37. Waldron Private Wealth

Rank: 37
Location: Bridgeville, PA
Total Assets: $4,137,857,536
ETF Assets: $1,166,283,008
Website: www.waldronprivatewealth.com

Firm Data Provided By: RIA DatabaseETF Data as of 12/31/22

All ETF Holdings

Number of ETFs: 102
Total Value of All ETF Holdings: $1,166,283,008
Number of Issuers: 11
Number of Sectors: 31
  • Top 5 ETF Holdings
    1. IWF: $145,472,000
    2. VTV: $133,155,000
    3. IWD: $126,864,000
    4. VUG: $90,138,000
    5. VYM: $48,533,000
  • Top 5 ETF Sectors
    1. Large Cap Growth Equities
    2. Large Cap Blend Equities
    3. National Munis
    4. Small Cap Blend Equities
    5. Foreign Large Cap Equities
  • Top 5 ETF Issuers
    1. iShares
    2. Vanguard
    3. OppenheimerFunds
    4. State Street SPDR
    5. Schwab

Top 20 ETF Holdings

ETF Ownership - By Year

ETF Ownership - By Quarter



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https://www.waldronprivatewealth.com 2023 Top 100 ETF Power Users