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Bnymellonetftrusti.. shares owned by Waldron

Quarter-by-quarter ownership of Bnymellonetftrusti.. shares owned by Waldron from 13F filings

Historical chart of Waldron investment in Bnymellonetftrusti..

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All positions including Bnymellonetftrusti.. held by Waldron consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bnymellonetftrusti.. by Waldron

Quarter filed Position value Share count Share price at filing
2026-03-31 $229k 8.8k 26.10

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Vanguard Index Fds Value Etf (VTV)
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Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Whitehall Fds High Div Yld (VYM)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Glb Infrastr Etf (IGF)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Rus 2000 Val Etf (IWN)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Russell 3000 Etf (IWV)
Apple (AAPL)

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Top funds holding Bnymellonetftrusti..

Newman Dignan & Sheerar
Clean Yield Group
CliftonLarsonAllen Wealth Advisors
Waldron

View all funds holding Bnymellonetftrusti..