Waldron
Latest statistics and disclosures from Waldron Private Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IWF, VTV, IXUS, VUG, IWD, and represent 40.36% of Waldron Private Wealth's stock portfolio.
- Added to shares of these 10 stocks: SYK (+$26M), VTV (+$9.4M), VUG (+$8.1M), IJH, IVV, SUN, AVGO, TRGP, TSM, MSFT.
- Started 106 new stock positions in RUN, SF, PLTR, RBLX, VTRS, SPTI, CBRE, SNN, LUNR, FOUR.
- Reduced shares in these 10 stocks: IWF (-$13M), IWD (-$7.0M), VBR, IXUS, VYM, IWV, BILS, VONG, IWN, IWB.
- Sold out of its positions in POWW, ALSMY, BLK, BE, CNAF, CRWD, FANG, EW, EPD, EXPE.
- Waldron Private Wealth was a net buyer of stock by $45M.
- Waldron Private Wealth has $2.4B in assets under management (AUM), dropping by 7.72%.
- Central Index Key (CIK): 0001598180
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Portfolio Holdings for Waldron Private Wealth
Waldron Private Wealth holds 490 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 9.3 | $224M | -5% | 597k | 375.38 |
|
| Vanguard Index Fds Value Etf (VTV) | 8.9 | $214M | +4% | 1.2M | 174.57 |
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| Ishares Tr Core Msci Total (IXUS) | 8.0 | $191M | 2.6M | 72.63 |
|
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| Vanguard Index Fds Growth Etf (VUG) | 7.5 | $180M | +4% | 470k | 383.93 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 6.8 | $163M | -4% | 857k | 189.80 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 2.5 | $59M | 1.2M | 51.12 |
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| Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 2.3 | $55M | 1.0M | 52.99 |
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| Stryker Corporation (SYK) | 2.2 | $52M | +95% | 144k | 361.26 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.1 | $51M | 89k | 573.76 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 2.0 | $49M | -2% | 511k | 96.52 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 2.0 | $48M | -2% | 375k | 128.20 |
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| Apple (AAPL) | 2.0 | $47M | 202k | 233.00 |
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| Microsoft Corporation (MSFT) | 1.6 | $40M | +4% | 92k | 430.30 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 1.6 | $39M | -3% | 236k | 166.83 |
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| Ishares Tr National Mun Etf (MUB) | 1.5 | $37M | 344k | 108.63 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 1.4 | $35M | -4% | 172k | 200.78 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 1.2 | $30M | -4% | 92k | 326.73 |
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| Ishares Tr Glb Infrastr Etf (IGF) | 1.2 | $30M | 550k | 54.43 |
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| NVIDIA Corporation (NVDA) | 1.1 | $27M | +2% | 223k | 121.44 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 1.1 | $26M | 96k | 267.37 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 1.0 | $24M | 199k | 119.55 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.9 | $23M | -4% | 80k | 284.01 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.9 | $21M | 37k | 569.66 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $21M | 46k | 460.26 |
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| First Commonwealth Financial (FCF) | 0.9 | $21M | 1.2M | 17.15 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.9 | $21M | +23% | 36k | 576.84 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.8 | $20M | +6% | 37k | 529.31 |
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| Amazon (AMZN) | 0.7 | $17M | +2% | 93k | 186.33 |
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| Spdr Ser Tr Bloomberg 3-12 M (BILS) | 0.6 | $16M | -7% | 157k | 99.58 |
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| Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.6 | $16M | 204k | 76.59 |
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| Meta Platforms Cl A (META) | 0.6 | $15M | 27k | 572.44 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $15M | 88k | 167.19 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.6 | $14M | -4% | 166k | 83.33 |
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| Ishares Tr Global Reit Etf (REET) | 0.6 | $13M | -2% | 504k | 26.70 |
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| Community Bank System (CBU) | 0.6 | $13M | 228k | 58.07 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.5 | $13M | +46% | 204k | 62.32 |
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| Eli Lilly & Co. (LLY) | 0.5 | $12M | 14k | 885.94 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $12M | +4% | 74k | 165.85 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.4 | $10M | 150k | 66.52 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $9.7M | +2% | 46k | 210.86 |
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| Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) | 0.4 | $9.3M | 195k | 47.53 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $8.3M | 107k | 78.05 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $8.3M | +16% | 29k | 284.03 |
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| Blackstone Group Inc Com Cl A (BX) | 0.3 | $7.8M | 51k | 153.14 |
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| Msa Safety Inc equity (MSA) | 0.3 | $7.6M | -10% | 43k | 177.34 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $7.4M | 140k | 52.81 |
