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Stock Style
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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
5
11
2
3
0
48
10
3
WALDRON LP

Time Period2019-03-31

Total Holdings258

Total Value ($x1000)887,461
Activities
New50

Increased129

Unchanged31

Decreased48

Sold Out12

Top 10 Stock Holdingstotal 57.42%
IWF12.98

EFA11.47

IWD11.1

IWV4.98

IWO3.82

 
EEM3.37

DJP3.24

IWN2.35

VEA2.09

FCF2.02

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IWF
12.98%
RUS 1000 GRW ETF
EFA
11.47%
MSCI EAFE ETF
IWD
11.1%
RUS 1000 VAL ETF
IWV
4.98%
RUSSELL 3000 ETF
IWO
3.82%
RUS 2000 GRW ETF
EEM
3.37%
MSCI EMG MKT ETF
DJP
3.24%
DJUBS CMDT ETN36
IWN
2.35%
RUS 2000 VAL ETF
VEA
2.09%
FTSE DEV MKT ETF
FCF
2.02%
COM
SYK
1.84%
COM
SPY
1.8%
TR UNIT
CWB
1.6%
BRC CNV SECS ETF
VT
1.51%
TT WRLD ST ETF
RWO
1.33%
DJ GLB RL ES ETF
VONV
1.26%
VNG RUS1000VAL
VTV
1.18%
VALUE ETF
IVE
1.17%
S&P 500 VAL ETF
IGF
1.15%
GLB INFRASTR ETF
VUG
0.96%
GROWTH ETF
AMZN
0.86%
COM
VONG
0.85%
VNG RUS1000GRW
AAPL
0.84%
COM
VBR
0.84%
SM CP VAL ETF
MSA
0.69%
COM
VBK
0.67%
SML CP GRW ETF
VTI
0.63%
TOTAL STK MKT
STBA
0.61%
COM
VWO
0.6%
FTSE EMR MKT ETF
MSFT
0.59%
COM
MDY
0.56%
UTSER1 S&PDCRP
IJR
0.52%
CORE S&P SCP ETF
IVV
0.48%
CORE S&P500 ETF
FB
0.44%
CL A
T
0.42%
COM
IJH
0.42%
CORE S&P MCP ETF
VXUS
0.39%
VG TL INTL STK F
JNJ
0.38%
COM
ALRM
0.35%
COM
GOOG
0.35%
CAP STK CL C
BRK.B
0.33%
CL B NEW
VNQ
0.32%
REIT ETF
GOOGL
0.32%
CAP STK CL A
MUB
0.3%
NAT AMT FREE BD
XOM
0.29%
COM
VZ
0.29%
COM
VTWG
0.27%
VNG RUS2000GRW
PFE
0.26%
COM
CSCO
0.26%
COM
CNAF
0.24%
COM
BX
0.23%
COM UNIT LTD
V
0.23%
COM CL A
UBSI
0.23%
COM
MO
0.22%
COM
JPM
0.22%
COM
PG
0.22%
COM
CVX
0.22%
COM
HON
0.21%
COM
PEP
0.21%
COM
PM
0.19%
COM
VYM
0.19%
HIGH DIV YLD
CMCSA
0.18%
CL A
CBFV
0.18%
COM
IWB
0.17%
RUS 1000 ETF
DIS
0.17%
COM DISNEY
INTC
0.17%
COM
ACN
0.17%
SHS CLASS A
BRK.A
0.17%
CL A
MA
0.17%
CL A
ABT
0.16%
COM
PANW
0.16%
COM
VB
0.16%
SMALL CP ETF
MCD
0.15%
COM
MRK
0.15%
COM
CPB
0.15%
COM
ADBE
0.15%
COM
RCI
0.15%
CL B
STI
0.14%
COM
BA
0.14%
COM
UTX
0.13%
COM
JNK
0.13%
BRC HGH YLD BD
WMT
0.13%
COM
AMLP
0.13%
ALERIAN MLP
SBUX
0.13%
COM
ORCL
0.12%
COM
KO
0.12%
COM
UNH
0.12%
COM
NOC
0.11%
COM
MMM
0.11%
COM
VRTX
0.11%
COM
IBM
0.11%
COM
DVY
0.1%
SELECT DIVID ETF
RPM
0.1%
COM
VGT
0.1%
INF TECH ETF
HD
0.1%
COM
SNE
0.1%
ADR NEW
NFLX
0.09%
COM
LOW
0.09%
COM
WDAY
0.09%
CL A
VOX
0.09%
TELCOMM ETF
NOW
0.09%
COM
IYR
0.09%
U.S. REAL ES ETF
SUN
0.09%
COM U REP LP
UNP
0.09%
COM
IWM
0.09%
RUSSELL 2000 ETF
BKLN
0.09%
SR LN ETF
TJX
0.09%
COM
ACWX
0.09%
MSCI ACWI US ETF
ITW
0.09%
COM
BKNG
0.08%
COM
LLY
0.08%
COM
EPD
0.08%
COM
STL
0.08%
COM
DWDP
0.08%
COM
ABBV
0.08%
COM
EMR
0.08%
COM
OKTA
0.08%
