Waldron Private Wealth LLC

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-08
Total Holdings
293
Total Value
2118113034
Accession Number
0001085146-25-002780
Form Type
13F-HR
Manager Name
Waldron Private Wealth LLC
Data Enrichment
85% identified
249 identified44 unidentified

Holdings

293 positions
Manager:
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Page 11 of 15
FEDEX CORP
Shares:1.6K
Value:$404.4K
808524201
Shares:18.3K
Value:$403.2K
TRAVELERS COMPANIES, INC.
Shares:1.5K
Value:$401.5K
AMERICAN EXPRESS CO
Shares:1.5K
Value:$399.8K
38149W812
Shares:13.4K
Value:$398.4K
MORGAN STANLEY
Shares:3.4K
Value:$395.5K
PRINCIPAL FINANCIAL GROUP INC
Shares:4.7K
Value:$392.8K
Walt Disney Co
Shares:4.0K
Value:$391.9K
NRG ENERGY, INC.
Shares:4.1K
Value:$387.0K
INTEL CORP
Shares:17.0K
Value:$385.5K
Phillips 66
Shares:3.1K
Value:$383.8K
81369Y803
Shares:1.9K
Value:$383.0K
ENTERPRISE PRODUCTS PARTNERS L.P.
Shares:11.2K
Value:$382.7K
Air Products & Chemicals, Inc.
Shares:1.3K
Value:$381.3K
78464A201
Shares:4.6K
Value:$380.1K
464287101
Shares:1.4K
Value:$377.5K
464287564
Shares:6.0K
Value:$372.1K
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
Shares:877
Value:$368.9K
Booking Holdings Inc.
Shares:79
Value:$363.9K
464288844
Shares:18.7K
Value:$363.9K