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| Procter & Gamble Company (PG) | 0.3 | $7.3M | 42k | 173.20 |
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| Cisco Systems (CSCO) | 0.3 | $7.2M | 135k | 53.22 |
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| UnitedHealth (UNH) | 0.3 | $6.9M | +2% | 12k | 584.68 |
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| Abbvie (ABBV) | 0.3 | $6.6M | +2% | 34k | 197.48 |
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| Johnson & Johnson (JNJ) | 0.3 | $6.6M | +4% | 41k | 162.06 |
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| Wal-Mart Stores (WMT) | 0.3 | $6.4M | 80k | 80.75 |
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| Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) | 0.3 | $6.4M | +140% | 120k | 53.68 |
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| Campbell Soup Company (CPB) | 0.3 | $6.4M | -13% | 132k | 48.92 |
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| Palo Alto Networks (PANW) | 0.3 | $6.2M | 18k | 341.80 |
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| S&T Ban (STBA) | 0.3 | $6.2M | 147k | 41.97 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $5.9M | 51k | 117.22 |
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| Qualcomm (QCOM) | 0.2 | $5.9M | 35k | 170.05 |
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| Amgen (AMGN) | 0.2 | $5.6M | 17k | 322.21 |
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| Progressive Corporation (PGR) | 0.2 | $5.4M | 21k | 253.76 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $5.3M | -17% | 17k | 314.39 |
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| Visa Com Cl A (V) | 0.2 | $5.3M | 19k | 274.95 |
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| Targa Res Corp (TRGP) | 0.2 | $5.3M | +103% | 36k | 148.01 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $4.9M | +31% | 21k | 237.88 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.2 | $4.8M | -2% | 40k | 119.70 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.2 | $4.8M | -8% | 22k | 220.05 |
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| Oracle Corporation (ORCL) | 0.2 | $4.7M | 28k | 170.40 |
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| Home Depot (HD) | 0.2 | $4.5M | +6% | 11k | 405.20 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $4.5M | -2% | 46k | 98.23 |
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| Coca-Cola Company (KO) | 0.2 | $4.4M | -2% | 61k | 72.35 |
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| Tesla Motors (TSLA) | 0.2 | $4.3M | +7% | 16k | 261.63 |
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| Broadcom (AVGO) | 0.2 | $4.1M | +1028% | 24k | 172.50 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $4.0M | 84k | 47.85 |
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| Zoetis Cl A (ZTS) | 0.2 | $3.9M | 20k | 195.38 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $3.9M | 33k | 116.96 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $3.7M | -2% | 7.5k | 493.80 |
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| McDonald's Corporation (MCD) | 0.2 | $3.7M | 12k | 304.51 |
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| Merck & Co (MRK) | 0.1 | $3.5M | 31k | 113.56 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $3.4M | +137% | 20k | 173.67 |
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| Servicenow (NOW) | 0.1 | $3.4M | 3.8k | 894.39 |
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| Honeywell International (HON) | 0.1 | $3.4M | 16k | 206.71 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $3.2M | +7% | 32k | 101.27 |
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| Chevron Corporation (CVX) | 0.1 | $3.2M | 22k | 147.28 |
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| United Bankshares (UBSI) | 0.1 | $3.1M | 83k | 37.31 |
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| Pepsi (PEP) | 0.1 | $3.1M | 18k | 170.05 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $3.1M | -3% | 74k | 41.77 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $2.8M | 5.5k | 517.78 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $2.7M | +9% | 22k | 121.16 |
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| ConocoPhillips (COP) | 0.1 | $2.7M | 26k | 105.28 |
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| Costco Wholesale Corporation (COST) | 0.1 | $2.7M | 3.0k | 886.53 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $2.6M | -3% | 4.5k | 587.54 |
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| Waste Management (WM) | 0.1 | $2.6M | 13k | 207.60 |
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| Abbott Laboratories (ABT) | 0.1 | $2.6M | 23k | 114.01 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $2.5M | +4% | 7.0k | 353.48 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $2.5M | 28k | 87.80 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $2.4M | 5.1k | 465.08 |
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| Netflix (NFLX) | 0.1 | $2.3M | +4% | 3.2k | 709.27 |
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| Bank of America Corporation (BAC) | 0.1 | $2.2M | +8% | 57k | 39.68 |
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| Lowe's Companies (LOW) | 0.1 | $2.2M | +16% | 8.2k | 270.86 |
