Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
65
6
12
2
1
0
44
9
4
WALDRON LP

Time Period2019-06-30

Total Holdings246

Total Value ($x1000)939,969
Activities
New13

Increased53

Unchanged68

Decreased112

Sold Out25

Top 10 Stock Holdingstotal 59.86%
EFA13.98

IWF13.17

IWD11.33

IWV4.85

IWO3.59

 
EEM3.19

DJP3.18

IWN2.27

VEA2.26

FCF2.04

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
EFA
13.98%
MSCI EAFE ETF
IWF
13.17%
RUS 1000 GRW ETF
IWD
11.33%
RUS 1000 VAL ETF
IWV
4.85%
RUSSELL 3000 ETF
IWO
3.59%
RUS 2000 GRW ETF
EEM
3.19%
MSCI EMG MKT ETF
DJP
3.18%
DJUBS CMDT ETN36
IWN
2.27%
RUS 2000 VAL ETF
VEA
2.26%
FTSE DEV MKT ETF
FCF
2.04%
COM
SPY
1.81%
TR UNIT
SYK
1.8%
COM
CWB
1.53%
BRC CNV SECS ETF
VT
1.47%
TT WRLD ST ETF
RWO
1.45%
DJ GLB RL ES ETF
VTV
1.31%
VALUE ETF
VONV
1.27%
VNG RUS1000VAL
IVE
1.14%
S&P 500 VAL ETF
IGF
1.12%
GLB INFRASTR ETF
VUG
1.07%
GROWTH ETF
VONG
0.87%
VNG RUS1000GRW
VBR
0.87%
SM CP VAL ETF
AAPL
0.83%
COM
AMZN
0.83%
COM
VBK
0.74%
SML CP GRW ETF
MSA
0.66%
COM
MSFT
0.66%
COM
VTI
0.61%
TOTAL STK MKT
STBA
0.55%
COM
VWO
0.54%
FTSE EMR MKT ETF
MDY
0.52%
UTSER1 S&PDCRP
FB
0.46%
CL A
T
0.42%
COM
IJH
0.41%
CORE S&P MCP ETF
JNJ
0.37%
COM
IVV
0.37%
CORE S&P500 ETF
BRK.B
0.35%
CL B NEW
VNQ
0.34%
REIT ETF
XOM
0.31%
COM
MUB
0.3%
NAT AMT FREE BD
GOOG
0.28%
CAP STK CL C
BLACKSTO...
0.28%
COM
ALRM
0.27%
COM
GOOGL
0.26%
CAP STK CL A
VTWG
0.26%
VNG RUS2000GRW
VZ
0.25%
COM
CNAF
0.24%
COM
PFE
0.24%
COM
CSCO
0.24%
COM
V
0.22%
COM CL A
HON
0.22%
COM
JPM
0.22%
COM
CVX
0.22%
COM
UBSI
0.22%
COM
PG
0.21%
COM
VXUS
0.19%
VG TL INTL STK F
IWB
0.18%
RUS 1000 ETF
PEP
0.18%
COM
CMCSA
0.18%
CL A
VYM
0.18%
HIGH DIV YLD
DIS
0.18%
COM DISNEY
BRK.A
0.17%
CL A
CBFV
0.17%
COM
ACN
0.17%
SHS CLASS A
ABT
0.16%
COM
MA
0.16%
CL A
VB
0.15%
SMALL CP ETF
PM
0.15%
COM
MCD
0.14%
COM
CPB
0.14%
COM
IJR
0.14%
CORE S&P SCP ETF
STI
0.14%
COM
ADBE
0.14%
COM
WMT
0.14%
COM
RCI
0.14%
CL B
MRK
0.13%
COM
AMLP
0.13%
ALERIAN MLP
NOC
0.13%
COM
PANW
0.13%
COM
JNK
0.12%
BLOOMBERG BRCLYS
INTC
0.12%
COM
BA
0.12%
COM
SBUX
0.12%
COM
UTX
0.12%
COM
HD
0.12%
COM
VRTX
0.11%
COM
KO
0.1%
COM
RPM
0.1%
COM
VGT
0.1%
INF TECH ETF
DVY
0.1%
SELECT DIVID ETF
UNH
0.1%
COM
ORCL
0.1%
COM
NOW
0.1%
COM
WDAY
0.09%
CL A
IBM
0.09%
COM
STL
0.09%
COM
VOX
0.09%
TELCOMM ETF
IYR
0.09%
U.S. REAL ES ETF
SUN
0.08%
COM U REP LP
LOW
0.08%
COM
BKNG
0.08%
COM
BKLN
0.08%
SR LN ETF
ACWX
0.08%
MSCI ACWI US ETF
NFLX
0.08%
COM
OKTA
0.08%
CL A
MMM
0.08%
COM
PFF
0.08%
U.S. PFD STK ETF
EPD
0.08%
COM
MO
0.08%
COM
UPS
0.07%
CL B
UNP
0.07%
COM
TMO
0.07%
COM
KEY
0.07%
COM
IXUS
0.07%
CORE MSCITOTAL
MDLZ
0.07%
CL A
TJX
0.07%
COM
ITW
0.07%
COM
LSXMK
0.07%
COM C SIRIUSXM
EMR
0.07%
