Waldron Private Wealth LLC
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "INSM", "TROW", null, null, "QSR", "FWONK", "ACN", "MMM", "ABNB", "ABT", "ABBV", "ADBE", "APD", "ATI", "VONG", null, "GOOGL", null, "VTS", "AXP", "T", "BLK", "CAT", "AVGO", "LOW", "CP.TO", "HRB", null, "PECO", "PFS", null, "SNRE", "TDS", "TCRX", "AROW", null, "GD", "GIS", "HON", "HD", "CBFV", "MCD", "QCOM", null, "FBRT", "ISRG", "ITW", "AMAT", "EMR", "BKNG", null, "MUB", "META", null, "OMI", "IJH", null, "TGB", null, null, null, "ICF", "LBTYK", "LIN", null, "AIFF", "MMC", "MA", "MDT", "MSFT", "MDLZ", "MS", "TMUS", "EQT", "GE", null, "ORLY", "DLN", "BX", "FAST", "IJR", "EFG", "IWD", "ORCL", "NOC", "VGIT", null, null, null, "IWF", "PANW", "PEP", "PNC", "IRM", "VGSH", "PGR", "IEMG", "IJK", "IVV", "IYR", "UNH", "AAPL", "SPY", "EFAV", "ECL", "NVDA", "GS", "INTC", "PFE", "LMT", "PG", "MRK", "VZ", null, "AMGN", "MSTR", null, "IEFA", "SPGI", null, "SCHX", null, null, "NOW", "SLB", "SHEL", "RTX", "GLD", null, null, null, "SPYG", "AMT", "IBM", "SYK", "SBUX", "TXN", "TMO", "TJX", "TFC", "TRV", "TYL", "UBER", "UL", "UPS", "VNQ", "VO", "SM", "VV", "HYMC", "IVOO", "SUN", "VWO", null, "IWV", null, null, "TRGP", "TMP", null, "IWO", "GNL", "IWN", null, "TSM", null, null, "VYM", "VRTX", "NFG", "MSA", "AON", "HAL", "AVY", "ALB", "UBSI", "APH", "SONY", "X", "FI", "WAB", "WSO", "WM", "IWR", null, "AEP", "FCF", null, "AMZN", "SCHB", "IVE", "PFG", "SIRI", "AMC", null, "VGT", "USB", "VUG", "VFH", "VEA", "VNQI", "MGK", "VXUS", null, "VBK", "VTEB", "VBR", "VT", "VB", "VOO", "VTV", "V", "WBD", "WMT", "WSBC", "WFC", "WMB", "WPC", "WDAY", null, null, "MTB", "AEM", "DVY", "LVS", "NSC", "LBRDK", "LLYVK", "STBA", "OKTA", "PSX", "CRM", "RBRK", "DIA", null, "IXUS", null, "GEV", "SPYV", "ESGU", "SYF", "NRG", "FDX", "AME", "ALLY", "ADP", "BAC", "BRK-A", "BRK-B", "BA", "BMY", "CPB", "CARR", "CE", "CVX", "CMG", "CSCO", "KO", "CMCSA", "CL", "CBU", "COP", "COST", "CVS", "DE", "DLR", null, "IJJ", "EFA", "MCO", "IWB", "NEE", "QQQ", "IWM", "EPD", "MDY", "DIS", "ETN", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "NFLX", "PM", "AWK", "MO", "XLK", "ITOT", "VTI", "JPM", "ZTS" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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
- CIK
- 0001598180
- Manager Name
- Waldron Private Wealth LLC
Data Enrichment
85% identified249 identified44 unidentified
Holdings
293 positions
Manager:
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Page 7 of 15
92204A603
Shares:4.2K
Value:$1.0M
81369Y308
Shares:12.5K
Value:$1.0M
81369Y886
Shares:12.8K
Value:$1.0M
78463X855
Shares:15.8K
Value:$977.7K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
13.3K | All Managers (Combined) | $1.1M | |||
6.7K | All Managers (Combined) | $1.1M | |||
13.8K | All Managers (Combined) | $1.1M | |||
Sm Energy Co(SMcusip78454L100) | 35.5K | QoQ -0.03% (-13)YoY -0.03% (-13) | All Managers (Combined) | $1.1M | |
(cusip92204A603)✕ | 4.2K | QoQ +0.04% (-2)YoY +0.19% (+8) | All Managers (Combined) | $1.0M | |
(cusip81369Y308)✕ | 12.5K | All Managers (Combined) | $1.0M | ||
Home Depot, Inc.(HDcusip437076102) | 2.8K | All Managers (Combined) | $1.0M | ||
14.3K | All Managers (Combined) | $1.0M | |||
(cusip81369Y886)✕ | 12.8K | QoQ 0.00% (+0) | All Managers (Combined) | $1.0M | |
(cusip78463X855)✕ | 15.8K | All Managers (Combined) | $977.7K | ||
12.1K | QoQ 0.00% (-0)YoY -2.33% (-291) | All Managers (Combined) | $976.1K | ||
Moodys Corp /De/(MCOcusip615369105) | 2.1K | All Managers (Combined) | $972.4K | ||
17.7K | All Managers (Combined) | $956.8K | |||
119.0K | QoQ NEW(+119.0K) YoY NEW(+119.0K) | All Managers (Combined) | $956.6K | QoQ NEW(+$956.6K) YoY NEW(+$956.6K) | |
5.0K | All Managers (Combined) | $953.3K | |||
Deere & Co(DEcusip244199105) | 2.0K | All Managers (Combined) | $939.6K | ||
12.9K | All Managers (Combined) | $939.4K | |||
10.9K | All Managers (Combined) | $928.7K | |||
Salesforce, Inc.(CRMcusip79466L302) | 3.4K | All Managers (Combined) | $924.8K | ||
Workday, Inc.(WDAYcusip98138H101) | 3.9K | All Managers (Combined) | $920.3K |