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Portfolio (Quarterly) Guide ↗

Waldron Private Wealth LLC

· CIK 0001598180
13F Portfolio $2.5B AUM Filed Jan 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 325 New
Page 8 of 17  ·  325 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 IWR ISHARES TR 10,602.0 $1.0M 0.04% NEW $96.27 +13.6%
142 SPYV SPDR SERIES TRUST 17,922.0 $1.0M 0.04% NEW $56.81 +8.4%
143 TJX TJX COS INC NEW Consumer Cyclical 6,553.0 $1.0M 0.04% NEW $153.61 +8.3%
144 XLF SELECT SECTOR SPDR TR 17,595.0 $964K 0.04% NEW $54.77 -0.1%
145 HD HOME DEPOT INC Consumer Cyclical 2,781.0 $957K 0.04% NEW $344.10 -1.9%
146 NOC NORTHROP GRUMMAN CORP Industrials 1,677.0 $956K 0.04% NEW $570.21 -2.3%
147 NSC NORFOLK SOUTHN CORP Industrials 3,297.0 $952K 0.04% NEW $288.72 +5.4%
148 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 12,204.0 $930K 0.04% NEW $76.23 -25.4%
149 DE DEERE & CO Industrials 1,964.0 $914K 0.04% NEW $465.33 +28.1%
150 AEP AMERICAN ELEC PWR CO INC Utilities 7,881.0 $909K 0.04% NEW $115.31 +12.0%
151 GE GE AEROSPACE Industrials 2,893.0 $891K 0.04% NEW $308.03 +16.0%
152 CRM SALESFORCE INC Technology 3,342.0 $885K 0.04% NEW $264.91 -40.0%
153 LMBS FIRST TR EXCHANGE-TRADED FD 17,486.0 $874K 0.04% NEW $49.99 -0.1%
154 LOW LOWES COS INC Consumer Cyclical 3,590.0 $866K 0.03% NEW $241.16 -6.7%
155 AMT AMERICAN TOWER CORP NEW Real Estate 4,908.0 $862K 0.03% NEW $175.53 +4.4%
156 XLP SELECT SECTOR SPDR TR 11,059.0 $859K 0.03% NEW $77.68 +9.1%
157 J P MORGAN EXCHANGE TRADED F 16,809.0 $853K 0.03% NEW $50.77
158 SPHQ INVESCO EXCHANGE TRADED FD T 11,368.0 $853K 0.03% NEW $75.05 +19.5%
159 WDAY WORKDAY INC Technology 3,871.0 $831K 0.03% NEW $214.78 -41.0%
160 PFE PFIZER INC Healthcare 33,004.0 $822K 0.03% NEW $24.90 +5.1%
Page 8 of 17  ·  325 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 33.6%
Technology 23.7%
Healthcare 12.6%
Communication Services 9.8%
Industrials 5.9%
Consumer Cyclical 4.6%
Consumer Defensive 4.4%
Energy 3.4%
Real Estate 0.8%
Utilities 0.7%