WALDRON, LP Information

1150 OLD POND ROAD, BRIDGEVILLE, Pennsylvania, 15017, (412) 221-1005

Report Date: 09/30/2014

Position Statistics

Total Positions 134
New Positions 10
Increased Positions 34
Decreased Positions 75
Positions with Activity 109
Sold Out Positions 14
Total Mkt Value (in $ millions) 1,758

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 0.04%
Capital Goods 0.03%
Conglomerates
Consumer Cyclical 0.04%
Consumer/Non-Cyclical 0.31%
Energy 0.27%
Financial 96.99%
Healthcare 0.87%
Services 0.32%
Technology 0.78%
Transportation 0.04%
Utilities

34 INCREASED Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BERKSHIRE HATHAWAY INC DEL CL A 1,542,560 7,976 .52 6,769
ISHARES TR RUS 1000 VAL ETF 58,832 348 .60 558,652
ISHARES TR RUS 1000 GRW ETF 55,853 636 1.15 578,843
SPDR S&P 500 ETF TR TR UNIT 11,173 116 1.05 54,100
ISHARES TR RUS 2000 GRW ETF 7,782 108 1.40 54,920
ISHARES TR RUS 2000 VAL ETF 4,498 53 1.19 44,495
ISHARES TR MSCI EAFE ETF 4,155 468 12.68 67,345
PALO ALTO NETWORKS INC COM 1,816 25 1.40 14,602
WORKDAY INC CL A 1,337 199 17.51 15,652
ISHARES TR MSCI EMG MKT ETF 1,195 116 10.77 30,762
EXXON MOBIL CORP COM 594 5 .81 6,347
CITIGROUP INC COM NEW 449 18 4.27 8,320
PROCTER & GAMBLE CO COM 383 15 3.97 4,161
EBAY INC COM 360 66 22.57 6,300
THERMO FISHER SCIENTIFIC INC COM 355 10 2.98 2,761
PFIZER INC COM 347 1 .24 10,857
SKYWORKS SOLUTIONS INC COM 319 319 New 4,387
PANDORA MEDIA INC COM 314 2 .56 17,402
TRACTOR SUPPLY CO COM 304 3 1.12 3,978
GENERAL ELECTRIC CO COM 299 14 4.91 11,679


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