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Home > Institutional Investor > Waldron, Lp > Profile

Instuitional Investor - Waldron, Lp

Fund Profile
Filing Period:
Fund Name: Waldron, Lp
Portfolio Value $2,102,766
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 681,454 $206,596 9.82%
2.
Ishares Core Msci Total International Stock Etf
 2,640,330 $171,436 8.15%
3.
Vanguard Value Etf
 1,062,652 $158,866 7.55%
4.
Ishares Trust
 IEF 910,654 $150,485 7.15%
5.
Vanguard Growth Etf
 441,966 $137,398 6.53%
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)