Waldron
Latest statistics and disclosures from Waldron Private Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IWF, VTV, IXUS, IWD, VUG, and represent 40.54% of Waldron Private Wealth's stock portfolio.
- Added to shares of these 10 stocks: VTV (+$14M), IJH (+$7.0M), WMT, VOO, IXUS, VTI, VGT, VUG, AGG, Fidelity Wise Origin Bitcoin.
- Started 44 new stock positions in XRT, DAL, DNA, USMV, Fidelity Wise Origin Bitcoin, HIG, HYMC, WAT, KR, VAW.
- Reduced shares in these 10 stocks: IWF (-$15M), IGF (-$15M), IWN (-$5.9M), SPY (-$5.1M), VONG, VBR, AAPL, IWO, VONV, MDY.
- Sold out of its positions in ANSS, AZN, BHP, CEIX, DO, DD, ES, HUM, IJS, IJT.
- Waldron Private Wealth was a net seller of stock by $-35M.
- Waldron Private Wealth has $2.2B in assets under management (AUM), dropping by 5.36%.
- Central Index Key (CIK): 0001598180
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Portfolio Holdings for Waldron Private Wealth
Waldron Private Wealth holds 435 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| iShares Russell 1000 Growth Index (IWF) | 9.7 | $215M | -6% | 638k | 337.05 |
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| Vanguard Value ETF (VTV) | 8.4 | $187M | +8% | 1.1M | 162.86 |
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| Ishares Core Intl Stock Etf core (IXUS) | 8.2 | $181M | 2.7M | 67.86 |
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| iShares Russell 1000 Value Index (IWD) | 7.3 | $161M | 900k | 179.11 |
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| Vanguard Growth ETF (VUG) | 6.9 | $154M | 446k | 344.20 |
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| Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) | 2.7 | $60M | -3% | 1.2M | 50.60 |
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| Invesco Russell 1000 Dynamic Multifactor Etf etf (OMFL) | 2.6 | $59M | 1.1M | 55.23 |
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| Spdr S&p 500 Etf (SPY) | 2.1 | $48M | -9% | 91k | 524.72 |
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| Vanguard High Dividend Yield ETF (VYM) | 2.1 | $47M | 390k | 120.99 |
|
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| Vanguard Scottsdale Fds vng rus1000grw (VONG) | 2.1 | $46M | -6% | 532k | 86.67 |
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| iShares Russell 2000 Value Index (IWN) | 1.8 | $39M | -12% | 247k | 158.81 |
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| Microsoft Corporation (MSFT) | 1.7 | $38M | 91k | 420.72 |
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| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 1.6 | $37M | 339k | 107.60 |
|
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| Apple (AAPL) | 1.6 | $36M | -7% | 208k | 171.48 |
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| Vanguard Small-Cap Value ETF (VBR) | 1.6 | $36M | -7% | 185k | 191.88 |
|
| iShares Russell 3000 Index (IWV) | 1.3 | $29M | 97k | 300.08 |
|
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| iShares S&P Global Infrastructure Index (IGF) | 1.2 | $27M | -35% | 559k | 47.62 |
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| Stryker Corporation (SYK) | 1.2 | $26M | 73k | 358.67 |
|
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| Vanguard Small-Cap Growth ETF (VBK) | 1.1 | $25M | -7% | 97k | 260.72 |
|
| iShares Russell 2000 Growth Index (IWO) | 1.0 | $23M | -10% | 86k | 270.80 |
|
| iShares MSCI ACWI Index Fund (ACWI) | 1.0 | $22M | 199k | 110.13 |
|
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| SPDR S&P MidCap 400 ETF (MDY) | 1.0 | $21M | -10% | 38k | 557.44 |
|
| NVIDIA Corporation (NVDA) | 0.9 | $20M | +2% | 22k | 903.56 |
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| Berkshire Hathaway (BRK.B) | 0.9 | $20M | 46k | 420.52 |
|
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| iShares S&P 500 Index (IVV) | 0.8 | $18M | -8% | 35k | 525.73 |
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| Spdr Ser Tr (BILS) | 0.8 | $18M | -7% | 184k | 99.42 |
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| Vanguard S&p 500 Etf idx (VOO) | 0.8 | $18M | +13% | 38k | 480.70 |
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| Amazon (AMZN) | 0.8 | $17M | -8% | 94k | 180.38 |
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| First Commonwealth Financial (FCF) | 0.8 | $17M | 1.2M | 13.92 |
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| SPDR Barclays Capital Convertible SecETF (CWB) | 0.7 | $15M | -5% | 209k | 73.04 |
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| Vanguard Russell 1000 Value Et (VONV) | 0.6 | $14M | -16% | 174k | 78.64 |
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| Alphabet Inc Class C cs (GOOG) | 0.6 | $14M | 88k | 152.26 |
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| Facebook Inc cl a (META) | 0.6 | $13M | -9% | 27k | 485.58 |
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| Ishares Tr Global Reit Etf (REET) | 0.6 | $13M | 534k | 23.68 |
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| Community Bank System (CBU) | 0.5 | $11M | 228k | 48.48 |