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| Illinois Tool Works (ITW) | 0.1 | $2.2M | 8.4k | 262.06 |
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| salesforce (CRM) | 0.1 | $2.1M | +13% | 7.8k | 273.71 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $2.1M | 3.3k | 618.57 |
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| Airbnb Com Cl A (ABNB) | 0.1 | $2.0M | 16k | 127.00 |
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| Allegheny Technologies Incorporated (ATI) | 0.1 | $2.0M | 30k | 66.91 |
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| Nextera Energy (NEE) | 0.1 | $2.0M | +28% | 24k | 84.53 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $1.9M | 9.7k | 197.73 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $1.9M | +3% | 20k | 96.57 |
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| Caterpillar (CAT) | 0.1 | $1.9M | 4.8k | 391.12 |
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| Advanced Micro Devices (AMD) | 0.1 | $1.9M | 11k | 164.08 |
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| At&t (T) | 0.1 | $1.9M | +7% | 84k | 22.00 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $1.8M | -3% | 28k | 64.74 |
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| Metropcs Communications (TMUS) | 0.1 | $1.8M | 8.8k | 206.36 |
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| Pfizer (PFE) | 0.1 | $1.8M | +5% | 62k | 28.94 |
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| International Business Machines (IBM) | 0.1 | $1.8M | +5% | 8.2k | 221.08 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.8M | 3.6k | 488.13 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $1.7M | -2% | 11k | 154.02 |
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| Booking Holdings (BKNG) | 0.1 | $1.7M | -5% | 401.00 | 4212.11 |
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| Cb Financial Svcs Inc C ommon (CBFV) | 0.1 | $1.7M | 60k | 27.96 |
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| Philip Morris International (PM) | 0.1 | $1.6M | +3% | 14k | 121.40 |
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| Applied Materials (AMAT) | 0.1 | $1.6M | 8.1k | 202.05 |
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| Schlumberger Com Stk (SLB) | 0.1 | $1.6M | 39k | 41.95 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $1.5M | 31k | 50.74 |
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| American Express Company (AXP) | 0.1 | $1.5M | +4% | 5.7k | 271.20 |
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| TJX Companies (TJX) | 0.1 | $1.5M | -5% | 13k | 117.54 |
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| M&T Bank Corporation (MTB) | 0.1 | $1.5M | -2% | 8.3k | 178.12 |
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| Unilever Spon Adr New (UL) | 0.1 | $1.5M | +13% | 23k | 64.96 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $1.4M | 5.4k | 264.09 |
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| Linde SHS (LIN) | 0.1 | $1.4M | +5% | 3.0k | 476.86 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $1.4M | -2% | 19k | 73.67 |
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| SM Energy (SM) | 0.1 | $1.4M | 36k | 39.97 |
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| Ishares Tr Rus Tp200 Vl Etf (IWX) | 0.1 | $1.4M | 17k | 81.27 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $1.4M | 2.00 | 691180.00 |
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| Moody's Corporation (MCO) | 0.1 | $1.4M | 2.9k | 474.59 |
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| EQT Corporation (EQT) | 0.1 | $1.4M | +8% | 37k | 36.64 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $1.4M | -2% | 16k | 83.63 |
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| Uber Technologies (UBER) | 0.1 | $1.4M | -4% | 18k | 75.16 |
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| Union Pacific Corporation (UNP) | 0.1 | $1.3M | +5% | 5.5k | 246.48 |
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| Goldman Sachs (GS) | 0.1 | $1.3M | +13% | 2.7k | 495.00 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $1.3M | -3% | 23k | 57.41 |
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| Ge Aerospace Com New (GE) | 0.1 | $1.3M | +2% | 7.0k | 188.58 |
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| Starbucks Corporation (SBUX) | 0.1 | $1.3M | 14k | 97.49 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $1.3M | -2% | 5.9k | 220.89 |
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| Norfolk Southern (NSC) | 0.1 | $1.3M | 5.2k | 248.52 |
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| Ametek (AME) | 0.1 | $1.3M | -23% | 7.5k | 171.67 |
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| Cigna Corp (CI) | 0.1 | $1.3M | 3.7k | 346.44 |
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| SYSCO Corporation (SYY) | 0.1 | $1.2M | +77% | 16k | 78.06 |
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| Danaher Corporation (DHR) | 0.1 | $1.2M | +10% | 4.4k | 278.02 |
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| Workday Cl A (WDAY) | 0.0 | $1.2M | +7% | 4.9k | 244.41 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $1.2M | 2.4k | 491.27 |
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| Intuit (INTU) | 0.0 | $1.2M | 1.9k | 621.00 |
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| Aon Shs Cl A (AON) | 0.0 | $1.2M | 3.4k | 345.99 |
