Waldron
Latest statistics and disclosures from Waldron Private Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IWF, VTV, VUG, IXUS, IWD, and represent 40.48% of Waldron Private Wealth's stock portfolio.
- Added to shares of these 10 stocks: BRK.B (+$21M), IGF (+$20M), VTV (+$16M), JAAA (+$13M), VUG (+$12M), BX (+$8.7M), IXUS (+$8.6M), SCHB (+$6.8M), AVGO (+$5.7M), SCZ.
- Started 18 new stock positions in LII, TM, OMI, WTM, GLW, BLK, EXPE, COF, CRWD, PNFP. JAAA, TXRH, LLYVK, MATW, APP, LRCX, INSM, ANET.
- Reduced shares in these 10 stocks: SYK (-$26M), BILS (-$7.1M), NVDA (-$6.7M), TRGP, SUN, IWF, TSM, OMFL, VYM, IWD.
- Sold out of its positions in AES, Arista Networks, BIIB, DHI, DTE, DD, FCX, GEHC, LUNR, IJT.
- Waldron Private Wealth was a net buyer of stock by $80M.
- Waldron Private Wealth has $2.5B in assets under management (AUM), dropping by 3.18%.
- Central Index Key (CIK): 0001598180
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Portfolio Holdings for Waldron Private Wealth
Waldron Private Wealth holds 418 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 9.6 | $238M | 591k | 401.58 |
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| Vanguard Index Fds Value Etf (VTV) | 9.0 | $223M | +7% | 1.3M | 169.30 |
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| Vanguard Index Fds Growth Etf (VUG) | 8.3 | $205M | +6% | 500k | 410.44 |
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| Ishares Tr Core Msci Total (IXUS) | 7.4 | $183M | +4% | 2.8M | 66.14 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 6.3 | $158M | 851k | 185.13 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 2.4 | $59M | 1.2M | 50.13 |
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| Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 2.2 | $55M | -3% | 1.0M | 54.23 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 2.1 | $53M | 509k | 103.30 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.1 | $52M | 89k | 586.08 |
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| Apple (AAPL) | 2.0 | $50M | 201k | 250.42 |
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| Ishares Tr Glb Infrastr Etf (IGF) | 1.9 | $48M | +68% | 926k | 52.27 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 1.9 | $47M | -2% | 366k | 127.59 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.7 | $41M | +99% | 91k | 453.28 |
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| Microsoft Corporation (MSFT) | 1.6 | $39M | 93k | 421.50 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 1.5 | $38M | 233k | 164.17 |
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| Ishares Tr National Mun Etf (MUB) | 1.5 | $38M | +3% | 355k | 106.55 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 1.4 | $34M | 173k | 198.18 |
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| Ishares Tr Russell 3000 Etf (IWV) | 1.2 | $31M | 92k | 334.25 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 1.1 | $27M | 97k | 280.06 |
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| Stryker Corporation (SYK) | 1.1 | $26M | -49% | 73k | 360.05 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.9 | $23M | 199k | 117.50 |
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| NVIDIA Corporation (NVDA) | 0.9 | $23M | -22% | 173k | 134.29 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.9 | $23M | -2% | 79k | 287.82 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.8 | $21M | 35k | 588.70 |
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| Amazon (AMZN) | 0.8 | $21M | 93k | 219.39 |
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| First Commonwealth Financial (FCF) | 0.8 | $20M | 1.2M | 16.92 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.8 | $20M | -4% | 35k | 569.58 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.8 | $19M | -2% | 36k | 538.81 |
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| Blackstone Group Inc Com Cl A (BX) | 0.7 | $18M | +98% | 102k | 172.42 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $17M | 88k | 190.44 |
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| Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.6 | $16M | 205k | 77.89 |
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| Meta Platforms Cl A (META) | 0.6 | $16M | 27k | 585.51 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $14M | 74k | 189.30 |
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| Community Bank System (CBU) | 0.6 | $14M | 228k | 61.68 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.5 | $13M | -3% | 159k | 81.25 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.5 | $13M | NEW | 249k | 50.71 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.5 | $12M | -2% | 199k | 62.31 |
