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Home > Institutional Investor > Waldron, Lp > Profile

Instuitional Investor - Waldron, Lp

Fund Profile
Filing Period:
Fund Name: Waldron, Lp
Portfolio Value $2,484,384,886
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 591,369 $237,479,833 9.55%
2.
Vanguard Index Fds
 1,315,696 $222,747,204 8.96%
3.
Vanguard Index Fds
 499,584 $205,049,367 8.25%
4.
Ishares Tr
 2,765,413 $182,904,260 7.36%
5.
Ishares Trust
 IEF 850,844 $157,515,905 6.34%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)