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| Eli Lilly & Co. (LLY) | 0.5 | $11M | 14k | 777.96 |
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| Alphabet Inc Class A cs (GOOGL) | 0.5 | $11M | -14% | 70k | 150.93 |
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| Msa Safety Inc equity (MSA) | 0.4 | $9.4M | 49k | 193.59 |
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| Schwab U S Broad Market ETF (SCHB) | 0.4 | $9.2M | 150k | 61.05 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $8.9M | +5% | 45k | 200.30 |
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| iShares S&P MidCap 400 Index (IJH) | 0.4 | $8.7M | +402% | 144k | 60.74 |
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| SPDR Dow Jones Global Real Estate (RWO) | 0.4 | $8.6M | -9% | 202k | 42.82 |
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| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.4 | $7.9M | +9% | 107k | 74.22 |
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| Vanguard Europe Pacific ETF (VEA) | 0.3 | $7.2M | +6% | 143k | 50.17 |
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| Procter & Gamble Company (PG) | 0.3 | $6.8M | 42k | 162.25 |
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| Blackstone Group Inc Com Cl A (BX) | 0.3 | $6.7M | 51k | 131.37 |
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| Campbell Soup Company (CPB) | 0.3 | $6.7M | 151k | 44.45 |
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| Johnson & Johnson (JNJ) | 0.3 | $6.6M | +4% | 42k | 158.19 |
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| Cisco Systems (CSCO) | 0.3 | $6.5M | 131k | 49.91 |
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| Vanguard Total Stock Market ETF (VTI) | 0.3 | $6.1M | +34% | 24k | 259.90 |
|
| iShares Russell 1000 Index (IWB) | 0.3 | $6.1M | +18% | 21k | 288.03 |
|
| Abbvie (ABBV) | 0.3 | $6.0M | +3% | 33k | 182.10 |
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| Qualcomm (QCOM) | 0.3 | $5.8M | +2% | 34k | 169.30 |
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| UnitedHealth (UNH) | 0.3 | $5.7M | -7% | 12k | 494.70 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $5.7M | -12% | 49k | 116.24 |
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| Visa (V) | 0.2 | $5.5M | 20k | 279.08 |
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| Palo Alto Networks (PANW) | 0.2 | $5.0M | 18k | 284.13 |
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| Amgen (AMGN) | 0.2 | $4.9M | 17k | 284.32 |
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| Ishares Tr rus200 grw idx (IWY) | 0.2 | $4.8M | 24k | 195.10 |
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| Wal-Mart Stores (WMT) | 0.2 | $4.7M | +210% | 79k | 60.17 |
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| S&T Ban (STBA) | 0.2 | $4.7M | 147k | 32.08 |
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| Vanguard Total World Stock Idx (VT) | 0.2 | $4.5M | +9% | 41k | 110.50 |
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| Progressive Corporation (PGR) | 0.2 | $4.4M | 21k | 206.82 |
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| Merck & Co (MRK) | 0.2 | $4.2M | +5% | 31k | 132.70 |
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| Vanguard REIT ETF (VNQ) | 0.2 | $4.1M | -13% | 47k | 86.48 |
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| Coca-Cola Company (KO) | 0.2 | $3.9M | +2% | 64k | 61.67 |
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| iShares S&P SmallCap 600 Index (IJR) | 0.2 | $3.9M | +4% | 36k | 110.52 |
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| Home Depot (HD) | 0.2 | $3.9M | 10k | 383.60 |
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| MasterCard Incorporated (MA) | 0.2 | $3.7M | +2% | 7.7k | 481.57 |
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| Vanguard Small-Cap ETF (VB) | 0.2 | $3.6M | 16k | 228.59 |
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| Chevron Corporation (CVX) | 0.2 | $3.6M | -3% | 23k | 157.74 |
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| Vanguard Emerging Markets ETF (VWO) | 0.2 | $3.5M | 85k | 41.77 |
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| Zoetis Inc Cl A (ZTS) | 0.2 | $3.5M | -5% | 21k | 169.21 |
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| Oracle Corporation (ORCL) | 0.2 | $3.5M | +2% | 28k | 125.61 |
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| Comcast Corporation (CMCSA) | 0.2 | $3.4M | 79k | 43.35 |
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| Honeywell International (HON) | 0.2 | $3.4M | -2% | 17k | 205.26 |
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| McDonald's Corporation (MCD) | 0.2 | $3.4M | 12k | 281.95 |
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| Pepsi (PEP) | 0.2 | $3.4M | -2% | 19k | 176.30 |
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| ConocoPhillips (COP) | 0.1 | $3.3M | 26k | 127.28 |
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| iShares Lehman Aggregate Bond (AGG) | 0.1 | $3.2M | +48% | 32k | 97.94 |