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| Ishares Tr Global Reit Etf (REET) | 0.5 | $12M | 499k | 23.97 |
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| JPMorgan Chase & Co. (JPM) | 0.5 | $12M | +3% | 48k | 239.71 |
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| Broadcom (AVGO) | 0.5 | $11M | +104% | 48k | 231.84 |
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| Eli Lilly & Co. (LLY) | 0.4 | $11M | 14k | 772.00 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.4 | $10M | +200% | 450k | 22.70 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $8.5M | 30k | 289.81 |
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| Spdr Ser Tr Bloomberg 3-12 M (BILS) | 0.3 | $8.4M | -45% | 85k | 99.15 |
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| Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) | 0.3 | $8.2M | 191k | 42.89 |
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| Cisco Systems (CSCO) | 0.3 | $8.1M | 136k | 59.20 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $7.5M | 107k | 70.28 |
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| Wal-Mart Stores (WMT) | 0.3 | $7.2M | 80k | 90.56 |
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| Msa Safety Inc equity (MSA) | 0.3 | $7.1M | 43k | 165.77 |
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| Procter & Gamble Company (PG) | 0.3 | $7.1M | 43k | 167.65 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $6.9M | +2% | 144k | 47.82 |
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| Abbvie (ABBV) | 0.3 | $6.7M | +11% | 38k | 177.70 |
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| Tesla Motors (TSLA) | 0.3 | $6.6M | 16k | 403.84 |
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| Palo Alto Networks (PANW) | 0.3 | $6.6M | +100% | 36k | 181.96 |
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| Visa Com Cl A (V) | 0.2 | $6.1M | 19k | 316.04 |
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| UnitedHealth (UNH) | 0.2 | $6.1M | 12k | 505.86 |
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| Johnson & Johnson (JNJ) | 0.2 | $5.8M | 40k | 144.62 |
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| Campbell Soup Company (CPB) | 0.2 | $5.7M | +2% | 135k | 41.88 |
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| S&T Ban (STBA) | 0.2 | $5.6M | 147k | 38.22 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $5.5M | 51k | 107.57 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $5.4M | 17k | 322.16 |
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| Progressive Corporation (PGR) | 0.2 | $5.1M | 21k | 239.62 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.2 | $5.1M | 22k | 235.27 |
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| Qualcomm (QCOM) | 0.2 | $5.1M | -4% | 33k | 153.62 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $5.0M | 21k | 240.28 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.2 | $5.0M | +5% | 43k | 117.48 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.2 | $4.9M | +386% | 81k | 60.75 |
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| Bank of America Corporation (BAC) | 0.2 | $4.9M | +96% | 111k | 43.95 |
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| Oracle Corporation (ORCL) | 0.2 | $4.7M | 28k | 166.64 |
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| Amgen (AMGN) | 0.2 | $4.4M | 17k | 260.64 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $4.1M | +3% | 7.8k | 526.57 |
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| Servicenow (NOW) | 0.2 | $4.1M | 3.8k | 1060.12 |
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| Booking Holdings (BKNG) | 0.2 | $4.1M | +103% | 816.00 | 4968.42 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $4.0M | -3% | 45k | 89.08 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $3.9M | 34k | 115.22 |
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| Honeywell International (HON) | 0.2 | $3.8M | +2% | 17k | 225.89 |
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| Coca-Cola Company (KO) | 0.2 | $3.8M | 60k | 62.26 |
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| Home Depot (HD) | 0.2 | $3.8M | -13% | 9.6k | 388.99 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $3.7M | 85k | 44.04 |
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| Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) | 0.1 | $3.7M | -40% | 71k | 51.44 |
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| McDonald's Corporation (MCD) | 0.1 | $3.6M | +3% | 13k | 289.89 |
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| Caterpillar (CAT) | 0.1 | $3.6M | +102% | 9.8k | 362.76 |