COM
JCI
0.07%
SHS
LLY
0.07%
COM
QCOM
0.06%
COM
ED
0.06%
COM
IWM
0.06%
RUSSELL 2000 ETF
DPM
0.06%
COM UT LTD PTN
BDX
0.06%
COM
PYPL
0.06%
COM
AON
0.06%
SHS CL A
XLF
0.06%
SBI INT-FINL
IP
0.06%
COM
VOO
0.06%
SHS
SNE
0.06%
ADR NEW
WFC
0.06%
COM
ABBV
0.06%
COM
QQQ
0.05%
UNIT SER 1
WSBC
0.05%
COM
CVS
0.05%
COM
ADS
0.05%
COM
C
0.05%
COM NEW
XLE
0.05%
SBI INT-ENERGY
YETI
0.05%
COM
NEE
0.05%
COM
BLK
0.05%
COM
LBTYK
0.05%
SHS CL C
ADP
0.05%
COM
SM
0.05%
COM
NKE
0.04%
CL B
MNST
0.04%
COM
CAT
0.04%
COM
BTI
0.04%
SPONSORED ADR
TRV
0.04%
COM
PNC
0.04%
COM
BAC
0.04%
COM
VDC
0.04%
CONSUM STP ETF
FDX
0.04%
COM
LBRDK
0.04%
COM SER C
AKAM
0.04%
COM
SYY
0.04%
COM
ATRI
0.04%
COM
GE
0.04%
COM
ACWI
0.04%
MSCI ACWI ETF
VPU
0.04%
UTILITIES ETF
ZTS
0.04%
CL A
VV
0.04%
LARGE CAP ETF
XLI
0.04%
SBI INT-INDS
MDT
0.04%
SHS
CCL
0.04%
PAIRED CTF
SCHW
0.04%
COM
FLOWER O...
0.04%
COM
TXN
0.03%
COM
COP
0.03%
COM
MET
0.03%
COM
APD
0.03%
COM
LSXMA
0.03%
COM A SIRIUSXM
DD
0.03%
COM
QRTEA
0.03%
COM SER A
BE
0.03%
CL A
BMY
0.03%
COM
TTC
0.03%
COM
USB
0.03%
COM NEW
NRG
0.03%
COM NEW
LNC
0.03%
COM
ECL
0.03%
COM
QSR
0.03%
COM
NFG
0.03%
COM
PSX
0.03%
COM
AVGO
0.03%
COM
CMD
0.03%
COM
ROGERS C...
0.03%
COM
VDE
0.03%
ENERGY ETF
HBAN
0.03%
COM
GILD
0.03%
COM
CI
0.03%
COM
DISCK
0.03%
COM SER C
LARE
0.03%
TIERRA XP LATIN
BAX
0.03%
COM
DHR
0.03%
COM
CSM
0.03%
PSHS LC COR PLUS
D
0.03%
COM
TSCO
0.03%
COM
GLIBA
0.03%
COM CLASS A
AMGN
0.03%
COM
IYF
0.03%
U.S. FINLS ETF
COST
0.03%
COM
LMT
0.03%
COM
MYFW
0.03%
COM
AXP
0.03%
COM
TYL
0.03%
COM
PPG
0.03%
COM
SVMK
0.03%
COM
CERN
0.03%
COM
LBRDA
0.03%
COM SER A
GSK
0.03%
SPONSORED ADR
RTN
0.03%
COM NEW
SO
0.03%
COM
CB
0.03%
COM
SWKS
0.02%
COM
AEP
0.02%
COM
PEGI
0.02%
CL A
IR
0.02%
SHS
XLY
0.02%
SBI CONS DISCR
CELG
0.02%
COM
WSO
0.02%
COM
SDY
0.02%
S&P DIVID ETF
TDS
0.02%
COM NEW
SIRI
0.02%
COM
PKI
0.02%
COM
UNM
0.02%
COM
RSG
0.02%
COM
SCHX
0.02%
US LRG CAP ETF
GS
0.02%
COM
GPN
0.02%
COM
KHC
0.02%
COM
FNCB
0.02%
COM
F
0.01%
COM PAR $0.01
ROAN
0.01%
CL A COM
AZRX
0.01%
COM
WISA
0.01%
COM
CLDR
0.01%
COM
GEN
< 0.01%
COM
JERICHO ...
< 0.01%
COM
LLOYDS B...
< 0.01%
COM
TGB
< 0.01%
COM
PLASTIC2...
< 0.01%
COM
PROTEA B...
< 0.01%
COM
POWER 3 ...
< 0.01%
COM
BX
0.23%
COM UNIT LTD
JNK
0.13%
BRC HGH YLD BD
DWDP
0.08%
COM
BND
0.05%
TOTAL BND MRKT
ORLY
0.05%
COM
SLB
0.05%
COM
CTL
0.04%
COM
VCSH
0.04%
SHRT TRM CORP BD
BSV
0.04%
SHORT TRM BOND
LQD
0.03%
IBOXX INV CP ETF
MINT
0.03%
ENHAN SHRT MAT
BK
0.03%
COM
RDS/B
0.03%
SPON ADR B
IEF
0.03%
7-10 Y TR BD ETF
NVDA
0.03%
COM
RDS/A
0.03%
SPONS ADR A
ANTM
0.03%
COM
CL
0.02%
COM
AZO
0.02%
COM
SPGI
0.02%
COM
BIIB
0.02%
COM
KMB
0.02%
COM
FISV
0.02%
COM
MRO
0.02%
COM
HEB
< 0.01%
COM NEW