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| Suno (SUN) | 0.1 | $3.0M | 50k | 60.29 |
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| United Bankshares (UBSI) | 0.1 | $3.0M | 83k | 36.00 |
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| Servicenow (NOW) | 0.1 | $2.9M | 3.8k | 762.40 |
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| Energy Select Sector SPDR (XLE) | 0.1 | $2.8M | +45% | 30k | 94.41 |
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| Broadcom (AVGO) | 0.1 | $2.8M | +3% | 2.1k | 1330.60 |
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| Waste Management (WM) | 0.1 | $2.7M | 13k | 213.15 |
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| Airbnb (ABNB) | 0.1 | $2.7M | 16k | 164.96 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $2.7M | 5.3k | 504.60 |
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| Accenture (ACN) | 0.1 | $2.6M | -2% | 7.5k | 346.61 |
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| Abbott Laboratories (ABT) | 0.1 | $2.5M | 22k | 113.66 |
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| Vanguard Information Technology ETF (VGT) | 0.1 | $2.5M | +172% | 4.7k | 524.42 |
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| Tesla Motors (TSLA) | 0.1 | $2.3M | -10% | 13k | 175.79 |
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| Illinois Tool Works (ITW) | 0.1 | $2.3M | 8.4k | 269.73 |
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| Schlumberger (SLB) | 0.1 | $2.3M | -14% | 41k | 55.09 |
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| Costco Wholesale Corporation (COST) | 0.1 | $2.2M | -8% | 3.0k | 732.63 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $2.1M | 5.1k | 418.01 |
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| salesforce (CRM) | 0.1 | $2.1M | -9% | 6.8k | 301.57 |
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| Advanced Micro Devices (AMD) | 0.1 | $2.0M | +5% | 11k | 180.49 |
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| Bank of America Corporation (BAC) | 0.1 | $2.0M | +4% | 51k | 38.16 |
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| Targa Res Corp (TRGP) | 0.1 | $2.0M | 18k | 111.99 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $1.9M | -2% | 20k | 97.53 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $1.9M | +10% | 3.3k | 581.61 |
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| Netflix (NFLX) | 0.1 | $1.9M | 3.1k | 607.33 |
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| Intel Corporation (INTC) | 0.1 | $1.8M | 41k | 44.17 |
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| Lowe's Companies (LOW) | 0.1 | $1.8M | -10% | 7.1k | 254.73 |
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| iShares S&P 500 Value Index (IVE) | 0.1 | $1.8M | 9.7k | 186.81 |
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| SM Energy (SM) | 0.1 | $1.8M | 36k | 49.85 |
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| Caterpillar (CAT) | 0.1 | $1.7M | +5% | 4.7k | 366.43 |
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| Health Care SPDR (XLV) | 0.1 | $1.7M | +86% | 12k | 147.73 |
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| iShares Dow Jones Select Dividend (DVY) | 0.1 | $1.7M | 14k | 123.18 |
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| Invesco Qqq Trust Series 1 (QQQ) | 0.1 | $1.7M | 3.8k | 444.64 |
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| Sony Corporation (SONY) | 0.1 | $1.7M | 19k | 85.74 |
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| Ametek (AME) | 0.1 | $1.7M | +5% | 9.0k | 182.90 |
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| J P Morgan Exchange Traded F ultra shrt (JPST) | 0.1 | $1.6M | -4% | 33k | 50.45 |
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| Applied Materials (AMAT) | 0.1 | $1.6M | +5% | 8.0k | 206.23 |
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| International Business Machines (IBM) | 0.1 | $1.6M | 8.2k | 190.97 |
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| Allegheny Technologies Incorporated (ATI) | 0.1 | $1.5M | 30k | 51.17 |
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| Pfizer (PFE) | 0.1 | $1.5M | 55k | 27.75 |
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| Walt Disney Company (DIS) | 0.1 | $1.5M | -3% | 12k | 122.36 |
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| Ishares Inc core msci emkt (IEMG) | 0.1 | $1.5M | +14% | 29k | 51.60 |
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| Uber Technologies (UBER) | 0.1 | $1.5M | +2% | 19k | 76.99 |
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| Booking Holdings (BKNG) | 0.1 | $1.5M | 404.00 | 3627.88 |
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| Linde (LIN) | 0.1 | $1.4M | 3.1k | 464.32 |
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| Metropcs Communications (TMUS) | 0.1 | $1.4M | 8.8k | 163.22 |
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| At&t (T) | 0.1 | $1.4M | +4% | 82k | 17.60 |
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| Mondelez Int (MDLZ) | 0.1 | $1.4M | 20k | 70.43 |