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| Cb Financial Svcs Inc C ommon (CBFV) | 0.1 | $3.4M | +100% | 121k | 28.58 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $3.4M | +10% | 35k | 96.90 |
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| Costco Wholesale Corporation (COST) | 0.1 | $3.4M | +21% | 3.7k | 916.27 |
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| Zoetis Cl A (ZTS) | 0.1 | $3.3M | 20k | 162.93 |
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| Chevron Corporation (CVX) | 0.1 | $3.2M | 22k | 144.85 |
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| Merck & Co (MRK) | 0.1 | $3.0M | -2% | 31k | 99.48 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $3.0M | +19% | 8.4k | 351.79 |
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| United Bankshares (UBSI) | 0.1 | $2.9M | -6% | 78k | 37.78 |
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| Netflix (NFLX) | 0.1 | $2.9M | 3.2k | 891.32 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $2.8M | 4.6k | 621.85 |
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| ConocoPhillips (COP) | 0.1 | $2.8M | +9% | 28k | 99.17 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $2.8M | 74k | 37.53 |
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| Pepsi (PEP) | 0.1 | $2.7M | -2% | 18k | 153.75 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $2.7M | +100% | 4.00 | 680920.00 |
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| Waste Management (WM) | 0.1 | $2.6M | 13k | 201.79 |
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| Abbott Laboratories (ABT) | 0.1 | $2.6M | 23k | 113.11 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $2.5M | -3% | 22k | 115.72 |
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| salesforce (CRM) | 0.1 | $2.4M | -6% | 7.3k | 334.33 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $2.4M | 28k | 85.66 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $2.3M | -3% | 5.3k | 444.68 |
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| Targa Res Corp (TRGP) | 0.1 | $2.2M | -64% | 13k | 178.50 |
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| Illinois Tool Works (ITW) | 0.1 | $2.2M | 8.6k | 253.56 |
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| Airbnb Com Cl A (ABNB) | 0.1 | $2.1M | 16k | 131.41 |
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| Microstrategy Cl A New (MSTR) | 0.1 | $2.1M | +115% | 7.3k | 289.62 |
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| Lowe's Companies (LOW) | 0.1 | $2.1M | +3% | 8.5k | 246.80 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $2.1M | +399% | 99k | 21.16 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $2.0M | -3% | 4.9k | 402.70 |
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| Metropcs Communications (TMUS) | 0.1 | $2.0M | 8.8k | 220.73 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $1.9M | -50% | 9.8k | 197.49 |
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| Goldman Sachs (GS) | 0.1 | $1.9M | +22% | 3.3k | 572.64 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.9M | +3% | 3.7k | 511.17 |
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| International Business Machines (IBM) | 0.1 | $1.9M | +3% | 8.4k | 219.83 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $1.8M | 9.7k | 190.88 |
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| At&t (T) | 0.1 | $1.8M | -4% | 80k | 22.77 |
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| Blackrock (BLK) | 0.1 | $1.8M | NEW | 1.8k | 1024.69 |
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| Boeing Company (BA) | 0.1 | $1.7M | +81% | 9.9k | 176.98 |
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| Nextera Energy (NEE) | 0.1 | $1.7M | +2% | 24k | 71.69 |
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| EQT Corporation (EQT) | 0.1 | $1.7M | 37k | 46.11 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $1.7M | -2% | 3.2k | 520.23 |
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| American Express Company (AXP) | 0.1 | $1.7M | 5.7k | 296.79 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $1.7M | 29k | 58.93 |
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| Philip Morris International (PM) | 0.1 | $1.6M | 14k | 120.35 |
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| TJX Companies (TJX) | 0.1 | $1.6M | +3% | 14k | 120.81 |
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| Bristol Myers Squibb (BMY) | 0.1 | $1.6M | +123% | 29k | 56.56 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $1.6M | +25% | 3.1k | 521.96 |