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| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.0 | $1.1M | -2% | 24k | 46.91 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $1.1M | +5% | 17k | 67.70 |
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| Vanguard World Industrial Etf (VIS) | 0.0 | $1.1M | 4.2k | 260.80 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $1.1M | -4% | 2.0k | 528.07 |
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| AutoZone (AZO) | 0.0 | $1.1M | +7% | 334.00 | 3150.03 |
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.0 | $1.0M | -4% | 13k | 82.94 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $1.0M | -26% | 13k | 80.78 |
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| Verizon Communications (VZ) | 0.0 | $1.0M | +3% | 23k | 44.91 |
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| FedEx Corporation (FDX) | 0.0 | $1.0M | -3% | 3.7k | 275.00 |
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| Deere & Company (DE) | 0.0 | $1.0M | +2% | 2.4k | 416.94 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $1.0M | +127% | 11k | 88.14 |
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| S&p Global (SPGI) | 0.0 | $977k | 1.9k | 516.62 |
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| Halliburton Company (HAL) | 0.0 | $976k | 34k | 29.05 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $973k | +17% | 1.7k | 584.57 |
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| Spdr Index Shs Fds S&p Gblinf Etf (GII) | 0.0 | $973k | 16k | 61.69 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.0 | $957k | +6% | 17k | 55.53 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $937k | 11k | 83.00 |
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| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.0 | $935k | -5% | 18k | 52.86 |
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| Canadian Pacific Kansas City (CP) | 0.0 | $935k | +4% | 11k | 85.54 |
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| Walt Disney Company (DIS) | 0.0 | $929k | -19% | 9.7k | 96.19 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $904k | -5% | 4.0k | 225.82 |
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| Emerson Electric (EMR) | 0.0 | $886k | 8.1k | 109.37 |
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| Intel Corporation (INTC) | 0.0 | $870k | -2% | 37k | 23.46 |
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| Fiserv (FI) | 0.0 | $869k | +42% | 4.8k | 179.65 |
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| Rogers Communications CL B (RCI) | 0.0 | $856k | 21k | 40.20 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $849k | -11% | 13k | 64.81 |
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| Chubb (CB) | 0.0 | $845k | +5% | 2.9k | 288.39 |
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| Eaton Corp SHS (ETN) | 0.0 | $838k | 2.5k | 331.44 |
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| Select Sector Spdr Tr Financial (XLF) | 0.0 | $835k | 18k | 45.32 |
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| Gilead Sciences (GILD) | 0.0 | $830k | +7% | 9.9k | 83.84 |
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| Nrg Energy Com New (NRG) | 0.0 | $829k | +13% | 9.1k | 91.10 |
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| Boeing Company (BA) | 0.0 | $826k | +9% | 5.4k | 152.04 |
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| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.0 | $819k | -3% | 11k | 76.70 |
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| Wells Fargo & Company (WFC) | 0.0 | $791k | 14k | 56.49 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $786k | 3.0k | 264.24 |
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| Trane Technologies SHS (TT) | 0.0 | $786k | -8% | 2.0k | 388.73 |
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| Synopsys (SNPS) | 0.0 | $782k | +215% | 1.5k | 506.39 |
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| Paypal Holdings (PYPL) | 0.0 | $778k | +5% | 10k | 78.03 |
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| Morgan Stanley Com New (MS) | 0.0 | $778k | -6% | 7.5k | 104.24 |
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| Automatic Data Processing (ADP) | 0.0 | $777k | +3% | 2.8k | 278.13 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $774k | 16k | 47.13 |
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| Zimmer Holdings (ZBH) | 0.0 | $768k | -3% | 7.1k | 107.95 |
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| Sherwin-Williams Company (SHW) | 0.0 | $765k | 2.0k | 381.67 |
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| Ishares Tr Select Divid Etf (DVY) | 0.0 | $762k | 5.6k | 135.07 |
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| General Mills (GIS) | 0.0 | $746k | NEW | 10k | 73.85 |
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| Altria (MO) | 0.0 | $740k | +26% | 15k | 51.04 |
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| O'reilly Automotive (ORLY) | 0.0 | $739k | +24% | 642.00 | 1151.60 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $728k | +10% | 3.5k | 206.57 |
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| Federated Hermes Etf Trust Hermes Total Ret (FTRB) | 0.0 | $726k | NEW | 28k | 25.86 |