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| TJX Companies (TJX) | 0.1 | $1.4M | 14k | 101.42 |
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| Union Pacific Corporation (UNP) | 0.1 | $1.4M | +4% | 5.5k | 247.20 |
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| Halliburton Company (HAL) | 0.1 | $1.3M | -12% | 34k | 39.42 |
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| Cigna Corp (CI) | 0.1 | $1.3M | 3.7k | 363.19 |
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| iShares MSCI EAFE Index Fund (EFA) | 0.1 | $1.3M | +29% | 17k | 79.86 |
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| iShares Russell 2000 Index (IWM) | 0.1 | $1.3M | -14% | 6.3k | 210.30 |
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| Norfolk Southern (NSC) | 0.1 | $1.3M | 5.2k | 254.87 |
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| Ishares Tr rus200 val idx (IWX) | 0.1 | $1.3M | 17k | 76.32 |
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| Vanguard Large-Cap ETF (VV) | 0.1 | $1.3M | -8% | 5.5k | 239.76 |
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| Cb Financial Svcs Inc C ommon (CBFV) | 0.1 | $1.3M | 60k | 21.62 |
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| Workday Inc cl a (WDAY) | 0.1 | $1.3M | 4.7k | 272.75 |
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| EQT Corporation (EQT) | 0.1 | $1.3M | -48% | 34k | 37.07 |
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| Starbucks Corporation (SBUX) | 0.1 | $1.3M | -8% | 14k | 91.39 |
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| Berkshire Hathaway (BRK.A) | 0.1 | $1.3M | +100% | 2.00 | 634440.00 |
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| Philip Morris International (PM) | 0.1 | $1.3M | -5% | 14k | 92.93 |
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| General Electric (GE) | 0.1 | $1.3M | +2% | 7.1k | 175.53 |
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| Intuit (INTU) | 0.1 | $1.2M | +5% | 1.9k | 650.00 |
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| M&T Bank Corporation (MTB) | 0.1 | $1.2M | 8.5k | 146.72 |
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| American Express Company (AXP) | 0.1 | $1.2M | +15% | 5.3k | 227.69 |
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| Aon (AON) | 0.1 | $1.2M | +16% | 3.5k | 333.72 |
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| Nextera Energy (NEE) | 0.1 | $1.1M | +5% | 18k | 63.91 |
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| Utilities SPDR (XLU) | 0.1 | $1.1M | +285% | 17k | 65.65 |
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| Taiwan Semiconductor Mfg (TSM) | 0.1 | $1.1M | 8.2k | 136.61 |
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| Vanguard Star Fd Intl Stk Idxf (VXUS) | 0.1 | $1.1M | +3% | 18k | 60.30 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $1.1M | 15k | 72.34 |
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| Vanguard Mid-Cap ETF (VO) | 0.0 | $1.1M | +57% | 4.4k | 249.86 |
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| Vanguard Intl Equity Index F glb ex us etf (VNQI) | 0.0 | $1.1M | -19% | 26k | 42.14 |
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| Unilever (UL) | 0.0 | $1.1M | 21k | 50.19 |
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| FedEx Corporation (FDX) | 0.0 | $1.1M | -2% | 3.7k | 291.03 |
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| Verizon Communications (VZ) | 0.0 | $1.1M | +14% | 25k | 41.96 |
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| Moody's Corporation (MCO) | 0.0 | $1.0M | -25% | 2.7k | 393.03 |
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| Boeing Company (BA) | 0.0 | $1.0M | +14% | 5.4k | 192.99 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $1.0M | -3% | 2.2k | 478.66 |
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| Vanguard Industrials ETF (VIS) | 0.0 | $1.0M | +64% | 4.2k | 244.20 |
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| Fidelity Wise Origin Bitcoin | 0.0 | $1.0M | NEW | 16k | 62.06 |
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| ISHARES TR MSCI Small Cap msci small cap (SCZ) | 0.0 | $1.0M | 16k | 63.33 |
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| Deere & Company (DE) | 0.0 | $998k | 2.4k | 410.74 |
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| Commercial National Financial Corp (CNAF) | 0.0 | $996k | 102k | 9.80 |
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| Goldman Sachs (GS) | 0.0 | $994k | +18% | 2.4k | 417.69 |
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| AutoZone (AZO) | 0.0 | $983k | 312.00 | 3151.65 |
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| Zimmer Holdings (ZBH) | 0.0 | $982k | -21% | 7.4k | 132.22 |
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| Danaher Corporation (DHR) | 0.0 | $982k | +2% | 3.9k | 249.99 |
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| SPDR DJ Wilshire Large Cap Value (SPYV) | 0.0 | $934k | 19k | 50.10 |
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| Canadian Pacific Kansas City (CP) | 0.0 | $920k | 10k | 88.31 |
