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Portfolio (Quarterly) Guide ↗

Waldron Private Wealth LLC

· CIK 0001598180
13F Portfolio $2.6B AUM 342 positions Filed Apr 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 29 New 127 Added 90 Reduced 12 Exited
Page 4 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GE GE AEROSPACE Industrials 3,285.0 $932K 0.04% +392.0 +13.6% $283.77 +23.9%
62 VZ VERIZON COMMUNICATIONS INC Communication Services 18,525.0 $930K 0.04% +1K +6.7% $50.20 -6.9%
63 MCO MOODYS CORP Financial Services 2,069.0 $903K 0.04% +17.0 +0.8% $436.25 +7.4%
64 AMT AMERICAN TOWER CORP Real Estate 5,154.0 $889K 0.04% +246.0 +5.0% $172.57 +6.9%
65 EMR EMERSON ELEC CO Industrials 6,766.0 $886K 0.04% +862.0 +14.6% $131.02 +13.6%
66 GEV GE VERNOVA INC Utilities 998.0 $871K 0.03% +60.0 +6.4% $872.90 +12.5%
67 COP CONOCOPHILLIPS Energy 6,549.0 $864K 0.03% +101.0 +1.6% $131.98 -15.6%
68 ETN EATON CORP PLC Industrials 2,288.0 $818K 0.03% +219.0 +10.6% $357.67 +14.0%
69 AMD ADVANCED MICRO DEVICES INC Technology 3,970.0 $808K 0.03% +598.0 +17.7% $203.43 +149.4%
70 EFV ISHARES TR 10,640.0 $791K 0.03% +464.0 +4.6% $74.35 +4.1%
71 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 13,370.0 $789K 0.03% +1K +9.6% $59.03 -3.2%
72 BMY BRISTOL-MYERS SQUIBB CO Healthcare 12,580.0 $763K 0.03% +785.0 +6.7% $60.65 -7.8%
73 LIN LINDE PLC Basic Materials 1,451.0 $719K 0.03% +148.0 +11.4% $495.76 +4.5%
74 ITOT ISHARES TR 4,962.0 $707K 0.03% +513.0 +11.5% $142.43 +15.2%
75 GS GOLDMAN SACHS GROUP INC Financial Services 769.0 $651K 0.03% +14.0 +1.9% $845.99 +28.9%
76 NFLX NETFLIX INC. Communication Services 6,602.0 $635K 0.03% +1K +26.2% $96.15 -18.1%
77 INTC INTEL CORP Technology 14,306.0 $631K 0.03% +800.0 +5.9% $44.13 +165.2%
78 SUB ISHARES TR 5,925.0 $631K 0.03% +834.0 +16.4% $106.50 +0.0%
79 BLK BLACKROCK INC Financial Services 635.0 $611K 0.02% +82.0 +14.8% $961.71 +9.4%
80 MS MORGAN STANLEY Financial Services 3,661.0 $602K 0.02% +51.0 +1.4% $164.57 +34.2%
Page 4 of 7  ·  127 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 32.5%
Technology 22.1%
Healthcare 12.7%
Communication Services 9.5%
Industrials 6.7%
Energy 5.1%
Consumer Defensive 4.7%
Consumer Cyclical 4.5%
Utilities 0.9%
Basic Materials 0.7%