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| Travelers Companies (TRV) | 0.0 | $726k | +13% | 3.1k | 234.09 |
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| Spdr Ser Tr S&p Telecom (XTL) | 0.0 | $722k | 7.2k | 100.62 |
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| Nike CL B (NKE) | 0.0 | $718k | -6% | 8.1k | 88.78 |
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| Marsh & McLennan Companies (MMC) | 0.0 | $712k | 3.2k | 223.10 |
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| Celanese Corporation (CE) | 0.0 | $704k | 5.2k | 135.96 |
|
|
| Motorola Solutions Com New (MSI) | 0.0 | $703k | 1.6k | 449.63 |
|
|
| Carrier Global Corporation (CARR) | 0.0 | $698k | +10% | 8.7k | 80.48 |
|
| Target Corporation (TGT) | 0.0 | $696k | +127% | 4.5k | 155.86 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $695k | 11k | 65.16 |
|
|
| 3M Company (MMM) | 0.0 | $691k | +3% | 5.1k | 136.70 |
|
| Hca Holdings (HCA) | 0.0 | $683k | 1.7k | 406.42 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $673k | 5.4k | 125.63 |
|
|
| Ecolab (ECL) | 0.0 | $669k | +16% | 2.6k | 255.33 |
|
| Monster Beverage Corp (MNST) | 0.0 | $669k | 13k | 52.17 |
|
|
| Phillips 66 (PSX) | 0.0 | $668k | +3% | 5.1k | 131.45 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $666k | -3% | 4.1k | 162.91 |
|
| Tractor Supply Company (TSCO) | 0.0 | $665k | 2.3k | 290.93 |
|
|
| McKesson Corporation (MCK) | 0.0 | $661k | +45% | 1.3k | 495.13 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $659k | -7% | 13k | 51.74 |
|
| Ishares Tr U.s. Real Es Etf (IYR) | 0.0 | $636k | 6.2k | 101.87 |
|
|
| Analog Devices (ADI) | 0.0 | $634k | -4% | 2.8k | 230.17 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $630k | +3% | 14k | 45.73 |
|
| Las Vegas Sands (LVS) | 0.0 | $628k | +2% | 13k | 50.34 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $627k | +10% | 2.6k | 243.06 |
|
| Tompkins Financial Corporation (TMP) | 0.0 | $622k | 11k | 57.79 |
|
|
| Vanguard World Financials Etf (VFH) | 0.0 | $616k | 5.6k | 110.46 |
|
|
| Nucor Corporation (NUE) | 0.0 | $603k | 4.0k | 150.34 |
|
|
| Monolithic Power Systems (MPWR) | 0.0 | $597k | +3% | 646.00 | 924.50 |
|
| Anthem (ELV) | 0.0 | $594k | +7% | 1.1k | 520.00 |
|
| MetLife (MET) | 0.0 | $590k | +4% | 7.2k | 82.48 |
|
| Siriusxm Holdings Common Stock | 0.0 | $588k | NEW | 25k | 23.65 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $585k | +2% | 5.6k | 103.81 |
|
| Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) | 0.0 | $578k | -4% | 2.8k | 207.25 |
|
| Iqvia Holdings (IQV) | 0.0 | $573k | 2.4k | 236.97 |
|
|
| Microstrategy Cl A New (MSTR) | 0.0 | $571k | +1024% | 3.4k | 168.60 |
|
| Steris Shs Usd (STE) | 0.0 | $569k | +102% | 2.3k | 242.54 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $564k | +28% | 6.1k | 91.93 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $548k | +2% | 5.2k | 106.19 |
|
| Carvana Cl A (CVNA) | 0.0 | $537k | 3.1k | 174.11 |
|
|
| Southern Company (SO) | 0.0 | $535k | +20% | 5.9k | 90.18 |
|
| Medtronic SHS (MDT) | 0.0 | $528k | -2% | 5.9k | 90.03 |
|
| PNC Financial Services (PNC) | 0.0 | $527k | +9% | 2.9k | 184.85 |
|
| Cme (CME) | 0.0 | $511k | 2.3k | 220.65 |
|
|
| Ishares Tr Cohen Steer Reit (ICF) | 0.0 | $510k | -11% | 7.7k | 65.91 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $504k | +2% | 797.00 | 631.82 |
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $499k | 3.4k | 148.48 |
|
|
| Ally Financial (ALLY) | 0.0 | $496k | 14k | 35.59 |
|
|
| Agnico (AEM) | 0.0 | $495k | +34% | 6.1k | 80.56 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $493k | +44% | 4.1k | 119.07 |
|
| Kla Corp Com New (KLAC) | 0.0 | $488k | +61% | 630.00 | 774.41 |
|
| Wisdomtree Tr Us Largecap Divd (DLN) | 0.0 | $486k | 6.2k | 78.56 |
|
|
| Shell Spon Ads (SHEL) | 0.0 | $485k | +76% | 7.4k | 65.95 |
|
| Citigroup Com New (C) | 0.0 | $480k | -30% | 7.7k | 62.60 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $480k | +8% | 4.6k | 104.00 |
|
| Paccar (PCAR) | 0.0 | $479k | 4.9k | 98.68 |
|
|
| American Water Works (AWK) | 0.0 | $477k | 3.3k | 146.00 |
|
|
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.0 | $476k | 5.5k | 86.82 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $464k | 6.5k | 71.86 |
|
|
| Ge Vernova (GEV) | 0.0 | $463k | 1.8k | 254.98 |
|
|
| Principal Financial (PFG) | 0.0 | $460k | 5.4k | 85.90 |
|
|
| National Fuel Gas (NFG) | 0.0 | $453k | -7% | 7.5k | 60.59 |
|
| Williams Companies (WMB) | 0.0 | $452k | +34% | 9.9k | 45.65 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $447k | +26% | 536.00 | 833.25 |
|
| United Parcel Service CL B (UPS) | 0.0 | $443k | -11% | 3.2k | 136.41 |
|
| H&R Block (HRB) | 0.0 | $443k | 7.0k | 63.55 |
|
|
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.0 | $442k | 4.7k | 93.11 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $441k | +9% | 7.0k | 62.88 |
|
| Liberty Broadband Corp Com Ser C (LBRDK) | 0.0 | $440k | 5.7k | 77.30 |
|
|
| Spdr Ser Tr S&p Bk Etf (KBE) | 0.0 | $438k | 8.3k | 52.89 |
|
|
| Scorpio Tankers SHS (STNG) | 0.0 | $435k | 6.1k | 71.30 |
|
|
| Royal Caribbean Cruises (RCL) | 0.0 | $432k | +5% | 2.4k | 177.35 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $429k | +4% | 10k | 42.71 |
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $428k | +6% | 2.4k | 178.17 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $427k | +3% | 5.1k | 83.80 |
|