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| SPDR DJ Wilshire Large Cap Growth (SPYG) | 0.0 | $910k | 12k | 73.15 |
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| Celanese Corporation (CE) | 0.0 | $898k | 5.2k | 171.86 |
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| Nike (NKE) | 0.0 | $894k | -7% | 9.5k | 94.35 |
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| Emerson Electric (EMR) | 0.0 | $891k | 7.9k | 113.42 |
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| Wells Fargo & Company (WFC) | 0.0 | $887k | 15k | 57.96 |
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| Rogers Communications -cl B (RCI) | 0.0 | $887k | 21k | 41.37 |
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| Technology SPDR (XLK) | 0.0 | $886k | +20% | 4.3k | 208.27 |
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| Intuitive Surgical (ISRG) | 0.0 | $884k | +5% | 2.2k | 399.09 |
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| Consumer Staples Select Sect. SPDR (XLP) | 0.0 | $872k | +84% | 11k | 76.36 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $862k | -30% | 4.3k | 201.50 |
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| SPDR FTSE/Macquarie Global Infra (GII) | 0.0 | $854k | 16k | 54.15 |
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| SPDR S&P Retail (XRT) | 0.0 | $841k | NEW | 11k | 78.99 |
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| CVS Caremark Corporation (CVS) | 0.0 | $836k | +2% | 11k | 79.76 |
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| Phillips 66 (PSX) | 0.0 | $806k | 4.9k | 163.34 |
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| Ishares Tr eafe min volat (EFAV) | 0.0 | $804k | -20% | 11k | 70.88 |
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| Nucor Corporation (NUE) | 0.0 | $797k | +33% | 4.0k | 197.90 |
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| Bloom Energy Corp (BE) | 0.0 | $797k | -12% | 71k | 11.24 |
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| S&p Global (SPGI) | 0.0 | $793k | +2% | 1.9k | 425.45 |
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| Monster Beverage Corp (MNST) | 0.0 | $792k | -12% | 13k | 59.28 |
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| Eaton (ETN) | 0.0 | $792k | 2.5k | 313.56 |
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| Alerian Mlp Etf etf (AMLP) | 0.0 | $786k | -2% | 17k | 47.46 |
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| Financial Select Sector SPDR (XLF) | 0.0 | $776k | 18k | 42.12 |
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| Morgan Stanley (MS) | 0.0 | $740k | +14% | 7.9k | 94.16 |
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| Bristol Myers Squibb (BMY) | 0.0 | $736k | -2% | 14k | 54.23 |
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| Chubb (CB) | 0.0 | $735k | +2% | 2.8k | 259.99 |
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| Sherwin-Williams Company (SHW) | 0.0 | $732k | +3% | 2.1k | 347.33 |
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| SYSCO Corporation (SYY) | 0.0 | $732k | 9.0k | 81.18 |
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| Gilead Sciences (GILD) | 0.0 | $696k | -8% | 9.5k | 73.25 |
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| Automatic Data Processing (ADP) | 0.0 | $686k | +3% | 2.7k | 251.18 |
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| Citigroup (C) | 0.0 | $673k | +38% | 11k | 63.24 |
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| BlackRock (BLK) | 0.0 | $666k | -12% | 798.00 | 834.44 |
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| Trane Technologies (TT) | 0.0 | $665k | 2.2k | 301.05 |
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| Coinbase Global (COIN) | 0.0 | $654k | -4% | 2.5k | 265.12 |
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| Vanguard Scottsdale Fds vng rus2000grw (VTWG) | 0.0 | $653k | -32% | 3.3k | 197.10 |
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| Las Vegas Sands (LVS) | 0.0 | $640k | 12k | 51.70 |
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| Marsh & McLennan Companies (MMC) | 0.0 | $640k | 3.1k | 205.98 |
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| Paypal Holdings (PYPL) | 0.0 | $633k | 9.4k | 66.99 |
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| Hca Holdings (HCA) | 0.0 | $624k | 1.9k | 334.20 |
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| Amphenol Corporation (APH) | 0.0 | $623k | -50% | 5.4k | 115.57 |
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| Travelers Companies (TRV) | 0.0 | $623k | -7% | 2.7k | 231.12 |
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| iShares Russell Midcap Index Fund (IWR) | 0.0 | $602k | 7.2k | 84.09 |
|
|
| Paccar (PCAR) | 0.0 | $601k | 4.9k | 123.89 |
|
|
| Arrow Financial Corporation (AROW) | 0.0 | $599k | 24k | 25.02 |
|
|
| Tractor Supply Company (TSCO) | 0.0 | $598k | 2.3k | 261.72 |
|
|
| United Parcel Service (UPS) | 0.0 | $596k | -5% | 4.0k | 148.63 |
|
| Iqvia Holdings (IQV) | 0.0 | $593k | 2.3k | 252.89 |
|
|
| U.S. Bancorp (USB) | 0.0 | $589k | -3% | 13k | 45.19 |
|
