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Portfolio (Quarterly) Guide ↗

Waldron Private Wealth LLC

· CIK 0001598180
13F Portfolio $2.9B AUM 350 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 26 New 82 Added 94 Reduced 18 Exited
Page 2 of 5  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 REET ISHARES TR 328,005.0 $9.1M 0.31% -13K -3.7% $27.62 +1.6%
22 ABBV ABBVIE INC Healthcare 29,274.0 $7.4M 0.26% -340.0 -1.1% $251.64 +5.5%
23 JPM JPMORGAN CHASE & CO Financial Services 21,060.0 $6.9M 0.24% -360.0 -1.7% $327.34 +8.5%
24 IWB ISHARES TR 13,466.0 $5.5M 0.19% -373.0 -2.7% $409.50 +2.5%
25 RWO SPDR INDEX SHS FDS 103,511.0 $5.1M 0.18% -2K -2.1% $49.71 +1.5%
26 MSA MSA SAFETY INC Industrials 28,407.0 $5.0M 0.17% -2K -7.4% $174.58 +8.3%
27 BILS SPDR SERIES TRUST 46,581.0 $4.6M 0.16% -677.0 -1.4% $99.38 -0.0%
28 IJR ISHARES TR 30,942.0 $4.6M 0.16% -3K -9.5% $148.31 -1.0%
29 XLI SELECT SECTOR SPDR TR 22,384.0 $4.1M 0.14% -3K -10.5% $185.23 -2.3%
30 AVGO BROADCOM INC Technology 10,053.0 $3.8M 0.13% -153.0 -1.5% $377.75 -3.8%
31 SCZ ISHARES TR 46,015.0 $3.8M 0.13% -520.0 -1.1% $82.27 +4.5%
32 XLF SELECT SECTOR SPDR TR 66,390.0 $3.6M 0.12% -9K -11.6% $53.61 +7.0%
33 XLE SELECT SECTOR SPDR TR 54,697.0 $2.9M 0.10% -4K -7.2% $53.11 +21.3%
34 TSLA TESLA INC Consumer Cyclical 6,155.0 $2.6M 0.09% -661.0 -9.7% $420.58 -18.0%
35 CPB THE CAMPBELLS COMPANY Consumer Defensive 111,906.0 $2.5M 0.09% -17K -13.1% $22.27 +4.8%
36 SNDK SANDISK CORP Technology 1,057.0 $2.4M 0.08% -181.0 -14.6% $2273.73 -30.2%
37 ASML ASML HLDG NV Technology 1,160.0 $2.3M 0.08% -235.0 -16.9% $1989.44 -11.9%
38 AMD ADVANCED MICRO DEVICES INC Technology 3,829.0 $2.2M 0.08% -141.0 -3.5% $580.91 -19.8%
39 EFA ISHARES TR 20,482.0 $2.1M 0.07% -2K -7.9% $103.88 +3.4%
40 WDC WESTERN DIGITAL CORP Technology 3,183.0 $2.0M 0.07% -728.0 -18.6% $638.72 -27.4%
Page 2 of 5  ·  94 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 32.3%
Technology 26.1%
Healthcare 12.0%
Communication Services 9.5%
Industrials 6.5%
Consumer Cyclical 4.4%
Consumer Defensive 4.1%
Energy 3.2%
Utilities 0.9%
Basic Materials 0.6%