| Spdr Ser Tr S&p Oilgas Exp (XOP) | 0.0 | $427k | 3.2k | 131.52 |
|
|
| CSX Corporation (CSX) | 0.0 | $426k | 12k | 34.53 |
|
|
| Vitesse Energy Common Stock (VTS) | 0.0 | $423k | 18k | 24.03 |
|
|
| Tyler Technologies (TYL) | 0.0 | $420k | 719.00 | 583.71 |
|
|
| AFLAC Incorporated (AFL) | 0.0 | $410k | 3.7k | 111.80 |
|
|
| Infosys Sponsored Adr (INFY) | 0.0 | $410k | +20% | 18k | 22.27 |
|
| Goldman Sachs Etf Tr Future Tech Lead (GTEK) | 0.0 | $409k | 13k | 30.44 |
|
|
| Synchrony Financial (SYF) | 0.0 | $406k | +86% | 8.1k | 49.88 |
|
| Avery Dennison Corporation (AVY) | 0.0 | $403k | 1.8k | 220.76 |
|
|
| Air Products & Chemicals (APD) | 0.0 | $402k | +4% | 1.4k | 297.73 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $396k | +4% | 3.4k | 115.30 |
|
| WesBan (WSBC) | 0.0 | $395k | 13k | 30.14 |
|
|
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $386k | 1.4k | 276.76 |
|
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $385k | 1.9k | 200.37 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $385k | 366.00 | 1051.22 |
|
|
| Provident Financial Services (PFS) | 0.0 | $383k | 21k | 18.56 |
|
|
| Hp (HPQ) | 0.0 | $382k | +40% | 11k | 35.87 |
|
| Micron Technology (MU) | 0.0 | $379k | +4% | 3.7k | 103.72 |
|
| American Electric Power Company (AEP) | 0.0 | $377k | +8% | 3.7k | 102.60 |
|
| Cdw (CDW) | 0.0 | $375k | 1.7k | 226.30 |
|
|
| Ishares Tr Us Oil Eq&sv Etf (IEZ) | 0.0 | $375k | 19k | 20.09 |
|
|
| Liberty Global Com Cl C (LBTYK) | 0.0 | $373k | 17k | 21.61 |
|
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $371k | 877.00 | 423.12 |
|
|
| Ameriprise Financial (AMP) | 0.0 | $370k | -3% | 788.00 | 469.81 |
|
| Cummins (CMI) | 0.0 | $366k | 1.1k | 323.79 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $359k | NEW | 5.3k | 67.85 |
|
| EOG Resources (EOG) | 0.0 | $357k | +4% | 2.9k | 122.93 |
|
| Roper Industries (ROP) | 0.0 | $357k | -8% | 641.00 | 556.44 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $352k | 1.1k | 321.95 |
|
|
| Entegris (ENTG) | 0.0 | $342k | 3.0k | 112.56 |
|
|
| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $336k | +40% | 14k | 23.95 |
|
| eBay (EBAY) | 0.0 | $336k | +20% | 5.2k | 65.11 |
|
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.0 | $334k | +2% | 4.6k | 72.12 |
|
| Wabtec Corporation (WAB) | 0.0 | $332k | 1.8k | 181.77 |
|
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $332k | +7% | 5.8k | 57.22 |
|
| AmerisourceBergen (COR) | 0.0 | $331k | +31% | 1.5k | 225.08 |
|
| AES Corporation (AES) | 0.0 | $325k | NEW | 16k | 20.06 |
|
| Constellation Energy (CEG) | 0.0 | $324k | +9% | 1.2k | 260.01 |
|
| Corteva (CTVA) | 0.0 | $324k | 5.5k | 58.79 |
|
|
| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.0 | $323k | 3.0k | 105.99 |
|
|
| Wipro Spon Adr 1 Sh (WIT) | 0.0 | $321k | +34% | 50k | 6.48 |
|
| Dell Technologies CL C (DELL) | 0.0 | $321k | +2% | 2.7k | 118.54 |
|
| Discover Financial Services (DFS) | 0.0 | $317k | 2.3k | 140.29 |
|
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $315k | 2.5k | 126.18 |
|
|
| Skyworks Solutions (SWKS) | 0.0 | $314k | +4% | 3.2k | 98.77 |
|
| Arrow Financial Corporation (AROW) | 0.0 | $314k | -54% | 11k | 28.66 |
|
| Murphy Oil Corporation (MUR) | 0.0 | $313k | 9.3k | 33.74 |
|
|
| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.0 | $312k | NEW | 39k | 8.01 |
|
| Republic Services (RSG) | 0.0 | $311k | +6% | 1.5k | 200.84 |
|
| General Motors Company (GM) | 0.0 | $307k | -5% | 6.8k | 44.84 |
|
| Becton, Dickinson and (BDX) | 0.0 | $302k | -15% | 1.3k | 241.10 |
|
| Okta Cl A (OKTA) | 0.0 | $299k | 4.0k | 74.34 |
|
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $299k | +8% | 3.8k | 77.91 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $296k | 2.2k | 135.44 |
|
|
| Intercontinental Exchange (ICE) | 0.0 | $294k | 1.8k | 160.64 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $294k | NEW | 7.9k | 37.20 |
|
| Yum! Brands (YUM) | 0.0 | $293k | -11% | 2.1k | 139.71 |
|
| Cintas Corporation (CTAS) | 0.0 | $292k | +283% | 1.4k | 205.89 |
|
| Hdfc Bank Sponsored Ads (HDB) | 0.0 | $291k | +10% | 4.7k | 62.56 |
|
| Watsco, Incorporated (WSO) | 0.0 | $289k | 587.00 | 491.90 |
|
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $284k | +3% | 1.2k | 230.50 |
|
| Lululemon Athletica (LULU) | 0.0 | $280k | -3% | 1.0k | 271.00 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $280k | +2% | 1.1k | 248.61 |
|
| United States Steel Corporation (X) | 0.0 | $280k | 7.9k | 35.33 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $280k | 4.9k | 57.53 |
|
|
| Ross Stores (ROST) | 0.0 | $277k | -3% | 1.8k | 150.51 |
|
| Fastenal Company (FAST) | 0.0 | $277k | 3.9k | 71.42 |
|
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $274k | 2.2k | 123.62 |
|
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.0 | $271k | -9% | 5.4k | 49.78 |
|
| Hartford Financial Services (HIG) | 0.0 | $271k | 2.3k | 117.61 |
|
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $269k | 3.5k | 77.18 |
|
|
| Vanguard World Materials Etf (VAW) | 0.0 | $265k | 1.2k | 212.23 |
|
|
| Martin Marietta Materials (MLM) | 0.0 | $263k | 489.00 | 538.25 |
|
|
| TransDigm Group Incorporated (TDG) | 0.0 | $263k | 184.00 | 1427.13 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $261k | -5% | 2.3k | 115.02 |
|
| Federated Hermes CL B (FHI) | 0.0 | $261k | NEW | 7.1k | 36.77 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $261k | +11% | 4.5k | 57.62 |