| O'reilly Automotive (ORLY) | 0.0 | $581k | 515.00 | 1128.88 |
|
|
| Vanguard Financials ETF (VFH) | 0.0 | $568k | NEW | 5.6k | 102.39 |
|
| Ally Financial (ALLY) | 0.0 | $566k | NEW | 14k | 40.59 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $562k | 6.2k | 90.05 |
|
|
| iShares Dow Jones US Real Estate (IYR) | 0.0 | $562k | 6.2k | 89.90 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $560k | -15% | 1.2k | 458.07 |
|
| Motorola Solutions (MSI) | 0.0 | $554k | -3% | 1.6k | 355.97 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $553k | +16% | 3.2k | 174.21 |
|
| Analog Devices (ADI) | 0.0 | $547k | 2.8k | 197.79 |
|
|
| Fiserv (FI) | 0.0 | $545k | 3.4k | 159.82 |
|
|
| Tompkins Financial Corporation (TMP) | 0.0 | $541k | 11k | 50.29 |
|
|
| NRG Energy (NRG) | 0.0 | $541k | 8.0k | 67.69 |
|
|
| Lam Research Corporation (LRCX) | 0.0 | $534k | 548.00 | 973.64 |
|
|
| D Spdr Series Trust (XTL) | 0.0 | $533k | NEW | 7.2k | 74.26 |
|
| Medtronic (MDT) | 0.0 | $528k | +19% | 6.0k | 87.86 |
|
| MicroStrategy Incorporated (MSTR) | 0.0 | $527k | NEW | 309.00 | 1706.17 |
|
| iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) | 0.0 | $526k | 5.0k | 104.73 |
|
|
| Anthem (ELV) | 0.0 | $520k | -3% | 1.0k | 518.54 |
|
| iShares S&P 1500 Index Fund (ITOT) | 0.0 | $516k | -13% | 4.5k | 115.31 |
|
| Ecolab (ECL) | 0.0 | $515k | +8% | 2.2k | 231.47 |
|
| MetLife (MET) | 0.0 | $505k | +39% | 6.8k | 74.11 |
|
| iShares Cohen & Steers Realty Maj. (ICF) | 0.0 | $505k | -10% | 8.7k | 57.70 |
|
| Spdr Ser Tr s&p oilgas exp (XOP) | 0.0 | $503k | 3.2k | 154.93 |
|
|
| Cme (CME) | 0.0 | $502k | -10% | 2.3k | 215.29 |
|
| McKesson Corporation (MCK) | 0.0 | $493k | 918.00 | 537.48 |
|
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $490k | -4% | 3.4k | 145.51 |
|
| 3M Company (MMM) | 0.0 | $486k | -10% | 4.6k | 106.07 |
|
| iShares Dow Jones US Oil Equip. (IEZ) | 0.0 | $476k | 20k | 23.65 |
|
|
| Altria (MO) | 0.0 | $469k | -5% | 11k | 44.60 |
|
| Carrier Global Corporation (CARR) | 0.0 | $468k | 8.1k | 58.13 |
|
|
| L'Oreal (LRLCY) | 0.0 | $466k | -2% | 4.9k | 94.80 |
|
| Lululemon Athletica (LULU) | 0.0 | $465k | +31% | 1.2k | 390.65 |
|
| Principal Financial (PFG) | 0.0 | $460k | 5.3k | 86.31 |
|
|
| SPDR DJ Wilshire Small Cap Value (SLYV) | 0.0 | $455k | -10% | 5.5k | 82.97 |
|
| WisdomTree LargeCap Dividend Fund (DLN) | 0.0 | $446k | 6.2k | 72.19 |
|
|
| PNC Financial Services (PNC) | 0.0 | $440k | 2.7k | 161.60 |
|
|
| Agnico (AEM) | 0.0 | $437k | 7.3k | 59.65 |
|
|
| Scorpio Tankers (STNG) | 0.0 | $437k | -3% | 6.1k | 71.55 |
|
| National Fuel Gas (NFG) | 0.0 | $437k | -19% | 8.1k | 54.22 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $435k | 783.00 | 555.79 |
|
|
| iShares S&P MidCap 400 Growth (IJK) | 0.0 | $434k | +3% | 4.8k | 91.25 |
|
| SPDR Gold Trust (GLD) | 0.0 | $432k | +19% | 2.1k | 205.72 |
|
| Liberty Media Corp Delaware (LSXMK) | 0.0 | $430k | 15k | 29.71 |
|
|
| Okta Inc cl a (OKTA) | 0.0 | $427k | 4.1k | 104.62 |
|
|
| Vitesse Energy (VTS) | 0.0 | $426k | -4% | 18k | 24.23 |
|
| Entegris (ENTG) | 0.0 | $426k | 3.0k | 140.54 |
|
|
| Murphy Oil Corporation (MUR) | 0.0 | $426k | +4% | 9.3k | 45.70 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $423k | 4.3k | 99.28 |
|
|
| Monolithic Power Systems (MPWR) | 0.0 | $422k | 621.00 | 678.68 |
|
|
| Cdw (CDW) | 0.0 | $421k | -56% | 1.6k | 255.78 |
|
| SPDR DJ Wilshire Small Cap Growth (SLYG) | 0.0 | $414k | -11% | 4.7k | 87.23 |
|
| Micron Technology (MU) | 0.0 | $412k | 3.5k | 118.00 |
|
|
| Asml Holding (ASML) | 0.0 | $411k | 423.00 | 970.47 |
|
|
| Goldman Sachs Etf Tr (GTEK) | 0.0 | $395k | NEW | 13k | 29.44 |
|
| WesBan (WSBC) | 0.0 | $395k | 13k | 30.17 |
|
|
| Roper Industries (ROP) | 0.0 | $390k | +19% | 696.00 | 560.84 |
|
| SPDR KBW Bank (KBE) | 0.0 | $390k | 8.3k | 47.10 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $390k | -3% | 6.8k | 57.62 |
|
| Avery Dennison Corporation (AVY) | 0.0 | $388k | 1.7k | 223.25 |
|
|
| American Water Works (AWK) | 0.0 | $383k | 3.1k | 122.21 |
|
|
| Ishares Tr Msci Usa Momentum Factor (MTUM) | 0.0 | $380k | NEW | 2.0k | 187.38 |
|
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.0 | $374k | 4.7k | 80.03 |
|
|
| Novo Nordisk A/S (NVO) | 0.0 | $361k | 2.8k | 128.40 |
|
|
| Target Corporation (TGT) | 0.0 | $357k | +5% | 2.0k | 177.21 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $356k | +3% | 5.2k | 68.49 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $355k | +2% | 369.00 | 962.49 |
|
| Consumer Discretionary SPDR (XLY) | 0.0 | $353k | 1.9k | 183.89 |
|
|
| Ameriprise Financial (AMP) | 0.0 | $353k | 804.00 | 438.44 |
|
|
| SPDR Dow Jones Industrial Average ETF (DIA) | 0.0 | $349k | 877.00 | 397.76 |
|
|
| Molina Healthcare (MOH) | 0.0 | $346k | +19% | 842.00 | 410.83 |
|
| Skyworks Solutions (SWKS) | 0.0 | $345k | 3.2k | 108.32 |
|
|
| CSX Corporation (CSX) | 0.0 | $345k | +4% | 9.3k | 37.07 |
|
| iShares S&P 100 Index (OEF) | 0.0 | $345k | 1.4k | 247.41 |
|
|
| H&R Block (HRB) | 0.0 | $342k | 6.9k | 49.43 |
|
|
| EOG Resources (EOG) | 0.0 | $341k | -17% | 2.7k | 127.84 |
|
