFE
097,762+97,76206,8780.33%+6,878
ACCENTURE PLC IRELAND SHS CLASS A
SHS CLASS A
07,682+7,68202,6960.13%+2,696
BLOOM ENERGY CORP COM CL A080,945+80,94501,1980.06%+1,198
PROGRESSIVE CORP COM(PGR)20,87521,080+2052,9083,3580.16%+450
TRANSOCEAN LTD REGISTERED SHS(RIG)070,666+70,66604490.02%+449
ISHARES RUSSELL 1000 ETF017,904+17,90404,6960.22%+4,696
BORR DRILLING LTD SHS(BORR)060,000+60,00004420.02%+442
HONEYWELL INTL INC COM(HON)017,043+17,04303,5740.17%+3,574
MSA SAFETY INC COM(MSA)049,183+49,18308,3040.39%+8,304
SCHWAB CHARLES CORP COM(SCHW)015,573+15,57301,0710.05%+1,071
MARATHON PETE CORP COM(MPC)3,2796,188+2,9094969180.04%+422
ABBOTT LABS COM022,681+22,68102,4970.12%+2,497
VITESSE ENERGY INC COMMON STOCK018,488+18,48804050.02%+405
ADOBE INC COM(ADBE)5,3095,214-952,7073,1110.15%+404
ISHARES CORE S&P SMALL CAP ETF34,75334,064-6893,2943,6870.18%+393
VANGUARD SMALL-CAP ETF015,830+15,83003,3770.16%+3,377
SCORPIO TANKERS INC SHS(STNG)06,294+6,29403830.02%+383
ALPHABET INC CAP STK CL C(GOOG)90,89387,734-3,15911,98412,3640.59%+380
SALESFORCE INC COM(CRM)07,499+7,49901,9730.09%+1,973
INTERNATIONAL SEAWAYS INC COM(INSW)08,253+8,25303750.02%+375
RTX CORPORATION COM(RTX)020,449+20,44901,7210.08%+1,721
BOEING CO COM(BA)04,700+4,70001,2250.06%+1,225
NETFLIX INC COM(NFLX)03,082+3,08201,5010.07%+1,501
ISHARES CORE S&P MID-CAP ETF028,542+28,54207,9100.38%+7,910
ZOETIS INC CL A(ZTS)23,06322,060-1,0034,0134,3540.21%+341
SPDR GOLD SHARES(GLD)01,756+1,75603360.02%+336
VERTEX PHARMACEUTICALS INC COM(VRTX)05,113+5,11302,0800.10%+2,080
LIBERTY GLOBAL LTD COM CL C(LBTYA)017,200+17,20003210.02%+321
LOWES COS INC COM(LOW)07,970+7,97001,7740.08%+1,774
ASML HOLDING N V N Y REGISTRY SHS
N Y REGISTRY SHS
0423+42303200.02%+320
WASTE MGMT INC DEL COM(WM)012,723+12,72302,2790.11%+2,279
MCDONALDS CORP COM(MCD)011,853+11,85303,5150.17%+3,515
BANK AMERICA CORP COM048,924+48,92401,6470.08%+1,647
HOME DEPOT INC COM(HD)010,095+10,09503,4980.17%+3,498
EATON CORP PLC SHS(ETN)02,493+2,49306000.03%+600
DISNEY WALT CO COM(DIS)012,739+12,73901,1540.05%+1,154
AMGEN INC COM(AMGN)17,52517,388-1374,7105,0080.24%+298
WORKDAY INC CL A(WDAY)04,691+4,69101,2950.06%+1,295
ROCHE HLDG LTD SPONSORED ADR08,120+8,12002940.01%+294
MICRON TECHNOLOGY INC COM(MU)03,441+3,44102940.01%+294
MOODYS CORP COM(MCO)03,550+3,55001,3860.07%+1,386
VANGUARD S&P MID-CAP 400 ETF03,044+3,04402860.01%+286
STAR BULK CARRIERS CORP. SHS PAR(SBLK)013,396+13,39602850.01%+285
BERKSHIRE HATHAWAY INC DEL CL B NEW45,47645,460-1615,93016,2140.77%+284
HILTON WORLDWIDE HLDGS INC COM(HLT)01,480+1,48002690.01%+269
AFFIRM HLDGS INC COM CL A(AFRM)05,403+5,40302660.01%+266
ARROW FINL CORP COM023,955+23,95506690.03%+669
SONY GROUP CORP SPONSORED ADR(SONY)019,354+19,35401,8330.09%+1,833
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