CL A
PFF
0.08%
U.S. PFD STK ETF
IXUS
0.08%
CORE MSCITOTAL
TMO
0.08%
COM
DPM
0.07%
COM UT LTD PTN
MDLZ
0.07%
CL A
LSXMK
0.07%
COM C SIRIUSXM
PYPL
0.07%
COM
ADS
0.07%
COM
UPS
0.07%
CL B
SM
0.07%
COM
BDX
0.07%
COM
KEY
0.07%
COM
AON
0.07%
SHS CL A
ED
0.07%
COM
WFC
0.07%
COM
BAC
0.07%
COM
IP
0.06%
COM
NKE
0.06%
CL B
JCI
0.06%
SHS
COP
0.06%
COM
C
0.06%
COM NEW
CVS
0.06%
COM
QQQ
0.06%
UNIT SER 1
XLF
0.06%
SBI INT-FINL
WSBC
0.06%
COM
QCOM
0.06%
COM
VOO
0.06%
SHS
XLE
0.06%
SBI INT-ENERGY
YETI
0.06%
COM
FDX
0.05%
COM
BND
0.05%
TOTAL BND MRKT
PNC
0.05%
COM
BLK
0.05%
COM
BTI
0.05%
SPONSORED ADR
CAT
0.05%
COM
ORLY
0.05%
COM
SLB
0.05%
COM
LBTYK
0.05%
SHS CL C
MDT
0.05%
SHS
QRTEA
0.04%
COM SER A
ADP
0.04%
COM
CTL
0.04%
COM
USB
0.04%
COM NEW
GE
0.04%
COM
SYY
0.04%
COM
AXP
0.04%
COM
GILD
0.04%
COM
VDC
0.04%
CONSUM STP ETF
ATRI
0.04%
COM
SCHW
0.04%
COM
NRG
0.04%
COM NEW
PSX
0.04%
COM
CCL
0.04%
PAIRED CTF
AKAM
0.04%
COM
BMY
0.04%
COM
VCSH
0.04%
SHRT TRM CORP BD
CI
0.04%
COM
AMGN
0.04%
COM
AVGO
0.04%
COM
ACWI
0.04%
MSCI ACWI ETF
LBRDK
0.04%
COM SER C
DHR
0.04%
COM
BSV
0.04%
SHORT TRM BOND
ZTS
0.04%
CL A
VV
0.04%
LARGE CAP ETF
MNST
0.04%
COM
XLI
0.04%
SBI INT-INDS
BE
0.04%
CL A
LSXMA
0.04%
COM A SIRIUSXM
VPU
0.04%
UTILITIES ETF
TRV
0.04%
COM
TTC
0.04%
COM
NEE
0.04%
COM
LQD
0.03%
IBOXX INV CP ETF
VDE
0.03%
ENERGY ETF
ECL
0.03%
COM
LARE
0.03%
TIERRA XP LATIN
APD
0.03%
COM
BAX
0.03%
COM
COST
0.03%
COM
ROGERS C...
0.03%
COM
D
0.03%
COM
MET
0.03%
COM
TXN
0.03%
COM
CELG
0.03%
COM
QSR
0.03%
COM
LNC
0.03%
COM
SVMK
0.03%
COM
MINT
0.03%
ENHAN SHRT MAT
CSM
0.03%
PSHS LC COR PLUS
BK
0.03%
COM
RTN
0.03%
COM NEW
RDS/B
0.03%
SPON ADR B
DISCK
0.03%
COM SER C
MYFW
0.03%
COM
IEF
0.03%
7-10 Y TR BD ETF
NVDA
0.03%
COM
IYF
0.03%
U.S. FINLS ETF
SWKS
0.03%
COM
RDS/A
0.03%
SPONS ADR A
TSCO
0.03%
COM
CMD
0.03%
COM
ANTM
0.03%
COM
GSK
0.03%
SPONSORED ADR
TYL
0.03%
COM
CB
0.03%
COM
TDS
0.03%
COM NEW
GLIBA
0.03%
COM CLASS A
GS
0.03%
COM
SIRI
0.03%
COM
UNM
0.03%
COM
SDY
0.03%
S&P DIVID ETF
PKI
0.03%
COM
PEGI
0.02%
CL A
LBRDA
0.02%
COM SER A
AZO
0.02%
COM
CL
0.02%
COM
XLY
0.02%
SBI CONS DISCR
SPGI
0.02%
COM
BIIB
0.02%
COM
PPG
0.02%
COM
SCHX
0.02%
US LRG CAP ETF
IR
0.02%
SHS
KMB
0.02%
COM
CERN
0.02%
COM
FISV
0.02%
COM
HBAN
0.02%
COM
WISA
0.02%
COM
MRO
0.02%
COM
FNCB
0.02%
COM
AZRX
0.02%
COM
CLDR
0.01%
COM
F
0.01%
COM PAR $0.01
GEN
< 0.01%
COM
JERICHO ...
< 0.01%
COM
LLOYDS B...
< 0.01%
COM
TGB
< 0.01%
COM
HEB
< 0.01%
COM NEW
PROTEA B...
< 0.01%
COM
PLASTIC2...
< 0.01%
COM
POWER 3 ...
< 0.01%
COM
RSTK UNI...
0.19%
COM
IAT
0.12%
US REGNL BKS ETF
ODP
0.08%
COM
KRE
0.07%
S&P REGL BKG
AMT
0.07%
COM
ROKU
0.05%
CL A
ADI
0.04%
COM
SHW
0.04%
COM
STOR
0.03%
COM
WBA
0.03%
COM
PROTEA B...
< 0.01%
COM
FIRST PI...
< 0.01%
COM