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| M&T Bank Corporation (MTB) | 0.1 | $1.6M | 8.3k | 188.00 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $1.5M | 11k | 137.57 |
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| Canadian Pacific Kansas City (CP) | 0.1 | $1.5M | +93% | 21k | 72.37 |
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| Pfizer (PFE) | 0.1 | $1.5M | -8% | 57k | 26.53 |
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| Schlumberger Com Stk (SLB) | 0.1 | $1.5M | 39k | 38.34 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $1.5M | 5.4k | 269.70 |
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| SM Energy (SM) | 0.1 | $1.4M | 36k | 38.77 |
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| Ishares Tr Rus Tp200 Vl Etf (IWX) | 0.1 | $1.4M | 17k | 79.03 |
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| Moody's Corporation (MCO) | 0.1 | $1.4M | 2.9k | 473.33 |
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| Advanced Micro Devices (AMD) | 0.1 | $1.4M | 11k | 120.79 |
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| Ametek (AME) | 0.1 | $1.3M | -2% | 7.3k | 180.26 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $1.3M | 5.9k | 220.96 |
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| Linde SHS (LIN) | 0.1 | $1.3M | 3.0k | 418.67 |
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| Carvana Cl A (CVNA) | 0.1 | $1.3M | +100% | 6.2k | 203.36 |
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| Unilever Spon Adr New (UL) | 0.1 | $1.2M | -2% | 22k | 56.70 |
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| Aon Shs Cl A (AON) | 0.1 | $1.2M | +2% | 3.5k | 359.16 |
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| Union Pacific Corporation (UNP) | 0.0 | $1.2M | 5.4k | 228.04 |
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| Norfolk Southern (NSC) | 0.0 | $1.2M | 5.3k | 234.70 |
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| Applied Materials (AMAT) | 0.0 | $1.2M | -5% | 7.6k | 162.63 |
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| Ishares Core Msci Emkt (IEMG) | 0.0 | $1.2M | +2% | 24k | 52.22 |
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| Starbucks Corporation (SBUX) | 0.0 | $1.2M | 14k | 91.25 |
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| Workday Cl A (WDAY) | 0.0 | $1.2M | -4% | 4.7k | 258.03 |
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| Intuit (INTU) | 0.0 | $1.2M | 1.9k | 628.52 |
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| Ge Aerospace Com New (GE) | 0.0 | $1.2M | 7.1k | 166.79 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $1.2M | 20k | 59.73 |
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| AutoZone (AZO) | 0.0 | $1.2M | +8% | 362.00 | 3202.00 |
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| Carrier Global Corporation (CARR) | 0.0 | $1.1M | +90% | 17k | 68.27 |
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| T. Rowe Price (TROW) | 0.0 | $1.1M | +385% | 10k | 113.09 |
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| Walt Disney Company (DIS) | 0.0 | $1.1M | +2% | 9.9k | 111.35 |
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| Uber Technologies (UBER) | 0.0 | $1.1M | 18k | 60.32 |
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| Vanguard World Industrial Etf (VIS) | 0.0 | $1.1M | 4.2k | 254.41 |
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.0 | $1.1M | -2% | 12k | 87.90 |
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| Deere & Company (DE) | 0.0 | $1.0M | 2.4k | 423.26 |
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| O'reilly Automotive (ORLY) | 0.0 | $1.0M | +34% | 862.00 | 1185.80 |
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| Emerson Electric (EMR) | 0.0 | $1.0M | 8.2k | 123.93 |
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| Fiserv (FI) | 0.0 | $1.0M | +2% | 4.9k | 205.42 |
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| Danaher Corporation (DHR) | 0.0 | $1.0M | 4.4k | 229.55 |
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| American Electric Power Company (AEP) | 0.0 | $1.0M | +195% | 11k | 92.23 |
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| Wells Fargo & Company (WFC) | 0.0 | $1.0M | 14k | 70.24 |
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| Verizon Communications (VZ) | 0.0 | $1.0M | +9% | 25k | 39.99 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $994k | +100% | 13k | 76.83 |
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| S&p Global (SPGI) | 0.0 | $985k | +4% | 2.0k | 498.02 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $976k | 13k | 74.01 |
