CIK 1598180
Waldron Private Wealth LLC
Institutional 13F holdings & portfolio
Holdings
325
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 151–200 of 325
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GE | GE AEROSPACE | 3K | $500K+ | SH |
| CRM | SALESFORCE INC | 3K | $500K+ | SH |
| LMBS | FIRST TR EXCHANGE-TRADED FD | 17K | $500K+ | SH |
| LOW | LOWES COS INC | 4K | $500K+ | SH |
| AMT | AMERICAN TOWER CORP NEW | 5K | $500K+ | SH |
| XLP | SELECT SECTOR SPDR TR | 11K | $500K+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 17K | $500K+ | SH |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 11K | $500K+ | SH |
| WDAY | WORKDAY INC | 4K | $500K+ | SH |
| PFE | PFIZER INC | 33K | $500K+ | SH |
| RCI | ROGERS COMMUNICATIONS INC | 21K | $500K+ | SH |
| HYMC | HYCROFT MINING HOLDING CORP | 33K | $500K+ | SH |
| EMR | EMERSON ELEC CO | 6K | $500K+ | SH |
| TROW | PRICE T ROWE GROUP INC | 8K | $500K+ | SH |
| TMP | TOMPKINS FINL CORP | 11K | $500K+ | SH |
| AMAT | APPLIED MATLS INC | 3K | $500K+ | SH |
| WDC | WESTERN DIGITAL CORP | 4K | $500K+ | SH |
| LVS | LAS VEGAS SANDS CORP | 12K | $500K+ | SH |
| VFH | VANGUARD WORLD FD | 6K | $500K+ | SH |
| MOAT | VANECK ETF TRUST | 7K | $500K+ | SH |
| SPGI | S&P GLOBAL INC | 1K | $500K+ | SH |
| EFV | ISHARES TR | 10K | $500K+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 3K | $500K+ | SH |
| WBD | WARNER BROS DISCOVERY INC | 25K | $500K+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 17K | $500K+ | SH |
| DVY | ISHARES TR | 5K | $500K+ | SH |
| CP | CANADIAN PACIFIC KANSAS CITY | 9K | $500K+ | SH |
| SM | SM ENERGY CO | 36K | $500K+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 755 | $500K+ | SH |
| ITOT | ISHARES TR | 4K | $500K+ | SH |
| ETN | EATON CORP PLC | 2K | $500K+ | SH |
| FLEX | FLEX LTD | 11K | $500K+ | SH |
| MS | MORGAN STANLEY | 4K | $500K+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 12K | $500K+ | SH |
| NRG | NRG ENERGY INC | 4K | $500K+ | SH |
| GEV | GE VERNOVA INC | 938 | $500K+ | SH |
| ALLY | ALLY FINL INC | 14K | $500K+ | SH |
| APH | AMPHENOL CORP NEW | 4K | $500K+ | SH |
| COP | CONOCOPHILLIPS | 6K | $500K+ | SH |
| IJK | ISHARES TR | 6K | $500K+ | SH |
| BLK | BLACKROCK INC | 553 | $500K+ | SH |
| IYR | ISHARES TR | 6K | $500K+ | SH |
| XLC | SELECT SECTOR SPDR TR | 5K | $500K+ | SH |
| DFUS | DIMENSIONAL ETF TRUST | 8K | $500K+ | SH |
| OMFL | INVESCO EXCH TRD SLF IDX FD | 9K | $500K+ | SH |
| XLK | SELECT SECTOR SPDR TR | 4K | $500K+ | SH |
| LIN | LINDE PLC | 1K | $500K+ | SH |
| SUB | ISHARES TR | 5K | $500K+ | SH |
| DAL | DELTA AIR LINES INC DEL | 8K | $500K+ | SH |
| GNL | GLOBAL NET LEASE INC | 63K | $500K+ | SH |