| Wabtec Corporation (WAB) | 0.0 | $341k | 2.3k | 145.68 |
|
|
| Air Products & Chemicals (APD) | 0.0 | $338k | -9% | 1.4k | 242.27 |
|
| Cummins (CMI) | 0.0 | $336k | 1.1k | 294.65 |
|
|
| Cadence Design Systems (CDNS) | 0.0 | $331k | +12% | 1.1k | 311.28 |
|
| General Motors Company (GM) | 0.0 | $328k | +5% | 7.2k | 45.35 |
|
| Liberty Broadband Cl C (LBRDK) | 0.0 | $326k | 5.7k | 57.23 |
|
|
| Edwards Lifesciences (EW) | 0.0 | $324k | -2% | 3.4k | 95.56 |
|
| Southern Company (SO) | 0.0 | $323k | -11% | 4.5k | 71.74 |
|
| United States Steel Corporation (X) | 0.0 | $323k | -47% | 7.9k | 40.78 |
|
| Corteva (CTVA) | 0.0 | $322k | +5% | 5.6k | 57.67 |
|
| Royal Caribbean Cruises (RCL) | 0.0 | $322k | 2.3k | 139.01 |
|
|
| State Bancorp Inc West Va Cdt | 0.0 | $315k | 315k | 1.00 |
|
|
| Vanguard Admiral Fds Inc cmn (IVOO) | 0.0 | $314k | 3.0k | 103.01 |
|
|
| Vanguard Mega Cap 300 Growth Index ETF (MGK) | 0.0 | $314k | 1.1k | 286.61 |
|
|
| Yum! Brands (YUM) | 0.0 | $313k | 2.3k | 138.65 |
|
|
| AFLAC Incorporated (AFL) | 0.0 | $313k | -5% | 3.6k | 85.86 |
|
| Duke Energy (DUK) | 0.0 | $307k | 3.2k | 96.71 |
|
|
| Liberty Global Ltd Com Cl C (LBTYK) | 0.0 | $303k | 17k | 17.64 |
|
|
| Becton, Dickinson and (BDX) | 0.0 | $303k | -11% | 1.2k | 248.37 |
|
| iShares MSCI ACWI ex US Index Fund (ACWX) | 0.0 | $303k | NEW | 5.7k | 53.39 |
|
| Dell Technologies (DELL) | 0.0 | $303k | 2.7k | 114.13 |
|
|
| Pgim Ultra Short Bd Etf etf/closed end- (PULS) | 0.0 | $301k | 6.1k | 49.70 |
|
|
| Lakeland Ban (LBAI) | 0.0 | $300k | 25k | 12.10 |
|
|
| Ishares Tr etf msci usa (ESGU) | 0.0 | $299k | +5% | 2.6k | 115.00 |
|
| Discover Financial Services (DFS) | 0.0 | $297k | 2.3k | 131.09 |
|
|
| Fastenal Company (FAST) | 0.0 | $296k | 3.8k | 77.14 |
|
|
| Steris Plc Ord equities (STE) | 0.0 | $295k | 1.3k | 224.82 |
|
|
| Tyler Technologies (TYL) | 0.0 | $294k | +8% | 692.00 | 425.01 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $292k | -7% | 2.3k | 129.35 |
|
| American Electric Power Company (AEP) | 0.0 | $290k | 3.4k | 86.10 |
|
|
| Williams Companies (WMB) | 0.0 | $286k | -13% | 7.3k | 38.97 |
|
| Carvana Co cl a (CVNA) | 0.0 | $282k | NEW | 3.2k | 87.91 |
|
| Marriott International (MAR) | 0.0 | $281k | 1.1k | 252.83 |
|
|
| Ross Stores (ROST) | 0.0 | $281k | 1.9k | 147.04 |
|
|
| Republic Services (RSG) | 0.0 | $281k | 1.5k | 191.44 |
|
|
| Synopsys (SNPS) | 0.0 | $280k | +8% | 489.00 | 571.50 |
|
| Vanguard Health Care ETF (VHT) | 0.0 | $279k | 1.0k | 270.52 |
|
|
| Pioneer Natural Resources (PXD) | 0.0 | $279k | -71% | 1.1k | 262.50 |
|
| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $279k | +7% | 10k | 27.88 |
|
| Centene Corporation (CNC) | 0.0 | $276k | NEW | 3.5k | 78.48 |
|
| Infosys Technologies (INFY) | 0.0 | $276k | -4% | 15k | 17.93 |
|
| Toro Company (TTC) | 0.0 | $276k | 3.0k | 91.99 |
|
|
| Industrial SPDR (XLI) | 0.0 | $275k | +10% | 2.2k | 125.96 |
|
| AmerisourceBergen (COR) | 0.0 | $274k | -2% | 1.1k | 242.99 |
|
| KLA-Tencor Corporation (KLAC) | 0.0 | $272k | +2% | 390.00 | 698.57 |
|
| Novartis (NVS) | 0.0 | $272k | +27% | 2.8k | 96.73 |
|
| Kraft Heinz (KHC) | 0.0 | $269k | -4% | 7.2k | 37.30 |
|
| Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.0 | $268k | 4.0k | 67.04 |
|
|
| Ishares Tr usa min vo (USMV) | 0.0 | $267k | NEW | 3.2k | 83.60 |
|
| iShares MSCI EAFE Value Index (EFV) | 0.0 | $264k | 4.8k | 54.40 |
|
|
| Cognizant Technology Solutions (CTSH) | 0.0 | $263k | 3.6k | 73.29 |
|
|
| iShares S&P MidCap 400 Value Index (IJJ) | 0.0 | $260k | +4% | 2.2k | 118.29 |
|
| PPG Industries (PPG) | 0.0 | $259k | 1.8k | 144.90 |
|
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $257k | -18% | 1.2k | 213.31 |
|
| Cintas Corporation (CTAS) | 0.0 | $256k | 373.00 | 687.03 |
|
|
| Vanguard Materials ETF (VAW) | 0.0 | $254k | NEW | 1.2k | 204.46 |
|
| Watsco, Incorporated (WSO) | 0.0 | $251k | -6% | 581.00 | 431.97 |
|
| Sirius Xm Holdings (SIRI) | 0.0 | $247k | -8% | 64k | 3.88 |
|
| Warner Bros. Discovery (WBD) | 0.0 | $247k | -5% | 28k | 8.73 |
|
| Intercontinental Exchange (ICE) | 0.0 | $246k | 1.8k | 137.43 |
|
|
| iShares MSCI EAFE Growth Index (EFG) | 0.0 | $244k | 2.4k | 103.79 |
|
|
| Liberty SiriusXM Group A (LSXMA) | 0.0 | $243k | 8.2k | 29.70 |
|
|
| Ge Healthcare Technologies I (GEHC) | 0.0 | $243k | -3% | 2.7k | 90.91 |
|
| iShares S&P NA Tec. Semi. Idx (SOXX) | 0.0 | $242k | +190% | 1.1k | 226.13 |
|
| Crowdstrike Hldgs Inc cl a (CRWD) | 0.0 | $241k | NEW | 753.00 | 320.59 |
|
| Siemens (SIEGY) | 0.0 | $240k | +3% | 2.5k | 95.43 |
|
| Expedia (EXPE) | 0.0 | $240k | NEW | 1.7k | 137.75 |
|
| Toyota Motor Corporation (TM) | 0.0 | $240k | NEW | 953.00 | 251.68 |
|
| Matthews International Corporation (MATW) | 0.0 | $240k | 7.7k | 31.08 |
|
|
| Chipotle Mexican Grill (CMG) | 0.0 | $238k | NEW | 82.00 | 2906.77 |
|
| Genuine Parts Company (GPC) | 0.0 | $237k | NEW | 1.5k | 155.28 |
|
| Mettler-Toledo International (MTD) | 0.0 | $237k | +3% | 178.00 | 1331.29 |
|
| Ingersoll Rand (IR) | 0.0 | $237k | NEW | 2.5k | 94.95 |
|
| Pinnacle Financial Partners (PNFP) | 0.0 | $237k | 2.8k | 85.88 |