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| Cigna Corp (CI) | 0.0 | $975k | -3% | 3.5k | 276.14 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $968k | 2.1k | 469.31 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $968k | 13k | 75.69 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $968k | -3% | 11k | 88.40 |
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| Morgan Stanley Com New (MS) | 0.0 | $964k | +2% | 7.7k | 125.72 |
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| Chipotle Mexican Grill (CMG) | 0.0 | $948k | +247% | 16k | 60.30 |
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| Gilead Sciences (GILD) | 0.0 | $945k | +3% | 10k | 92.37 |
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| Spdr Index Shs Fds S&p Gblinf Etf (GII) | 0.0 | $933k | 16k | 59.17 |
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| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.0 | $929k | -3% | 24k | 39.56 |
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| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.0 | $917k | 18k | 51.14 |
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| Boston Scientific Corporation (BSX) | 0.0 | $915k | +100% | 10k | 89.32 |
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| Halliburton Company (HAL) | 0.0 | $902k | 33k | 27.19 |
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| Eaton Corp SHS (ETN) | 0.0 | $898k | +7% | 2.7k | 331.87 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $893k | 11k | 78.61 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.0 | $884k | -42% | 18k | 50.58 |
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| FedEx Corporation (FDX) | 0.0 | $879k | -15% | 3.1k | 282.71 |
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| Paypal Holdings (PYPL) | 0.0 | $858k | 10k | 85.35 |
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| Automatic Data Processing (ADP) | 0.0 | $849k | +3% | 2.9k | 294.27 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $834k | -32% | 11k | 75.61 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $832k | +5% | 3.2k | 264.13 |
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| Nrg Energy Com New (NRG) | 0.0 | $821k | 9.1k | 90.22 |
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| McKesson Corporation (MCK) | 0.0 | $816k | +7% | 1.4k | 570.62 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $815k | 1.7k | 485.95 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $783k | 16k | 48.16 |
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| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.0 | $761k | 11k | 70.71 |
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| Trane Technologies SHS (TT) | 0.0 | $749k | 2.0k | 369.35 |
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| Travelers Companies (TRV) | 0.0 | $749k | 3.1k | 240.92 |
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| Amphenol Corp Cl A (APH) | 0.0 | $746k | 11k | 69.45 |
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| Ishares Tr Select Divid Etf (DVY) | 0.0 | $740k | 5.6k | 131.29 |
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| H&R Block (HRB) | 0.0 | $740k | +99% | 14k | 53.22 |
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| Tompkins Financial Corporation (TMP) | 0.0 | $730k | 11k | 67.83 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $729k | +10% | 3.9k | 187.51 |
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| Motorola Solutions Com New (MSI) | 0.0 | $724k | 1.6k | 462.23 |
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| United Parcel Service CL B (UPS) | 0.0 | $712k | +74% | 5.6k | 126.10 |
|
| Altria (MO) | 0.0 | $710k | -6% | 14k | 52.29 |
|
| Celanese Corporation (CE) | 0.0 | $705k | +96% | 10k | 69.21 |
|
| Federated Hermes Etf Trust Hermes Total Ret (FTRB) | 0.0 | $698k | 28k | 24.84 |
|
|
| Allegheny Technologies Incorporated (ATI) | 0.0 | $693k | -57% | 13k | 55.04 |
|
| Vanguard World Financials Etf (VFH) | 0.0 | $684k | +3% | 5.8k | 118.06 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $683k | 2.0k | 339.93 |
|
|
| Rogers Communications CL B (RCI) | 0.0 | $675k | +3% | 22k | 30.78 |
|
| Monster Beverage Corp (MNST) | 0.0 | $675k | 13k | 52.56 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $674k | +31% | 7.4k | 90.91 |
|
| Intel Corporation (INTC) | 0.0 | $671k | -9% | 34k | 20.05 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $670k | +7% | 2.8k | 242.13 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $660k | 14k | 47.83 |
|
|
| Marsh & McLennan Companies (MMC) | 0.0 | $658k | -2% | 3.1k | 212.41 |
|
| 3M Company (MMM) | 0.0 | $655k | 5.1k | 129.09 |
|
|
| Chubb (CB) | 0.0 | $646k | -20% | 2.3k | 277.21 |
|
