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 7 of 15
464287465
Shares:13.3K
Value:$1.1M
Philip Morris International Inc.
Shares:6.7K
Value:$1.1M
46429B689
Shares:13.8K
Value:$1.1M
SM Energy Co
Shares:35.5K
Value:$1.1M
92204A603
Shares:4.2K
Value:$1.0M
81369Y308
Shares:12.5K
Value:$1.0M
HOME DEPOT, INC.
Shares:2.8K
Value:$1.0M
NEXTERA ENERGY INC
Shares:14.3K
Value:$1.0M
81369Y886
Shares:12.8K
Value:$1.0M
78463X855
Shares:15.8K
Value:$977.7K
78464A409
Shares:12.1K
Value:$976.1K
MOODYS CORP /DE/
Shares:2.1K
Value:$972.4K
46434G103
Shares:17.7K
Value:$956.8K
Global Net Lease, Inc.
Shares:119.0K
Value:$956.6K
464287408
Shares:5.0K
Value:$953.3K
DEERE & CO
Shares:2.0K
Value:$939.6K
Uber Technologies, Inc
Shares:12.9K
Value:$939.4K
464287499
Shares:10.9K
Value:$928.7K
Salesforce, Inc.
Shares:3.4K
Value:$924.8K
Workday, Inc.
Shares:3.9K
Value:$920.3K