|
|
| Hartford Financial Services (HIG) | 0.0 | $236k | NEW | 2.3k | 103.05 |
|
| Carnival Corporation (CCL) | 0.0 | $230k | 14k | 16.34 |
|
|
| Rogers Communications (RCIAF) | 0.0 | $228k | 5.4k | 42.27 |
|
|
| Gartner (IT) | 0.0 | $228k | +2% | 478.00 | 476.67 |
|
| Estee Lauder Companies (EL) | 0.0 | $227k | NEW | 1.5k | 154.15 |
|
| NetApp (NTAP) | 0.0 | $227k | NEW | 2.2k | 104.97 |
|
| Enterprise Products Partners (EPD) | 0.0 | $225k | -48% | 7.7k | 29.18 |
|
| TransDigm Group Incorporated (TDG) | 0.0 | $224k | NEW | 182.00 | 1231.60 |
|
| Hp (HPQ) | 0.0 | $223k | 7.3k | 30.50 |
|
|
| Dex (DXCM) | 0.0 | $222k | NEW | 1.6k | 138.70 |
|
| Delta Air Lines (DAL) | 0.0 | $221k | NEW | 4.6k | 47.87 |
|
| Affirm Hldgs (AFRM) | 0.0 | $219k | +8% | 5.9k | 37.26 |
|
| Wipro (WIT) | 0.0 | $218k | 38k | 5.75 |
|
|
| HSBC Holdings (HSBC) | 0.0 | $217k | +2% | 5.3k | 40.91 |
|
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.0 | $215k | 3.3k | 65.60 |
|
|
| Truist Financial Corp equities (TFC) | 0.0 | $215k | NEW | 5.5k | 38.98 |
|
| Freeport-McMoRan Copper & Gold (FCX) | 0.0 | $214k | -67% | 4.5k | 47.02 |
|
| Biogen Idec (BIIB) | 0.0 | $212k | -2% | 983.00 | 215.63 |
|
| Snap-on Incorporated (SNA) | 0.0 | $212k | 715.00 | 296.22 |
|
|
| Ark Etf Tr web x.o etf (ARKW) | 0.0 | $212k | NEW | 2.5k | 83.30 |
|
| Enbridge (ENB) | 0.0 | $210k | -2% | 5.8k | 36.18 |
|
| Constellation Energy (CEG) | 0.0 | $210k | NEW | 1.1k | 184.85 |
|
| eBay (EBAY) | 0.0 | $210k | NEW | 4.0k | 52.78 |
|
| Vanguard Malvern Fds strm infproidx (VTIP) | 0.0 | $209k | 4.4k | 47.89 |
|
|
| General Mills (GIS) | 0.0 | $209k | -14% | 3.0k | 69.97 |
|
| Select Sector Spdr Tr Communic etfeqty (XLC) | 0.0 | $208k | NEW | 2.6k | 81.66 |
|
| Dominion Resources (D) | 0.0 | $208k | -15% | 4.2k | 49.20 |
|
| Waters Corporation (WAT) | 0.0 | $208k | NEW | 603.00 | 344.23 |
|
| Marathon Oil Corporation (MRO) | 0.0 | $208k | NEW | 7.3k | 28.34 |
|
| Kroger (KR) | 0.0 | $205k | NEW | 3.6k | 57.13 |
|
| Devon Energy Corporation (DVN) | 0.0 | $205k | -10% | 4.1k | 50.18 |
|
| Diamondback Energy (FANG) | 0.0 | $203k | NEW | 1.0k | 198.17 |
|
| Marvell Technology (MRVL) | 0.0 | $203k | NEW | 2.9k | 70.88 |
|
| Valero Energy Corporation (VLO) | 0.0 | $202k | NEW | 1.2k | 170.69 |
|
| Global Payments (GPN) | 0.0 | $201k | -4% | 1.5k | 133.92 |
|
| Telephone And Data Systems (TDS) | 0.0 | $176k | 11k | 16.02 |
|
|
| Ford Motor Company (F) | 0.0 | $173k | +7% | 13k | 13.28 |
|
| Transocean (RIG) | 0.0 | $162k | -63% | 26k | 6.28 |
|
| National Australia Bank (NABZY) | 0.0 | $153k | 13k | 11.38 |
|
|
| Borr Drilling (BORR) | 0.0 | $148k | -64% | 22k | 6.85 |
|
| Opendoor Technologies (OPEN) | 0.0 | $138k | -5% | 46k | 3.03 |
|
| Sunrun (RUN) | 0.0 | $138k | NEW | 11k | 13.18 |
|
| Sofi Technologies (SOFI) | 0.0 | $137k | NEW | 19k | 7.30 |
|
| Fncb Ban (FNCB) | 0.0 | $135k | 22k | 6.07 |
|
|
| United Microelectronics (UMC) | 0.0 | $118k | -11% | 15k | 8.09 |
|
| Mitsubishi UFJ Financial (MUFG) | 0.0 | $108k | 11k | 10.23 |
|
|
| Murata Manufacturer-un (MRAAY) | 0.0 | $94k | -15% | 10k | 9.33 |
|
| Tscan Therapeutics (TCRX) | 0.0 | $79k | 10k | 7.94 |
|
|
| Ammo (POWW) | 0.0 | $69k | 25k | 2.75 |
|
|
| Banco Santander (SAN) | 0.0 | $57k | -13% | 12k | 4.84 |
|
| Mizuho Financial (MFG) | 0.0 | $54k | +18% | 14k | 3.98 |
|
| Chargepoint Holdings Inc Com Cl A (CHPT) | 0.0 | $54k | +167% | 28k | 1.90 |
|
| Henderson Land Development (HLDCY) | 0.0 | $49k | -24% | 17k | 2.88 |
|
| Canaan Adr Rep 15 Ord (CAN) | 0.0 | $45k | NEW | 30k | 1.52 |
|
| Amc Entertainment (AMC) | 0.0 | $43k | NEW | 12k | 3.72 |
|
| Lloyds TSB (LYG) | 0.0 | $41k | +25% | 16k | 2.59 |
|
| Wavedancer (WAVD) | 0.0 | $35k | 10k | 3.46 |
|
|
| Hycroft Mining Holding Corp Cl A (HYMC) | 0.0 | $34k | NEW | 15k | 2.21 |
|
| Desktop Metal Inc Com Cl A (DM) | 0.0 | $33k | 38k | 0.88 |
|
|
| Banco Bradesco SA (BBD) | 0.0 | $32k | -17% | 11k | 2.86 |
|
| Liberty Interactive Corp (QRTEA) | 0.0 | $30k | 25k | 1.23 |
|
|
| Taseko Cad (TGB) | 0.0 | $27k | 13k | 2.17 |
|
|
| Olaplex Hldgs (OLPX) | 0.0 | $21k | -31% | 11k | 1.92 |
|
| Ginkgo Bioworks Holdings (DNA) | 0.0 | $19k | NEW | 16k | 1.16 |
|
| Tearlach Res Ltd Com equity (TELHF) | 0.0 | $666.000000 | 30k | 0.02 |
|
|
| Genesis Healthcare Inc Cl A (GENN) | 0.0 | $11.000000 | NEW | 10k | 0.00 |
|
| Medmen Enterprises Inc Com Npv Isin #ca58507m1077 Sedol #byvpjp9 (MMNFF) | 0.0 | $0 | 30k | 0.00 |
|
|
| Original Sixteen To One Mine I | 0.0 | $0 | 36k | 0.00 |
|
|
| Zenergy Brands | 0.0 | $0 | NEW | 24M | 0.00 |
|
Past Filings by Waldron Private Wealth
SEC 13F filings are viewable for Waldron Private Wealth going back to 2013
- 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
- Waldron Private Wealth 2021 Q4 filed Feb. 2, 2022
- Waldron Private Wealth 2021 Q3 filed Nov. 2, 2021
- Waldron Private Wealth 2021 Q2 filed Aug. 6, 2021
- Waldron Private Wealth 2021 Q1 filed May 11, 2021
- Waldron Private Wealth 2020 Q4 filed Feb. 12, 2021
- Waldron Private Wealth 2020 Q3 filed Nov. 13, 2020
- Waldron Private Wealth 2020 Q2 filed Aug. 11, 2020