| Las Vegas Sands (LVS) | 0.0 | $643k | 13k | 51.36 |
|
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $640k | +100% | 26k | 24.92 |
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $635k | +6% | 2.6k | 248.30 |
|
| General Mills (GIS) | 0.0 | $619k | -3% | 9.7k | 63.77 |
|
| Ge Vernova (GEV) | 0.0 | $617k | +3% | 1.9k | 328.93 |
|
| Ecolab (ECL) | 0.0 | $617k | 2.6k | 234.30 |
|
|
| Insmed Com Par $.01 (INSM) | 0.0 | $608k | NEW | 8.8k | 69.04 |
|
| Tractor Supply Company (TSCO) | 0.0 | $607k | +400% | 11k | 53.06 |
|
| Federated Hermes CL B (FHI) | 0.0 | $602k | +105% | 15k | 41.11 |
|
| Nike CL B (NKE) | 0.0 | $595k | -3% | 7.8k | 76.06 |
|
| Cadence Design Systems (CDNS) | 0.0 | $594k | +121% | 2.0k | 300.41 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $593k | -13% | 4.6k | 128.63 |
|
| SYSCO Corporation (SYY) | 0.0 | $593k | -50% | 7.8k | 76.46 |
|
| Cdw (CDW) | 0.0 | $586k | +103% | 3.4k | 174.04 |
|
| Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) | 0.0 | $586k | 2.8k | 210.14 |
|
|
| Analog Devices (ADI) | 0.0 | $586k | 2.8k | 212.46 |
|
|
| Marathon Petroleum Corp (MPC) | 0.0 | $584k | +2% | 4.2k | 139.50 |
|
| Ishares Tr U.s. Real Es Etf (IYR) | 0.0 | $581k | 6.2k | 93.06 |
|
|
| Royal Caribbean Cruises (RCL) | 0.0 | $564k | 2.4k | 230.69 |
|
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $562k | -36% | 12k | 48.33 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $558k | 6.1k | 90.93 |
|
|
| Siriusxm Holdings Common Stock (SIRI) | 0.0 | $555k | -2% | 24k | 22.80 |
|
| Albemarle Corporation (ALB) | 0.0 | $554k | +172% | 6.4k | 86.53 |
|
| Cme (CME) | 0.0 | $549k | +2% | 2.4k | 232.23 |
|
| Becton, Dickinson and (BDX) | 0.0 | $548k | +92% | 2.4k | 226.87 |
|
| PNC Financial Services (PNC) | 0.0 | $543k | 2.8k | 192.85 |
|
|
| Phillips 66 (PSX) | 0.0 | $539k | -6% | 4.7k | 113.95 |
|
| Williams Companies (WMB) | 0.0 | $537k | 9.9k | 54.12 |
|
|
| Citigroup Com New (C) | 0.0 | $529k | 7.5k | 70.39 |
|
|
| Lam Research Corp Com New (LRCX) | 0.0 | $511k | NEW | 7.1k | 72.23 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $510k | 802.00 | 636.03 |
|
|
| Paccar (PCAR) | 0.0 | $507k | 4.9k | 104.00 |
|
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.0 | $504k | -64% | 6.2k | 81.58 |
|
| Ally Financial (ALLY) | 0.0 | $502k | 14k | 36.01 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $497k | -16% | 6.6k | 75.63 |
|
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.0 | $482k | 5.5k | 87.25 |
|
|
| Wisdomtree Tr Us Largecap Divd (DLN) | 0.0 | $481k | 6.2k | 77.80 |
|
|
| Southern Company (SO) | 0.0 | $476k | -2% | 5.8k | 82.32 |
|
| Nucor Corporation (NUE) | 0.0 | $473k | 4.0k | 116.71 |
|
|
| Iqvia Holdings (IQV) | 0.0 | $464k | -2% | 2.4k | 196.51 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $461k | +46% | 1.7k | 278.94 |
|
| Spdr Ser Tr S&p Bk Etf (KBE) | 0.0 | $460k | 8.3k | 55.47 |
|
|
| Hca Holdings (HCA) | 0.0 | $457k | -9% | 1.5k | 300.15 |
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $455k | 3.4k | 134.34 |
|
|
| Air Products & Chemicals (APD) | 0.0 | $435k | +11% | 1.5k | 290.04 |
|
| Goldman Sachs Etf Tr Future Tech Lead (GTEK) | 0.0 | $434k | 13k | 32.31 |
|
|
| Capital One Financial (COF) | 0.0 | $433k | NEW | 2.4k | 178.32 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $431k | -53% | 1.9k | 232.64 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $431k | 9.9k | 43.38 |
|
|
| WesBan (WSBC) | 0.0 | $431k | 13k | 32.90 |
|
|
| Spdr Ser Tr S&p Oilgas Exp (XOP) | 0.0 | $430k | 3.2k | 132.37 |
|
|
| Cbre Group Cl A (CBRE) | 0.0 | $429k | +100% | 3.3k | 131.29 |
|
| Agnico (AEM) | 0.0 | $426k | -11% | 5.4k | 78.21 |
|
| Liberty Broadband Corp Com Ser C (LBRDK) | 0.0 | $425k | 5.7k | 74.71 |
|
|
| MetLife (MET) | 0.0 | $425k | -27% | 5.2k | 81.88 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $423k | +244% | 18k | 23.18 |
|
| Ameriprise Financial (AMP) | 0.0 | $423k | 794.00 | 532.43 |
|
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $420k | -22% | 4.0k | 105.48 |
|
| Ishares Tr Cohen Steer Reit (ICF) | 0.0 | $419k | -10% | 7.0k | 60.26 |
|
| Tyler Technologies (TYL) | 0.0 | $415k | 719.00 | 576.66 |
|
|
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.0 | $414k | -3% | 4.6k | 90.35 |
|
| Principal Financial (PFG) | 0.0 | $413k | 5.3k | 77.41 |
|
|
| Owens & Minor (OMI) | 0.0 | $406k | NEW | 31k | 13.07 |
|
| American Water Works (AWK) | 0.0 | $406k | 3.3k | 124.29 |
|
|
| Infosys Sponsored Adr (INFY) | 0.0 | $404k | 18k | 21.92 |
|
|
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $403k | 1.4k | 288.85 |
|
|
| Shell Spon Ads (SHEL) | 0.0 | $398k | -13% | 6.4k | 62.65 |
|