|
| Sap Se Spon Adr (SAP) | 0.0 | $259k | NEW | 1.1k | 229.10 |
|
| Enbridge (ENB) | 0.0 | $259k | +5% | 6.4k | 40.61 |
|
| Telephone & Data Sys Com New (TDS) | 0.0 | $255k | 11k | 23.25 |
|
|
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.0 | $254k | 3.3k | 77.44 |
|
|
| Toro Company (TTC) | 0.0 | $254k | -3% | 2.9k | 86.73 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $254k | 2.4k | 107.65 |
|
|
| Mettler-Toledo International (MTD) | 0.0 | $246k | -10% | 164.00 | 1499.71 |
|
| Ingersoll Rand (IR) | 0.0 | $245k | 2.5k | 98.17 |
|
|
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $245k | +5% | 4.8k | 50.79 |
|
| Dominion Resources (D) | 0.0 | $243k | -11% | 4.2k | 57.71 |
|
| Cadence Design Systems (CDNS) | 0.0 | $243k | -14% | 895.00 | 271.00 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $242k | 1.1k | 230.61 |
|
|
| Dick's Sporting Goods (DKS) | 0.0 | $241k | NEW | 1.2k | 208.70 |
|
| Molina Healthcare (MOH) | 0.0 | $240k | 696.00 | 344.57 |
|
|
| Oneok (OKE) | 0.0 | $237k | NEW | 2.6k | 91.13 |
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $236k | 13k | 18.48 |
|
|
| Dr Reddys Labs Adr (RDY) | 0.0 | $236k | NEW | 3.0k | 79.45 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $234k | +5% | 28k | 8.25 |
|
| Kraft Heinz (KHC) | 0.0 | $233k | -10% | 6.6k | 35.11 |
|
| Marathon Oil Corporation (MRO) | 0.0 | $233k | +17% | 8.6k | 27.00 |
|
| General Dynamics Corporation (GD) | 0.0 | $232k | +10% | 768.00 | 302.20 |
|
| PPG Industries (PPG) | 0.0 | $231k | 1.7k | 132.46 |
|
|
| Select Sector Spdr Tr Communication (XLC) | 0.0 | $231k | 2.6k | 90.36 |
|
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $227k | NEW | 2.3k | 99.47 |
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $226k | 4.5k | 49.92 |
|
|
| Albemarle Corporation (ALB) | 0.0 | $224k | 2.4k | 95.15 |
|
|
| Quanta Services (PWR) | 0.0 | $224k | NEW | 751.00 | 298.15 |
|
| Roblox Corp Cl A (RBLX) | 0.0 | $224k | NEW | 5.1k | 44.26 |
|
| T. Rowe Price (TROW) | 0.0 | $223k | -3% | 2.1k | 108.93 |
|
| Dupont De Nemours (DD) | 0.0 | $222k | 2.5k | 89.11 |
|
|
| L3harris Technologies (LHX) | 0.0 | $222k | -7% | 931.00 | 237.87 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $219k | NEW | 2.3k | 93.85 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $219k | -20% | 1.5k | 142.28 |
|
| Chunghwa Telecom Spon Adr New11 (CHT) | 0.0 | $217k | NEW | 5.5k | 39.67 |
|
| Waters Corporation (WAT) | 0.0 | $217k | NEW | 603.00 | 359.90 |
|
| Clorox Company (CLX) | 0.0 | $217k | NEW | 1.3k | 163.00 |
|
| Rbc Cad (RY) | 0.0 | $217k | NEW | 1.7k | 124.73 |
|
| Ark Etf Tr Next Gnrtn Inter (ARKW) | 0.0 | $216k | NEW | 2.5k | 85.13 |
|
| Viatris (VTRS) | 0.0 | $215k | NEW | 19k | 11.61 |
|
| Gartner (IT) | 0.0 | $213k | -6% | 421.00 | 506.77 |
|
| Allstate Corporation (ALL) | 0.0 | $213k | NEW | 1.1k | 190.57 |
|
| D.R. Horton (DHI) | 0.0 | $209k | NEW | 1.1k | 190.77 |
|
| Affirm Hldgs Com Cl A (AFRM) | 0.0 | $209k | NEW | 5.1k | 40.82 |
|
| Snap-on Incorporated (SNA) | 0.0 | $207k | NEW | 715.00 | 289.71 |
|
| Marvell Technology (MRVL) | 0.0 | $206k | 2.9k | 72.12 |
|
|
| DTE Energy Company (DTE) | 0.0 | $205k | NEW | 1.6k | 128.39 |
|
| Kroger (KR) | 0.0 | $204k | NEW | 3.6k | 57.30 |
|
| Autodesk (ADSK) | 0.0 | $203k | NEW | 736.00 | 275.48 |
|
| Arista Networks (ANET) | 0.0 | $203k | NEW | 528.00 | 383.82 |
|
| Cbre Group Cl A (CBRE) | 0.0 | $203k | NEW | 1.6k | 124.47 |
|
| United Microelectronics Corp Spon Adr New (UMC) | 0.0 | $202k | +54% | 24k | 8.42 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $201k | NEW | 1.4k | 139.49 |
|
| Biogen Idec (BIIB) | 0.0 | $201k | -9% | 1.0k | 193.84 |
|
| Shopify Cl A (SHOP) | 0.0 | $173k | NEW | 2.2k | 80.14 |
|
| Sempra Energy (SRE) | 0.0 | $157k | NEW | 1.9k | 83.63 |
|
| Steel Dynamics (STLD) | 0.0 | $153k | NEW | 1.2k | 126.08 |
|
| Sunrun (RUN) | 0.0 | $135k | NEW | 7.5k | 18.06 |
|
| Taylor Morrison Hom (TMHC) | 0.0 | $131k | NEW | 1.9k | 70.26 |
|
| Shinhan Financial Group Co L Spn Adr Restrd (SHG) | 0.0 | $126k | NEW | 3.0k | 42.37 |
|
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.0 | $120k | +8% | 12k | 10.18 |
|
| Borr Drilling SHS (BORR) | 0.0 | $119k | 22k | 5.49 |
|
|
| Amc Entmt Hldgs Cl A New (AMC) | 0.0 | $115k | +47% | 25k | 4.56 |
|
| Transocean Registered Shs (RIG) | 0.0 | $109k | 26k | 4.25 |
|
|
| Synovus Finl Corp Com New (SNV) | 0.0 | $109k | NEW | 2.4k | 44.85 |
|
| State Street Corporation (STT) | 0.0 | $102k | NEW | 1.2k | 88.47 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $95k | NEW | 2.5k | 37.56 |
|
| Spdr Ser Tr Dj Reit Etf (RWR) | 0.0 | $89k | NEW | 836.00 | 106.73 |
|
| Tc Energy Corp (TRP) | 0.0 | $89k | NEW | 1.9k | 47.55 |
|
| Opendoor Technologies (OPEN) | 0.0 | $87k | +4% | 44k | 2.00 |
|
| Intuitive Machines Class A Com (LUNR) | 0.0 | $83k | NEW | 10k | 8.05 |
|
| Hycroft Mining Holding Corp Cl A New (HYMC) | 0.0 | $83k | +37% | 33k | 2.50 |
|
| Spdr Ser Tr Portfli Intrmdit (SPTI) | 0.0 | $82k | NEW | 2.8k | 29.06 |
|
| Southern Copper Corporation (SCCO) | 0.0 | $80k | NEW | 690.00 | 115.67 |
|
| Southwest Airlines (LUV) | 0.0 | $75k | NEW | 2.5k | 29.63 |
|
| Banco Santander Adr (SAN) | 0.0 | $73k | +15% | 14k | 5.10 |
|
| Take-Two Interactive Software (TTWO) | 0.0 | $72k | NEW | 470.00 | 153.71 |
|
