Waldron Private Wealth LLC

Filing Details

13F-HR • 2025-03-31
SEC
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
CIK
0001598180
Manager Name
Waldron Private Wealth LLC
Data Enrichment
85% identified
249 identified44 unidentified

Holdings

293 positions
Manager:
SEC
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Page 4 of 15
922908751
VB|922908751
Shares:
20024(-4.5%)
Value:
$4.4B(-11.9%)
922042858
VWO|922042858
Shares:
92202(+8.4%)
Value:
$4.2B(+11.4%)
Sunoco LP
SUN|86765K109
Shares:
71000(+0.0%)
Value:
$4.1B(+12.9%)
AMGEN INC
AMGN|031162100
Shares:
13041(-23.3%)
Value:
$4.1B(-8.3%)
QUALCOMM INC/DE
QCOM|747525103
Shares:
25630(-22.4%)
Value:
$3.9B(-22.4%)
464287804
IJR|464287804
Shares:
34563(+2.2%)
Value:
$3.6B(-7.2%)
922908553
VNQ|922908553
Shares:
39019(-12.2%)
Value:
$3.5B(-10.8%)
EXXON MOBIL CORP
XOM|30231G102
Shares:
29693(-41.9%)
Value:
$3.5B(-35.8%)
VISA INC.
V|92826C839
Shares:
9216(-52.4%)
Value:
$3.2B(-47.2%)
CHEVRON CORP
CVX|166764100
Shares:
18148(-17.0%)
Value:
$3.0B(-4.1%)
92204A702
VGT|92204A702
Shares:
5491(+19.9%)
Value:
$3.0B(+4.6%)
ServiceNow, Inc.
NOW|81762P102
Shares:
3618(-5.8%)
Value:
$2.9B(-29.3%)
HONEYWELL INTERNATIONAL INC
HON|438516106
Shares:
13533(-18.8%)
Value:
$2.9B(-23.9%)
464288273
464288273
Shares:
43078(-46.9%)
Value:
$2.7B(-44.5%)
COCA COLA CO
KO|191216100
Shares:
37900(-37.3%)
Value:
$2.7B(-27.3%)
Zoetis Inc.
ZTS|98978V103
Shares:
16427(-18.0%)
Value:
$2.7B(-17.1%)
UNITED BANKSHARES INC/WV
UBSI|909907107
Shares:
77341(-0.7%)
Value:
$2.7B(-8.3%)
81369Y506
81369Y506
Shares:
27734(-1.2%)
Value:
$2.6B(+7.7%)
Sony Group Corp
SONY|835699307
Shares:
91655(-7.1%)
Value:
$2.3B(+11.4%)
MCDONALDS CORP
MCD|580135101
Shares:
7354(-41.1%)
Value:
$2.3B(-36.5%)