| Discover Financial Services (DFS) | 0.0 | $395k | 2.3k | 173.23 |
|
|
| Cummins (CMI) | 0.0 | $394k | 1.1k | 348.60 |
|
|
| Kla Corp Com New (KLAC) | 0.0 | $393k | 623.00 | 630.12 |
|
|
| Avery Dennison Corporation (AVY) | 0.0 | $392k | +14% | 2.1k | 187.13 |
|
| Provident Financial Services (PFS) | 0.0 | $389k | 21k | 18.87 |
|
|
| AFLAC Incorporated (AFL) | 0.0 | $384k | 3.7k | 103.44 |
|
|
| Duke Energy Corp Com New (DUK) | 0.0 | $382k | +3% | 3.5k | 107.74 |
|
| Synopsys (SNPS) | 0.0 | $377k | -49% | 777.00 | 485.27 |
|
| Medtronic SHS (MDT) | 0.0 | $376k | -19% | 4.7k | 79.88 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $376k | 1.1k | 343.41 |
|
|
| Telephone & Data Sys Com New (TDS) | 0.0 | $374k | 11k | 34.11 |
|
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $373k | 877.00 | 425.50 |
|
|
| Ishares Tr Us Oil Eq&sv Etf (IEZ) | 0.0 | $370k | 19k | 19.81 |
|
|
| General Motors Company (GM) | 0.0 | $367k | 6.9k | 53.27 |
|
|
| Monolithic Power Systems (MPWR) | 0.0 | $362k | -5% | 612.00 | 591.70 |
|
| Lululemon Athletica (LULU) | 0.0 | $361k | -8% | 945.00 | 382.41 |
|
| National Fuel Gas (NFG) | 0.0 | $357k | -21% | 5.9k | 60.68 |
|
| CSX Corporation (CSX) | 0.0 | $355k | -10% | 11k | 32.27 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $354k | -17% | 3.8k | 92.67 |
|
| EOG Resources (EOG) | 0.0 | $351k | 2.9k | 122.58 |
|
|
| Wipro Spon Adr 1 Sh (WIT) | 0.0 | $350k | +99% | 99k | 3.54 |
|
| Vitesse Energy Common Stock (VTS) | 0.0 | $348k | -20% | 14k | 25.00 |
|
| Lennox International (LII) | 0.0 | $346k | NEW | 567.00 | 609.31 |
|
| AmerisourceBergen (COR) | 0.0 | $338k | +2% | 1.5k | 224.69 |
|
| Roper Industries (ROP) | 0.0 | $336k | 646.00 | 519.86 |
|
|
| Wabtec Corporation (WAB) | 0.0 | $336k | -3% | 1.8k | 189.62 |
|
| Affirm Hldgs Com Cl A (AFRM) | 0.0 | $334k | +6% | 5.5k | 60.90 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $330k | -11% | 476.00 | 693.08 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $330k | +4% | 7.3k | 44.89 |
|
| Marvell Technology (MRVL) | 0.0 | $327k | +3% | 3.0k | 110.46 |
|
| Applovin Corp Com Cl A (APP) | 0.0 | $323k | NEW | 996.00 | 323.83 |
|
| eBay (EBAY) | 0.0 | $323k | 5.2k | 61.95 |
|
|
| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.0 | $321k | 3.0k | 105.50 |
|
|
| Okta Cl A (OKTA) | 0.0 | $319k | 4.0k | 78.78 |
|
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $317k | 2.5k | 128.82 |
|
|
| Corteva (CTVA) | 0.0 | $317k | 5.6k | 56.96 |
|
|
| Arrow Financial Corporation (AROW) | 0.0 | $315k | 11k | 28.71 |
|
|
| Anthem (ELV) | 0.0 | $314k | -25% | 852.00 | 368.90 |
|
| Republic Services (RSG) | 0.0 | $313k | 1.6k | 201.18 |
|
|
| Dell Technologies CL C (DELL) | 0.0 | $311k | 2.7k | 115.23 |
|
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $307k | +22% | 4.7k | 65.52 |
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $307k | 1.2k | 247.17 |
|
|
| Micron Technology (MU) | 0.0 | $306k | 3.6k | 84.16 |
|
|
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.0 | $304k | 3.3k | 92.66 |
|
|
| Entegris (ENTG) | 0.0 | $304k | 3.1k | 99.10 |
|
|
| Scorpio Tankers SHS (STNG) | 0.0 | $303k | 6.1k | 49.69 |
|
|
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.0 | $301k | 4.6k | 65.89 |
|
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $301k | 5.8k | 52.16 |
|
|
| Hdfc Bank Sponsored Ads (HDB) | 0.0 | $301k | 4.7k | 63.86 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $301k | -15% | 3.5k | 86.02 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $295k | +2% | 2.2k | 131.76 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $295k | 4.9k | 60.50 |
|
|
| Hp (HPQ) | 0.0 | $295k | -15% | 8.9k | 32.92 |
|
| Yum! Brands (YUM) | 0.0 | $289k | +2% | 2.2k | 134.16 |
|
| Roblox Corp Cl A (RBLX) | 0.0 | $287k | 5.0k | 57.86 |
|
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $287k | -4% | 27k | 10.57 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $284k | +24% | 2.9k | 96.83 |
|
| Constellation Energy (CEG) | 0.0 | $281k | 1.3k | 223.67 |
|
|
| Ross Stores (ROST) | 0.0 | $281k | 1.9k | 151.27 |
|
|
| Fastenal Company (FAST) | 0.0 | $280k | 3.9k | 71.91 |
|
|
| Target Corporation (TGT) | 0.0 | $280k | -53% | 2.1k | 135.17 |
|
| Sap Se Spon Adr (SAP) | 0.0 | $279k | 1.1k | 246.21 |
|
|
| Watsco, Incorporated (WSO) | 0.0 | $278k | 587.00 | 473.89 |
|
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $277k | 2.2k | 124.96 |
|
|
| Synchrony Financial (SYF) | 0.0 | $275k | -48% | 4.2k | 65.00 |
|
| Intercontinental Exchange (ICE) | 0.0 | $275k | 1.8k | 149.01 |
|
|
| Ark Etf Tr Next Gnrtn Inter (ARKW) | 0.0 | $274k | 2.5k | 107.98 |
|
|
| Murphy Oil Corporation (MUR) | 0.0 | $274k | -2% | 9.1k | 30.26 |
