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 201–250 of 325
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GTEK | GOLDMAN SACHS ETF TR | 13K | $500K+ | SH |
| BA | BOEING CO | 2K | $500K+ | SH |
| AXP | AMERICAN EXPRESS CO | 1K | $500K+ | SH |
| XLI | SELECT SECTOR SPDR TR | 3K | $500K+ | SH |
| AMLP | ALPS ETF TR | 11K | $500K+ | SH |
| SLYV | SPDR SERIES TRUST | 6K | $500K+ | SH |
| MO | ALTRIA GROUP INC | 9K | $100K–$500K | SH |
| INTC | INTEL CORP | 14K | $100K–$500K | SH |
| SCHX | SCHWAB STRATEGIC TR | 18K | $100K–$500K | SH |
| IHAK | ISHARES TR | 10K | $100K–$500K | SH |
| NFLX | NETFLIX INC | 5K | $100K–$500K | SH |
| UNH | UNITEDHEALTH GROUP INC | 1K | $100K–$500K | SH |
| C | CITIGROUP INC | 4K | $100K–$500K | SH |
| AON | AON PLC | 1K | $100K–$500K | SH |
| OEF | ISHARES TR | 1K | $100K–$500K | SH |
| SIRI | SIRIUSXM HOLDINGS INC | 24K | $100K–$500K | SH |
| BKNG | BOOKING HOLDINGS INC | 87 | $100K–$500K | SH |
| ROK | ROCKWELL AUTOMATION INC | 1K | $100K–$500K | SH |
| VTIP | VANGUARD MALVERN FDS | 9K | $100K–$500K | SH |
| WTAI | WISDOMTREE TR | 16K | $100K–$500K | SH |
| MGK | VANGUARD WORLD FD | 1K | $100K–$500K | SH |
| AEM | AGNICO EAGLE MINES LTD | 3K | $100K–$500K | SH |
| FDX | FEDEX CORP | 2K | $100K–$500K | SH |
| SLYG | SPDR SERIES TRUST | 5K | $100K–$500K | SH |
| DIS | DISNEY WALT CO | 4K | $100K–$500K | SH |
| COF | CAPITAL ONE FINL CORP | 2K | $100K–$500K | SH |
| PSX | PHILLIPS 66 | 3K | $100K–$500K | SH |
| PFG | PRINCIPAL FINANCIAL GROUP IN | 5K | $100K–$500K | SH |
| XOP | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| WFC | WELLS FARGO CO NEW | 4K | $100K–$500K | SH |
| IDCC | INTERDIGITAL INC | 1K | $100K–$500K | SH |
| SYF | SYNCHRONY FINANCIAL | 5K | $100K–$500K | SH |
| ESGU | ISHARES TR | 3K | $100K–$500K | SH |
| DLR | DIGITAL RLTY TR INC | 3K | $100K–$500K | SH |
| IEZ | ISHARES TR | 19K | $100K–$500K | SH |
| MMM | 3M CO | 2K | $100K–$500K | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 794 | $100K–$500K | SH |
| ARKW | ARK ETF TR | 3K | $100K–$500K | SH |
| XTL | SPDR SERIES TRUST | 2K | $100K–$500K | SH |
| VNQI | VANGUARD INTL EQUITY INDEX F | 8K | $100K–$500K | SH |
| EFG | ISHARES TR | 3K | $100K–$500K | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 1K | $100K–$500K | SH |
| ICF | ISHARES TR | 6K | $100K–$500K | SH |
| ADBE | ADOBE INC | 1K | $100K–$500K | SH |
| CVS | CVS HEALTH CORP | 4K | $100K–$500K | SH |
| SNDK | SANDISK CORP | 1K | $100K–$500K | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 11K | $100K–$500K | SH |
| COR | CENCORA INC | 1K | $100K–$500K | SH |
| FAST | FASTENAL CO | 9K | $100K–$500K | SH |
| ARTY | ISHARES TR | 7K | $100K–$500K | SH |