| Solventum Corp Com Shs (SOLV) | 0.0 | $72k | NEW | 1.0k | 69.72 |
|
| Mizuho Financial Group Sponsored Adr (MFG) | 0.0 | $66k | +15% | 16k | 4.18 |
|
| Sharkninja Com Shs (SN) | 0.0 | $65k | NEW | 600.00 | 108.71 |
|
| Spotify Technology S A SHS (SPOT) | 0.0 | $65k | NEW | 176.00 | 368.53 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $61k | NEW | 430.00 | 142.04 |
|
| Sprouts Fmrs Mkt (SFM) | 0.0 | $60k | NEW | 541.00 | 110.41 |
|
| Stanley Black & Decker (SWK) | 0.0 | $59k | NEW | 538.00 | 110.13 |
|
| Smucker J M Com New (SJM) | 0.0 | $58k | NEW | 482.00 | 121.10 |
|
| Service Corporation International (SCI) | 0.0 | $58k | NEW | 728.00 | 78.93 |
|
| Spdr Ser Tr S&p Biotech (XBI) | 0.0 | $54k | NEW | 550.00 | 98.80 |
|
| Tandem Diabetes Care Com New (TNDM) | 0.0 | $50k | NEW | 1.2k | 42.41 |
|
| Tscan Therapeutics (TCRX) | 0.0 | $50k | 10k | 4.98 |
|
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $50k | 16k | 3.12 |
|
|
| Suncor Energy (SU) | 0.0 | $49k | NEW | 1.3k | 36.92 |
|
| Lucid Group (LCID) | 0.0 | $49k | NEW | 14k | 3.53 |
|
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $47k | NEW | 11k | 4.37 |
|
| Southwest Gas Corporation (SWX) | 0.0 | $40k | NEW | 546.00 | 73.76 |
|
| Snowflake Cl A (SNOW) | 0.0 | $40k | NEW | 347.00 | 114.87 |
|
| Sofi Technologies (SOFI) | 0.0 | $39k | NEW | 4.9k | 7.86 |
|
| Firefly Neuroscience | 0.0 | $37k | NEW | 12k | 3.04 |
|
| South State Corporation (SSB) | 0.0 | $35k | NEW | 361.00 | 97.18 |
|
| Smurfit Westrock SHS | 0.0 | $35k | NEW | 699.00 | 49.42 |
|
| Stifel Financial (SF) | 0.0 | $34k | NEW | 363.00 | 94.00 |
|
| Stmicroelectronics N V Ny Registry (STM) | 0.0 | $34k | NEW | 1.1k | 29.82 |
|
| Smartsheet Com Cl A (SMAR) | 0.0 | $34k | NEW | 605.00 | 55.36 |
|
| Stellantis SHS (STLA) | 0.0 | $33k | NEW | 2.3k | 14.05 |
|
| A. O. Smith Corporation (AOS) | 0.0 | $32k | NEW | 361.00 | 89.83 |
|
| Spirit Aerosystems Hldgs Com Cl A (SPR) | 0.0 | $32k | NEW | 996.00 | 32.51 |
|
| Taseko Cad (TGB) | 0.0 | $32k | -2% | 13k | 2.52 |
|
| SLM Corporation (SLM) | 0.0 | $32k | NEW | 1.4k | 22.85 |
|
| Spectrum Brands Holding (SPB) | 0.0 | $27k | NEW | 288.00 | 95.14 |
|
| Sentinelone Cl A (S) | 0.0 | $26k | NEW | 1.1k | 23.92 |
|
| Shift4 Pmts Cl A (FOUR) | 0.0 | $25k | NEW | 285.00 | 88.60 |
|
| Tapestry (TPR) | 0.0 | $25k | NEW | 534.00 | 47.00 |
|
| Suzano S A Spon Ads (SUZ) | 0.0 | $25k | NEW | 2.5k | 10.00 |
|
| Smith & Nephew Spdn Adr New (SNN) | 0.0 | $24k | NEW | 766.00 | 31.14 |
|
| Southwestern Energy Company | 0.0 | $24k | NEW | 3.3k | 7.11 |
|
| Siteone Landscape Supply (SITE) | 0.0 | $23k | NEW | 155.00 | 151.00 |
|
| Select Medical Holdings Corporation (SEM) | 0.0 | $22k | NEW | 625.00 | 34.87 |
|
| Stantec (STN) | 0.0 | $20k | NEW | 249.00 | 80.41 |
|
| Sotera Health (SHC) | 0.0 | $18k | NEW | 1.1k | 16.70 |
|
| Sensient Technologies Corporation (SXT) | 0.0 | $18k | NEW | 222.00 | 80.22 |
|
| Sensata Technologies Hldg Pl SHS (ST) | 0.0 | $17k | NEW | 477.00 | 35.86 |
|
| Ss&c Technologies Holding (SSNC) | 0.0 | $16k | NEW | 215.00 | 74.21 |
|
| Qurate Retail Com Ser A (QRTEA) | 0.0 | $15k | 25k | 0.61 |
|
|
| Tal Education Group Sponsored Ads (TAL) | 0.0 | $12k | NEW | 971.00 | 11.84 |
|
| Silgan Holdings (SLGN) | 0.0 | $11k | NEW | 217.00 | 52.50 |
|
| Sun Life Financial (SLF) | 0.0 | $11k | NEW | 186.00 | 58.02 |
|
| SYNNEX Corporation (SNX) | 0.0 | $10k | NEW | 85.00 | 120.08 |
|
| Selective Insurance (SIGI) | 0.0 | $10k | NEW | 109.00 | 93.30 |
|
| Simpson Manufacturing (SSD) | 0.0 | $10k | NEW | 53.00 | 191.26 |
|
| Stoneco Com Cl A (STNE) | 0.0 | $9.7k | NEW | 859.00 | 11.26 |
|
| Silicon Laboratories (SLAB) | 0.0 | $7.5k | NEW | 65.00 | 115.57 |
|
| Sendas Distribuidora S A Spon Ads (ASAI) | 0.0 | $6.4k | NEW | 937.00 | 6.88 |
|
| Summit Matls Cl A (SUM) | 0.0 | $5.1k | NEW | 131.00 | 39.03 |
|
| Sonoco Products Company (SON) | 0.0 | $4.9k | NEW | 90.00 | 54.63 |
|
| Sunnova Energy International (NOVA) | 0.0 | $4.3k | NEW | 440.00 | 9.74 |
|
| Synaptics, Incorporated (SYNA) | 0.0 | $2.9k | NEW | 37.00 | 77.50 |
|
| Spire (SR) | 0.0 | $2.8k | NEW | 42.00 | 67.29 |
|
| Skechers U S A Cl A (SKX) | 0.0 | $1.7k | NEW | 25.00 | 66.92 |
|
| Spirit Airlines (SAVE) | 0.0 | $516.000000 | NEW | 215.00 | 2.40 |
|
| Sylvamo Corp Common Stock (SLVM) | 0.0 | $344.000000 | NEW | 4.00 | 86.00 |
|
| Sk Telecom Sponsored Adr (SKM) | 0.0 | $72.000000 | NEW | 3.00 | 24.00 |
|
Past Filings by Waldron Private Wealth
SEC 13F filings are viewable for Waldron Private Wealth going back to 2013
- Waldron Private Wealth 2024 Q3 filed Oct. 21, 2024
- Waldron Private Wealth 2023 Q1 restated filed Aug. 29, 2024
- Waldron Private Wealth 2023 Q2 restated filed Aug. 29, 2024
- Waldron Private Wealth 2023 Q3 restated filed Aug. 29, 2024
- Waldron Private Wealth 2023 Q4 restated filed Aug. 29, 2024
- Waldron Private Wealth 2024 Q2 filed July 31, 2024
- Waldron Private Wealth 2024 Q1 filed May 9, 2024
- Waldron Private Wealth 2023 Q4 filed Jan. 30, 2024
- Waldron Private Wealth 2023 Q3 filed Oct. 26, 2023
- Waldron Private Wealth 2023 Q2 filed Aug. 7, 2023
- Waldron Private Wealth 2023 Q1 filed May 2, 2023
- Waldron Private Wealth 2022 Q4 filed Feb. 8, 2023
- Waldron Private Wealth 2022 Q3 filed Nov. 14, 2022
- Waldron Private Wealth 2022 Q2 filed Aug. 3, 2022
- Waldron Private Wealth 2022 Q1 filed May 4, 2022
- Waldron Private Wealth 2021 Q4 filed Feb. 2, 2022