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.0 | $271k | 5.4k | 49.80 |
|
|
| Enbridge (ENB) | 0.0 | $271k | 6.4k | 42.43 |
|
|
| Dr Reddys Labs Adr (RDY) | 0.0 | $270k | +475% | 17k | 15.79 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $267k | 3.5k | 76.90 |
|
|
| Spdr Ser Tr S&p Telecom (XTL) | 0.0 | $265k | -65% | 2.5k | 107.04 |
|
| Dick's Sporting Goods (DKS) | 0.0 | $263k | 1.2k | 228.84 |
|
|
| Oneok (OKE) | 0.0 | $262k | 2.6k | 100.40 |
|
|
| Cintas Corporation (CTAS) | 0.0 | $261k | 1.4k | 182.70 |
|
|
| Skyworks Solutions (SWKS) | 0.0 | $261k | -7% | 2.9k | 88.68 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.0 | $261k | +5% | 2.7k | 96.77 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $261k | 2.3k | 113.59 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $258k | 4.9k | 52.47 |
|
|
| Liberty Media Corp Del Com Lbty Liv S C (LLYVK) | 0.0 | $256k | NEW | 3.8k | 68.00 |
|
| Chunghwa Telecom Spon Adr New11 (CHT) | 0.0 | $254k | +22% | 6.7k | 37.65 |
|
| Hartford Financial Services (HIG) | 0.0 | $253k | 2.3k | 109.92 |
|
|
| Martin Marietta Materials (MLM) | 0.0 | $252k | 488.00 | 516.56 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $245k | NEW | 716.00 | 342.16 |
|
| Snap-on Incorporated (SNA) | 0.0 | $243k | 717.00 | 339.48 |
|
|
| Pinnacle Financial Partners (PNFP) | 0.0 | $239k | NEW | 2.1k | 114.39 |
|
| Quanta Services (PWR) | 0.0 | $238k | 753.00 | 316.06 |
|
|
| Steris Shs Usd (STE) | 0.0 | $236k | -51% | 1.1k | 205.56 |
|
| TransDigm Group Incorporated (TDG) | 0.0 | $236k | 186.00 | 1267.27 |
|
|
| Arista Networks Com Shs (ANET) | 0.0 | $236k | NEW | 2.1k | 110.53 |
|
| Toro Company (TTC) | 0.0 | $235k | 2.9k | 80.10 |
|
|
| Vanguard World Materials Etf (VAW) | 0.0 | $234k | 1.2k | 187.77 |
|
|
| Expedia Group Com New (EXPE) | 0.0 | $231k | NEW | 1.2k | 186.29 |
|
| Shopify Cl A (SHOP) | 0.0 | $230k | 2.2k | 106.33 |
|
|
| Ingersoll Rand (IR) | 0.0 | $227k | 2.5k | 90.46 |
|
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $227k | 1.1k | 215.41 |
|
|
| Liberty Global Com Cl C (LBTYK) | 0.0 | $227k | 17k | 13.14 |
|
|
| Waters Corporation (WAT) | 0.0 | $226k | 610.00 | 370.98 |
|
|
| Texas Roadhouse (TXRH) | 0.0 | $225k | NEW | 1.2k | 180.33 |
|
| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $224k | -37% | 8.8k | 25.54 |
|
| Dominion Resources (D) | 0.0 | $224k | 4.2k | 53.86 |
|
|
| Kroger (KR) | 0.0 | $220k | 3.6k | 61.15 |
|
|
| Autodesk (ADSK) | 0.0 | $219k | 742.00 | 295.56 |
|
|
| Allstate Corporation (ALL) | 0.0 | $218k | 1.1k | 193.76 |
|
|
| Clorox Company (CLX) | 0.0 | $218k | 1.3k | 162.41 |
|
|
| Matthews Intl Corp Cl A (MATW) | 0.0 | $213k | NEW | 7.7k | 27.67 |
|
| Molina Healthcare (MOH) | 0.0 | $212k | +4% | 729.00 | 291.05 |
|
| United States Steel Corporation (X) | 0.0 | $210k | -22% | 6.2k | 33.99 |
|
| Rbc Cad (RY) | 0.0 | $209k | 1.7k | 120.51 |
|
|
| Corning Incorporated (GLW) | 0.0 | $209k | NEW | 4.4k | 47.52 |
|
| Toyota Motor Corp Ads (TM) | 0.0 | $208k | NEW | 1.1k | 194.62 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $205k | -21% | 288.00 | 712.33 |
|
| White Mountains Insurance Gp (WTM) | 0.0 | $204k | NEW | 105.00 | 1945.00 |
|
| Gartner (IT) | 0.0 | $204k | 421.00 | 484.47 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $200k | 760.00 | 263.49 |
|
|
| Viatris (VTRS) | 0.0 | $144k | -37% | 12k | 12.45 |
|
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.0 | $138k | 12k | 11.72 |
|
|
| Banco Santander Adr (SAN) | 0.0 | $132k | +101% | 29k | 4.56 |
|
| United Microelectronics Corp Spon Adr New (UMC) | 0.0 | $114k | -26% | 18k | 6.49 |
|
| Amc Entmt Hldgs Cl A New (AMC) | 0.0 | $100k | 25k | 3.98 |
|
|
| Transocean Registered Shs (RIG) | 0.0 | $95k | 25k | 3.75 |
|
|
| Borr Drilling SHS (BORR) | 0.0 | $84k | 22k | 3.90 |
|
|
| Mizuho Financial Group Sponsored Adr (MFG) | 0.0 | $77k | 16k | 4.89 |
|
|
| Hycroft Mining Holding Corp Cl A New (HYMC) | 0.0 | $73k | 33k | 2.21 |
|
|
| Opendoor Technologies (OPEN) | 0.0 | $71k | 44k | 1.60 |
|
|
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $51k | +7% | 12k | 4.42 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $43k | 16k | 2.72 |
|
|
| Firefly Neuroscience (AIFF) | 0.0 | $32k | 12k | 2.65 |
|
|
| Tscan Therapeutics (TCRX) | 0.0 | $30k | 10k | 3.04 |
|
|
| Taseko Cad (TGB) | 0.0 | $25k | 13k | 1.94 |
|
|
| Qurate Retail Com Ser A | 0.0 | $8.1k | 25k | 0.33 |
|
Past Filings by Waldron Private Wealth
SEC 13F filings are viewable for Waldron Private Wealth going back to 2013
- Waldron Private Wealth 2024 Q4 filed Jan. 24, 2025
- 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